Integrate Smith.ai with Retently

Trigger NPS/CSAT surveys after client interactions or lead qualifications, sync customer profiles and interaction history with Retently, and use survey feedback to improve client communication strategies.

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About Smith.ai

Smith.ai is a virtual reception service that captures and qualifies leads, books new clients, and manages existing client relationships.

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Smith.ai to Retently

1

New Call

Triggers when a new call is created.
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Retently to Smith.ai

1

Call Someone (Outreach Campaign Only)

Queues an outbound call request.
2

Call Someone (Virtual Receptionist)

Queues an outbound call request. Once triggered, this action will add a recipient with name, number, email address, and timing to the outbound call queue.

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