Migrer depuis Smith.ai
vers SchedulingKit
Guide complet pour migrer de Smith.ai à SchedulingKit. Remplacez le service de réceptionniste virtuel de Smith.ai à 95-800 $/mois par le réceptionniste AI intégré de SchedulingKit, la planification et le CRM, le tout sur une seule plateforme.
La migration de Smith.ai vers SchedulingKit prend environ 1-2 heures. Ce guide pas à pas couvre l’exportation des données, la configuration du compte et la mise en service. Comparez les deux dans notre Smith.ai comparatif d’alternatives.
Ce qui est transféré
Peut être transféré
- Informations et horaires de l'entreprise
- Instructions et scripts de gestion des appels
- FAQ et liste des questions courantes
- Paramètres de réservation de calendrier
Ne peut pas être transféré
- Enregistrements et transcriptions d'appels
- Journaux d'appels historiques et analyses
- Historique des interactions avec les clients
- Journaux de conversation du widget de chat
Étapes de migration
Suivez ces étapes pour terminer votre migration en 1-2 heures
Document Your Smith.ai Configuration
Record your call handling instructions, FAQs, booking preferences, and any custom scripts Smith.ai uses for your business.
💡 Conseils :
- •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.
💡 Conseils :
- •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.
💡 Conseils :
- •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.
💡 Conseils :
- •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.
💡 Conseils :
- •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
Comparaison des fonctionnalités
Comment les fonctionnalités de Smith.ai correspondent à SchedulingKit
| Fonctionnalité | 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 |
À Quoi S'attendre
Ce Que Vous Gagnerez
- 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
Points à Considérer
- 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
Questions sur la Migration
Lectures complémentaires
- G2 : Avis sur les logiciels de planification — Comparez les plateformes de planification avant de changer.
- Logiciels de planification sur Capterra — Avis et comparaisons indépendants.
Prêt à quitter Smith.ai ?
Rejoignez des milliers de personnes qui ont fait le changement. La migration ne prend que 1-2 heures. Commencez gratuitement.
Plan gratuit à vie • Sans carte bancaire
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.