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Documentation Index

Fetch the complete documentation index at: https://docs.getsmartalex.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Account Settings let you manage your SmartAlex profile, security options, and account preferences. Open the user menu in the top-right of the dashboard and choose Account to get there.

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Tabs

The account page has tabs for personal account settings and (if you’re an admin) workspace-wide settings. Account tabs:
  • Profile — your name, email, and personal preferences
  • Security — password and session management
  • Billing — see your plan, wallet balance, and invoices (Billing)
  • Plans — change your subscription plan
  • Privacy — data export and account deletion
Workspace tabs (admin only):
  • General — workspace name, industry, website
  • Domains — verified domains for SSO and trusted senders
  • Concurrency — call slot allocation across agents
  • Notifications — workspace-level notification rules

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Profile

Update your personal details:
FieldDescription
Full NameYour display name
EmailLogin email (verification required to change)
PhoneContact phone number
TimezoneYour local timezone for scheduling and reports

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Security

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Password

Change your password from the Security tab. Choose a strong password (12+ characters with a mix of letters, numbers, and symbols recommended).

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Active sessions

View devices currently signed in to your account and revoke access for any session you don’t recognise.

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Notifications

Configure how SmartAlex contacts you. Common email notification types include:
  • Campaign completions
  • Usage alerts (approaching plan limits or wallet balance)
  • Billing receipts and reminders
  • Product announcements
Workspace admins can also configure team-wide notification rules from the Workspace → Notifications tab.

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Team Management

Invite team members from Account → Team.
1

Go to Team

Navigate to Account → Team.
2

Click Invite

Enter the email address of the person you want to invite.
3

Select Role

Choose their permission level:
  • Owner — full control of the workspace including billing (only one owner per workspace)
  • Admin — manage agents, campaigns, and team members
  • Member — work with agents, campaigns, and contacts
  • Viewer — read-only access
4

Send Invitation

The invitee receives an email to join your workspace.

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Privacy

Manage your data from the Privacy tab:
ActionDescription
Export DataDownload a copy of your account data
Delete AccountPermanently delete your account and all associated data
Account deletion is permanent and cannot be undone. All data including agents, campaigns, contacts, and call history will be permanently deleted.

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Data rights

SmartAlex supports common data-protection rights including access, rectification, erasure, and portability. Use the export and delete actions in this tab, or contact support@getsmartalex.com for help with specific requests.

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API Access

API keys are managed in the Developer Portal, not the Account page. Open the Developer Portal from the side navigation to generate and manage API keys.
Treat API keys like passwords. They’re shown only once when generated — never share them publicly or commit them to source control.

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Webhooks

Configure webhook endpoints to receive real-time events such as call completed, campaign status changes, and callback scheduled. See Webhooks for setup details.