Objective:
- Setting up the Smith.ai integration with Clio Grow
Environment:
- Clio Grow US
Additional Information:
- n/a
Procedure:
- Go to the Settings page
- Click on the “Integrations” tab
- Copy the “Inbox Token”, or generate one if you don’t already have one
- Input the “Inbox Token” into the appropriate place in your Smith AI settings, or contact a representative at Smith AI for assistance
Leads generated by Smith AI will now automatically get delivered to your Lead Inbox.
Please note: If you are based in the UK or Europe, this integration is currently not available on Clio Grow EMEA. If you would like to add your vote to the feature request for this integration to be added, please contact our Support team.