Migrar desde Smith.ai
a SchedulingKit
Guía completa para migrar de Smith.ai a SchedulingKit. Reemplace el servicio de recepcionista virtual de Smith.ai de $95-800+/mes con el recepcionista de IA integrado de SchedulingKit, programación y CRM, todo en una sola plataforma.
La migración de Smith.ai a SchedulingKit toma aproximadamente 1-2 horas. Esta guía paso a paso cubre la exportación de datos, la configuración de la cuenta y la puesta en marcha. Compara ambos en nuestro Smith.ai desglose de alternativas.
Qué se transfiere
Se puede transferir
- Información y horarios de la empresa
- Instrucciones y guiones para la gestión de llamadas
- Lista de preguntas frecuentes y preguntas comunes
- Configuraciones de reserva de calendario
No se puede transferir
- Grabaciones y transcripciones de llamadas
- Registros históricos de llamadas y análisis
- Historial de interacciones con clientes
- Registros de conversaciones del widget de chat
Pasos de migración
Sigue estos pasos para completar tu migración en 1-2 horas
Document Your Smith.ai Configuration
Record your call handling instructions, FAQs, booking preferences, and any custom scripts Smith.ai uses for your business.
💡 Consejos:
- •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.
💡 Consejos:
- •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.
💡 Consejos:
- •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.
💡 Consejos:
- •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.
💡 Consejos:
- •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
Comparación de características
Cómo las características de Smith.ai se comparan con SchedulingKit
| Función | 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 |
Qué Esperar
Lo Que Ganarás
- 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
Cosas a Considerar
- 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
Preguntas sobre la Migración
Lecturas adicionales
- G2: Reseñas de software de programación — Compara plataformas de programación antes de cambiar.
- Software de programación en Capterra — Reseñas y comparaciones independientes.
¿Listo para cambiar desde Smith.ai?
Únete a miles que ya hicieron el cambio. La migración toma solo 1-2 horas. Empieza gratis hoy.
Plan gratuito para siempre • Sin tarjeta de crédito
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.