# Chatley Docs

> Guides for Chatley voice AI and messaging. Each entry links to the raw
> markdown source of a page; the HTML page lives at the same path without
> the `.md` extension.

## Pages

- [Settings & Account](https://app.chatley.ai/docs/admin/account.md): Manage your profile, password, and account status from one place.
- [Plan & billing](https://app.chatley.ai/docs/admin/plan-billing.md): See what your plan includes, watch your usage, and manage payment.
- [Team members & roles](https://app.chatley.ai/docs/admin/team.md): Invite people to your account and control what each of them can change.
- [Workspaces](https://app.chatley.ai/docs/admin/workspaces.md): Group agents and their resources into separate workspaces, and switch between them.
- [Agents](https://app.chatley.ai/docs/agents.md): Create and run Chatley voice AI agents — instructions, voice, knowledge, actions, phone numbers, texting and web chat, all from one agent page.
- [Authentication](https://app.chatley.ai/docs/api/authentication.md): Create a Chatley API key and send it as a Bearer token on every Developer API request.
- [Send a message](https://app.chatley.ai/docs/api/chat-messages.md): POST /api/developer/chat/messages — send a message to an agent and read its reply.
- [Create a chat session](https://app.chatley.ai/docs/api/chat-sessions.md): POST /api/developer/chat/sessions — start a conversation with one of your agents.
- [Developer API](https://app.chatley.ai/docs/api/introduction.md): Create chat sessions with your Chatley agents and send them messages from your own application.
- [Ikora](https://app.chatley.ai/docs/architect.md): Manage your account by asking — create agents, attach knowledge, change voices, and read your call figures, with approval before anything changes.
- [Appointments](https://app.chatley.ai/docs/booked-appointments.md): See every appointment your agents book, across all your connected calendars, in one place.
- [Call transfer](https://app.chatley.ai/docs/call-transfer.md): Give your agent numbers it can hand a caller to, such as Sales or Support.
- [Calls](https://app.chatley.ai/docs/calls.md): Every call and web conversation your agents handle — listen in live, review what happened, and work through the calls that need a person.
- [Compliance](https://app.chatley.ai/docs/compliance.md): Manage your Do Not Call list, card-payment and healthcare protections, and the change history for your account.
- [Home](https://app.chatley.ai/docs/dashboard.md): Your workspace at a glance — calls, caller satisfaction, what needs attention, recent calls, and a short setup checklist.
- [Follow-ups](https://app.chatley.ai/docs/follow-ups.md): Automatic texts, calls and emails that follow up on leads, quotes and calls — with ready-made recipes, stop rules and quiet hours.
- [Getting started](https://app.chatley.ai/docs/getting-started.md): Sign in, create your first AI agent, give it a phone number, test it, and see the results — in about ten minutes.
- [Glossary](https://app.chatley.ai/docs/glossary.md): Definitions of the terms used across Chatley — agent, workspace, knowledge base, structured outputs, DNC, transfer, and more.
- [Inbound calls & messages](https://app.chatley.ai/docs/inbound.md): Let your agent answer incoming calls and text messages on its assigned number.
- [Inbox](https://app.chatley.ai/docs/inbox.md): Review live and completed voice and web conversations across your workspace's agents.
- [Analytics](https://app.chatley.ai/docs/insights.md): Measure how your agents perform — call volume, success rate, call length, spend, caller sentiment, busiest hours, leads and bookings.
- [Integrations](https://app.chatley.ai/docs/integrations.md): Connect Chatley to your calendar, helpdesk, telephony, automation, and AI providers — plus developer API keys.
- [Cal.com](https://app.chatley.ai/docs/integrations/cal-com.md): Connect Cal.com so your agents can book appointments into your calendar during a call.
- [Calendly](https://app.chatley.ai/docs/integrations/calendly.md): Connect Calendly so agents can create bookings — a paid Calendly plan is required.
- [ElevenLabs](https://app.chatley.ai/docs/integrations/elevenlabs.md): Use your own ElevenLabs account for voice instead of the built-in catalogue.
- [Google Calendar](https://app.chatley.ai/docs/integrations/google-calendar.md): Connect Google Calendar so agents can book appointments and read your availability.
- [Jobber](https://app.chatley.ai/docs/integrations/jobber.md): Let your agents add customers and look up jobs in Jobber, so calls turn into jobs without typing.
- [OpenAI](https://app.chatley.ai/docs/integrations/openai.md): Bring your own OpenAI key so your agents run against your account.
- [Twilio](https://app.chatley.ai/docs/integrations/twilio.md): Bring your own Twilio account so your agents use numbers you already own.
- [Zapier](https://app.chatley.ai/docs/integrations/zapier.md): Send Chatley events into the thousands of apps Zapier connects to.
- [Zendesk](https://app.chatley.ai/docs/integrations/zendesk.md): Turn finished calls into Zendesk tickets, on the rule you choose.
- [AI voice agents for business](https://app.chatley.ai/docs/intro.md): Chatley documentation — set up AI voice agents that answer calls, make calls, book appointments, capture leads, quote jobs, and follow up by text, call and email.
- [Knowledge](https://app.chatley.ai/docs/knowledge-base.md): Give your agents real answers — upload files, import websites and write notes once, then choose which agents use them.
- [Lead forms](https://app.chatley.ai/docs/lead-capture.md): Build hosted forms that collect leads, enrich them with call data, and forward them to your systems.
- [Acceptable Use Policy](https://app.chatley.ai/docs/legal/acceptable-use.md): Acceptable Use Policy setting out prohibited uses of Chatley AI voice agents.
- [Call recording & consent](https://app.chatley.ai/docs/legal/call-recording.md): Recording and transcription obligations for AI voice agents, including two-party consent jurisdictions and AI disclosure requirements.
- [Data Processing Addendum](https://app.chatley.ai/docs/legal/dpa.md): Standard Data Processing Addendum for GDPR and UK GDPR, covering Chatley's role as processor of call recordings and transcripts.
- [Legal & compliance overview](https://app.chatley.ai/docs/legal/overview.md): Which legal documents govern your use of Chatley, which obligations sit with you as the caller, and where each one lives.
- [Privacy Policy](https://app.chatley.ai/docs/legal/privacy-policy.md): Where to find the Chatley Privacy Policy, and what it says about call recordings, retention, and AI model training.
- [Subprocessors](https://app.chatley.ai/docs/legal/subprocessors.md): The list of subprocessors that process Chatley customer data, published for data protection transparency.
- [Terms of Service](https://app.chatley.ai/docs/legal/terms-of-service.md): Where to find the Chatley Terms of Service, and the customer obligations that matter most for outbound calling.
- [Live call monitoring](https://app.chatley.ai/docs/live-monitoring.md): Watch live calls in the Session Cockpit — listen in, whisper to the AI, or take over the call yourself.
- [Connecting a client](https://app.chatley.ai/docs/mcp/connecting.md): Add Chatley to Claude, Cursor, ChatGPT, or any MCP client — sign in once in your browser, with no key to copy.
- [MCP Connectors](https://app.chatley.ai/docs/mcp/connectors.md): Give a Chatley AI voice agent access to tools on your own MCP server, so it can look things up and take action while a caller is on the line.
- [MCP Server](https://app.chatley.ai/docs/mcp/introduction.md): Connect Claude, Cursor, ChatGPT, or any MCP-compatible AI agent to Chatley and let it manage your AI voice agents, read your calls, and work with your knowledge bases.
- [Safety and limits](https://app.chatley.ai/docs/mcp/safety.md): How Chatley keeps an AI agent from doing damage — drafts, two-step deletes, account isolation, rate limits, and what every error means.
- [Tool reference](https://app.chatley.ai/docs/mcp/tools.md): Every tool the Chatley MCP server exposes — what it does, what it takes, what it returns, and whether it changes anything.
- [What's new](https://app.chatley.ai/docs/mcp/whats-new.md): Changes to the Chatley MCP server — new tools, changed behaviour, and anything that affects a connection you have already made.
- [Messaging](https://app.chatley.ai/docs/messaging.md): Set up the emails, WhatsApp messages and texts your agents send automatically after a call.
- [Mobile app & phone approval](https://app.chatley.ai/docs/mobile-app.md): The Chatley app for Android and iPhone — live calls, Ikora and agents on your phone, and phone approval for signing in on the web.
- [Campaigns](https://app.chatley.ai/docs/outbound.md): Place a single test call, or run a campaign that calls or texts a whole list of contacts with one of your agents.
- [Pricing & billing](https://app.chatley.ai/docs/partner/billing.md): Set what you charge, choose how your customers pay, and follow the revenue.
- [Branding & your domain](https://app.chatley.ai/docs/partner/branding.md): Put your own name, logo, colours, and domain in front of your customers.
- [Platform capacity](https://app.chatley.ai/docs/partner/capacity.md): The headroom your whole program draws from, and how to see where it went.
- [Customers](https://app.chatley.ai/docs/partner/customers.md): Activate, pause, and keep an eye on the accounts in your program.
- [Provider setup](https://app.chatley.ai/docs/partner/integrations.md): Register your own Google, Cal.com, and Calendly apps so your customers connect under your name.
- [Partner overview](https://app.chatley.ai/docs/partner/overview.md): Run Chatley under your own brand — what the partner portal gives you and where to start.
- [Your portal team](https://app.chatley.ai/docs/partner/team.md): Give colleagues access to the partner portal, with the role each of them needs.
- [Phone numbers](https://app.chatley.ai/docs/phone-numbers.md): Manage the phone numbers your agents use for calls, texts, and emergency service.
- [Channels](https://app.chatley.ai/docs/quote-agent/channels.md): Put your Quote Agent on your website chat, a hosted quote form and your phone line, connect an existing agent, or ask Ikora to set it all up.
- [CRM & webhooks](https://app.chatley.ai/docs/quote-agent/crm.md): Send every quote to your CRM — by webhook to any system, or straight into GoHighLevel as a contact, note and pipeline opportunity.
- [Quote Agent](https://app.chatley.ai/docs/quote-agent/overview.md): An AI agent that prices jobs from your own price list on your website, your quote form and the phone — and sends each quote once you approve it.
- [Price list](https://app.chatley.ai/docs/quote-agent/price-list.md): Rates, fees, items and jobs — the price list your Quote Agent prices every quote from, and how each total is calculated.
- [Approving quotes](https://app.chatley.ai/docs/quote-agent/quotes.md): Approve, edit or send back quotes from your phone or the dashboard, price jobs that need an inspection, and see what the customer receives.
- [Set up your Quote Agent](https://app.chatley.ai/docs/quote-agent/setup.md): Guided setup — pick your trade, set your rates, choose the jobs you quote, test a price, set approvals and go live on your website, a quote form and the phone.
- [Security](https://app.chatley.ai/docs/security.md): How Chatley protects your account, your call recordings, and your API credentials — and the controls you are responsible for.
- [Sequence reports](https://app.chatley.ai/docs/sequence-reports.md): See how your automatic texts are doing — sent, delivered, replied and booked — and why any messages failed.
- [Inbound SMS (Twilio)](https://app.chatley.ai/docs/sms-inbound.md): Configure Twilio to send inbound SMS to Chatley and enable SMS on your agent.
- [SMS Inbox](https://app.chatley.ai/docs/sms-inbox.md): Read text conversations between your agents and customers, and take over from the AI whenever you want to reply yourself.
- [Call data](https://app.chatley.ai/docs/structured-outputs.md): Define the details you want captured from every call — name, email, budget, whether they qualified — and get them back as data instead of prose.
- [Talk to Assistant](https://app.chatley.ai/docs/talk-to-assistant.md): Test your agent live from the browser, or place a real outbound test call.
- [Templates](https://app.chatley.ai/docs/templates.md): Start an agent from ready-made instructions for your industry, or save your own for reuse.
- [Texting registration](https://app.chatley.ai/docs/texting-registration.md): Register your business with US carriers so your agents can send texts — the business profile, the texting campaign, and what each status means.
- [Troubleshooting](https://app.chatley.ai/docs/troubleshooting.md): Fixes for the most common Chatley problems — calls not connecting, agents not answering correctly, bookings not appearing, and webhooks not arriving.
- [Voice engine](https://app.chatley.ai/docs/voice-engine.md): How Chatley powers live browser voice calls, and what that means for you.
- [Voices](https://app.chatley.ai/docs/voices.md): Browse the voice library, hear a sample, and pick the right voice for your agent.
- [Webhooks](https://app.chatley.ai/docs/webhooks.md): Push captured leads to your CRM, Zapier, or a custom endpoint in real time.
- [Workflows](https://app.chatley.ai/docs/workflows.md): Design call logic visually with the flow builder — conversation, API requests, transfers, tools, and more.