Help Center
Short guides for getting real work done in Smoo AI. Every one of them is written against what the product actually does today.
Building on the platform instead? Developer documentation.
Getting started
Smooth Operator
- Smooth Operator: your org copilotAsk for work in plain English — Smooth Operator reads your CRM, calendar, mail, analytics and files, and can act on them.
- Smooth Operator: CRM examplesLook up people, build pipeline reports, capture a whole meeting, and import a contact list — by asking.
- Smooth Operator: email, calendar and filesDraft and send from your connected mailbox, book time on the org calendar, and search or summarise files.
- Smooth Operator: reporting, support and system healthAsk questions of your analytics warehouse, campaign results, support queue, audit trail and service health.
- Smooth Operator: calls and voicemailAsk about your calls, hear what a caller wanted, catch up on voicemail, and set up a call to dial.
- Smooth Operator: roles and team managementCreate roles from templates, see what someone can do, and change permissions — by asking.
- Smooth Operator: build workflowsDescribe an automation in a sentence — "when a contact is tagged VIP, email them" — and Smooth Operator builds, publishes and runs it.
Connect your AI tools
Big Smooth
- Connect Big Smooth to your MacBig Smooth on your phone is a remote for the agent running on your Mac — reach it through your Smoo account, or straight over your own network.
- Chat with Big Smooth from your phoneThe chat tab drives a real session on your Mac — same conversations, same tools, with approvals for anything that writes.
- Smooth Modes — choosing what a turn costsEach mode pins a message to a specific model, split into a budget tier for everyday work and a premium tier that spends real money.
- See what Big Smooth has been doing, and what it costThe Stats tab reads activity and spend straight off the daemon — conversations, messages and sessions, plus what you spent by model and by day.
- Connect your organization to Big SmoothMint the credential Big Smooth runs on, so its model spend bills to your organization's own budget and cap.
Inbox
Your AI
- AgentsThe AI agents that answer for your business — on your site, over SMS, on the phone.
- Knowledge baseYour organization's documents, indexed so agents and Smooth Operator can answer from them.
- BrainsInternal agents with their own documents and access rules, reached from Claude, ChatGPT or Codex.
- LibraryApproved, versioned skills your team’s AI follows, served to Claude, ChatGPT and Codex through your connector.
- PostureA graded view of how your business is doing against the shifts you are trying to make.
Integrations
Workforce
- WorkforceManage people, departments and the org chart centrally — directory providers sync in and out, Smoo stays the source of truth.
- Email signaturesAppend a consistent signature to outbound mail on its way out of Google Workspace — no software on anyone’s machine.
- FilesUpload, organize and share documents with your team and external recipients.
Email Diagnostics
- Email diagnostics and DMARC reportsSee who sends mail as your domain, whether it authenticates, and why it fails when it does.
- Who is sending mail as your domainAn inventory of every system sending as you, built from DMARC reports — including the ones nobody signed off on.
- Can senders reach you over encrypted TLSSenders report when they could not deliver to you securely — problems that are invisible from both ends without this.
CRM
- CRM: contacts, companies and dealsYour people, the businesses they work for, and the money in flight.
- Duplicate contactsReview the pairs AI thinks are the same person, and merge them with their whole history.
- ProposalsAuthor a proposal, then send it as a password-protected magic link.
- BookingYour personal booking page — share your link and control which calendars block your availability.
Calendar
Phone
Campaigns
Workflows
Projects
Referrals
E-Sign
Quality
Field Service
Social Command Center
Support
Analytics
Content Builder
Website Management
Settings
- Your organization iconSet the square icon that stands for your organization everywhere it is listed.
- Roles and permissionsControl what each person on your team can see and do.
- Partner Hub: run your clients’ organizationsCreate a Smoo organization for each client, open it, and manage its plan and branding from one list.
- Billing and your planSee what you are subscribed to, what it includes, and manage invoicing.
- Export all of your dataDownload a complete copy of your organization’s data as one zip archive.
- NotificationsChoose what your organization gets told about, and where.
- Send org activity to a team inboxEmail bookings, deals, leads and missed calls to a shared inbox or teammates, instantly or as a daily or weekly digest.