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.
What is a Squad?
A Squad is a team of specialized AI agents that work together on a single call. Instead of one agent handling everything, each agent in the squad focuses on what it does best and hands off to the right teammate when needed. Example: A real estate squad might have:- A Receptionist agent that greets callers and qualifies their intent
- A Sales agent that handles property inquiries and schedules viewings
- A Support agent that answers billing and account questions
Creating a Squad
Navigate to Agents → Architect to start the Squad Architect.Conversational Design
The Squad Architect uses a chat-based interface — describe your business and it designs the team for you:Describe your business
Tell the architect about your company, what your agents should do, and what kind of calls you receive. You can type naturally or click suggested prompts to get started.
Answer clarifying questions
The architect asks follow-up questions about:
- Customer intents you need to handle
- Tools and integrations to connect
- Tone and personality preferences
- Compliance requirements
Review the blueprint
The architect generates a complete squad design showing:
- Each agent’s role and objective
- Handoff rules between agents
- A visual flow diagram of how calls route
- Suggested voice for each agent
Customize
Before deploying, you can:
- Edit the squad name
- Change voice selection (preview each voice)
- Modify agent instructions and handoff rules
- Regenerate the blueprint with feedback
How Handoffs Work
Each agent has handoff rules that define when to transfer the call:| Component | Description |
|---|---|
| Condition | When to transfer (e.g., “caller asks about pricing”) |
| Target | Which agent receives the call |
| Description | Why this handoff exists |
Entry Point
One agent is designated as the entry point — this is the first agent callers speak to. All other agents only receive calls through handoffs.Blueprint Review
Before deploying, the blueprint card shows:- Squad name — editable
- Agent count — how many agents in the team
- Validation status — confirms the configuration is valid
- Flow diagram — visual map of agents and handoff connections
- Voice selection — choose and preview voices for the squad
- Agent details — expand each agent to see their full configuration
- Design rationale — why the architect made these choices
After Deployment
Once deployed, you’ll see:- Live status confirmation
- Enabled tools — knowledge base, lead capture, SMS, etc.
- Connected integrations — any linked platforms
- Widget embed code — install on your website (HTML, WordPress, or Shopify)
- Link to Dashboard — manage your squad in Agent Studio
- Link to Evaluations — test and evaluate squad performance
Testing Your Squad
After deployment, test your squad by:- Making a test call to your agent’s phone number
- Trying different caller intents to trigger each handoff
- Verifying each agent responds correctly for its specialty
- Checking the Evaluations dashboard for performance data
Best Practices
- Keep roles focused — each agent should have one clear specialty
- Test handoff triggers — make sure callers route to the right agent
- Start simple — 2–3 agents is often enough. Add more only when needed.
- Use the flow diagram — verify routing logic before deploying
- Provide context in handoffs — agents pass conversation history so the next agent knows what was discussed