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Smith.ai

by Smith.ai

24/7 AI and live virtual receptionist service for HVAC contractors — books service calls, qualifies leads

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About This Product

Smith.ai provides both AI-powered and live virtual receptionist services for HVAC contractors, handling inbound calls and texts 24/7 to book service appointments and qualify leads. The platform combines AI automation for routine tasks with human backup for complex situations. Plans start at $300/month for 30 calls, with custom plans for high-volume HVAC businesses.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Not available
Free trial
No
Free tier
No
Public API
No
Deployment
Cloud

FSH Score Breakdown

Ease of Use
5.0
Features
6.8
Support
5.0
Value
5.0
Integrations
8.0
AI Capabilities
1.5

Customer Reviews

Features

59 features confirmed across 8categories· Showing confirmed capabilities only

Customer Communication19features

AI Chat ReceptionistConversational AIAI ConciergeProactive chatAI Receptionist24/7 call handlingAuto DialerOutbound CallingCall Flow AutomationCustom call flows and routing logicCall RecordingCall recording and transcriptionCentralized Multi-Channel CommunicationMulti-channel engagementNotificationsAppointment reminders
Show 11 more
Q&A LibrarySupplemental Q&A knowledge baseCall Transfers and ExtensionsCall transfer requests via Microsoft TeamsChat Window CustomizationMobile-optimized chat widgetAutomated Status UpdatesStatus updates via SMSMissed Call Text BackClient callback requestsCall ScriptingClient PortalOnline dashboardCustomizable Greeting MessageCustomizable Voicemail GreetingsIntelligent Spam Call ProtectionSpam and robocall filteringVoIP Phone SystemDedicated phone numberDedicated Phone Number

AI & Automation15features

AI + Human HandoffHybrid AI and human agent modelAI Agents for Engagement, Qualification, and ConversionLead qualification and intakeAI Employee for Automated Lead Response and Appointment SettingAI receptionist for appointment schedulingAI Trained on Website ContentAI trained on website contentDynamic AI Escalation AssignmentHuman hand-offAI TranscriptionCall recording & transcriptionAI Generated Call TranscriptsAutomatic Call Classification and Disposition Correction
Show 7 more
No-Code Playbook BuilderNo-code playbook builderAI Powered Prompts and RemindersAI Agent Custom InstructionsCustom call instructionsAutomation RulesAI-driven workflowsAI Agent BuilderNo-code playbook builderCall SummarizationCall summary loggingAI Generated Call NotesInstant call summaries

CRM & Sales9features

CRMCRM integrationAI Lead ScreeningLead qualificationClient Intake AutomationNew client intake form completionCustomer Loyalty ProgramReferral ProgramAuto Create Contacts Via ZapierZapier integration for passing call and chat data to 5,000+ appsReview Widget For Website DisplayAd Performance And ROAS TrackingOutreach campaign dashboardSales AutomationEmail and SMS follow-up
Show 1 more
Case CreationNew client intake

Reporting & Analytics7features

ReportingReporting and analyticsAI Powered Call Tracking and AnalyticsCall DashboardCentralized DashboardOnline dashboardAutomated Dashboards and System Status ReportsReporting and analytics dashboardCall TrackingInbound call trackingCall InsightsCall disposition taggingKPI DashboardsChat transcript and performance analytics dashboard

Platform & Customization4features

Custom BrandingCustom brandingThird-Party IntegrationGoogle Analytics integrationScheduling And Dispatch IntegrationCRM and service management software integrationDocument ManagementQ&A library

Scheduling & Dispatch3features

Online BookingAppointment bookingScheduling OptimizationAI SchedulingEmergency Dispatch Coordination

Invoicing & Payments1feature

Payment ProcessingPayment collection

Technician Management1feature

Employee Rewards & RecognitionCaller recognition

Integrations 87 across 10 categories

CRM 27
Act!
Agile CRM
Capsule CRM
CasePeer
Close
Daylite
Filevine
Freshsales
GorillaDesk
Help Scout

Help Scout

HubSpot

HubSpot

Infusionsoft by Keap
Law Ruler
LawConnect
LawCus
Lawmatics
Lead Docket
Lexicata
MyCase
Pipedrive

Pipedrive

PracticePanther
Redtail CRM
Rocket Matter
Salesforce

Salesforce

Wealthbox
Zoho CRM

Zoho CRM

noCRM
Productivity 21
Acuity Scheduling

Acuity Scheduling

Airtable
Apple iCloud
Calendly

Calendly

GlossGenius
Goldie
Google Calendar

Google Calendar

Google Sheets

Google Spreadsheet

Harmonizely
Jane
Microsoft 365
Motion
Ninja Forms

Ninja Forms

OnceHub
ScheduleOnce
Schedulista
Setmore
Smokeball
Timely
Woven
ZynCal
Communication 10
ClientRock
Google Voice
Grasshopper
LiveCall
Microsoft Teams

Microsoft Teams

Mighty Call
Outlook

Outlook

Slack

Slack

Talkroute
Vonage
Field Service 10
AccuLynx

AccuLynx

Apptoto
Assembly Neos
Dubsado
FieldEdge Native
Housecall Pro Native
Jobber Native
MassageBook
ServiceTitan Native
Thryv
Marketing 8
ActiveCampaign

ActiveCampaign

Angi

Angi

CallRail

CallRail

GoHighLevel

HighLevel

LeadConnector
Mailchimp

Mailchimp

SharpSpring
WhatConverts
Industry-Specific 5
Actionstep
Clio
Mindbody
RealEFlow
WellnessLiving
Data & Automation 3
Docparser
Make

Make

Zapier Zapier
Accounting 1
QuickBooks Online Native
Payment Processing 1
Square
HR & Payroll 1
WhenWorks

Pricing

Model
Subscription
Starting at
$300/mo

Related Products 10 across 1 category