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How to Set Up the Smith AI integration in Clio Grow

Objective:

  • Setting up the Smith.ai integration with Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Go to the Settings page
  2. Click on the “Integrations” tab
  3. Copy the “Inbox Token”, or generate one if you don’t already have one
  4. 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.

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