How to use ChatlyHQ

1. Create your account

Start here if you are new to ChatlyHQ.

1. Go to Sign in / Sign up and create an account with your email.
2. Choose Free, start the free trial, or pick a paid plan.
3. You will land in your dashboard — this is your main workspace.

Quick start: Your first automation

Build a welcome or AI reply flow in a few minutes.

1. Open Automation → Templates (or + New Automation).
2. Pick a template — try AI FAQ or Auto reply for a fast start.
3. Assign your connected Pages in the builder sidebar.
4. Save as Draft, test with your own Page, then set Live.

Quick start: Send a broadcast

Reach people who already messaged your Page.

1. Open Broadcasts → New broadcast.
2. Select Pages and audience (e.g. active in last 24 hours).
3. Write your message and preview.
4. Send now or schedule — track delivery in Sent history.

Quick start: Connect a Facebook Page

Link Messenger (and Instagram DMs when the Page has Instagram linked).

1. From Overview, click Connect Pages.
2. Approve Facebook permissions for the Pages you manage.
3. Wait for sync — refresh Overview if Pages do not appear.
4. Use Reconnect Pages if tokens expire later.

Quick start: Enable MFA

Protect your account with an authenticator app.

1. Open Settings → Security.
2. Click Enable MFA and scan the QR code with your app.
3. Enter the 6-digit code to confirm.
4. Store backup access — platform owners may require MFA.

2. Connect Messenger & Instagram

ChatlyHQ works with Facebook Pages for Messenger. Instagram DMs appear when your Page is linked to an Instagram professional account.

1. On Home, click Connect Pages (or Reconnect Pages).
2. Approve Facebook access for the Pages you want to use.
3. Check that your Pages show up on the Home screen.
4. Instagram conversations appear under the Instagram channel badge when linked.
5. You can hide or remove a Page later from the Page menu on Home.

3. Automations (auto-replies)

Automations send replies automatically when someone messages you, comments, or matches a trigger you choose.

1. Open Automation in the side menu.
2. Create a new automation or open an existing one.
3. Add steps visually: Message, Delay, Split, Add/Remove Tag, Set Field, and more.
4. Optional: add AI Response to write a helpful reply from a prompt you write (for example: greet the person and answer their question).
5. Optional: add Webhook if you want ChatlyHQ to notify another tool you already use (like a form or CRM) when someone reaches that step.
6. Choose which Pages this automation should run on.
7. Save as draft while testing, then set it to Active when you are ready.
8. You can share an automation link so another ChatlyHQ user can import a copy into their account as a draft.

4. Broadcasts (campaigns)

Send a campaign to people who already messaged your Page. Delivery follows Facebook Messenger messaging rules and your plan’s monthly message limit. Instagram Beta.

1. Open Broadcasts and start a new campaign.
2. Select the Messenger Pages to include (Instagram Beta).
3. Choose who should receive it — for example people active in the last 24 hours, or contacts with certain tags.
4. Write your message (text, image, card, etc.).
5. Send now or schedule for later.
6. Watch progress from the Broadcasts list (sent, delivered, reads, clicks when available).
7. You can also run simple A/B tests when that option is shown in the broadcast tools.

5. Keyword replies

Reply instantly when someone sends a specific word or phrase (for example “price” or “hours”).

1. Open Keywords.
2. Add a new rule and type the words or phrases to match.
3. Write the reply you want to send.
4. Attach the rule to the right Pages.
5. Save and keep the rule turned on.

6. Inbox

Read and answer conversations from your connected channels in one place.

1. Open Inbox and pick a Page (Instagram Beta) from the list.
2. Select a conversation to see the message history.
3. Type a reply and send it from ChatlyHQ.
4. If you need to talk as a human without automations interrupting, turn on Live Chat for that contact (when available) — automations pause until you turn it off.

7. Contacts

See everyone who messaged your channels, organize them, and prepare lists for campaigns.

1. Open Contacts to browse people by Page (Instagram Beta).
2. Use search and filters (status, tags, country, and more) to find the right group.
3. Add tags to organize contacts (VIP, interested, leads, etc.).
4. Open a contact to edit custom fields or manage tags.
5. Select several contacts for bulk actions: add tags, export a CSV, or prepare a broadcast audience.
6. Use Profile Unify when you want to copy personal details between two profiles on the same Page — message history stays separate.

8. Agency / client workspaces

If your plan supports agencies, keep each client’s Pages and audiences separate.

1. From Team (when available on your plan), invite a client or create a sub-account.
2. Each client works in their own workspace and connects their own Pages.
3. Switch between workspaces when you manage more than one client.
4. Campaigns and contacts stay inside the workspace you are viewing — they do not mix across clients.

9. Settings & plan

1. Open Settings to set your timezone.
2. Save useful links there if you reuse the same URLs in many cards or messages.
3. Open Plan to see your current plan, message usage, and renewal details.
4. Upgrade or change plans from Pricing when you need more volume.
5. Need help? Email support@chatlyhq.com.