Hello Alex Documentation

Documentation sections

Choose a section to find focused, task-oriented guides for the Hello Alex platform.

• Getting Started

  Set up your account and make your first AI call

• Phone Numbers

  Manage caller identity and inbound routing so every call or text reaches the right flow.

• Rotation Numbers

  We pick the outbound from-number from a pool and send Bland `from` — not their custom dialing strategy.

• Pathways

  Design AI conversation flows in Pathway Builder

• Character

  Build reusable AI personas that answer calls, SMS, and chat with one consistent identity

• Voices

  Design a consistent brand sound before calls go live.

• Knowledge Bases

  Keep Alex grounded in your approved business information.

• Contacts

  Build clean audiences and protect compliance before any outreach goes live

• Send Call

  Validate one live outbound call before scaling to larger sends

• Batch Call

  Launch high-volume outbound calls with controlled pacing and compliance checks

• Send SMS

  Send one outbound text to validate messaging line and content behavior

• Batch SMS

  Send or schedule high-volume SMS from one configured messaging line

• Campaigns

  Run paced, trackable outbound programs for calls or SMS.

• CRM

  Connect external customer systems so audience and outcome data stay aligned.

• Integrations

  Manage API access and webhook delivery for external systems.

• Billing & Credits

  Monitor spend, maintain runway, and keep billable operations uninterrupted.

• Account

  Operate your workspace safely through support, settings, and team governance.

• Call History

  Inspect voice outcomes and conversation evidence after every call.

• SMS History

  Review thread-level messaging behavior and delivery outcomes.

• Web Chat Widgets

  Publish website chat experiences connected to your pathways.

• Tasks

  Reuse focused conversation goals without building full pathway graphs.

• Memory

  Persist relevant caller context across interactions for more informed follow-ups.

• SIP Trunks

  Link carrier infrastructure to Hello Alex for enterprise telephony workflows.

• AI Intelligence

  Turn performance signals into pathway and launch improvements.

• FAQ

  Quick clarifications for common launch and compliance blockers.