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
Your dashboard is a chat-first home that puts Alex (your in-app assistant) at the centre. From here you can ask Alex to do things, work through your setup checklist, and jump straight to recent calls.Greeting and chat
The dashboard opens with a personalised greeting and a chat composer. Type what you want to do — for example, “create a new agent for after-hours support” or “show me last week’s calls” — and Alex helps you get there.Setup checklist
A dropdown checklist tracks the essentials for getting your account live. It auto-completes as you finish each step:| Step | Done when |
|---|---|
| Create your AI agent | At least one agent exists on your account |
| Test your agent | At least one call (any source) has been made |
| Connect a phone number | A number is assigned to one of your agents |
| Import your contacts | At least one contact has been uploaded (hidden on inbound-only plans) |
Trial banner
If you’re on the 7-day free trial, a banner shows your trial status and end date. Click through to upgrade at any point during the trial.Recent activity
The activity section lists your most recent calls so you can quickly review what’s been happening. Each row shows:- Call source (inbound, outbound, or web)
- Outcome
- Duration
- When it happened
Suggested campaigns
If your plan includes outbound campaigns and you have contacts uploaded, the dashboard surfaces suggested campaigns you can launch in one click — pulled from your existing contact lists and agent configuration.Where to go for deeper data
The dashboard is intentionally light. For detailed metrics, head to:Analytics
Full call performance metrics, sentiment, KPIs, and historical trends.
Call Logs
Every call with transcript, recording, and metadata.
Agents
Configure and refine your AI voice agents.
Campaigns
Create and monitor outbound calling campaigns.