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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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Overview

SmartAlex connects to your existing stack so your AI agents can take real actions during calls — book appointments, send emails, take payments, and update systems. Connections are managed from Channels → Integrations.

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Built-in integrations

AI Assistants (MCP)

Connect Claude, ChatGPT, Cursor, VS Code, and other MCP-compatible AI assistants. Manage your entire SmartAlex workspace through conversation.

Calendar

Google Calendar, Outlook, and Calendly. Two-way sync, agents can book and reschedule appointments live during calls.

Email

Gmail and Outlook. Agents can send and receive emails as part of unified threads.

API & Webhooks

Build custom integrations with the REST API and subscribe to real-time events via webhooks.

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Power Tools add-on

The Power Tools add-on ($29/month) unlocks transactional integrations your agent can call mid-conversation:
IntegrationWhat it does
YocoTake card payments live during a call
NightsbridgeHospitality bookings and availability
Custom iCalRead and write iCal-compatible calendars
Custom HTTP toolsWire your agent to any HTTP endpoint with request templates and authentication
Configure these from Channels → Integrations once Power Tools is enabled on your plan.

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CRMs and other tools

For tools that aren’t built in (HubSpot, Salesforce, Shopify, Pipedrive, Zoho, and so on), you have two options:
  1. MCP server — connect through your AI assistant for conversational management. See MCP overview.
  2. REST API + Webhooks — build a direct integration. See API reference.
Most CRMs support webhooks and can also sync via Zapier-style automation tools using our public API.

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API integration

Build custom integrations using our REST API.

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What you can build

  • CRM sync — push contacts and call activities into any CRM
  • Webhook receivers — react to call events in real time
  • Automated campaigns — trigger campaigns from external systems
  • Data pipelines — export call data to your data warehouse

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Resources

API Reference

Full API documentation

Webhooks

Real-time event notifications

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Example: sync contacts from your database

const contacts = await getContactsFromYourDatabase();

for (const contact of contacts) {
  await fetch('https://api.getsmartalex.com/v1/contacts', {
    method: 'POST',
    headers: {
      'Authorization': 'Bearer YOUR_API_KEY',
      'Content-Type': 'application/json'
    },
    body: JSON.stringify({
      first_name: contact.firstName,
      last_name: contact.lastName,
      phone: contact.phone,
      email: contact.email,
      tags: [`source:${contact.source}`, `external:${contact.id}`]
    })
  });
}

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Example: react to completed calls

app.post('/webhooks/smartalex', (req, res) => {
  const payload = req.body;

  if (payload.event === 'call.completed') {
    const call = payload.data;

    updateCrmRecord(call.contact_id, {
      lastCallDate: call.end_timestamp,
      lastCallOutcome: call.call_status,
      sentiment: call.sentiment
    });

    if (call.sentiment === 'negative') {
      sendSlackAlert(`Negative call (${call.id})`);
    }
  }

  res.status(200).send('OK');
});

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Request an integration

Don’t see what you need? Tell us which tool you’d like:

Request Integration

Tell us which tools you want to connect.