Migrate from Smith.ai
to SchedulingKit
Complete guide to migrating from Smith.ai to SchedulingKit. Replace Smith.ai's $95-800+/mo virtual receptionist service with SchedulingKit's built-in AI receptionist, scheduling, and CRM — all in one platform.
What Transfers from Smith.ai?
Can Be Transferred
- Business information and hours
- Call handling instructions and scripts
- FAQ and common questions list
- Calendar booking settings
Cannot Be Transferred
- Call recordings and transcripts
- Historical call logs and analytics
- Client interaction history
- Chat widget conversation logs
Migration Steps
Follow these steps to complete your migration in 1-2 hours
Document Your Smith.ai Configuration
Record your call handling instructions, FAQs, booking preferences, and any custom scripts Smith.ai uses for your business.
💡 Tips:
- •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.
💡 Tips:
- •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.
💡 Tips:
- •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.
💡 Tips:
- •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.
💡 Tips:
- •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
Feature Comparison
How Smith.ai features map to SchedulingKit
| Feature | Smith.ai | SchedulingKit |
|---|---|---|
| Phone Answering | Human + AI receptionists ($95-800+/mo) | AI voice agent (included from $12/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 |
What to Expect
What You'll Gain
- 80-95% cost reduction ($95-800/mo → from $12/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
Things to Consider
- 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
Migration Questions
Can an AI voice agent really replace Smith.ai's human receptionists?
For the majority of calls — yes. SchedulingKit's AI voice agent handles appointment booking, FAQ answering, business information, and lead qualification naturally. For the rare complex call that needs a human, the AI can take a message and flag it for follow-up.
How much will I save?
Smith.ai charges $95/mo for 20 calls, $270/mo for 50 calls, and $800+/mo for high volume or 24/7 coverage. SchedulingKit's AI voice agent is included in paid plans starting at $12/mo with unlimited AI interactions — potentially saving $80-780+/mo.
What about web chat?
Smith.ai charges $140+/mo for live web chat as an add-on. SchedulingKit includes an AI chatbot at no extra cost that handles website visitor questions and appointment booking 24/7.
Is the AI voice agent available 24/7?
Yes! Unlike Smith.ai where 24/7 coverage costs $800+/mo, SchedulingKit's AI voice agent is always available at no additional cost. It handles after-hours calls, weekends, and holidays without overtime charges.
Further Reading
- G2: Scheduling Software Reviews — Compare scheduling platforms before switching.
- Capterra: Scheduling Software — Independent reviews and comparisons.
Ready to Switch from Smith.ai?
Join thousands who have made the switch. Migration takes just 1-2 hours. Start free today.
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