SmartAlex Documentation - AI Voice Assistant Platform

An agent isn’t just a voice. During a live call it can take real actions: move money, book time, hand off to a person, look things up, and reach into your other tools. You switch these on per agent from the Tools section in Agent Studio.

Book and schedule

Tool	What it does
Create booking	Book an appointment on your connected calendar, mid-call
Check availability	Look up open slots before offering a time
Schedule meeting	Book a meeting for the caller
Schedule viewing	Real-estate variant: book a property viewing
Schedule callback	Set a follow-up callback to the caller’s number

Get paid

Tool	What it does
Send payment link	Generate and send a checkout link to the caller during the call

Payments run through your connected payment provider (card links), so the caller can pay without leaving the conversation.

Hand off to people

Tool	What it does
Transfer call	Hand the live call to a human or another number
Warm transfer	Announce the caller to the recipient before connecting the two
Transfer to extension	Route the call to a PBX or SIP extension
Forward call	Forward the call to another destination

Reach out

Tool	What it does
Send email	Draft or send an email during or after the call
Send SMS	Text the caller from your number
Send WhatsApp	Message the caller on WhatsApp
Send brochure	Send a brochure to the caller (real-estate)

Know things

Tool	What it does
Knowledge lookup	Answer from the agent’s knowledge base
Web search	Pull real-time information from the web mid-call

Capture

Tool	What it does
Create lead	Capture a lead from the conversation into your CRM
Notify listing agent	Alert the listing agent about a call (real-estate)

Your own systems

Connect the agent to the rest of your stack two ways:

Connectors (see below), one-click integrations we maintain.
Custom HTTP Tools, wire the agent to any HTTPS endpoint you own. Requires the Power Tools add-on. See HTTP Tools.

Connectors

Switch on ready-made connectors from the Connectors section in Agent Studio. The catalog includes:

Connector	What the agent can do
SmartAlex CRM	Read contacts, deals, and call history
Stripe	Create payment links, read customers, check invoices
Yoco	Take card payments via payment links
Gmail	Draft, send, and search email
Google Calendar / Outlook	Check availability and book meetings
Calendly / Nightsbridge / iCal	Share booking links and sync availability
Slack	Send messages and fetch channel data
Notion	Search, read, and update your workspace
HubSpot	Read and update CRM contacts, deals, and tickets
Intercom	Read conversations and contacts
Linear / GitHub	Create and track issues; read repos and PRs
WhatsApp / SMS / Telegram	Message callers during and after a call
Social accounts	Publish and DM on Instagram, Facebook, LinkedIn, and TikTok
Ad conversion tracking	Send call conversions to Google Ads and Meta
Custom MCP server	Bring your own remote MCP server by URL

Some connectors are plan or add-on specific (for example, Rex CRM is on the Real Estate plan, and Custom HTTP Tools need Power Tools). If a connector is greyed out, check your plan on the pricing page.

Custom HTTP Tools

Wire the agent to your own HTTPS endpoints.

Back to agents

Create and configure an agent.

​Book and schedule

​Get paid

​Hand off to people

​Reach out

​Know things

​Capture

​Your own systems

​Connectors

Custom HTTP Tools

Back to agents

Book and schedule

Get paid

Hand off to people

Reach out

Know things

Capture

Your own systems

Connectors