Overview

This article explains how to connect Smith.ai and Wealthbox, so calls handled by Smith.ai's virtual receptionists are automatically documented inside your Wealthbox account.

What is Smith.ai?

Smith.ai is a virtual receptionist and intake service for solo and small firms. Its U.S.-based professional receptionists answer calls and website chats, screen and intake clients, schedule appointments, and accept payments. Its integration with Wealthbox automatically documents calls handled by Smith.ai's receptionists inside a Wealthbox account.

How does it work?

After each call is handled by a Smith.ai receptionist, a new contact is created in Wealthbox with the caller's name, phone number, and email address if the contact doesn't already exist. A note is also created on that contact's record containing the full text of the post-call summary, whether the contact is new or already existed in Wealthbox. Both the record creation and the new note appear as activities in the contact's activity timeline.

Step-by-step setup instructions

1. Confirm you have an active Smith.ai account and an active Wealthbox account.
2. From Smith.ai, locate the option to connect your Wealthbox account.
3. Log in with your Wealthbox credentials when prompted, and authorize the connection.
4. Have a test call handled by a Smith.ai receptionist to confirm the integration is working.
5. Check Wealthbox to confirm a new contact was created (or an existing contact was matched) with the caller's information.
6. Confirm the post-call summary appears as a note on that contact's record, and that both the note and the record creation appear in the contact's activity timeline.

(Exact menu labels inside Smith.ai may differ slightly by account type — refer to Smith.ai's own onboarding screens if a labeled step doesn't match what you see.)

Troubleshooting steps

• Issue: A new contact isn't being created in Wealthbox after a Smith.ai call. Solution: Confirm the Wealthbox connection is authorized in Smith.ai's account settings, and reconnect if needed.
• Issue: The post-call summary note is missing from the contact's record. Solution: Confirm the call was fully handled and closed out by the Smith.ai receptionist, since the summary note is created once the call is complete.
• Issue: A call is creating a duplicate contact instead of matching an existing one. Solution: Confirm the existing contact's phone number and email address in Wealthbox match what the caller provided to the Smith.ai receptionist.

FAQ

• Do I need to manually document calls handled by Smith.ai? No. Once connected, calls are documented automatically, including a new contact (if needed) and a note with the full post-call summary.
• What information does Smith.ai add to a new contact? A new contact is created with the caller's name, phone number, and email address.
• Where can I see the call activity for a contact? Both the contact record creation and the new note appear as activities in that contact's activity timeline in Wealthbox.