Master Smith.ai with our step-by-step tutorial, detailed feature walkthrough, and expert tips.
Create a Smith.ai account at smith.ai and select a pricing plan based on expected monthly call volume, required coverage, and whether AI
only or live receptionist support is needed. Complete onboarding to configure custom call handling, intake questions, lead qualification criteria, escalation rules, and scheduling preferences. Connect CRM, calendar, and workflow integrations through the platform dashboard or with support from Smith.ai's customer success team. Test sample call scenarios to verify AI response accuracy, escalation behavior, scheduling, CRM updates, and reporting before routing production calls.
💡 Quick Start: Follow these 2 steps in order to get up and running with Smith.ai quickly.
Explore the key features that make Smith.ai powerful for enterprise agents workflows.
AI receptionists can handle routine inquiries, intake, scheduling, routing, CRM updates, recordings, transcripts, and summaries while escalating complex or sensitive calls to live human support when appropriate.
Call handling can be configured for legal intake, medical appointment management, home services dispatch, IT and MSP triage, professional services lead qualification, and similar business workflows.
Smith.ai states that it can sync call data across 7,000+ integrations spanning CRM, calendar, practice management, ticketing, marketing, and workflow tools.
Dashboard and reporting features may include call recordings, transcripts, conversation summaries, lead details, and performance visibility for receptionist workflows.
English and Spanish support helps businesses serve callers across common North American customer communication needs.
Now that you know how to use Smith.ai, it's time to put this knowledge into practice.
Sign up and follow the tutorial steps
Check pros, cons, and user feedback
See how it stacks against alternatives
Follow our tutorial and master this powerful enterprise agents tool in minutes.
Tutorial updated March 2026