Getting started with Smoo AI
What is on your dashboard, what to set up first, and where everything lives.
Smoo AI is one platform with several products in it — an AI agent, a CRM, campaigns, support, analytics and more. You see the ones your plan includes, so your sidebar will be shorter than the full list, and that is normal.
Almost everything gets better once two things are done: connect an account, and give Smooth Operator and your agents something to read.
How to
- 1
Connect Google or Microsoft under Integrations → Connected Apps.
This is what unlocks mail, calendar and contact import. Most "the agent cannot see my email" questions are a missing connection.
- 2
Upload what your business knows to Knowledge.
Policies, pricing, FAQs. Your agents answer from these, so a thin knowledge base makes a vague agent.
- 3
Invite your team with Invite Member under Admin → Organization → Members & Invitations.
Shape what each person can do under Admin → Roles & Permissions, and group people under Admin → Teams.
- 4
Open Smooth Operator and ask it something.
Fastest way to see what your plan actually includes.
Ask Smooth Operator
- “What plan am I on and what are my limits?”
- “What did I miss today?”
If something goes wrong
- A section is missing from your sidebar.
- Either your plan does not include it, or your role does not. Open More tools at the bottom of the sidebar: each locked entry says whether it needs a plan (and which one) or is hidden by your role.
- You are in the wrong organization.
- Switch with the organization switcher in the top bar. Data never crosses organizations, so an empty screen is often the wrong org rather than a bug.