AI Buyer Insights:

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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.
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.
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.
Collaboration Collaboration 2020 2020
Collaboration Collaboration 2016 2016
Online Meeting Scheduling Collaboration 2019 2019
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Engagement CRM 2024 2024
Customer Experience CRM 2020 2020
Customer Loyalty CRM 2020 2020
Interactive Voice Response (IVR) CRM 2024 2024
Marketing Automation CRM 2017 2017
Marketing Automation CRM 2016 2016
Marketing Automation CRM 2021 2021
Marketing Automation CRM 2021 2021
Partner Relationship Management CRM 2020 2020
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2020 2020
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2021 2021
Transactional Email PaaS 2016 2016
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2019 2019
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2018 2018
Content Delivery Network IaaS 2019 2019

IT Decision Makers and Key Stakeholders at Smith.ai

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Smith.ai Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Smith.ai IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Smith.ai digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Smith.ai Technographics
Smith.ai is a Professional Services organization based in United States, with around 120 employees and annual revenues of $25.0 million.
Smith.ai operates a diverse technology stack with applications such as ResNexus Booking, Smith.ai 24/7 Live Chat and Twilio Voice Conference, covering areas like Reservation and Booking Management, Chatbots and Conversational AI and Audio Video and Web Conferencing.
Smith.ai has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as ResNexus, Smith.ai and Twilio.
Smith.ai recently adopted applications including ResNexus Booking in 2024, Twilio Voice Conference in 2024 and Twilio Programmable SMS in 2024, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Smith.ai’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Smith.ai’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Smith.ai technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.