Skip to main content

​
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

​
Email

Connect your Gmail or Outlook account to let agents send and receive emails.
1

Go to Channels → Messaging

Find the Email card and click Connect.
2

Choose your provider

Select Gmail or Outlook.
3

Authorize access

A popup opens for you to sign in and grant SmartAlex permission to read and send emails on your behalf.
4

Confirmation

Once authorized, the card shows “Connected” with your email address.

​
WhatsApp

Connect a WhatsApp Business account to handle customer messages.
1

Go to Channels → Messaging

Find the WhatsApp card and click Connect.
2

Configure your account

Enter your WhatsApp Business credentials in the setup modal.
3

Verify connection

Once connected, the card shows your business name and phone number.
After connecting, you can manage WhatsApp message templates in the AI Settings tab.

​
SMS

Send and receive text messages through your SmartAlex phone numbers.
  1. Go to Channels → Messaging
  2. Find the SMS card and click Connect
  3. Configure your SMS settings in the setup modal
  4. Once connected, SMS is available through your assigned phone numbers

​
Telegram

Connect a Telegram bot to handle messages.
  1. Go to Channels → Messaging
  2. Find the Telegram card and click Connect
  3. Enter your bot token in the setup modal
  4. Once connected, the card shows your bot username (e.g., @your_bot)

​
Channel Tabs

The Channels page has five tabs:

​
AI Settings

Control how your AI agents respond to messages across channels:

​
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