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.
Overview
The Channels page is your central hub for connecting communication platforms to SmartAlex. Once connected, your AI agents can send and receive messages across all channels, and conversations appear in your Unified Inbox. Navigate to Channels in your dashboard to get started.Available Channels
Authorize access
A popup opens for you to sign in and grant SmartAlex permission to read and send emails on your behalf.
After connecting, you can manage WhatsApp message templates in the AI Settings tab.
SMS
Send and receive text messages through your SmartAlex phone numbers.- Go to Channels → Messaging
- Find the SMS card and click Connect
- Configure your SMS settings in the setup modal
- Once connected, SMS is available through your assigned phone numbers
Telegram
Connect a Telegram bot to handle messages.- Go to Channels → Messaging
- Find the Telegram card and click Connect
- Enter your bot token in the setup modal
- Once connected, the card shows your bot username (e.g.,
@your_bot)
Channel Tabs
The Channels page has five tabs:| Tab | Purpose |
|---|---|
| Messaging | Email, WhatsApp, SMS, Telegram connections |
| Social | Connect Instagram, Facebook, TikTok, LinkedIn, X, YouTube, Pinterest, Threads, Reddit, Snapchat, Google Business, and more |
| Integrations | Summary of per-agent integrations (CRMs, calendars, payments, and more) |
| Ad Platforms | Google Ads, Meta Ads, and TikTok Ads conversion tracking (admin) |
| AI Settings | Configure AI auto-response behaviour |
AI Settings
Control how your AI agents respond to messages across channels:| Setting | Description |
|---|---|
| AI Messaging | Master toggle — enable or disable AI auto-responses |
| Rate Limit | Maximum responses per contact per hour (default: 10) |
| Response Mode | Auto (sends immediately), Suggested (drafts for review), or Manual (no AI) |
| Confidence Threshold | Minimum confidence level before AI responds automatically |
| Auto-respond to new threads | Whether AI responds to first-time email threads |
| Email Signature | Custom HTML signature appended to AI-sent emails |
Managing Connections
- View status: Each channel card shows a green “Connected” badge when active
- Reconfigure: Click Manage on a connected channel to update settings
- Disconnect: Open the channel settings to remove the connection
Disconnecting a channel doesn’t delete message history. Past conversations remain in your Unified Inbox.
Best Practices
- Connect all channels your customers use — SmartAlex unifies them into one inbox
- Start with Suggested mode — review AI drafts before enabling fully automatic responses
- Set up your email signature — keeps AI-sent emails professional
- Use WhatsApp templates — pre-approved templates ensure message delivery