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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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What is an AI Agent?

An AI Agent is your virtual receptionist, sales rep, or customer service voice. Each agent has its own name, voice, personality, knowledge base, tools, and settings. Agents handle inbound calls and can also make outbound calls through campaigns.

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How to create an agent

When you click Create Agent, you choose between two creation paths.

Standard

Recommended. Paste your website URL — we crawl it and auto-build an agent trained on your business in under 60 seconds. No configuration needed.

Advanced

Step-by-step wizard with full control over voice, personality, identity, objectives, tools, and detailed settings.
For multi-agent setups (e.g. a router + specialists), use Squad Architect from the agent studio — see Squads.

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Configuration

After an agent is created you can refine every aspect from the agent’s edit drawers.

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Identity

  • Name — what callers will hear and how the agent appears in your dashboard
  • Direction — inbound, outbound, or both
  • First message — what the agent says when a call connects
  • Personality / system prompt — the rules and tone the agent follows

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Voice

Pick from a wide library of natural voices spanning multiple languages and accents. Each voice can be previewed before you save.

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Knowledge base

Upload PDFs, docs, or paste text the agent can draw from during a call:
  • Business information
  • Service descriptions and pricing
  • FAQs
  • Product catalogues
See Knowledge Base.

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Tools

Connect actions the agent can take during a call:
  • Transfer the call to a human
  • Schedule appointments via your calendar
  • Look up or update CRM data
  • Send SMS or email follow-ups
  • Run custom HTTP requests (Power Tools add-on)

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Phone numbers

Assign one or more phone numbers to the agent. Inbound calls to those numbers route to this agent. See Phone Numbers.

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Scheduling and availability

Set the hours the agent should answer live, and what to do outside those hours (voicemail, transfer, or fallback message).

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Quick Test

Use the Quick Test button on any agent to start an instant web call. This lets you have a real conversation with the agent — no phone needed — to validate behaviour before going live.

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Concurrent calls (slots)

Concurrency is how many calls one agent can handle at the same time. Every paid plan includes 10 concurrent call slots by default. Buy additional slots at $9.60/slot/month if you need more headroom.

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Agent status

Agents have a simple on/off state:
StatusDescription
Setting upThe agent is still being provisioned right after creation
ActiveLive and ready to take calls
InactiveToggled off in the agent’s identity drawer; won’t answer calls

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Best practices

Be specific about what your agent should do.Good example:
You are Alex, a receptionist for Sunrise Dental.

Your responsibilities:
1. Greet callers warmly
2. Answer questions about our services (cleanings, fillings, crowns)
3. Collect: name, phone number, reason for visit
4. Schedule appointments (Mon–Fri 9am–5pm only)
5. For dental emergencies, transfer to Dr. Smith at +1 555-0100
Avoid vague instructions like “Be helpful and answer questions.”
Match the voice to your brand:
Business typeVoice style
Professional servicesCalm, authoritative
Retail / hospitalityFriendly, upbeat
HealthcareWarm, reassuring
Tech / startupsModern, energetic
Always Quick Test before assigning a phone number:
  1. Click Quick Test on the agent
  2. Have a real conversation, including edge cases
  3. Try transfer scenarios and difficult questions
  4. Review the transcript afterwards
  5. Adjust the prompt and re-test