Getting started
Sign in, create your first AI agent, give it a phone number, test it, and see the results — in about ten minutes.
Chatley deploys AI voice agents with their own phone numbers and optional texting. This page takes you from a new account to a working agent.
1. Create an account
Use Sign up to create your organization, or Log in if you already have access. After sign-in you land in your workspace on Home.
Home shows a Finish setting up checklist. It is the quickest route through the rest of this page.
2. Know the layout
The menu on the left is grouped by what you are doing:
| Group | Pages |
|---|---|
| Top | Home, Analytics, Ikora |
| Build | Agents, Knowledge, Voices, Templates, Call data, Workflows |
| Engage | Calls, Inbox, Campaigns, Quote Agent, Follow-ups, Lead forms, Appointments |
| Setup | Messaging, SMS Inbox, Sequence Reports, Phone numbers, Integrations, Compliance |
A workspace groups agents and everything they use. Most accounts need only one; see Workspaces.
3. Create an agent
Open Build → Agents and choose New agent. Three steps:
- Starting point — a ready-made template or a blank agent.
- Basics — name, what the agent does (answers calls, makes calls, or both) and its voice.
- Try it and go live — talk to it, then switch it on.
Prefer to ask? Tell Ikora what you want and approve the plan. Full details are in Agents.
4. Give it knowledge
Upload documents or add your website under Build → Knowledge, so the agent answers with your facts. See Knowledge.
5. Give it a phone number
Get a number under Setup → Phone numbers, then assign it on the agent's Phone & SMS tab. See Phone numbers.
6. Test it
Try the agent in the browser or on a real phone — see Talk to Assistant.
7. Watch the results
- Calls — listen live, read summaries, and work through the calls that need review.
- Analytics — trends across all your calls.
- Appointments and Lead forms — the bookings and leads your agents create.
Texting customers in the US
Texts to US numbers send only after your business is registered with carriers. Start early — review takes time. See Texting registration.
Some capabilities depend on your plan. If an action is unavailable, check Plan and billing in Settings & Account.