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Guides, concepts, and references for getting value from SmixAI. Public guides are open to everyone; deeper guides ask you to sign in.
What SmixAI is, how the core loop works, and how to get value in your first session.
Connect Salesforce and manage environments and credentials.
Inventory your org and browse the discovered objects and metadata.
How SmixAI finds inefficiencies, and how to read and triage findings.
Act on recommendations and understand how value and org health are measured.
Industry process intelligence, auto-discovered opportunities, and the guided Transformation Wizard.
Design agents from templates, prove them in shadow mode, and deploy to the right runtime.
Monitor live agents — health, throughput, escalations, and realized ROI.
Organizations, roles, members, billing, and the audit trail.
Glossary, specifications, plans, security, and FAQ.