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Documentation Index

Fetch the complete documentation index at: https://docs.phonely.ai/llms.txt

Use this file to discover all available pages before exploring further.

Settings is where you manage your personal account details and workspace-level configuration. Open /settings and use the tabs at the top of the page to switch between areas.

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Main Tabs

TabRouteUse it for
Profile/settings?tab=profileYour name, avatar, phone number, password, and API key
Plan & Billing/settings?tab=plan-and-billingPlan details, invoices, checkout flows, and billing history
Notifications/settings?tab=notificationsUsage alerts, recipients, and notification logs
Agents/settings?tab=agentsWorkspace agent list, usage data, and agent cleanup
Numbers/settings?tab=numbersWorkspace phone numbers and DNC numbers

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Profile

Open /settings?tab=profile to manage your personal settings. This tab includes:
  • Your display name, avatar, and phone number
  • Password reset controls
  • Your API key, which you can reveal and copy for API requests

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Plan & Billing

Open /settings?tab=plan-and-billing to review workspace billing. Use this tab to:
  • Review the current plan
  • Start or complete checkout flows
  • Review invoices and billing history

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Notifications

Open /settings?tab=notifications to manage usage alerts for the workspace. From this tab you can:
  • Create a new notification with Add Notification
  • Edit or delete an existing notification
  • Open execution logs to see when an alert fired

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Agents

Open /settings?tab=agents to manage the workspace agent list. This table is used for:
  • Reviewing all agents in the organization
  • Checking monthly call minutes and deployment state
  • Downloading usage data
  • Deleting agents when they are no longer needed

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Numbers

Open /settings?tab=numbers to manage workspace phone numbers. This tab has two built-in views:
  • Available Numbers for active workspace numbers
  • DNC Numbers for the do-not-call list

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Admin-Only Tabs

Admins may also see:
  • /settings?tab=admin
  • /settings?tab=admin-orgs
  • /settings?tab=admin-custom-actions
  • /settings?tab=admin-flow-templates
  • /settings?tab=admin-selector-options
  • /settings?tab=admin-changelog

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Viewer Access

If the current user inherits viewer UX, only the Profile tab is available.