Bold Agent Kit vs Smith.ai
Flat price, or a price per call.

Bold Agent Kit vs Smith.ai comes down to who answers and how it is priced. Smith.ai answers your calls with an AI receptionist, live North American receptionists or a hybrid of the two, and charges by the call. Bold Agent Kit is an AI agent you build yourself: it answers on your own Twilio number, books real calendar slots, texts from the same number and works email, website chat and DMs too, for $25 a month for the whole account.

7-day free trial · Cancel anytime

Every channel wired into one agent and out to the tools behind it: email, SMS, phone, Instagram, Messenger, WhatsApp, Telegram, LINE, Slack, Discord, X, Reddit, Bluesky, website chat, campaign sequences and follow-ups on one side; HubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, Google Calendar, Microsoft 365, Calendly, HubSpot Meetings, Zoho Bookings, Acuity Scheduling, Cal.com, Square Appointments, Stripe, Shopify, WooCommerce, Wix and Squarespace on the other.

An AI agent on your own number, and no live receptionists

Smith.ai offers three ways to have your calls handled, and its own site sets them out plainly: an AI Receptionist; a Virtual Receptionist service, on which every call is answered by a live agent from a network of more than 500 people working across North America; and a Hybrid, in which the AI takes the routine calls and live agents take the complex ones. If what you want is a person on the line, that is what Smith.ai is built to provide.

Bold Agent Kit is software, not a staffed service. The agent you build answers on your own Twilio number in real time, hears and speaks using the fastest model your AI provider offers so it does not leave silences, and answers from the knowledge base you gave it: your hours, prices, services and address. There are no human receptionists behind it. When a caller needs a person, it takes their details and puts the recording and the transcript in your inbox, tagged as a call, on the caller's contact record.

That is a real difference, not a detail. A business that wants live people answering should look at Smith.ai's Virtual Receptionist or Hybrid plans. A business that wants every call answered by an agent it built and can change itself, on a number it owns, at a price that does not move with the call count, is who Bold Agent Kit is for.

The Inbox as one list: web chat, texts and calls together, a call marked no answer, a completed call that booked a roof inspection, texts confirming a Thursday appointment and asking the price, each row tagged with the channel it arrived on.

A flat plan instead of a price per call

Smith.ai bills by the call, and says so on its pricing pages. Its AI Receptionist plans include a number of calls a month and set a rate for each call beyond them, and its Virtual Receptionist plans work the same way at live-agent rates. There is a free AI plan with 25 calls a month. At the time of writing, its published paid AI Receptionist plans start at $150 a month, and its published Virtual Receptionist plans start at $300 a month. A busier month means more calls, and more calls move the bill.

Bold Agent Kit is $25 a month or $200 a year for the whole account, with a 7-day free trial. There is no per-call, per-minute, per-message or per-seat charge from us, and unlimited agents are included. You bring your own AI key from one of sixteen providers and your own Twilio account, and those providers bill you for their usage at cost, usually a few dollars a month for a busy agent on a small model. A month with three times the calls is the same $25 from us.

The Bold Agent Kit dashboard: 157 people reached, 89 replied, 59 visited the site, 9 converted and $4,050 of value won over the last 30 days, with a breakdown by channel and by agent, and recent journeys underneath.

The appointment written into your calendar on the call

Smith.ai's AI Receptionist lists AI scheduling, with Calendly and more, among the features on every plan, and its site describes an SMS with a booking confirmation following the call. On its Virtual Receptionist plans, appointment booking is listed as an additional function priced per call, with Calendly, Acuity, Appointy and Harmonizely among the calendars it names.

In Bold Agent Kit, booking is part of the one plan. Connect Google Calendar, Microsoft 365, Calendly, Cal.com, Acuity Scheduling, Zoho Bookings, Square Appointments or HubSpot Meetings, and the agent is given your real open slots for the week ahead. It offers a few, the caller picks one, and that choice is checked against what was offered, written to the calendar and confirmed before the call ends. It cannot book a time that was not free and it cannot invent one.

The confirmation can follow by text from the same number the caller rang, inside the sending window you set. A caller who would rather text than talk can book the same way by text, and a reply of STOP is honoured on every channel at once.

The text messages card in the campaign builder: which agent's number sends, texts per hour per number, a TCPA consent tick with the 9am to 8pm sending window and the Reply STOP line, and the opening text of the sequence.

The same agent on texts, email, website chat and DMs

Smith.ai is built around the phone call. Its receptionists and its AI answer calls, and when a call ends a summary of it is sent to you by email, text, Slack or Teams. For a business whose enquiries all arrive by phone, that focus is the point, and it goes deep on the call itself: intake questions, qualification, conflict checks and payments.

Most businesses also get enquiries that never ring. In Bold Agent Kit the agent that answers your calls also answers texts on the same number, email from any mailbox you connect, a chat widget on your site in your colour with a greeting you wrote, and DMs on Messenger, Instagram, WhatsApp and eight other platforms, all from the same knowledge base. Every conversation lands in one inbox against one contact record, so the caller who later sends an Instagram message is recognised as the same person.

A website chat conversation in the Inbox: the visitor asks how much it is, the agent answers with the price and a link, the visitor's story is drawn across the top, and a reply box lets a person take the thread over.

How Bold Agent Kit and Smith.ai compare: a staffed service and software you run

Smith.ai has been answering calls for businesses for more than ten years, by its own account. Its site describes a network of more than 500 live receptionists across North America, an AI Receptionist that can hand a call to one of them, and a Hybrid plan that splits calls between the two. Its home page leads with intake for law firms, and its industry pages run from home services and contractors to medical practices, finance and staffing. For a business that wants a staffed front desk without hiring one, that is the job it sets out to do, and nothing on this page argues otherwise.

The differences between the two are of model rather than anything else. Smith.ai charges by the call, so the bill follows call volume, and on its Virtual Receptionist plans several useful functions, booking, text and email follow-up, call recording, are priced per call on top of the plan. Its service is built around the phone, while enquiries also arrive by text, email, website chat and DMs. And Smith.ai is a managed service, where some businesses would rather build and adjust the agent themselves, on their own number and their own AI key.

Bold Agent Kit is that second kind of product. You build an AI agent, give it your hours, prices and services as its knowledge base, choose its voice, connect your own Twilio number and your calendar, and switch answering on. It answers every call in real time, books the slot the caller picks, and leaves a recording and a transcript in your inbox. The same agent answers texts on the same number, email, website chat and DMs, and can run follow-up campaigns across email, text and calls that stop the moment someone replies, books or opts out.

It is also plainly different in what it does not do. There are no human receptionists, and it cannot transfer a live call: when a caller needs a person, it takes their details and the transcript lands in your inbox. It does not take payments on the call. If live people or warm transfers are essential to you, Smith.ai offers them and Bold Agent Kit does not. If they are not, Bold Agent Kit is a straightforward alternative at $25 a month for the account, with unlimited agents and no per-call charge from us, while your carrier and AI provider bill their usage to you at cost.

AI you build, not a staffed serviceSmith.ai offers AI, hybrid and live receptionists. Bold Agent Kit is an AI agent only, built and changed by you.
Flat price, not per call$25 a month for the account. Smith.ai prices its plans by the call, with included calls and a rate beyond them.
Booking and recordings in the planBoth are included here, rather than add-ons priced per call as on Smith.ai's Virtual Receptionist plans.
Every channel, one agentCalls, texts, email, website chat and eleven DM platforms, from one knowledge base and one inbox.
Your number, your keysCalls on your own Twilio account, the model on your own key, the voice chosen or cloned by you.
No live transfer hereSmith.ai offers warm transfers and live agents. Bold Agent Kit takes details and puts the transcript in your inbox.

Where a per-call answering service stops fitting

None of these is a fault in Smith.ai. They follow from how it is priced and what it is built to do, and each one is a reason a business might look at something else.

01

The bill follows the phone

Smith.ai prices by the call. Its plans include a number of calls a month and charge a rate for each one after that, on the AI Receptionist and the Virtual Receptionist alike. Its own FAQ makes the case for per-call over per-minute billing, and it is a fair case. It still means a good month, a leaflet drop, a busy season, a burst pipe in every street, arrives on the invoice, and a business that wants a fixed monthly cost has to plan around a variable one.

02

Useful functions are priced per call on top

On Smith.ai's Virtual Receptionist plans, its pricing page lists appointment booking, text and email follow-up, call recording and transcription, a dedicated Spanish line and accepting payments as additional functions, each with its own charge per call. Each is reasonable on its own. Together, they mean the cost of a call depends on what happened on it, and the most useful calls are the ones that cost the most.

03

Enquiries arrive where a phone service does not answer

Smith.ai is built around the phone call. The customer who texts the number on your van, messages you on Instagram, types into the chat on your website or emails at midnight is a different queue, answered by somebody else or by nobody. The phone is covered, and the rest of the front door is not.

04

Following up is a separate service

Smith.ai's own FAQ says outbound calls are placed by its live agents on Virtual Receptionist plans, and suggests asking about Virtual Receptionist or Hybrid plans rather than the AI Receptionist alone if follow-up calls matter. For a business that wants every enquiry chased on a schedule, by text, email and phone, until it books or says no, that is a staffed service rather than a sequence that runs on its own.

One agent that answers, books and follows up, on every channel

You build the agent once, from the material a receptionist would need. From then on it answers your number in real time, books into your calendar, works every other channel you connect, and hands you the conversations you named.

01 / Answers

Every call, on your own number

It picks up on your own Twilio number, with answering and dialling on separate switches, and answers in real time from your knowledge base: hours, prices and lead times as data points, services and policies as documents or Q&A pairs. Transcription comes from Google, or Deepgram on your own key, and the voice from Google, Amazon Polly or ElevenLabs, or one you cloned on your own ElevenLabs or Fish Audio key.

02 / Books

A real slot, before they hang up

Connected to one of eight calendars, it is given the slots that are genuinely free, offers a few, and books the one the caller picks. The choice is checked against what was offered, written in and confirmed on the call. It cannot double-book you or invent a time, and the same booking works by text, on the website chat and in a DM, because it is the same agent with the same calendar.

03 / Follows up

On a schedule, until they answer

A campaign sends an email, a text and a call on the days you set, inside the hours and time zone you allow, and stops the moment the person replies, books or opts out on any channel. It is created as a draft, shows its whole plan on a review screen, and sends nothing until you press Start. Dialling stays off until you switch it on.

A busy month costs the same $25

The single biggest difference between Bold Agent Kit and Smith.ai is how the price behaves. Smith.ai charges by the call, with a quota of included calls on each plan and a per-call rate beyond it. That is a simple model to understand, and Smith.ai argues it serves customers better than billing by the minute. It still ties what you pay to how often the phone rings, which is the one number a growing business hopes will keep going up.

Bold Agent Kit charges for the software and nothing else. The plan is $25 a month or $200 a year for the account, with unlimited agents, numbers and calls. Your carrier bills you for the number and the minutes at its own rates, as it would for any phone line, and your AI and voice providers bill you for their usage at cost, on accounts you hold. Nothing is metered, marked up or sold as credits by us. The dashboard counts people rather than calls: how many the agent spoke to, how many replied, how many booked, and the value won.

The Bold Agent Kit dashboard: 157 people reached, 89 replied, 59 visited the site, 9 converted and $4,050 of value won over the last 30 days, with a breakdown by channel and by agent, and recent journeys underneath.

What changes when the receptionist is software you run

Each of these follows from the differences above. Whether they matter more to you than a live person on the line is a decision only you can make.

Price

Flat, whatever the volume

$25 a month for the account, with no per-call, per-minute or per-seat charge from us. Your carrier and AI provider bill their usage to you at cost, on their own invoices.

Reach

Every channel, one agent

The caller, the texter, the website visitor and the Instagram DM get the same answers from the same knowledge base, and all of them land in the same inbox.

Control

You change it yourself

Edit a data point, a Q&A pair or an instruction and the next caller hears it. Switch answering, dialling and auto-reply on or off per number and per channel.

Record

Every call kept, in the plan

A recording and a transcript for every call, in the inbox on the caller's contact record, as part of the plan rather than an add-on priced per call.

And a report on people, not a count of calls

Smith.ai's dashboard reports on its AI Receptionist through call volume, appointments scheduled and its own quality scores. Bold Agent Kit reports on people across every channel, so you see what the phone produced next to everything else.

The Bold Agent Kit dashboard: 157 people reached, 89 replied, 59 visited the site, 9 converted and $4,050 of value won over the last 30 days, with a breakdown by channel and by agent, and recent journeys underneath.

The funnel counts people rather than calls: how many the agent reached, how many replied on any channel, how many went on to visit your site, and how many booked or converted, with the value won and the median time from first contact to conversion. Set a goal with a dollar value, a booked appointment marked won or a page rule such as reaching your thank-you page, and the agent reports what it brought in rather than how many times the phone rang.

A channel table shows where each person first made contact and which channel they were on when they converted, so you learn whether callers book on the call or come back by text or chat. One row per person shows every call, text, email, chat, visit and booking in order, with the recording. Visit triggers close the loop: when a known caller opens your booking page and leaves, the agent can tell you, or follow up after a delay on the channel they last used.

People, not callsReached, replied, visited, booked or converted, and the value won, per agent and across all agents.
The phone against everything elseWhere each person started, and the channel they were on when they converted.
Time to bookingThe median time from first contact to conversion, so you know how fast a call becomes a booking.
One row per callerEvery call, text, email, chat and booking for that person, in order, with the recording and transcript.
Goals with a valueA page rule or a manual "won", each with a dollar figure, so a booking is reported as money.
Triggers on a return visitA known caller opens the booking page and leaves, and it tells you or follows up.
Journey view

Every event for one person

Built from the cookie, email address and phone number attached to that contact, so activity months apart on different channels appears on one row.

A journey row for one contact: their address, then every email reply in order along a single line, with earlier events folded up behind a +5.
Visit triggers

Follow up on a return visit

Page goals and visit triggers require a one-line snippet on your website. Conversations, bookings and manually marking a deal won work without it.

A saved visit trigger: when a lead visits /thank-you, email me after 20 minutes, once per 7 days, with a fired count and an on switch.

Bold Agent Kit vs Smith.ai, side by side

What Smith.ai does, or how it charges, for each job, as its own site describes it at the time of writing, and what Bold Agent Kit does for the same job.

The jobSmith.aiBold Agent Kit
Who answers the phoneAn AI receptionist, a live North American receptionist, or a hybrid mix of the twoAn AI agent you build, on your own Twilio number. No human receptionists
How it is pricedPer call, in plans with included calls; at the time of writing, paid AI plans start at $150 a month and live plans at $300 a month$25 a month or $200 a year for the account, no per-call charge from us
Booking the appointmentAI scheduling on AI plans; on Virtual Receptionist plans, booking is an add-on priced per callIncluded: real open slots from eight calendars, booked on the call
Recording and transcript of every callIncluded on AI plans; an add-on priced per call on Virtual Receptionist plansIncluded, every call, in your inbox
A caller who needs a personWarm transfer to your team, or to one of its live agentsNo live transfer. Details taken, transcript and recording in your inbox
Texts, email, website chat and DMsBuilt around the call; summaries sent to you by email, text, Slack or TeamsThe same agent answers all of them, from one knowledge base
Following up afterwardsOutbound calls by live agents on Virtual Receptionist plans; no cold callingCampaigns you build with email, text and call steps, stopped by a reply
Connections to your toolsNative links including Clio, HubSpot, Salesforce and Calendly, and thousands more via Zapier and MakeEighteen: HubSpot, GoHighLevel, Jobber, ServiceTitan, eight calendars, Stripe, Shopify and more

Smith.ai and Bold Agent Kit solve the missed call in different ways. Smith.ai is a service: AI and live North American receptionists, warm transfers, intake for law firms, conflict checks and payment collection, priced by the call. Bold Agent Kit is software: one AI agent you build, on your own number and your own AI key, answering calls and every other channel and following up on a schedule, for $25 a month or $200 a year with no per-call charge from us, plus your carrier's and AI provider's usage at cost. If you need people on the phone, Smith.ai is built for that. If you want the agent, the number and the price under your own control, try Bold Agent Kit.

We checked Smith.ai’s public website on 11 September 2026 for this comparison. Plans and features change, so check smith.ai for the current detail. Smith.ai is a trademark of its owner, and Bold Agent Kit is not affiliated with or endorsed by it.

Moving from Smith.ai, running both, or staying

Three honest ways this goes. The trial is seven days, so you can ring the agent yourself before you decide anything.

Choose Smith.ai if a human voice matters to you or your callers. It offers live receptionists answering around the clock, warm transfers to your own team, English and Spanish on every call, outbound calls made by live agents, payment collection, conflict checks, and native connections to legal systems such as Clio, MyCase, Lawmatics and Filevine. Bold Agent Kit has no human receptionists, cannot transfer a live call, does not take payments and does not connect to those legal systems.

It books your calendar, updates your CRM and knows what they bought

Connect the tools you already run and the agent works them like an assistant would: it takes appointments straight into your calendar, writes notes and outcomes back to the CRM, and reads your store to see what somebody has bought before it answers them.

Bookings are real, not guesses. It is only ever given slots that are genuinely free, and it can only take one it actually offered — so it cannot invent a time or double-book you. The same connection pulls a segment of past customers into a list when you want to run a campaign at them.

It books the slot itselfReal open times offered, and only a slot it actually offered can be booked.
Eighteen toolsHubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, Stripe, Shopify and more.
It reads the customer firstWhat they bought, what is still open and what they are worth, before it replies.
Pull a segment into a listTake past customers straight out of the CRM and run a campaign at them.
Every action loggedBookings, cancellations and notes all recorded against that contact.

Eighteen CRMs, calendars and stores

  • HubSpot
  • GoHighLevel
  • Housecall Pro
  • ServiceTitan
  • Jobber
  • Google Calendar
  • Microsoft 365
  • Calendly
  • HubSpot Meetings
  • Zoho Bookings
  • Acuity
  • Cal.com
  • Square
  • Stripe
  • Shopify
  • WooCommerce
  • Wix
  • Squarespace

Powered by your own keys

Each agent uses a model on your own API key, in the same way it sends from your own mailbox and your own phone number. Sixteen providers are supported: OpenAI, Anthropic, Gemini, xAI and Mistral; DeepSeek, GLM, Kimi, Qwen and MiniMax; Groq, Together, Fireworks and OpenRouter; and Ollama or any other OpenAI-compatible endpoint you host yourself.

Bring your own credentials and you own the whole stack: your model provider, your mailboxes, your carrier, your CRM. We charge for the software and nothing else — no token markup, no metering, no credit packs — so your provider bills you direct at their rates, usually a few dollars a month per agent.

Your key, sixteen providersOpenAI, Anthropic, Gemini, xAI, Mistral, DeepSeek, Groq, OpenRouter and more.
Or a model you hostOllama, vLLM, or any other OpenAI-compatible endpoint of your own.
The fast model on callsIt switches automatically, because a phone call cannot wait for a sentence.
No metering from usNo markup, no credit packs, no per-message billing. A busy month costs no more.
Keys stored encryptedYour credentials are yours; we never send them anywhere but your provider.

Sixteen model providers, on your own key

  • OpenAI
  • Anthropic
  • Gemini
  • xAI
  • Mistral
  • DeepSeek
  • GLM
  • Kimi
  • Qwen
  • MiniMax
  • Groq
  • Together
  • Fireworks
  • OpenRouter
  • Ollama
  • Any OpenAI API

None of it matters if the email lands in spam

A new address sending forty cold emails a day gets filtered, and takes the domain with it. Mailboxes that opt into warm-up send each other ordinary mail on a ramp, starting at five a day. The receiving mailbox finds each message, moves it out of spam if it landed there, marks it read and replies to a share of them.

Each mailbox carries a health score out of 100 — SPF, DKIM and DMARC on the sending domain, seven days of real sends and bounces, and where its own warm-up mail is landing — with the reasons listed. A mailbox whose bounce rate or spam placement passes a threshold is pulled out of campaign rotation automatically, before it damages the domain.

Warm-up on a rampOpted-in mailboxes send each other ordinary mail, starting at five a day.
A health score out of 100SPF, DKIM and DMARC, seven days of real sends, and where the mail is landing.
A failing address rests itselfCross the bounce or spam threshold and it leaves campaign rotation on its own.
One-click unsubscribeHonoured automatically, including on messages already sitting in the queue.
Caps you cannot overshootOne reply per thread, a daily cap per sender, hourly caps per channel.

From Smith.ai to your own agent in an afternoon

Three steps. Answering and dialling are separate switches, so nothing rings out from your number until you decide it should, and your calls only move when you change the forwarding or port the number.

Turn your Smith.ai call playbook into a knowledge base

Start from what Smith.ai already knows about your business: the greeting, the intake questions, the answers to what callers ask, and the rules about who gets escalated. Name the agent, choose a model and paste your API key, then load that material in: hours, prices and lead times as data points, services and policies as documents, and the answers your receptionists gave most often as Q&A pairs.

Choose a voice from Google, Amazon Polly or ElevenLabs, or record one in the browser and clone it on your own ElevenLabs or Fish Audio key. Write the instructions last: how to greet, what to ask, what it may offer, and which callers it should take details from and pass to you. The situations Smith.ai transferred are the ones to name here.

Model16 providers, on your own key
Data pointshours, prices, lead times
Q&A pairsthe answers callers already get
Documentsservices and policies, PDF or Word
VoiceGoogle, Polly, ElevenLabs, or cloned
Instructionsgreeting, intake, when to hand over

Move the number to your own Twilio account

Calls run on a number in your own Twilio account. Either forward your business number to it, which is the quickest way to test, or port the number into Twilio so it lives on an account you hold. Switch answering on and leave dialling off. Texts can run on the same Twilio number, or on Telnyx, Plivo or one of six other carriers if you keep texts elsewhere.

Then connect the calendar the appointments go into, and the CRM or job software that holds your customers, so the agent reads who is calling before it answers. Import your existing contacts from a CSV, or pull a segment straight out of HubSpot, GoHighLevel or another connected CRM, so a returning caller is already known on the first day.

Numberforwarded or ported to Twilio
Callsanswering on, dialling off
TextsTwilio, or one of eight other carriers
Calendareight to choose from
CRMHubSpot, GoHighLevel, Jobber and more
ContactsCSV, or a CRM segment

Ring it yourself, then change the forwarding

Before any customer hears it, ring the agent yourself. Ask it your hours, a price, a Thursday afternoon slot, and the question Smith.ai always transferred. Read the transcript in the inbox a minute later, fix the data point or instruction that needs it, and ring again. Once it answers the way you want, point the business line at it.

Smith.ai's published terms ask for 30 days' notice to cancel its AI Receptionist, and bill its Virtual Receptionist plans to the end of the current monthly cycle, so plan the changeover around that. From the first day, every call lands in the inbox with its recording, and the conversations you named come to you with the details taken.

Answeringa switch per number, on
Diallinga separate switch, off until you need it
Auto-replya separate switch per channel
Takeoverreply in a thread and it stands down
Recordrecording and transcript per call
Trial7 days, then $25 a month

One account, unlimited agents

One account runs unlimited agents, one per client, and nothing is shared between them. A knowledge base belongs to a single agent, and content from one agent is never used to generate replies for another.

Invite a client by email address and they get their own login, which opens onto the one agent you gave them: its conversations, its numbers, its analytics and a reply box. They cannot see your other clients, your API keys, your settings or your billing. Access is deny-by-default.

One agent per clientUnlimited agents on one account, and nothing crosses between them.
They see one agent, not your accountTheir own login, onto the conversations, numbers and analytics you gave them.
Deny by defaultNo settings, no API keys, no billing, no sight of your other clients.
Reporting they can readThat agent has its own funnel, so the client sees what it actually produced.
$50 a year per referralOr $5 a month on the monthly plan — on every payment, for the life of the account, not just the first.

One plan. Everything in it. Monthly or yearly.

No seat tiers, no credit packs, no per-agent or per-channel pricing, and nothing held back behind an enterprise call.

Agents
How manyUnlimited — one per business, brand or job
Shared brainThe same identity, instructions and knowledge on every channel
Knowledge baseDocuments, Q&A pairs, data points and pages of your own site
IsolationOne agent's content is never used to reply for another
Client seatsInvite a client into one agent, with their own login
Channels
EmailAs many mailboxes per agent as you connect, rotated by campaigns
Text messagesNine providers — Twilio, Telnyx, SimpleTexting, Plivo, Vonage, Sinch, Bandwidth, MessageBird, ClickSend
Phone callsAnswering and dialling, with recordings and transcripts
TranscriptionGoogle, or Deepgram nova-3 on your own key
VoicesGoogle, Amazon Polly and ElevenLabs, or your own ElevenLabs / Fish Audio account
Voice cloningRecord a voice in the browser and clone it on your ElevenLabs or Fish Audio key
Website chatA widget on your site with your colour, image and greeting
Social DMsMessenger, Instagram, WhatsApp, Telegram, LINE, Viber, Slack, Discord, Bluesky, Reddit, X
Inbox
One listEvery channel's conversations together, newest first, tagged by channel
FiltersBy channel, by mailbox or number, or by agent
TakeoverReply yourself and the agent stands down on that thread
Hand backReturn the thread to the agent when you are done
Campaigns
Multichannel sequencesEmail, text and call steps in one campaign, each with its own timing
Send conditionsSend a step only if they opened, did not open, clicked or did not click
ScheduleThe days, hours and time zone anything may be sent
Stop rulesA reply, a booking or an opt-out on any channel ends the sequence
PacingPer-mailbox and per-number hourly limits, pausable and resumable
Review before startThe full plan is shown; a campaign sends nothing until you start it
TemplatesEmail, text and call scripts, saved once and reused
Analytics
FunnelReached, replied, visited, converted, plus value won and time to convert
By channelWhere each person started, and the channel they converted on
PagesWhich pages known people read, and how many of them converted
JourneysOne row per person: every message, visit, call and booking in order
GoalsA page rule or a manual "won", each with a dollar value
TriggersA known person returns to a page — notify you, or send a follow-up
Open and click trackingRecorded per campaign and added to that person's history
Integrations
CalendarsGoogle, Microsoft 365, Calendly, Cal.com, Acuity, Zoho, Square, HubSpot Meetings
CRMs and commerceHubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, Stripe, Shopify, WooCommerce, Wix, Squarespace
BookingReal open slots offered, and only an offered slot can be booked
CRM importImport a segment of customers into a contact list
Deliverability and compliance
Mailbox warm-upRamped sending across the network, with spam rescue and replies
Health scoreSPF, DKIM, DMARC, bounce rate and inbox placement, with reasons
Auto-restA failing address is removed from rotation automatically
UnsubscribesOne click, honoured automatically, including on queued mail
Reply limitsOne reply per thread, per-sender daily and per-channel hourly caps
FilteringBounces, out-of-office and no-reply addresses ignored
List building
Contact extractionEmails, phone numbers and social profiles, on any site. Unlimited.
Deep scanFollows the pages of a domain most likely to carry contact details
Domain queueLoad a CSV of sites and work through them one at a time
Contacts and listsUnlimited, by email or phone, with CSV import and export
AI
Your own keySixteen providers, including any OpenAI-compatible endpoint you host
What we charge for AINothing — no markup, no metering, no credit packs
On callsUses your provider's fastest model automatically
Account
PlatformsChrome side panel and web dashboard on one login
Members' forumSix boards, visible only once you are signed in
Referral program$50 a year per referral ($5 a month), recurring for the life of the account
Supportsupport@boldagents.co
$25/ month
$200/ year

Billed monthly. No add-ons, no seat tiers. Cancel anytime.

$16.67 a month, billed once a year. No add-ons, no seat tiers. Cancel anytime.

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Is Bold Agent Kit better than Smith.ai?

It depends on the buyer. For a business that wants a live person on every call, warm transfers, bilingual live agents, payments taken on the call or intake into a legal practice system such as Clio, Smith.ai is the better fit, and Bold Agent Kit does not try to compete on those. For a business that wants every call answered by an AI it built, bookings made on the call, the same agent on texts, email, chat and DMs, and a flat $25 a month instead of a price per call, Bold Agent Kit is the better fit. A firm that wants both can run them side by side.

What is the difference between Bold Agent Kit and Smith.ai?

Smith.ai is an answering service. It offers an AI Receptionist, live receptionists from a network of more than 500 agents across North America, and a Hybrid of the two, all priced by the call, with warm transfers, English and Spanish handling, and intake built for firms such as law practices. Bold Agent Kit is software you set up yourself: one AI agent on your own number and your own AI key, answering calls, texts, email, website chat and DMs from one knowledge base, booking real calendar slots and running follow-up campaigns, for a flat $25 a month with no per-call charge from us.

How does Smith.ai pricing compare with Bold Agent Kit?

Smith.ai prices by the call. Its AI Receptionist has a free plan with 25 calls a month, and at the time of writing its published paid AI plans start at $150 a month, each with included calls and a rate for every call beyond them. Its Virtual Receptionist plans start at $300 a month on the same per-call model, with functions such as booking and call recording priced per call on top. Bold Agent Kit is $25 a month or $200 a year for the account, with a 7-day free trial and no per-call charge from us. Your carrier and AI provider bill their usage to you at cost.

How do I move from Smith.ai to Bold Agent Kit?

Build the agent first, from the playbook Smith.ai already runs for you: the greeting, the questions callers ask, your answers, and the situations that get escalated. Load those as data points, Q&A pairs, documents and instructions. Add a number in your own Twilio account, connect your calendar and CRM, and import your contacts from a CSV or a CRM segment. Ring the agent yourself until it answers the way you want, then forward your business number to the Twilio number, or port it into your Twilio account. Plan the date around Smith.ai's cancellation terms, which ask for notice on its AI plans.

When is Smith.ai the better choice?

When a person on the line matters. Smith.ai's Virtual Receptionist plans put a live agent on every call, its AI Receptionist can hand a call to one, and it offers warm transfers to your own team, which Bold Agent Kit cannot do. It is also the better fit if you need English and Spanish on every call, outbound calls made by people, payments taken on the call, conflict checks, or native connections to legal systems such as Clio, MyCase, Lawmatics or Filevine. If those are the reasons you chose Smith.ai, it is sensible to stay with it.

Does Bold Agent Kit have human receptionists?

No. Bold Agent Kit is software, and every call is answered by the AI agent you built, on your own number. There is no staff pool behind it and no live agent to escalate to. What it does when a caller needs a person is what a good receptionist does when you are unavailable: it takes their name, number and reason for calling, tells them what will happen next, and puts the recording and transcript in your inbox, tagged as a call, on their contact record. You name in its instructions which callers get that treatment.

Can Bold Agent Kit transfer a call like Smith.ai does?

No. Smith.ai offers warm transfers to your team and, from its AI Receptionist, to its own live agents. Bold Agent Kit cannot put a live call through to another number. Instead, for the callers you name in its instructions, an emergency, a complaint, a high-value enquiry, it takes their details and leaves the transcript and recording in your inbox. You can then reply by text from the same number, and the agent stands down on that thread while you do. If live transfers are essential to how you work, Smith.ai is the better fit.

Will I lose anything by moving from Smith.ai?

Possibly, and it is worth listing before you move. You lose live receptionists, the bilingual live agents and warm transfers. You lose payment collection on the call, conflict checks and Smith.ai's native legal integrations, because Bold Agent Kit connects to eighteen tools: HubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, eight calendars, Stripe, Shopify, WooCommerce, Wix and Squarespace. You also take on your own Twilio account and AI key. In return you get a flat price, an agent you change yourself, and the same agent on texts, email, chat and DMs.

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