# Phonely Documentation

## Docs

- [Introduction](https://docs.phonely.ai/get-started/introduction.md): Learn what you can do with Phonely and where to begin.
- [Quick Start](https://docs.phonely.ai/get-started/quick-start.md): Customize the agent and starter flow created during onboarding, then test and improve your first call experience.
- [Plan Your Phonely Agent](https://docs.phonely.ai/key-concepts/plan-your-agent.md): Plan the main call goal, required knowledge, integrations, and fallback paths before building your agent.
- [Home](https://docs.phonely.ai/get-started/home-overview.md): Use Home to ask Ask AI for help and review call activity across selected agents and dates.
- [Ask AI](https://docs.phonely.ai/key-concepts/ask-ai.md): Use Ask AI with the context of your current Phonely page.
- [Navigation and Search](https://docs.phonely.ai/get-started/navigation-and-shortcuts.md): Find pages and agents quickly, then keep your regular destinations in the sidebar.
- [Agent Setup](https://docs.phonely.ai/agent-design/overview.md): Understand the parts of a Phonely agent and where to configure each one.
- [Guidelines](https://docs.phonely.ai/agent-design/guidelines.md): Define the shared goals, response style, and boundaries that guide your agent across flows.
- [Voice](https://docs.phonely.ai/agent-design/voice/overview.md): Choose, configure, and test how your agent sounds during calls.
- [Knowledge Base](https://docs.phonely.ai/agent-knowledge-base/overview.md): Give your agent trusted information to use during calls.
- [Call Flows](https://docs.phonely.ai/key-concepts/flows.md): Understand how flows, blocks, connections, stages, drafts, and published versions work in Phonely.
- [Flow Triggers](https://docs.phonely.ai/blocks/flow-blocks/start-flow.md): Configure the triggers that start the First Flow, other inbound flows, and outbound flows.
- [Connections and Routing](https://docs.phonely.ai/flow-editor/connections-and-routing.md): Connect blocks across pre-call, live call, and post-call stages and give every result a deliberate path.
- [Variables](https://docs.phonely.ai/flow-editor/variables.md): Use fixed and changing values to make a flow respond to each call.
- [Flow Settings](https://docs.phonely.ai/flow-editor/flow-settings.md): Configure the shared context, Guidelines, knowledge sources, and switch message for one flow.
- [Flow Canvas Controls](https://docs.phonely.ai/key-concepts/flow-canvas-controls.md): Use the flow canvas to add and arrange blocks, resolve invalid variables, focus outcomes, and review edits.
- [Flow Checklist](https://docs.phonely.ai/workflow-checklist.md): Find and resolve flow errors before publishing.
- [Test and Publish](https://docs.phonely.ai/flow-editor/test-and-publish.md): Test focused changes, publish a reviewed flow, and verify the version callers will use.
- [Flow Versions](https://docs.phonely.ai/flow-editor/versions.md): Save checkpoints, inspect earlier flow configurations, and safely restore a version.
- [Resolve Remote Flow Updates](https://docs.phonely.ai/flow-editor/collaboration.md): Compare remote flow updates with your local draft and choose whether to preserve local work.
- [Overview](https://docs.phonely.ai/blocks/overview.md): Find the Phonely block that matches your task and see where it can run in a flow.
- [Common Block Settings](https://docs.phonely.ai/blocks/common-settings.md): Configure caller feedback, failure routes, and call outcome reporting on supported blocks.
- [Talk](https://docs.phonely.ai/blocks/flow-blocks/talk.md): Handle a multi-turn conversation, collect information, and route the call by outcome.
- [Collect](https://docs.phonely.ai/blocks/conversation-blocks/collect.md): Ask for a defined set of information and use the caller's answers in later blocks.
- [Filter](https://docs.phonely.ai/blocks/flow-control-and-routing/filter.md): Route a flow by evaluating ordered cases against available data.
- [Time Filter](https://docs.phonely.ai/blocks/flow-control-and-routing/time-filter.md): Route calls using the agent's recurring weekly availability.
- [Transfer Flow](https://docs.phonely.ai/blocks/flow-control-and-routing/transfer-flow.md): Continue an active call in another inbound flow for the same agent.
- [End Call](https://docs.phonely.ai/blocks/flow-control-and-routing/end-call.md): Play a final message and end the call.
- [Delay](https://docs.phonely.ai/blocks/flow-control-and-routing/delay.md): Wait before running connected post-call blocks.
- [Transfer Call](https://docs.phonely.ai/blocks/communication-blocks/transfer-call.md): Transfer an active call to one or more phone destinations.
- [Send SMS](https://docs.phonely.ai/blocks/communication-blocks/send-sms.md): Send a text message to a fixed phone number or one stored in a variable.
- [Send Email](https://docs.phonely.ai/blocks/communication-blocks/send-email.md): Send an email to one or more recipients.
- [Email & SMS Notification](https://docs.phonely.ai/blocks/communication-blocks/email-sms-notification.md): Send a call summary by email, SMS, or both.
- [Redial](https://docs.phonely.ai/blocks/communication-blocks/redial.md): Schedule another campaign call after a delay.
- [Campaign](https://docs.phonely.ai/blocks/communication-blocks/campaign.md): Queue an outbound campaign call after a call.
- [API Request](https://docs.phonely.ai/blocks/api-request.md): Send an HTTP request and use the response in later blocks.
- [Code](https://docs.phonely.ai/blocks/data-and-automation-blocks/code.md): Process data with Python and use the output in later blocks.
- [Webhook](https://docs.phonely.ai/blocks/data-and-automation-blocks/webhook.md): Receive external data before an inbound call and use it in the flow.
- [Send Call Data](https://docs.phonely.ai/blocks/data-and-automation-blocks/send-call-data.md): Send call data to an HTTP endpoint after a call.
- [Vision](https://docs.phonely.ai/blocks/data-and-automation-blocks/vision.md): Start a legacy webpage automation task during a call.
- [Overview](https://docs.phonely.ai/integrations/overview.md): Compare available integrations and see where they can run in a flow.
- [Google Calendar](https://docs.phonely.ai/integrations/google-calendar.md): Check availability and create appointments during a live call.
- [Gmail](https://docs.phonely.ai/integrations/gmail.md): Send email from a connected Gmail account during or after a call.
- [Google Sheets](https://docs.phonely.ai/integrations/google-sheets.md): Search spreadsheet data or add a row during or after a call.
- [Google Drive](https://docs.phonely.ai/integrations/google-drive.md): Upload a call recording to Google Drive after a call.
- [Microsoft Outlook](https://docs.phonely.ai/integrations/microsoft-outlook.md): Send email from a connected Microsoft Outlook account during or after a call.
- [Slack](https://docs.phonely.ai/integrations/slack.md): Send a message to a connected Slack workspace during or after a call.
- [Make](https://docs.phonely.ai/integrations/make.md): Send post-call data to a Make webhook.
- [Zapier](https://docs.phonely.ai/integrations/zapier.md): Send post-call data to a Zapier webhook.
- [Unit Testing](https://docs.phonely.ai/testing/simulation-testing.md): Run repeatable AI-generated conversations and evaluate how your agent responds.
- [A/B Testing](https://docs.phonely.ai/testing/ab-testing.md): Compare a control agent with a variant using live call traffic.
- [Call History](https://docs.phonely.ai/call-history-ai-analytics/call-history-ai-analytics.md): Find calls and review their transcript, recording, highlights, and block execution.
- [Agent Review](https://docs.phonely.ai/agent-review.md): Triage issues reported while reviewing calls.
- [Call Events](https://docs.phonely.ai/call-events.md): Inspect event-level execution for an agent's calls.
- [Performance](https://docs.phonely.ai/performance.md): Measure call volume, outcomes, topics, and end reasons across an agent's calls.
- [Data Tables](https://docs.phonely.ai/data-tables.md): Create saved tables that group calls and calculate the metrics you need.
- [Call Paths](https://docs.phonely.ai/call-path.md): See how calls moved through a flow and inspect volume at each route.
- [Post-Call Outcomes](https://docs.phonely.ai/post-call-outcomes.md): Record business results that become known after a call.
- [Call Topics](https://docs.phonely.ai/call-topics.md): Define the topics used to classify completed calls.
- [Call Sentiment](https://docs.phonely.ai/call-sentiments.md): Define and review positive, neutral, and negative call sentiment.
- [Outbound Campaigns](https://docs.phonely.ai/outboundcalling/createaoutboundcallingcampaign.md): Choose who to call, when calls can run, and which outbound flow handles them.
- [Outbound Flows](https://docs.phonely.ai/outboundcalling/creating-call-flows-for-outbound-campaigns.md): Build and select the flow that handles calls from an outbound campaign.
- [Campaign Phone Numbers](https://docs.phonely.ai/outboundcalling/addingphonenumber.md): Choose outbound phone numbers and configure how a campaign selects them.
- [Upload Contacts by CSV](https://docs.phonely.ai/outboundcalling/uploadingcsv.md): Add a fixed contact list to a batch campaign and map its columns.
- [Webhook Triggers](https://docs.phonely.ai/outboundcalling/webhookconnection.md): Send contacts from an external system to a continuous outbound campaign.
- [Outbound Compliance](https://docs.phonely.ai/outboundcalling/avoidmarkedasspamlikely.md): Prepare an outbound campaign responsibly and reduce avoidable delivery problems.
- [Settings Overview](https://docs.phonely.ai/manage-account-and-organization-settings/manage-account-and-organization-settings.md): Find the account, workspace, billing, usage, and communication settings available in Phonely.
- [Account Settings](https://docs.phonely.ai/billing-and-usage/account.md): Manage your profile, preferences, access details, and organization information.
- [Team Management and Roles](https://docs.phonely.ai/billing-and-usage/teams.md): Invite teammates and assign the access they need in your Phonely organization.
- [Manage and Delete Agents](https://docs.phonely.ai/manage-account-and-organization-settings/delete-agents.md): Review organization agents, export their usage, or permanently delete selected agents.
- [Plans and Billing](https://docs.phonely.ai/billing-and-usage/plans-and-billing-history.md): Review your subscription, included minutes, payment information, and invoices.
- [Usage and Cost](https://docs.phonely.ai/billing-and-usage/manage-agents-and-usage.md): Review and export organization usage across agents, channels, and time ranges.
- [Usage Notifications](https://docs.phonely.ai/billing-and-usage/usage-notifications.md): Email selected recipients when organization usage reaches monthly thresholds.
- [Introduction](https://docs.phonely.ai/api-reference/introduction.md): Authenticate requests and work with supported Phonely API resources.
- [Web SDK](https://docs.phonely.ai/api-reference/web-sdk.md): Add secure browser-based Phonely voice calls to your application.
- [Generate an Agent](https://docs.phonely.ai/api-reference/endpoint/generate-agent.md): Create an inbound agent and its first flow from a prompt.
- [Generation Status](https://docs.phonely.ai/api-reference/endpoint/get-agent-generation.md): Check the status of a prompt-based agent generation.
- [Get Agent](https://docs.phonely.ai/api-reference/endpoint/get-agent.md): Return basic information about one accessible agent.
- [Get Agents](https://docs.phonely.ai/api-reference/endpoint/get-agents.md): List basic information for a user's agents.
- [Duplicate Agent](https://docs.phonely.ai/api-reference/endpoint/duplicate-agent.md): Create a copy of an agent you can access.
- [Update Agent](https://docs.phonely.ai/api-reference/endpoint/update-agent.md): Update supported setup fields for an accessible agent.
- [List Calls](https://docs.phonely.ai/api-reference/endpoint/list-calls.md): List and filter calls for an accessible agent.
- [Get Call](https://docs.phonely.ai/api-reference/endpoint/get-call.md): Return one call belonging to an accessible agent.
- [Report Call Error](https://docs.phonely.ai/api-reference/endpoint/report-call-error.md): Submit feedback about a call to the Phonely team.
- [Set Post-Call Outcome](https://docs.phonely.ai/api-reference/endpoint/set-post-call-outcome.md): Update custom outcome data for a call.
- [List Documents](https://docs.phonely.ai/api-reference/endpoint/agent-documents.md): List the documents in an agent's knowledge base.
- [Upload Documents](https://docs.phonely.ai/api-reference/endpoint/post-agent-documents.md): Upload documents to an agent knowledge base.
- [Delete Document](https://docs.phonely.ai/api-reference/endpoint/delete-agent-documents.md): Delete a document from an agent knowledge base.
- [List Websites](https://docs.phonely.ai/api-reference/endpoint/agent-websites.md): List the websites in an agent's knowledge base.
- [Add Website](https://docs.phonely.ai/api-reference/endpoint/post-agent-websites.md): Add a website to an agent knowledge base.
- [Delete Website](https://docs.phonely.ai/api-reference/endpoint/delete-agent-websites.md): Delete a website from an agent knowledge base.
- [List Voices](https://docs.phonely.ai/api-reference/endpoint/list-voices.md): Return the public voices available for agents.
- [Import Number](https://docs.phonely.ai/api-reference/endpoint/import-number.md): Import a Twilio phone number for an accessible agent.
- [List Blocked Numbers](https://docs.phonely.ai/api-reference/endpoint/block-list.md): List the phone numbers blocked for an agent.
- [Add Blocked Numbers](https://docs.phonely.ai/api-reference/endpoint/add-blocked-numbers.md): Add one or more phone numbers to an agent's block list.
- [Remove Blocked Numbers](https://docs.phonely.ai/api-reference/endpoint/remove-blocked-numbers.md): Remove one or more phone numbers from an agent's block list.
- [Get Organizations](https://docs.phonely.ai/api-reference/endpoint/get-orgs.md): List the organizations assigned to a user.

## OpenAPI Specs

- [openapi](https://docs.phonely.ai/openapi.json)

## Optional

- [Dashboard](https://app.phonely.ai)
- [Community](https://discord.gg/BMHPUaZG37)