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Smith.ai Live Chat

by Smith.ai

24/7 AI receptionist with live-staffed web chat for HVAC contractors, handling lead capture and appointment booking.

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About This Product

Smith.ai provides 24/7 virtual receptionists combining AI with live human agents for web chat, phone answering, and lead intake. For HVAC contractors, it qualifies service requests, books appointments, and provides intelligent call analytics. The chat widget embeds into any website and transfers to live agents when AI assistance is insufficient.

Capabilities

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

Mobile app
Available
Free trial
Yes
Free tier
No
Public API
Yes
Deployment
Cloud

FSH Score Breakdown

Ease of Use
6.5
Features
7.5
Support
6.0
Value
5.5
Integrations
8.0
AI Capabilities
1.5

Features

78 features confirmed across 11categories· Showing confirmed capabilities only

Customer Communication25features

AI Chat ReceptionistConversational AIAI ConciergeProactive chatAI ReceptionistLive virtual receptionist for complex situationsAuto DialerOutbound callingBlacklist ManagementCall blockingCall Flow AutomationCustom call flows and routing logicCall RecordingCall recording and transcriptionClient PortalClient portal
Show 17 more
FAQ AutomationFAQ answeringNotificationsAppointment remindersOut of Office GreetingsPersonalized greetingsSMS MessagingSpam blockingVoIP Phone SystemDedicated business phone numberAutomated Status UpdatesIntegrated Caller IDVoicemail CustomizationChat Window CustomizationMobile-optimized chat widgetCall Transfers and ExtensionsChat ButtonQ&A LibraryWeb to SMS FeatureCall ScreeningCall screening disablingIndividual Voicemail InboxesVoicemail customizationChat FeatureChat widget embeddingCustomer SupportLive agents 24/7

AI & Automation16features

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 receptionists for appointment schedulingAI Automation SummaryChat transcriptsAI SupportPriority supportCall SummarizationIntent RecognitionUser intent understandingNo-Code Bot BuilderNo-code chatbot builder
Show 8 more
No-Code Playbook BuilderNo-code playbook builderAI TranscriptionChat transcriptsAI Enhanced PlaybooksAI-enhanced playbooksDual Knowledge Base ArchitectureCustom knowledge base for chatAutomation RulesAI-driven workflowsAI Trained on Website ContentAI-powered chatbot trained on website contentAI Agent BuilderNo-code playbook builderAI Powered SearchUnlimited AI-powered Q&A

CRM & Sales11features

CRMCRM integrationAI Lead ScreeningLead qualificationClient Intake AutomationNew client intakeReview Widget For Website DisplayEasy website embedDedicated Success ManagerDedicated account managerLead ManagementLead captureAuto Create Contacts Via ZapierZapier integration for automated data transferIntelligent Lead GenerationLead source identification
Show 3 more
Ad Performance And ROAS TrackingOutreach campaign dashboardSales AutomationEmail and SMS follow-upMarketing ToolsAI-enhanced playbooks

Reporting & Analytics8features

AnalyticsAnalytics dashboardReportingReporting and analyticsCentralized DashboardOnline dashboardAutomated Dashboards and System Status ReportsReporting and analytics dashboardAI Powered Call Tracking and AnalyticsCall TrackingInbound call trackingCall InsightsCall disposition taggingBest Time to Post Analytics

Platform & Customization7features

Custom BrandingCustom brandingThird-Party IntegrationGoogle Analytics integrationScheduling And Dispatch IntegrationCRM and service management software integrationMulti-Language SupportSpanish language lineImplementation ConsultingWhite-glove onboarding and implementationMobile-First DesignDocument ManagementQ&A library

Scheduling & Dispatch4features

SchedulingCalendar integrationOnline BookingAppointment bookingEmail & Calendar SyncVideo meeting schedulingScheduling OptimizationAdvanced routing rules

Technician Management3features

Call Monitoring & CoachingCall recordingBuilt-In Video Portal for Interviews and SchedulingEmployee Rewards & RecognitionCaller recognition

Invoicing & Payments1feature

Payment ProcessingPayment collection

Inventory Management1feature

24/7 Online Ordering

Equipment & Asset Management1feature

Automatic Time Zone and Date ManagementTime zone settings adjustment

Training & Education1feature

CEU / Continuing Education CreditsTranscript viewing

Integrations 84 across 9 categories

CRM 27
Act!
Agile CRM

Agile CRM

Capsule CRM

Capsule CRM

CasePeer

CASEpeer

Close

Close CRM

Daylite

Daylite

Filevine

Filevine

Freshsales

Freshsales

GorillaDesk

GorillaDesk

Help Scout

Help Scout

HubSpot Native
Infusionsoft by Keap

Keap

Law Ruler

Law Ruler

LawConnect

LawConnect

LawCus

Lawcus

Lawmatics

Lawmatics

Lead Docket

Lead Docket

Lexicata

Lexicata

MyCase

MyCase

Pipedrive Native
PracticePanther

PracticePanther

Redtail CRM

Redtail CRM

Rocket Matter

Rocket Matter

Salesforce Native
Wealthbox

Wealthbox

Zoho CRM

Zoho CRM

noCRM

noCRM

Productivity 19
Acuity Scheduling

Acuity Scheduling

Airtable

Airtable

Apple iCloud

iCloud

Calendly Native
GlossGenius

GlossGenius

Goldie

Goldie

Google Calendar Native
Harmonizely

Harmonizely

Jane

Jane

Microsoft 365

Office 365

Ninja Forms

Ninja Forms

OnceHub

OnceHub

ScheduleOnce

ScheduleOnce

Schedulista

Schedulista

Setmore

Setmore

Smokeball

Smokeball

Timely

Timely

Woven

Woven

ZynCal

ZynCal

Communication 10
ClientRock

ClientRock

Google Voice

Google Voice

Grasshopper

Grasshopper

LiveCall

LiveCall

Microsoft Teams

Microsoft Teams

Mighty Call

Mighty Call

Outlook Native
Slack Native
Talkroute

Talkroute

Vonage

Vonage

Field Service 9
AccuLynx

AccuLynx

Apptoto

Apptoto

Assembly Neos

Assembly Neos

Dubsado

Dubsado

Housecall Pro

Housecall Pro

Jobber

Jobber

MassageBook

MassageBook

ServiceTitan

ServiceTitan

Thryv

Thryv

Marketing 8
ActiveCampaign

ActiveCampaign

Angi

Angi

CallRail

CallRail

GoHighLevel

HighLevel

LeadConnector

LeadConnector

Mailchimp

Mailchimp

SharpSpring

SharpSpring

WhatConverts

WhatConverts

Industry-Specific 4
Clio

Clio

Mindbody

Mindbody

RealEFlow

RealEFlow

WellnessLiving

WellnessLiving

Payment Processing 3
Authorize.net Native
PayPal Native
Square Native
Data & Automation 3
Docparser

PDFs with Docparser

Make Native
Zapier Zapier
HR & Payroll 1
WhenWorks

WhenWorks

Pricing

Model
Quote Only
Starting at
$140/mo

Related Products 1 across 1 category

Alternatives & Competitors

Ruby Evidence-backed Good
Ruby Good match
Why these are related — sources 3
  • reddit

    “We’ve used both Smith.ai and Ruby (current service). Ruby is more expensive but we’ve found the quality and professionalism to be much better than Smith.”

  • smith.ai

    “Smith.ai vs. Ruby Receptionists”

  • getnextphone.com

    “The best Smith.ai alternative depends on what you actually need: Ruby for premium human touch, AnswerConnect for 24/7 live coverage, Dialzara for budget AI testing, NextPhone for flat-rate AI with emergency routing.”