Ikora
Manage your account by asking — create agents, attach knowledge, change voices, and read your call figures, with approval before anything changes.
Ikora is the assistant built into Chatley. You describe what you want in plain words and it does the work: creating an agent, attaching a knowledge base, changing a voice, setting up a Quote Agent, or answering questions about your call activity.
Ikora was previously called Architect (and Ask Chatley in some places). It is the same assistant with the same approvals. Some screens may still use the older name while the rename rolls out.
Nothing changes until you approve it. Every action that touches your account arrives as an approval card you read before it runs.
Open Ikora
Choose Ikora in the sidebar, right under Analytics. It opens as a panel over whatever screen you are on. The page behind it stays where it was — same scroll position, same data — so you can ask something mid-task and carry on afterwards.
The full-page view adds a history column:
- New conversation starts a fresh thread.
- Your history lists your earlier conversations. Only you can see them, and they are kept for 90 days. Use the bin icon on a conversation to delete it sooner.
New to Ikora? The empty conversation offers four things to try — for example Create an agent that books appointments for a dental clinic or Which agents have never taken a call?. Click one to send it.
What you can ask for
Setting agents up
- Create an agent in a workspace.
- Rewrite an agent's instructions.
- Change which voice an agent speaks with.
- Delete an agent. It is paused rather than destroyed, so it keeps its settings and call history and can be restored later.
Quote Agent
- Set up a complete Quote Agent from one message — "set up a quote agent for my auto shop, $140 an hour, 7.5% tax". Ikora saves a starting price list for your trade, creates the agent, connects pricing and turns on your website chat. See Set it up by asking Ikora.
Knowledge bases
- Attach an existing knowledge base to an agent.
- Remove one from an agent — the file stays in your library and on every other agent using it.
- Delete a knowledge base entirely. This removes the file itself and takes it away from every agent at once, and it cannot be undone.
Reading your account
- Call volume and talk time for one agent, one workspace, or the whole account, including how those calls split into outbound, inbound, and web.
- Recent call summaries, with caller details left out.
- Questions about how Chatley works, answered from this documentation.
- Calls where the caller sounded upset, or a summary of recent calls without caller details.
Ikora only ever works inside the account you are signed in to.
Approving a change
When Ikora proposes something, you get a card describing exactly what will happen, with three ways to answer:
| Button | What it does |
|---|---|
| Approve once | Applies this one change. |
| Approve for this chat | Applies it and stops asking for that same kind of action until you close the conversation. |
| Deny | Nothing is changed. |
Some cards also offer Edit, which lets you correct a value before approving — saving your changes asks Ikora for a fresh proposal rather than applying the old one.
Two things always ask, whatever you chose earlier:
- Live agents. An agent with a phone number attached is taking real calls, so a change reaches callers the moment you approve it. The card says so plainly.
- Deletions and undo. Neither is ever applied automatically.
Cards expire after 10 minutes. If one lapses, just ask again.
Undo
Ask Ikora to undo and it takes back the most recent change it made — the instructions it replaced, the voice it changed, the knowledge base it attached, the agent it created or deleted.
Only the last change can be taken back, and some cannot be reversed at all. Deleting a knowledge base removes the file, so there is nothing left to restore — upload it again from the Knowledge library. Ikora tells you the reason instead of offering an undo that would do nothing.
What it asks you for
Ikora does not invent the things only you can decide. When you ask for a new agent it wants two answers before proposing anything:
- What to call it
- What it should handle
For a Quote Agent it asks for your trade and where approvals should go instead; rates you mention are used, and anything you leave out starts from the trade's typical prices for you to change later.
Everything else — type, tone, language, voice, greeting — gets a sensible default rather than a question. If your account has more than one workspace it also asks which one to use, and shows you the list rather than naming them from memory.
What it will not do
Ikora stays out of areas that need their own screen: deleting workspaces, billing, team administration, phone provisioning, campaigns, integrations, and uploading files. Ask for one of these and it says so and points you at the page that handles it.
Tips
- Name the agent you mean. If several match, Ikora shows you the shortlist and asks rather than picking one.
- Read the card, not just the message. The card is the exact change; the message around it is explanation.
- Approve for this chat is useful for a run of similar edits, and it lapses on its own when you close the conversation.