Migrieren von Smith.ai
zu SchedulingKit
Vollständiger Leitfaden zur Migration von Smith.ai zu SchedulingKit. Ersetzen Sie den virtuellen Empfangsdienst von Smith.ai für $95-800+/Monat durch den integrierten KI-Empfang, die Terminplanung und das CRM von SchedulingKit, alles auf einer Plattform.
Die Migration von Smith.ai zu SchedulingKit dauert etwa 1-2 Stunden. Diese Schritt-für-Schritt-Anleitung behandelt den Datenexport, die Kontoeinrichtung und die Inbetriebnahme. Vergleichen Sie beide in unserem Smith.ai Alternativen-Vergleich.
Was übertragen wird
Kann übertragen werden
- Unternehmensinformationen und Öffnungszeiten
- Anrufbearbeitungsanweisungen und Skripte
- FAQ und Liste häufig gestellter Fragen
- Kalenderbuchungseinstellungen
Kann nicht übertragen werden
- Anrufaufzeichnungen und Transkripte
- Historische Anrufprotokolle und Analysen
- Kundeninteraktionshistorie
- Chat-Widget-Gesprächsprotokolle
Migrationsschritte
Folgen Sie diesen Schritten, um Ihre Migration in 1-2 Stunden abzuschließen
Document Your Smith.ai Configuration
Record your call handling instructions, FAQs, booking preferences, and any custom scripts Smith.ai uses for your business.
💡 Tipps:
- •Note your call greeting and transfer rules
- •Document FAQs and common caller questions
- •Record your booking preferences and intake questions
- •List any integrations Smith.ai connects to
Create Your SchedulingKit Account
Sign up for SchedulingKit (free plan available). You'll set up both scheduling and AI receptionist capabilities in one platform.
Set Up Your Booking System
Create event types for your appointments and services. Configure availability, durations, and intake forms.
💡 Tipps:
- •Recreate each appointment type Smith.ai was booking for you
- •Add intake forms matching the questions Smith.ai asked callers
- •Set up calendar sync to avoid double-bookings
Configure the AI Voice Agent
Set up SchedulingKit's AI voice agent with your business information, call handling preferences, and FAQs. This replaces Smith.ai's human+AI receptionist.
💡 Tipps:
- •Input your business hours, services, and pricing
- •Add your most common caller questions and answers
- •Configure call routing for different scenarios
- •Set up the AI to book appointments directly into your calendar
- •Customize the voice agent's greeting and tone
Enable the AI Chatbot
Activate SchedulingKit's AI chatbot on your website to handle the web chat functionality that Smith.ai provided separately.
💡 Tipps:
- •Configure the chatbot with the same FAQs as the voice agent
- •Enable appointment booking through the chatbot
- •Set up lead capture for non-booking inquiries
Set Up CRM & Integrations
Configure SchedulingKit's built-in CRM and connect any other tools (calendar, payment processor, email).
Test & Transition
Test the AI voice agent and chatbot thoroughly, then forward your business phone number to SchedulingKit and cancel Smith.ai.
💡 Tipps:
- •Make test calls to verify AI voice agent responses
- •Test chatbot interactions on your website
- •Run both services in parallel for a week if possible
- •Cancel Smith.ai once satisfied with SchedulingKit's performance
Funktionsvergleich
Wie die Funktionen von Smith.ai zu SchedulingKit passen
| Funktion | Smith.ai | SchedulingKit |
|---|---|---|
| Phone Answering | Human + AI receptionists ($95-800+/mo) | AI voice agent (included from $12/seat/mo)90%+ cost reduction |
| Appointment Booking | Receptionist books via your calendar | AI books directly into built-in schedulingFully integrated, no middleware |
| Web Chat | Live chat ($140+/mo add-on) | AI chatbot (included)24/7 AI-powered, no extra cost |
| Lead Qualification | Receptionists qualify leads | AI qualifies leads automaticallyConsistent, scalable qualification |
| CRM | Integrates with your CRM | Built-in CRMNo separate CRM needed |
| After-Hours | 24/7 plan ($800+/mo) | 24/7 AI included in all plansAI never sleeps or charges overtime |
| Spam Filtering | Receptionists screen calls | AI screening built-in |
| Follow-ups | Not included | AI-powered follow-up reminders |
Was Sie Erwartet
Was Sie Gewinnen
- 80-95% cost reduction ($95-800/mo → from $12/seat/mo with AI included)
- AI voice agent available 24/7 with no per-call or per-minute charges
- Scheduling and receptionist in one platform (no integration needed)
- AI chatbot for website included (Smith.ai charges $140+/mo extra)
- Built-in CRM to manage all client relationships
- Unlimited AI interactions (Smith.ai charges per call/chat)
- Consistent AI quality (no variability between human receptionists)
- Complete scheduling system included, not just call answering
Zu Bedenken
- Human receptionist fallback for complex conversations
- Live call transfer to your team
- Spanish-language live receptionist support
- Payment collection over the phone by a human agent
Fragen zur Migration
Weiterführende Lektüre
- G2: Bewertungen von Planungssoftware — Vergleichen Sie Terminplanungs-Plattformen vor dem Wechsel.
- Terminplanungssoftware auf Capterra — Unabhängige Bewertungen und Vergleiche.
Bereit, von Smith.ai zu wechseln?
Schließen Sie sich Tausenden an, die gewechselt haben. Die Migration dauert nur 1-2 Stunden. Starten Sie noch heute kostenlos.
Für immer kostenloser Plan • Keine Kreditkarte erforderlich
Weitere Migrationsleitfäden
When this isn't for you
This is not for you if you're staying with your current platform. The migration walkthrough only matters when you've already decided to switch. Skip if you're still evaluating options.