Conditional Instant SMS and Email Summaries for AI Receptionist

Created by Brandi Weyant-Ceron, Modified on Fri, May 22 at 11:33 AM by Brandi Weyant-Ceron

Conditional instant SMS and email summaries allow AI Receptionist accounts to automatically send different call summaries to different recipients based on the content of the call.

For example, you may want:

Existing client calls sent to one team member
Potential new client calls sent to another
Maintenance requests texted directly to an on-call staff member
Attorney and court staff calls routed to a dedicated intake team

This feature helps ensure the right people receive the right call information as quickly as possible.

How It Works

AI Receptionist can evaluate information from the instant call summary and automatically send summaries to different recipients based on predefined conditions.

Conditional summaries can be configured for:

SMS notifications
Email notifications
Multiple recipients
Multiple routing conditions

Conditions can be based on factors such as:

Caller intent
Call type
Keywords or phrases
Existing Client vs. Potential New Client calls
Sales or support inquiries
Attorney and court staff calls

Common Use Cases

Route maintenance requests to an on-call technician

Automatically text maintenance-related calls to a property manager or maintenance coordinator.

Separate sales and support inquiries

Send potential new client calls to a sales team while routing support-related calls elsewhere.

Prioritize urgent call types

Notify specific staff members immediately when urgent or high-priority calls are identified.

Notify multiple teams at once

Send summaries to multiple recipients when certain conditions are met.

SMS Delivery Options

Standard messaging and carrier rates may apply depending on your mobile provider.

How to Get Started

To request conditional instant SMS or email summaries for your AI receptionist account, contact us at support@smith.ai.

When reaching out, it’s helpful to include:

The types of calls you want to route differently
Where each summary should be sent
A fallback destination for calls that do not match any condition

Don’t worry if your setup isn’t fully mapped out yet—our team will work with you to finalize the details and confirm the best configuration for your workflow.