Everything you need to run SmartAI
Eight areas, from connecting your first channel to the API. Written articles are being published alongside the product — the structure below is what documentation covers, and the team will walk you through any of it directly in the meantime.
Getting started
From signing up to answering your first real customer.
- Creating your account and starting the trial
- Installing the website widget
- Training your assistant from your website
- Your first test conversation
- Going live: what to check before you switch on
Channels
Connecting the places your customers already message you.
- WhatsApp Business Platform: sandbox number and testing
- Moving to your own number and Meta business verification
- Website widget: installation and appearance
- Facebook Messenger
- Instagram DM and comments
AI & knowledge
What your assistant knows, and how to keep it accurate.
- Training sources: website, documents, price lists, FAQs
- How grounding works and why it will not invent answers
- Reviewing and correcting an answer
- Finding knowledge gaps from unanswered questions
- Updating content when prices or policies change
Conversations
The shared inbox your team works in.
- Reading and searching conversation history
- Taking over a conversation from the assistant
- Assigning a conversation to a team member
- Conversation status and follow-up
Automation
Rules that decide what happens without you.
- Handover rules by keyword, sentiment or value
- Lead capture: which details to collect
- Booking and appointment requests
- Out-of-hours behaviour
Integrations
Connecting SmartAI to the rest of your tools.
- Google Sheets for captured leads
- What each available integration actually does
- Requesting an integration that does not exist yet
- Roadmap: WooCommerce, Shopify, EasyStore, Zapier
Administration
Accounts, plans and data.
- Adding and removing team members
- Plan limits and how conversations are counted
- Billing and changing plan
- Exporting your data
- Requesting deletion
API reference
For Business and Enterprise plans.
- Authentication
- Conversations endpoint
- Webhooks and event payloads
- Rate limits and error handling
Documentation is part of the product, not an afterthought. While these articles are being written, onboarding support is included on every plan — including the trial — and you can ask us anything directly.
Need an answer before the docs catch up?
Ask us directly. We would rather answer you than have you guess.