Documentation

How SmartOps works

Everything you need to set up your Support, Sales, and Operations agents, connect your channels, and train the AI on your business.

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Getting Started /Quick Start GuidePlaybooks /Support Agent: Setting Up Your Knowledge BasePlaybooks /Sales Agent: Running Your First CampaignIntegrations & Channels /Website Chat WidgetAI Knowledge & Training /Writing Effective FAQs
Playbooks

One step-by-step playbook per agent — set up Support and Sales, or see the Operations Agent demo.

Getting Started

Set up your account, pick the right agent for your team, and get your first agent live in minutes.

AI Knowledge & Training

Train each agent on your business so every answer and outreach message sounds like it came from you.

Integrations & Channels

Connect the channels your agents talk to customers on, and the tools they sync with.

Agent Features

Learn how each of the three agents works and how to get the most out of it.

Account

Manage your profile and account settings.

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