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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.

SmartAlex plugs into your existing phone system so your AI agent can answer calls, qualify intent, and transfer callers to the right person , all without replacing your PBX, your DIDs, or your carrier.

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How it works

1

Your PBX or carrier sends the call to SmartAlex

Using a standard SIP trunk. Works with any system that speaks SIP , 3CX, Yeastar, FreePBX, Microsoft Teams, Avaya, Mitel, Grandstream, and more.
2

The AI answers

Your configured agent greets the caller, understands intent, consults your knowledge base or external tools, and handles the conversation naturally.
3

Transfers happen via SIP REFER

When the caller needs a human, the AI hands the call back to your PBX so it rings the right extension, queue, or ring group. The AI drops out; your system takes over.

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Pick your phone system

3CX

Cloud or on-premise. The most common PBX in South Africa and globally.

Yeastar

P-Series and S-Series. Popular with SMB and mid-market.

FreePBX

Open-source GUI on top of Asterisk. Favoured by MSPs.

Asterisk

Raw Asterisk with pjsip. For technical teams who want full control.

Grandstream UCM

Hardware PBX common in SA small business.

Avaya IP Office

Enterprise on-premise PBX with long deployment history.

Mitel MiVoice

Enterprise UC platform. MiVoice Business and MiVoice Connect.

Microsoft Teams

Via Direct Routing and a Session Border Controller.

RingCentral

Cloud UCaaS via SIP gateway.

Euphoria Telecom

South African hosted PBX. Cape Town based.

Switch Telecom

South African hosted PBX. Atria.

Generic SIP

Any SIP-compliant system. Use this when your platform is not listed above.

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What you need before you start

  • Administrative access to your phone system
  • Its public hostname or IP (for us to route transfers back)
  • A list of extensions the AI should be able to transfer to
  • A DID (phone number) for the AI to answer on , either existing or newly provisioned
  • A SmartAlex account with wallet credit and at least one agent configured
Typical setup time: 10 to 15 minutes end to end.

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Already have an IVR?

Most customers arrive with a traditional press-1-for-sales IVR or a live receptionist. SmartAlex replaces both.

Replacing Your IVR

How the AI replaces a DTMF tree with a natural conversation , plus measurable before and after.

Conversation Flow Library

Real industry examples. Medical, automotive, legal, real estate, hospitality, retail.

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The four things every customer asks

No. SmartAlex sits alongside your PBX. Your phone system keeps handling queues, ring groups, voicemail, call recording , everything it does today. The AI just handles the first touch and routes the caller to the right place via your existing rules.
Yes. When the AI transfers a caller, your PBX receives a standard SIP REFER and rings the extension exactly as if the call came in any other way. Busy, no-answer, voicemail, queue fallback , all handled by your existing configuration.
Yes. Transfers appear in your PBX call detail records as normal SIP transfers. Reporting, recording, and compliance tooling continue to work.
It transfers to a human, takes a message, books a callback, or sends the caller to voicemail , whichever you configure as the fallback. Callers are never dropped into silence.

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Next steps

Architecture

How it all fits together at a technical level.

Call Routing & Transfers

Cold, warm, and attended transfers , what we support and how it works on the wire.