---
id: getting-started
title: Getting started
slug: /getting-started
description: 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](https://app.chatley.ai/register) to create your organization, or
[Log in](https://app.chatley.ai/login) if you already have access. After sign-in
you land in your workspace on **[Home](./dashboard.md)**.

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](./admin/workspaces.md).

## 3. Create an agent

Open **Build → Agents** and choose **New agent**. Three steps:

1. **Starting point** — a ready-made [template](./templates.md) or a blank agent.
2. **Basics** — name, what the agent does (answers calls, makes calls, or both)
   and its voice.
3. **Try it and go live** — talk to it, then switch it on.

Prefer to ask? Tell **[Ikora](./architect.md)** what you want and approve the
plan. Full details are in [Agents](./agents.md).

## 4. Give it knowledge

Upload documents or add your website under **Build → Knowledge**, so the agent
answers with your facts. See [Knowledge](./knowledge-base.md).

## 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](./phone-numbers.md).

## 6. Test it

Try the agent in the browser or on a real phone — see
**[Talk to Assistant](./talk-to-assistant.md)**.

## 7. Watch the results

- **[Calls](./calls.md)** — listen live, read summaries, and work through the
  calls that need review.
- **[Analytics](./insights.md)** — trends across all your calls.
- **[Appointments](./booked-appointments.md)** and **[Lead forms](./lead-capture.md)**
  — 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](./texting-registration.md).

:::note
Some capabilities depend on your plan. If an action is unavailable, check
**Plan and billing** in [Settings & Account](./admin/account.md).
:::