Los Altos, 94023-1296, CA,
United States
Smith.ai Technographics
Smith.ai Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Smith.ai and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 120 Smith.ai employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Smith.ai has purchased the following applications: ResNexus Booking for Reservation and Booking Management in 2024, Smith.ai 24/7 Live Chat for Chatbots and Conversational AI in 2020, Twilio Voice Conference for Audio Video and Web Conferencing in 2024 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Smith.ai is running and its propensity to invest more and deepen its relationship with ResNexus , Smith.ai , Twilio or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Smith.ai revenues, which have grown to $25.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Smith.ai intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Smith.ai Tech Stack and Enterprise Applications
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ResNexus | Legacy | ResNexus Booking | Reservation and Booking Management | ERP Services and Operations | n/a | 2024 | 2024 |
In 2024, Smith.ai implemented ResNexus Booking, deploying it as their primary Reservation and Booking Management application on the company website. The implementation positions ResNexus Booking to manage client scheduling and intake workflows for Smith.ai's professional services operations in the United States.
ResNexus Booking was configured to expose an online booking widget and managed availability rules, appointment types, and client intake forms, aligning booking behavior with the firm’s service offerings. The deployment included confirmation and scheduled notification templates and administrative interfaces for managing bookings and time blocks. These functional modules support front office scheduling and client engagement processes.
The booking system is embedded on Smith.ai's public website, creating a direct customer facing scheduling layer that funnels appointments into internal operational processes. Operational coverage centers on client intake, client services, and front desk teams. The solution centralizes booking data and administrative controls within ResNexus Booking for day to day appointment management.
Governance was implemented through standardized appointment types, access controls for administrative staff, and configuration of availability and cancellation policies to enforce consistent scheduling rules. Training and administrative onboarding aligned scheduling workflows across teams to ensure consistent use of ResNexus Booking for client appointments.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Smith.ai | Legacy | Smith.ai 24/7 Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
In 2020, Smith.ai implemented Smith.ai 24/7 Live Chat on its public website. Smith.ai 24/7 Live Chat is deployed as a Chatbots and Conversational AI application to handle web visitor interactions for the 120 person professional services firm, supporting customer service intake and lead qualification workflows.
The implementation uses capabilities common to Chatbots and Conversational AI platforms, including real time messaging and automated visitor triage, scripted conversational flows for lead capture, and human agent escalation for complex requests. Smith.ai 24/7 Live Chat is configured to collect contact details and to route qualified leads or client inquiries to internal intake teams through defined handoff rules.
Operational coverage is the corporate website, where the application supports front line client engagement, appointment intake, and basic client support for US based operations. Governance is organized around standardized conversation templates, escalation criteria, and administration of chat scripts to maintain consistent client intake and handoff processes.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Twilio | Legacy | Twilio Voice Conference | Audio Video and Web Conferencing | Collaboration | n/a | 2024 | 2024 |
In 2024, Smith.ai implemented Twilio Voice Conference as a core component of its Audio Video and Web Conferencing capability. The deployment is part of Smith.ai’s communications stack that supports its live chat, virtual receptionist, and sales outreach services, and it is integrated alongside Twilio Programmable Messaging and Twilio Programmable Voice to maintain continuous 24/7/365 coverage and automated workflow orchestration.
Twilio Voice Conference was provisioned on Twilio’s cloud communications platform to provide multi-party conferencing, call bridging, and session management functions typical of Audio Video and Web Conferencing solutions. Configuration emphasis targeted agent-facing conferencing workflows, automated escalation and session handoffs between virtual receptionists and human agents, and orchestration across voice and messaging channels to preserve conversational context.
Operationally the implementation impacts customer support and sales functions, enabling Smith.ai to consolidate real-time voice conferencing into its agent productivity framework. Integrations explicitly include Twilio Programmable Messaging, Twilio Programmable Voice, and Twilio Conferencing, and the implementation supports Smith.ai’s stated goals of automating its workflow and bolstering agent productivity while delivering uninterrupted service.
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Collaboration | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2016 | 2016 |
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Online Meeting Scheduling | Collaboration |
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2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Engagement | CRM |
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2024 | 2024 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Loyalty | CRM |
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2020 | 2020 |
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Interactive Voice Response (IVR) | CRM |
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2024 | 2024 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Partner Relationship Management | CRM |
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2020 | 2020 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2020 | 2020 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2021 | 2021 |
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Transactional Email | PaaS |
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2016 | 2016 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Smith.ai
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Smith.ai Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||