How To Update Your Notification Settings

After every call, Smith.ai sends a summary email so you and your team stay informed. You can control who receives these summaries — and with call summary routing, you can send different call summaries to different people based on the path the caller took. 

What's covered in this article

• About call summary notifications

• Updating your global notification settings

• Instant call summaries by caller type

• How to configure call summary routing by caller type

• View a summary of all your custom routing

About call summary notifications

Smith.ai sends three types of summary emails:

• Instant call summary: Sent immediately after each call ends. Includes caller details, what was discussed, and any actions taken (e.g., appointment scheduled, message taken).

• Daily call summary: A digest of all calls handled that day, sent once daily.

• Voicemail summary: Summaries sent when a caller leaves a voicemail, with a transcript and audio link.

By default, all three go to a global list of email addresses that you can configure in the Notifications section of your Settings page.

Updating your global notification settings

Your global notification settings control who receives summaries for all calls by default. These settings apply to all three summary types. To view your current notification recipients:

1. Log into your AI Receptionist Dashboard.

2. Click the gear icon at the bottom left of the sidebar to navigate to Settings.

3. Scroll down to the Notifications section.

4. Click Update notification settings.

5. Update the list of email addresses for any of the following:

• Daily call summary destinations

• Instant call summary destinations

• Voicemail summary destination

Note: Separate multiple email addresses with a comma.

6. Click Save.

Instant call summaries by caller type

If your business handles different types of calls — new client inquiries, existing client calls, calls from vendors or partners — you can send instant call summaries to different people depending on the caller type, so that each recipient only gets what is relevant to them, as defined by you.  

This means, for example, that you can route summaries for potential new customer calls to one or more specific email addresses, and call summaries for existing customer calls to different email addresses. This feature is available on all caller-type playbooks. 

If you are using service-aware intake, you can route summaries for potential new customers to different team destinations based on the intake path.

Unlike global notification settings, these additional summary routes are configured directly within each caller-type playbook.

Note: Call summary routing applies to instant call summaries only. Daily call summaries and voicemail summaries are not affected.

How to configure call summary routing by caller type

1. Log into your AI Receptionist Dashboard.

2. Navigate to the Caller Intake page 

3. Open the caller-type playbook you want to configure (Potential New Clients, Existing Clients, Sales, or All Other Callers) 

4. Scroll to the bottom, below "Send a text to the caller?" You'll see the "Who should receive the call summary?" section.

5. Every intake path shows two destination options: Send to default email addresses and ADDITIONAL RECIPIENTS. With default email addresses enabled in any caller type path, your global instant call summary recipients will always receive instant call summaries for that caller type unless you turn them off. Email addresses you add as additional recipients will receive instant summaries in addition to (or instead of) your defaults. In the ADDITIONAL RECIPIENTS field, type the email address(es) you want to receive summaries for this caller type. 

6. If you don't want your global default recipients to receive summaries for this type of call, uncheck "Send to default email addresses." The default recipient pills will gray out to confirm they won't receive summaries for this path.

7. Click Save.

View a summary of all your custom routing

Once you've configured additional recipients or removed default recipients for one or more caller types, a Configuration overview table appears in Settings → Notifications, below the Instant Call Summaries row.

The table shows:

• Configuration: Which caller-type playbook path has custom call summary routing (e.g., Caller type → Service name)

• Custom Recipients: The additional email addresses configured for that path

• Send to Defaults: Whether the global default recipients are included for that caller type

If you haven't configured any additional recipients yet, this table won't appear — you'll just see the existing flat list of global recipients.

Questions? Contact us!

• Already a Smith.ai client? Email us at support@smith.ai or call (650) 727-6484.

• Not yet a client? Schedule a free consultation or email sales@smith.ai to get started.