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Talk to Assistant

Every agent can be tested in seconds — no phone plan or external tools required. From the agent page you get two ways to try it:

  • Talk to Assistant — a live voice call in your browser using your microphone.
  • Call now — Chatley places a real phone call to a number you enter so you can test the agent on an actual line.

Before you begin​

  • Sign in and open the workspace that contains your agent.
  • Open the agent — the two buttons appear at the top of the agent page.
  • For Talk to Assistant, allow microphone access when your browser asks.

Option 1 — Talk to Assistant (browser call)​

This is the fastest way to hear your agent.

  1. Open your agent.
  2. Click Talk to Assistant.
  3. When prompted, allow microphone access in the browser.
  4. Speak with the agent. While the call is live you can:
    • Mute / unmute your microphone.
    • Watch the call duration timer.
  5. Click End Call when you're done.
tip

Talk to Assistant is available on every plan, including the free trial — it does not use your outbound phone minutes.

Demo mode​

If voice calling is running in Demo Mode, calls are simulated and you'll see an amber Demo Mode badge. This is expected in environments where live voice is not configured; the flow behaves the same but no real audio session is placed.

Option 2 — Call now (real outbound test call)​

Use this to test the agent on a real phone.

  1. Open your agent and click Call now.
  2. Enter the phone number you want Chatley to dial (in international format, e.g. +1 555 123 4567). The field validates the number as you type.
  3. Click Start Test Call. Chatley dials the number and connects it to your agent.
  4. Answer the call on that phone and talk to the agent.

What you'll see​

  • Ringing / Connecting — the call is being placed.
  • Call started — once the callee answers, a link to the live monitor appears. Open it to see the live transcript and to whisper or take over the call.
  • In queue — if you're at your plan's concurrent-call limit, the test call waits in line and starts automatically when a slot frees up.

:::info Plan requirements

  • Free trial: outbound calling is locked. Use Talk to Assistant instead, or upgrade to unlock outbound test calls.
  • Pro plan: outbound test calls require Elevate or Premium (legacy grandfathered Pro accounts may still have outbound access). :::

Troubleshooting​

ProblemWhat to check
"Voice Assistant Unavailable"Voice calling isn't available for this agent yet, or no agent/workflow is selected. Reopen the agent and try again.
No audio on Talk to AssistantConfirm the browser has microphone permission and the correct input device is selected.
Call times out when startingCheck your internet connection and retry — the browser call has a short connect timeout.
DNC Compliance RequiredThe agent needs a Do-Not-Call attestation before outbound calls. Accept it on the agent settings page first.
Call Blocked — DNC ListThe number is on your Do Not Call list. Remove it from the DNC list before calling.
Call now is disabledYour plan doesn't include outbound calls. Use Talk to Assistant or upgrade your plan.

Next steps​

  • Webhooks — forward captured leads to your own systems.
  • Getting started — the basics of workspaces and agents.