Getting started
Connect one channel, verify health, then create your first reply or automation.
Open in dashboard1. Create or choose a workspace
Sign in to Chatly HQ and select the workspace you want to use. All channels, automations, and keyword replies belong to that workspace.
Open dashboard2. Connect one channel
Open Channels and pick a channel your customers use. Each channel has different features — not every channel supports the same message types or automation styles.
Open Channels3. Check connection status
After connecting, open the channel page and confirm the status shows a healthy connection. Use reconnect if the page asks for refreshed permissions.
4. Create a Keyword Reply or Automation
Start with a Keyword Reply for a simple text response, or open Automations if your connected channel supports flow automation. Always match the channel capabilities shown in the product.
Open Keyword Replies5. Review Activity
Open the Activity view on Automations to see completed, failed, skipped, or retrying runs after you go live.
Open Automations6. Review Message Builder before publishing
When a flow includes a send step, use Message Builder to confirm the channel supports the text, media, or buttons you added. Fix unsupported types before you activate.
7. Follow performance when data appears
After customers interact, review automation analytics and Activity. Early quiet periods are normal until traffic arrives.