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Documentation

Everything you need to run voice agents, capture leads, and connect Chatley to the rest of your stack.

  • Getting started — Sign in, understand workspaces, and open an agent to configure it.
  • Dashboard — Your workspace at a glance: metrics, top agents, and recent activity.
  • Architect — Manage your account by asking: create agents, attach knowledge, and read your call figures, with approval before anything changes.
  • Agents — Create an agent and configure its voice, behaviour, phone number, and integrations.
  • Voices — Browse and preview voices, then assign one to an agent.
  • Templates — Start from ready-made agent instructions, or save your own.
  • Structured Outputs — Define the fields you want captured from a call and get them back as data.
  • Knowledge Base — Give agents real knowledge from your documents and websites.
  • Talk to Assistant — Test your agent live from the browser, or place a real outbound test call.
  • Call transfer — Give your agent numbers it can hand a caller to, such as Sales or Support.
  • Live call monitoring — Listen in, whisper to the AI, or take over a live call.
  • Compliance & DNC — Stay compliant with the attestation and your Do Not Call list.
  • Insights & analytics — Measure call volume, success rate, duration, and cost.
  • Integrations — Connect your calendar and Zendesk, and manage your API keys.
  • Booked appointments — See every appointment your agents book across your calendars.
  • Lead Capture — Build hosted forms that collect leads and tie them to an agent.
  • Webhooks — Push captured leads to your CRM, Zapier, or a custom endpoint in real time.
  • Inbound SMS (Twilio) — Point Twilio at Chatley and enable SMS on your agent.
  • Account settings — Your profile, password, and account status.
  • Plan & billing — What your plan includes, your usage, and how to manage payment.
  • Workspaces — Group agents and their resources, and switch between them.

What is Chatley?​

Chatley lets you deploy AI voice agents with their own phone numbers and optional SMS. From a single workspace you can configure an agent's voice and behaviour, test it in seconds, capture leads through hosted forms, and forward those leads to your own systems with webhooks.

Use the sidebar on the left to browse guides, or start with Getting started.