143 built-ins · an open-ended app platform

Everything your business needs. And the next thing it invents.

Chirply already runs the customer journey from first visit and first call through follow-up, scheduling, payment, delivery, retention, and resale. When your business needs something beyond the built-in platform, your AI can build an app that installs inside Chirply and works with everything already here.

143capabilities in the live catalog
16areas of the customer workflow
1shared CRM, timeline and automation layer
Capability atlas

Choose a system. See every major job it handles.

The feature that changes the feature list

Whatever you wish Chirply did, your AI can build into Chirply.

Not a disconnected side tool. A real installed app that can read the right Chirply data, add pages and widgets, react to events, and put its actions inside the workflows your team already runs.

Your brief to your AI
“Build an app that watches every won deal, creates the fulfillment job, shows its status on the contact, and alerts the account owner when delivery stalls.”
30 minutes → a few hoursfor a focused first version, depending on scope
01Describe itTell your coding agent the exact job Chirply needs to do.
02Build itIt uses Chirply's developer guide, manifest, and capability catalog.
03Install itApprove the scopes and add it privately or through the marketplace.
04Use it everywhereIts UI, actions, data, and events join the rest of the platform.
Installed inside Chirply

Now Chirply does it.

The app works with the contact, the deal, the team, and the automation engine instead of making you stitch together another silo.

  • Workspace page
  • Dashboard widget
  • Contact card
  • Workflow action
  • Signed event trigger
  • Scoped Chirply data
See the complete app platform
Capture

Record an explanation. Build a guide when you need one.

Videos, screenshots, optional walkthroughs and a shared place for feedback are included from Spark. Workspace storage limits apply; optional AI uses your connected provider and is billed separately.

5live capabilities

Screen and camera recording

Explain the work while you show it.

Record a screen, window or tab, your camera, or both, with microphone audio. Keep the result as a video when a written guide would add unnecessary work.

  • Device selection, microphone level preview and countdown
  • Pause, resume, restart and discard with confirmation
  • Saved local recording segments and retryable upload
  • Browser audio depends on the source and operating system

Screenshots and visual annotations

Make your point with one image or a timed callout.

Take a standalone screenshot, crop and annotate it, then share it with comments and replies. Video annotations and caption layouts can move and change over time.

  • Screenshot crop, drawing, arrows, highlights and text
  • Timed video annotations and draggable caption layouts
  • Shared conversations on screenshots and videos
  • Original media and published image revisions remain intact

Optional walkthroughs and guides

Give someone steps they can follow at their own pace.

Choose a walkthrough to collect supported browser steps, or create and edit a guide after recording. Ordinary video mode does not collect page interactions.

  • Edit and reorder steps, screenshots and instructions
  • Crop, highlight and redact guide screenshots
  • Share a video, guide or combined view
  • Manual guides work without an AI connection

Recording comments and watch activity

Keep questions and follow-up next to the explanation.

Use timestamped comments and replies, reactions, watch notifications and recent dashboard activity. Choose notification preferences for the workspace recording.

  • Timestamp links take viewers to the relevant moment
  • Comment moderation and author editing
  • Watch and comment notification preferences
  • Recent recording activity available from the dashboard

Recording library and publishing

Organize your explanations and choose what viewers see.

Keep personal or workspace recordings in a searchable library, organize playlists, and publish a reviewed version before sharing. Saving a draft does not silently replace the published guide.

  • Collections, ordered playlists and watch later
  • Published snapshots and explicit draft restore
  • Revocable share links with expiry
  • Original video download and video export tools

The Chirply workspace in practice

Chirply CRM dashboard with contact totals, activity and a sales pipeline using sample data
Chirply's dashboard, rendered with sample data: contact totals, communication activity and pipeline value in one workspace.
Chirply contacts table with synthetic names, example.com emails, lead sources and lifecycle stages
Chirply's contacts table with synthetic example.com records, showing contact details, source and lifecycle together.
Chirply automation builder with a sample form-submitted trigger, wait, SMS and follow-up task
A sample follow-up flow in Chirply's production workflow builder: form submission, wait, SMS and a team task. No messages were sent.
Chirply weekly activity calendar showing illustrative campaign, lead, call, email and automation counts by day
Chirply's weekly activity calendar brings calls, email, new leads and workflow activity into one view. Every count shown is synthetic sample data, not a customer result.

Plan access and limits vary, and connected-provider usage is separate. Check the plan comparison before choosing.

How it works

The three call flows everyone asks us to explain.

Ringless voicemail, sales bridges, and IVRs sound abstract until you see the call legs. Here is exactly what Chirply does on the wire.

How ringless voicemail actually works

Two calls, a few seconds apart. The first one busies the line; the second one gets routed to voicemail by their own carrier. Their handset never rings.

1 · Seize the lineChirply places a filter call from one ofyour numbers. Its only instruction: waittwo seconds, then hang up. The ring iscapped at 8 seconds, so it can't beanswered.2 · Drop the messageThe instant the carrier reports ringing,a second call goes out — from adifferent number. The line is alreadyengaged, so the carrier sends itstraight to voicemail.3 · Land after the beepTwilio waits for the mailbox greeting tofinish, plays your recording ortext-to-speech into it, sends the carrierdismiss tones, and hangs up. Avoicemail is waiting for them.What the two calls look like on a timeline0scall time →overlap — the line is busyLeg A · filterrings ≤ 8s · pause 2s · hangs itself upLeg B · messageplaced on “ringing” → routed to voicemail → plays your audio after the beepTheir handsetsilent — it never rings

How a sales bridge connects a lead in seconds

One ready lead, your whole rep pool ringing at once, and a whisper so whoever answers already knows who they're about to talk to.

1A lead is readyform submit · call outcomeautomation · bulk actionChirply rings the poolindependent outbound calls,all placed at the same instantRep 1 · mobileRep 2 · mobilepresses 1Rep 3 · browser softphoneRep 4 · mobileFirst press winsone atomic claim — everyother leg is dropped cleanly2The whisper — before anyone is connected“New lead — Jane Doe in Austin, from the Facebook form. Press 1 to connect.” Recorded in your own voice, orspoken from a template with the lead's real details merged in. An optional SMS heads-up fires to each rep too.3Winning rep's legalready live and on the callbridgedThe leadpicks up to a live humanLogged like any other callDual-channel recording into your own storage, transcript,and the whole thing on the contact's timeline.

How an IVR routes a call — inbound and outbound

Build the phone tree once. The same menu greets people who call you, and people your campaigns call.

Someone calls your numberinbound, any line you ownYour campaign calls themoutbound blast — they answerGreetingA prompt you recorded in the browser, or text-to-speech —personalized with the caller's own details via merge fields.Listen for a keypresseach digit does whatever you told it toPress 1 — Dialring your team, anynumber, or a softphonePress 2 — Voicemailrecord, transcribe,file to the contactPress 3 — Sub-menuanother level ofoptions underneathPress 4 — Sayspeak a message,then hang upPress 5 — Text backsend an SMS withyour linkNo inputpolite fallback,then goodbyeOn outbound campaigns: answering-machine detection splits the callA human hears the menu. A mailbox hears your voicemail script instead — so the same campaign reaches both, correctly.
Telephony

A whole phone system, not a click-to-dial button.

Chirply runs on your own Twilio account, so you keep carrier-rate pricing and own every number, recording, and log. Everything below is built in — no bolt-on dialer, no second login.

14live capabilities

Browser dialer (softphone)

See the workflow

Take and make calls from the same tab your CRM is in.

A real softphone docked in the top bar of every page. Inbound calls ring your browser wherever you are in the app, and outbound goes out on your business caller ID.

  • Mute, keypad (for punching through other companies' IVRs), add a third party, warm transfer with the caller held while you consult
  • Simulring your online team — first to answer takes it
  • Missed calls fall through to voicemail and land on the contact's timeline
  • Drag the panel anywhere; it survives navigating the app

Power dialer & call queues

See the workflow

Work a list of 200 leads without touching the dial pad once.

Keep as many named call queues as you need — “Callbacks today”, “Trial expiring”, “New leads” — and fill them from anywhere: tick contacts in the CRM, add someone by hand, or have an automation drop them in. Open a queue, hit Start calling, and Chirply walks it for you: dial, talk, log the outcome, next.

  • Many queues, worked whenever you want — the list lives on the server, not in one browser tab
  • Anything can fill a queue: bulk select, a workflow step, a call outcome, or the API
  • Outcomes are written back to the queue, so two reps can work the same list without doubling up
  • Auto-advance after you log a disposition and a note; pause and resume any time
  • Automations can fire the moment someone is called off a queue, branching on the outcome

Predictive dialer

Keep every seated rep talking instead of listening to ringback.

A second way to work a call queue: the server dials several numbers per free agent, screens answering machines, and only bridges the people who say hello. Pacing, abandon-rate targets, and wrap-up live on the session — billed on the workspace's own Twilio account.

  • Opens on any existing call queue; a session with no seated rep dials nobody
  • Answering-machine detection with a separate path for machines versus live answers
  • Lines-per-agent, max lines, and an abandon-rate target you can change mid-shift
  • Outcomes write back to the same queue and fire the same follow-up actions as power dial

Call outcomes that do the follow-up

Stop remembering to send the follow-up. Picking the outcome sends it.

Define your own call dispositions (name + color) in Settings, then attach actions to them. Choosing an outcome fires those actions in the background while you're already dialing the next number — and the calls nobody logged are collected into a queue instead of quietly disappearing.

  • "Left voicemail" → text them, tag them, and enroll them in a follow-up sequence — automatically
  • Any action in the platform is attachable: SMS, email, RVM, tag, list, pipeline stage, task, AI call
  • An "awaiting outcome" review queue catches every call no browser saw end — desk phones, the mobile app, sales-bridge legs — with a workspace-wide count and one click to work through them
  • Set an outcome on any past call, including calls made before you had outcomes at all; the same actions and automations fire either way
  • Ask for a suggestion and it reads the call's own transcript on your AI account, then tells you which outcome it picked and why — it suggests, you decide
  • A call outcome is its own automation trigger, filterable by which outcome and by call direction, and it re-fires when you correct a wrong one

Ringless voicemail

See the workflow

Land in 500 voicemail boxes without a single phone ringing.

A two-leg carrier drop that deposits your recording straight into their mailbox. Their handset never rings, so you're not interrupting anyone — they just see a voicemail waiting.

  • Record it in the browser or generate it with text-to-speech
  • Merge fields are spoken correctly — no robot reading "open brace"
  • DNC list, suppressions, and quiet-hours enforced before every drop
  • Fire it one-off from a contact, from a call outcome, from an automation, or in bulk

Sales bridge — instant warm transfer

See the workflow

Connect a hot lead to a live human in about 15 seconds.

The moment a lead is ready, Chirply rings your entire rep pool at once, whispers the lead's context to whoever answers, and bridges the first one to press 1 straight through to the lead.

  • Simulring cell phones and browser softphones together
  • Whisper the lead's name, city, and source before they're connected — recorded or spoken
  • Atomic first-to-claim: exactly one rep wins, every other leg is dropped cleanly
  • Optional SMS heads-up to each rep, dual-channel recording on the bridged call

IVR builder — inbound and outbound

Route every caller correctly without hiring a receptionist.

Build press-1 phone trees once and use them on the way in and the way out. Each digit can dial a number, take a voicemail, speak a message, send a text, or open a sub-menu.

  • Recorded intro (record in-browser or upload) or text-to-speech greeting
  • Merge fields in the greeting — callers hear their own name
  • Nested sub-menus, graceful no-input fallback
  • The same menu drives outbound campaigns: they answer, they hear the menu, they press a key

Voice broadcast & call blast

Get one message to a whole list in minutes.

Dial an entire audience with a pre-recorded message, text-to-speech, an interactive IVR, or an AI agent — with answering-machine detection branching to a separate voicemail script.

  • Answering machine detection: humans hear one script, mailboxes hear another
  • Quiet hours, DNC, and wallet balance checked before every single dial
  • Concurrency cap so you don't blow up your own switchboard
  • Optional SMS follow-up fired off the same campaign

Recording & transcription

Coach from real calls instead of relying on memory.

Opt-in recording per number. Audio is pulled off Twilio into your own storage and the provider's copy is deleted, so there's one place your recordings live.

  • Per-number opt-in, with a recording announcement for consent where you need it
  • Automatic transcription attached to the call log
  • Delete the audio and keep the log and transcript

Per-number control

Every line behaves exactly the way that line should.

Each phone number gets its own settings page — no hunting through a shared console.

  • Internal label (the call log names the line, not just the digits)
  • Inbound voice routing: ring the team, an IVR, an AI agent, or forward out
  • Transparent forwarding that shows the original caller's number
  • Outbound caller ID, availability hours, recording and transcription toggles

Line-type intelligence

Know it's a mobile before you spend money texting it.

Every contact and lead number is classified mobile, landline, or VoIP and shown with an icon across contacts, contact detail, and lead results.

  • Automatic lookup on new numbers, plus a one-time scan of your existing database
  • Platform-wide shared cache — a number is only ever paid for once
  • Runs on your own Twilio at roughly a fraction of a cent per number

Call tracking & dynamic number insertion

See the workflow

Know which ad, keyword, and publisher produced the phone call.

Build call-tracking campaigns that route inbound calls, attribute the source, apply conversion rules, and calculate revenue, payout, and margin from the same call record.

  • Static tracking numbers or website number pools with a one-line DNI snippet
  • Priority, round-robin, and weighted routing with geo and business-hours filters
  • Duration, webhook, or manually confirmed conversions
  • Sticky callers, repeat-call dedupe, recording, and campaign-level reporting

SIP desk phones

Put a physical phone on the same system as the browser dialer.

Provision standard VoIP desk phones against the workspace's own Twilio SIP domain, assign them to team seats, and control exactly which business numbers ring each handset.

  • Automatic SIP-domain setup on the first device
  • One-time credential display with secure password rotation
  • Per-device enable, seat assignment, and number routing controls
  • Inbound ringing and outbound calling billed through the workspace's Twilio account

Call scripts & live objection assist

Give a new rep the words, and a quiet nudge when the call turns.

Ordered talk-track steps plus a handler for each objection, written once and open beside the dialer. Switch assist on for a script and Chirply reads the live transcript and puts one short line on the rep's screen — it never speaks to the customer.

  • Ordered steps for the talk track, and objection handlers keyed to the same 13 objections call intelligence counts, so coaching and reporting share one vocabulary
  • Assist stays off until you enable it on that script, and stays quiet until the line's transcription has produced something to read
  • One coaching line of 200 characters or less, on the rep's screen only — the assist never joins the call and never speaks
  • Runs on your own AI account, and only re-reads once the transcript has actually grown
  • Scripts travel in snapshots and arrive switched off, so a cloned workspace never starts assisting before anyone has read them
AI

AI that answers the phone — not a chatbot in the corner.

Chirply's AI agents hold real phone conversations, take real actions in the CRM, and hand off to humans when it matters. Bring your own model key and pick the model per agent.

12live capabilities

AI phone agents (receptionist)

See the workflow

Never miss another inbound call, at 3am or on a Sunday.

Point any number at an AI agent and it answers, holds a natural conversation, and actually does things — captures the caller's details, takes a message, or warm-transfers to a human.

  • Creates and updates the contact record from what the caller says
  • Takes a message and files it as a task for the right person
  • Warm-transfers to a number or to whoever on your team is online — with take-a-message fallback if nobody picks up
  • Leaves your voicemail script after the beep when it hits an answering machine

Real-time voice, not walkie-talkie

It sounds like a person, because it doesn't leave dead air.

Calls stream in real time over a dedicated edge worker instead of waiting for a full reply before speaking. The agent starts talking on its first few words, and you can interrupt it mid-sentence.

  • Roughly one second of gap after you stop talking
  • Barge-in: talk over it and it stops and listens
  • Automatically falls back to the standard flow if anything on the streaming path hiccups — a caller is never dropped

AI Brain knowledge base

Teach it your business once, and every agent knows it.

Organize everything your agents should know into topics and items — hours, pricing, services, policies, objection handling — then drop it into any agent's greeting, persona, or goals.

  • Upload what you already have: PDF, Word, spreadsheets, HTML, CSV, Markdown, or plain text
  • Or point it at your website and let it read the pages — one page, a section, or the whole domain
  • Merge the whole brain, one topic, or one item into any prompt
  • Word counts and copy chips so you can see what you're spending on context
  • Change the knowledge once; every agent using it updates

Pick the voice it speaks in

Audition voices in the browser instead of calling yourself to hear one.

Every agent gets its own voice and language. Choose from the built-in phone voices, or from your own cloned and premium voices if you've connected ElevenLabs.

  • Your ElevenLabs account's own voices — including ones you cloned — listed in the picker
  • Press play and hear a sample right there, no test call needed
  • Set per agent, so your receptionist and your outbound campaigns can sound different

Outbound AI calls & AI campaigns

Qualify a list of 1,000 without a rep on the phone.

The same agents make outbound calls — one at a time from a call outcome or an automation, or as a bulk campaign with a per-campaign goal.

  • "AI call" is a first-class action anywhere actions live
  • Bulk AI campaigns ride the same dispatcher: quiet hours, DNC, wallet, metering
  • Every call logged with a full transcript, an AI summary, and an outcome on the contact timeline

AI throughout the app

The blank page problem, gone.

AI is woven through the CRM, messaging, and the funnel builder — draft a reply, summarize a contact, or generate a whole landing page.

  • AI page and funnel generation
  • Message drafting and contact summarization
  • A searchable model picker with live input/output pricing and context windows, so you compare cost before committing

AI Writer & brand voice

Turn a campaign brief into copy and a reviewable follow-up sequence.

Write, grade, and rewrite emails using a copywriting framework, the workspace's brand voice, and selected AI Brain knowledge. Generate a coordinated series and compile it into an automation.

  • Framework selection with strategy and email-by-email sequence briefs
  • Workspace voice settings shared across generated copy
  • Email and sequence generation uses the workspace's billed AI account
  • Compiled sequences start paused with a manual trigger; generating copy sends nobody a message

AI Studio for images, video & audio

Create the campaign assets without opening six more subscriptions.

Generate and transform images, video, avatars, voice, music, and audio from one studio while using your own connected AI accounts.

  • Image generation plus video generation, animation, upscaling, background removal, and lip sync
  • Talking-head avatars, voiceovers, voice cloning and conversion, transcription, cleanup, and dubbing
  • Music, songs, and sound effects from the same generation library
  • Model catalog exposes the real provider, price, and capabilities before you run anything

In-app Copilot

Ask for the outcome instead of hunting through menus.

A workspace-aware assistant can search Chirply, answer questions from live CRM context, and propose the same actions available throughout the app.

  • Searchable conversation history and workspace-specific context
  • Reads and actions come from the platform's documented capability catalog
  • Approval required before it sends, spends, publishes, or destroys
  • Past chats can be reopened or removed from one place

Custom tools for voice agents

Let a caller check an order, book service, or update another system live.

Connect authenticated external APIs, describe safe reusable operations, test them, publish immutable versions, and assign each tool only to the AI agents that need it.

  • Bearer, basic, API-key, and unauthenticated HTTPS connections
  • Typed inputs, request templates, response instructions, and hard timeouts
  • Encrypted credentials that are never returned to the browser or model
  • Draft, test, publish, assign, and redacted execution history

AI Employees

See the workflow

Hire a coworker with a name, a job, and permissions you set.

A five-step hiring wizard — face and name, personality, duties, permissions, then the offer letter — produces a named AI coworker with standing duties, a budget and an approvals inbox, instead of a chat box holding the keys to everything.

  • Access granted per domain at four levels: nothing, view, do the work, or propose — where propose lets it ask to send, spend or delete and a person approves each one
  • Standing duties on a schedule down to every five minutes, each borrowing a named person's authority, with a run log for every execution
  • A duty that fails five times running pauses itself instead of failing forever
  • A daily token budget per employee, checked before each run, so nothing quietly loops up a bill overnight
  • An approvals inbox with a pending count — approving in chat and approving in the inbox settle the same record

Revenue Operator (shadow mode)

See the stalled deals worth recovering, without an AI sending anything on its own.

A read-only recovery board over at-risk pipeline: prioritized next moves, coverage, and a flagged-to-won-or-lost ledger that does not pretend correlation is causation. It proposes. It does not text, book, or collect until a later approval phase ships.

  • Ranks open risks from stored deal intelligence — no extra model call and no spend
  • Proposed next moves sit beside the deal, with coverage KPIs for the book
  • Currencies stay separate; partial populations are marked instead of rounded away
  • Sends nothing, starts nothing, and changes nothing — Copilot can open the board, not act from it
AI-first app platform

If Chirply cannot do it yet, your AI can add it.

Chirply is an extensible business operating system, not a sealed feature list. Give your AI coding agent the outcome you need and it can build an app against Chirply's documented capability catalog, install it inside the workspace, and make it part of the same data, automation, and customer journey — often in 30 minutes to a few hours.

9live capabilities

AI-built custom apps

Turn “Chirply does not do that” into a working first version today.

Use Codex, Claude, or another coding agent to build a focused Chirply app from a plain-language requirement instead of waiting through a traditional product roadmap.

  • The developer guide, manifest contract, and capability catalog are readable by coding agents
  • A narrow internal tool can take about 30 minutes; a richer app can take a few hours
  • Build privately for one workspace, distribute to clients, or submit it to the public marketplace
  • The result installs inside Chirply instead of becoming another disconnected login

Pages, widgets & contact cards

An installed app lives where the work already happens.

Apps can add full pages to workspace navigation, widgets to the customizable dashboard, and context-aware cards directly on contact records.

  • Up to 20 declared pages, 20 dashboard widgets, and 20 contact cards per app version
  • Contact cards receive the current contact context automatically
  • App surfaces inherit the workspace install and permission boundary
  • External and hosted interfaces render in isolated, sandboxed frames

App actions & event triggers

The app becomes part of Chirply's workflows, not a tab beside them.

An app can contribute its own typed actions to automations, call outcomes, bulk selections, and contact menus, then react to the same business events Chirply already emits.

  • Chirply renders the app action's fields and sends the validated inputs to the app
  • Subscribe to events such as contact created, message received, deal won, and invoice paid
  • Signed event delivery with retries and delivery history
  • The same app action can appear across automation, disposition, bulk, and contact surfaces

Scoped access to the whole platform

Build on Chirply's CRM, communications, billing, and operations instead of recreating them.

Installed apps call the same permanent capability registry used by Chirply's REST API, MCP server, and Copilot, through a short-lived in-app bridge or a rotatable server token.

  • Read or act across contacts, pipelines, tasks, messaging, bookings, commerce, sites, and more
  • Fine-grained domain read/write scopes are approved at install time
  • Money-spending and outward-facing operations require an explicit confirm grant
  • Revoking an install immediately closes its data and action access

App-owned data inside Chirply

Keep extension data tenant-scoped and attached to the installation.

Every install gets a simple namespaced data store for settings and records, so lightweight apps do not need a separate database just to remember their state.

  • Set, get, list, and delete JSON values through documented capabilities
  • Data is isolated by workspace, app, and installation
  • Multiple installs of the same app can keep separate configurations
  • Hosted apps can stay entirely inside Chirply's runtime for compact use cases

Public marketplace & private distribution

Install the missing capability or turn your solution into a product.

Browse a moderated app store, install public listings with a clear permission screen, or keep an app private and deploy it only to the workspaces that need it.

  • Native integrations, external apps, and Chirply-hosted apps
  • Listing pages with screenshots, feature copy, pricing choices, and publisher details
  • Moderation and reporting before unsafe or misleading listings spread
  • Any workspace can install; eligible agencies can build and publish

Versions, release notes & controlled updates

Improve an app without silently changing every customer's workspace.

Publish immutable app versions, show installed workspaces what changed, and let an admin review and apply an available update deliberately.

  • Draft, publish, review, list, install, update, uninstall, and revoke lifecycle
  • Version-specific manifest and permission requests
  • Release notes and update availability inside the installed-app screen
  • Rotatable install tokens and platform-admin revocation controls

Sell apps and collect recurring revenue

The extension you needed can become a software business of its own.

Publishers can price an app as a one-time purchase, monthly subscription, yearly subscription, or several buyer-selectable options, then receive payouts through Stripe Connect.

  • Optional setup fees plus monthly, annual, lifetime, or free price choices
  • Marketplace checkout installs only after Stripe verifies the payment
  • Developer payout onboarding and status inside Chirply
  • Subscription status controls whether a paid installation stays active

Native & connected apps

Core extensions can change how Chirply works, not just render in a box.

First-party native apps use the same install model while opening built-in product surfaces. Connected apps can bring an outside system's data and operations into Chirply.

  • Native apps for directories, desk phones, business cards, and other modular features
  • GoHighLevel provisioning and migration inside the workspace
  • Shopify customers, products, collections, orders, abandoned checkouts, refunds, and privacy requests
  • Klaviyo profiles, consent, events, audiences, campaigns, flows, catalogs, webhooks, and reporting
Industry apps

Whole industries, running inside the same CRM.

Complete industry applications that live inside the platform rather than beside it. The Restaurant and gym apps run on the workspace's own contacts, messaging, payments, and automations — so an order, a check-in, or a booking is CRM activity the moment it happens, with no sync to configure and no second customer list to keep straight.

3live capabilities

Restaurant

See the workflow

Run the floor, the kitchen, and online orders from the system that already holds your customers.

Thirteen screens covering a working restaurant — menus, point of sale, kitchen display, table tablets, inventory, and a public ordering and reservation site on your own address — with every guest landing in the same contact record your marketing already uses.

  • Menus with categories, dishes, modifier groups, and one-tap 86'ing when something runs out
  • Point of sale that splits a check evenly or by item, records cash, takes cards on your own Stripe account, and emails or texts the receipt
  • Kitchen display with per-station tickets — bump a single item or the whole ticket
  • A per-table tablet screen staff launch and hand to the guest, plus a live floor view of which tables have an open check and what is booked next
  • Inventory with recipes that deplete stock as dishes are fired, a full movement history, and a reorder list of everything at or below its par level
  • Public ordering and reservations at /eat/your-restaurant — or on your own custom domain — fully under your brand, with no mention of the platform
  • A ready-made restaurant website template whose menu section reads the live menu, so 86'ing a dish updates the website and the kitchen at once
  • Guests get their own links to track an order and pay from their phone, or to view and cancel a reservation without calling

Martial arts gym

See the workflow

Belts, attendance and the front-desk tablet, tied to the contact record.

Programs with your own rank ladders, students who are simply CRM contacts with an enrollment, and a class schedule they check into — plus a kiosk link that turns any tablet at the front desk into a check-in station.

  • Custom belt ladders per program, with stripes and the full promotion history for every student
  • A member is a CRM contact plus an enrollment — there is no second list of people to keep in sync
  • Promotion eligibility computed from classes attended since the last promotion and months at the current rank — advisory, because the instructor decides
  • Weekly class schedule with check-in, an attendance log, and reporting that surfaces the students who have gone quiet
  • A signed kiosk link that turns any tablet into a check-in station with no login, and one button that disconnects every tablet at once if it leaks
  • A ready-made gym website template whose timetable section renders the live class schedule, so the site is current the moment you move a class

Chirply Signage

Add digital signage to the platform for $9.99 a month, free for the first 30 days.

Chirply sells and provisions Chirply Signage end to end — the public offer page, the Stripe subscription and its trial, and the provisioning that creates the workspace, the owner login, and the live app install in one atomic step. The screens themselves are driven from the Signage app that install points at.

  • $9.99 a month through Stripe with a 30-day free trial, and nothing charged at signup — the card is held for the day-30 renewal
  • Signing up provisions the workspace, the owner account, the app install, and the welcome email in one pass, and unwinds the whole thing cleanly if any step fails
  • A time-limited upgrade at signup swaps the app subscription for the full Scale plan at $47 a month with Signage included free
  • Owner-only capabilities report the plan, renewal date, and offer status and accept or decline the upgrade, so an AI agent can answer "what am I paying for" without a human
CRM

The system of record everything else writes to.

Calls, texts, emails, payments, AI conversations, and automation runs all land on the same contact record — so there's one place to look before you pick up the phone.

11live capabilities

Contacts & companies

One record per human, with everything they've ever done on it.

Inline-editable contact records with companies, business name, website, and address — plus your own custom fields for whatever your business actually tracks.

  • Custom fields of every type, usable as merge fields everywhere
  • Phone matching that ignores formatting — (409) 893-0064 finds 4098930064
  • Duplicate phone numbers are refused on the way in, and anything already doubled up is surfaced for you to sort out
  • Tags, lifecycle stage, and per-row quick actions

Sales pipelines

See the whole board and drag a deal to where it really is.

Drag-and-drop deal pipelines with stages you define — and stage changes that can trigger automations.

  • Multiple pipelines, custom stages
  • "Deal stage changed" is an automation trigger
  • "Move pipeline stage" is an action any automation, outcome, or bulk selection can fire

Tasks & activity timeline

Nothing falls through, and you can prove what happened.

A tabbed activity feed on every contact with multi-select filters by channel and direction, plus tasks with priorities and due dates.

  • Calls, SMS, email, AI sessions, payments, and automation runs on one timeline
  • Filter to just inbound calls, or just email, in a click
  • Tasks created by hand, by an automation, or by an AI agent taking a message

Lists & bulk actions

Do one thing to two thousand people at once.

First-class contact lists, plus a multi-select bulk actions bar on contacts and lists that offers every action the platform has. Lists are the ones you curate by hand; smart segments below are the ones that keep themselves current.

  • Select all across pages, not just the visible ones
  • Point any bulk action at a saved smart segment instead of ticking rows
  • Tag, list, lifecycle, pipeline stage, task, delete
  • Bulk SMS and email, personalized with merge fields and threaded into each contact's own conversation
  • Bulk ringless voicemail, outbound IVR, sales bridge, AI call, campaign enroll

Merge fields everywhere

Personalization that works in every field, not just email.

One renderer powers the whole platform — every built-in contact field plus all of your custom fields, with a searchable picker beside every composer.

  • 26 built-in tokens including nested address parts
  • Checkboxes render Yes/No, multi-selects comma-spaced
  • Works in SMS, email, voice TTS, IVR greetings, AI personas and goals, and campaign copy

Custom dashboard & business activity

Open Chirply and see what moved before you open a report.

A drag-and-resize dashboard combines pipeline, revenue, calls, contacts, tasks, live visitors, chat, and recent activity in the layout each workspace wants.

  • Date and pipeline filters shared across the dashboard
  • Live operational widgets alongside revenue and conversion widgets
  • Activity calendar and feed with channel-level filters
  • Saved per-workspace layout with a one-click reset

Digital business cards & card scanner

Turn a handshake into a clean CRM record before the card gets lost.

Create public, shareable team business cards and use AI vision to read physical cards into the CRM, including front and optional back images.

  • Public profile and downloadable vCard for every published team card
  • Names, roles, phones, emails, website, socials, bio, and theme controls
  • AI card scan creates a contact or updates the phone/email match
  • Save another Chirply card into contacts without creating duplicates

Workspace-wide search

Jump to the record you meant without remembering where it lives.

Search contacts, companies, deals, and pipelines together from one command surface and open the matching record directly.

  • One query across the core CRM object types
  • Direct links to the exact contact, company, deal board, or pipeline
  • Available to people, the REST API, MCP clients, and Copilot

Smart segments

See the workflow

Define an audience once as rules and let it keep itself current.

Rule-based audiences over the contact record and everything attached to it, so “booked but never showed, and nobody has called them in two weeks” becomes a saved segment you send to — not a spreadsheet someone exports again every Monday.

  • 49 built-in fields grouped as Contact, Address, Consent & safety, Membership, Broadcast email engagement, Website engagement and CRM activity — plus every custom field you have added
  • Related-record rules across Bookings, Stripe, Sales, Work, Conversations, Calls and Forms, with 45 more filters underneath them
  • Text, number, date, boolean and relation operators — including “is in the last N days” and count rules like “has more than two open tasks”
  • Every filter on a related record has to match the same record, so two unrelated appointments can't fake a match
  • Preview the exact match count and sample contacts before saving, with up to 20 conditions per segment

Custom report builder

Answer your own questions about the business without exporting to a spreadsheet.

Build reports at /reports from six datasets — contacts, deals, calls, messages, appointments and revenue — choosing the dimensions, metrics, filters and time bucket yourself. Save the ones you'll run again and share them with the workspace.

  • Six datasets with their own dimensions, metrics and filters — daily, weekly, monthly or total time buckets
  • Reports run only through a declared catalog, so a report can never reach data its dataset doesn't expose
  • Save reports privately or share them with the whole workspace
  • Export any result to CSV

Custom objects

See the workflow

Model the records your industry actually runs on, not just contacts and deals.

Define your own record types — properties, vehicles, policies, pets — with typed fields, then create, list, and link records under /objects like any built-in part of the CRM.

  • Text, number, date, boolean, select and more field kinds, with a chosen display label per type
  • The record form validates with the same rules the server enforces, in plain language
  • Records are workspace-scoped with row-level security like every other table
  • Full API, MCP and Copilot access through the same capability registry as the rest of the product
Scheduling

From available slot to paid appointment.

Publish branded booking pages, coordinate one person or a whole team, collect the right intake details, and keep every appointment attached to the contact who booked it.

5live capabilities

Public booking pages

See the workflow

Let leads book the right meeting without the email ping-pong.

Every event type gets a shareable booking page with your availability, timezone handling, intake questions, confirmation copy, and location instructions.

  • One-on-one, group, collective, and round-robin events
  • Phone, in-person, video, Google Meet, Zoom, Teams, or custom locations
  • Minimum notice, date range, buffers, capacity, and slot interval controls
  • Custom confirmation message and post-booking redirect

Team availability & round robin

Offer the team, not one person's calendar.

Create reusable schedules, date-specific overrides, and host pools that distribute appointments or require multiple people to attend together.

  • Workspace-local hours with invitee timezone display
  • Per-host schedules, priority, and required-host rules
  • Round-robin assignment and collective availability
  • Closed dates and custom hours without rebuilding the week

Appointment operations

See every booking and keep the customer informed.

Staff can manage appointments while customers receive secure links to confirm, reschedule, or cancel their own booking.

  • Confirmed, completed, canceled, and no-show states
  • Contact matching and appointment history
  • Email and SMS reminders at configurable offsets
  • Cancellation reason and reschedule lineage retained

Paid appointments

Take the deposit before the time is reserved.

Require payment on an event type and collect it on the workspace's own Stripe account, so the deposit lands in the business's bank and not in a platform balance.

  • Per-event price and currency
  • Payment status carried on the appointment
  • Money is collected on the workspace's own Stripe account, never pooled through the platform
  • Booking notifications wait for the payment outcome

Google & Microsoft calendar sync

Your outside calendar and your booking pages stop double-booking each other.

Connect a host's Google Calendar or Microsoft 365 / Outlook account. Busy times flow in before slots are offered, and confirmed bookings are written out as real calendar events.

  • Google Calendar and Microsoft 365 / Outlook, linked per host from Scheduling → Connections
  • Inbound busy-time sync merged into availability before a slot is ever shown
  • Outbound event creation, update and deletion mirrored onto every calendar marked for write-back
  • A broken or expired connection records its error and falls back to internal availability — it can never take the booking page down
  • Staff can also reschedule any appointment from their side with a slot picker, keeping the lineage
Messaging & email

Every conversation in one thread.

Two-way SMS, email, WhatsApp, Messenger, and Instagram against the same contact, with the compliance plumbing — unsubscribes, STOP handling, suppressions, quiet hours — already wired.

12live capabilities

Internal team chat

Keep staff conversations alongside the work they are discussing.

Create open or private channels and direct messages for workspace members, with message search, mentions, reactions, unread state, and notification preferences.

  • Channel membership and private conversations respect the acting person's access
  • Edit and delete messages with the same permissions in the UI and capability handlers
  • API integrations can participate in open channels under an integration identity; keys cannot read private channels or direct messages
  • Staff chat is separate from the customer conversations inbox

Unified conversations inbox

See the workflow

Stop switching apps to find out what you already told them.

Inbound and outbound SMS, email, WhatsApp, Messenger, and Instagram threaded together per contact, with color-coded bubbles for direction.

  • Reply from the inbox or straight from the contact record
  • Inbound email routed in via your own sending domain
  • WhatsApp, Messenger, and Instagram sit in the same thread as SMS and email
  • Every message on the shared activity timeline

WhatsApp Business

Text the number they already have open, inside the 24-hour window or with an approved template.

Connect a WhatsApp Business number through Meta, match inbound chats to CRM contacts, reply free-form inside the customer-care window, and send live-revalidated approved templates outside it.

  • Account and number discovery against the connected Meta business
  • 24-hour free-form replies, with the window shown before a send can fail
  • Approved templates revalidated before send, including variables and media
  • Independent WhatsApp consent ledger, quiet hours in the recipient's timezone, and delivery receipts reconciled to a local message id

RCS business messaging

Send branded rich cards when the handset supports them, and fall back to SMS when it doesn't.

Onboard an RCS sender in the workspace's own Twilio account, then send rich cards with a plain-text fallback. Twilio decides at delivery time whether the message went out as RCS or SMS, and Chirply meters whichever actually landed.

  • Sender status, templates, and a Google-verified onboarding path that typically takes weeks — Chirply does not invent a shortcut
  • Rich cards with a required SMS fallback for handsets that cannot do RCS
  • Delivered-channel recorded after send, so reporting and wallet charges follow what Twilio actually used
  • Hidden until RCS is enabled for the workspace; every other message still goes out as ordinary SMS

Messenger & Instagram DMs

Answer social leads without losing the CRM context.

Connect Facebook Pages and linked Instagram professional accounts so inbound DMs become real Chirply conversations attached to the right contact.

  • Facebook Messenger and Instagram direct messages in the shared inbox
  • Meta's reply-window rules shown before a send can fail
  • Comments, mentions, reactions, and message events retained
  • Human replies and AI assistance use the same conversation history

Autoresponders

A reply goes out in seconds, at 2am, without you.

Rule-based automatic replies on inbound messages, fully merge-field aware.

  • Trigger on inbound message content
  • Personalized with the contact's real details
  • Handed off to automations for anything more involved

Broadcast campaigns

Reach a whole segment on any channel, from one screen.

One-off blasts by email, SMS, ringless voicemail, outbound IVR or AI call — one composer, one audience builder, real analytics. Multi-step follow-ups are automations.

  • Any channel from one composer — email, SMS, voicemail drop, IVR or AI call
  • Send windows, days of week, timezone, and throttle-per-minute
  • Email goes out through your sender pool, so warmup caps are respected and a send bigger than today's capacity parks the remainder for tomorrow instead of failing it
  • Every send appears in the background jobs monitor, where you can pause, stop, reschedule or slow it down while it is still running
  • Signed one-click unsubscribe, SMS STOP handling, and provider bounce/complaint suppression
  • Opens, clicks, bounces, unsubscribes, and per-recipient status

Templates

Write the good version once and reuse it forever.

Reusable SMS, email, and ringless-voicemail templates — including recorded audio or text-to-speech for voicemail — available from every composer.

  • "Start from a template" in the bulk text and email composer
  • Voicemail templates store the recording or the TTS script
  • Templates are selectable from automations and call outcomes too

Compliance built in

The boring parts that keep you out of trouble.

A shared compliance layer every outbound channel runs through — no per-feature reimplementation, no gaps.

  • Do-not-call list and per-org suppressions
  • Quiet hours by local timezone on every voice and campaign channel
  • TCPA consent text on the click-to-call widget, recording announcements on calls

Communications command center

See what needs a human across every channel.

A cross-channel communications view rolls unread conversations, calls, email, SMS, social messages, and live chat into one operational queue.

  • Unread counts shared with the navigation
  • Archive and restore without deleting history
  • Newest customer touch surfaced first
  • Direct path back to the contact and full thread

Email senders, pools & warmup

Send from several mailboxes so no single domain carries the whole list.

Connect as many Mailgun and Resend accounts as you want, give every address its own identity, and group them into a pool your campaigns send through. Warmup ramps a new address up instead of throwing a cold domain at fifty thousand people on day one.

  • Multiple Mailgun and Resend connections, each address with its own display name, reply-to and status
  • Pool rotation always picks the mailbox that has sent the least so far today, skipping any already at its cap
  • Warmup starts at 10 a day, steps up by 10 a day and settles at 200 — every one of those numbers adjustable per address
  • A one-click domain health check covering provider verification, SPF, DKIM, DMARC and MX, reported in plain language
  • A campaign larger than the pool's remaining capacity parks the rest until tomorrow — nobody is marked failed for running out of room

AI inbound email responses

Every inbound email gets a considered reply, even the ones that arrive at 2am.

Point an AI agent at an inbound email address and it answers on your behalf — or, in draft mode, writes the reply and waits in the thread for a human to approve it before anything sends.

  • Per-address modes: off, draft-for-approval, or send automatically
  • Draft mode queues the reply in the conversation itself — approve, edit or discard from the thread
  • RFC 3834 loop guards so two robots can never trap each other in an infinite reply loop
  • Runs on your own AI account with your Brain knowledge, like every other AI surface
Automations

One action catalog. Available everywhere.

Chirply has a single registry of things it can do. Every surface that fires actions — workflows, call outcomes, bulk selections — draws from the same list, so a capability can never exist in one place and be missing in another.

6live capabilities

Visual workflow builder

See the workflow

Build the follow-up once and let it run forever.

Multi-step workflows with waits and branching, triggered by what actually happens in your business.

  • Triggers: contact created, tag added, deal stage changed, form submitted, message received, call completed, on a schedule, or manually / by webhook
  • Steps: send SMS or email, add or remove tags, add to a list, move a pipeline stage, create a task, wait, call a webhook, notify your team
  • Voice steps: ringless voicemail, outbound IVR, sales bridge, AI call, enroll in a campaign
  • Full run history so you can see what fired and why

The shared action engine

Add a capability once and it shows up in every menu.

Actions are defined in one registry with their fields and the surfaces they're allowed on. Workflows, call dispositions, and bulk actions all render from it.

  • Same action, same options, whether you're in a workflow or a bulk selection
  • Pickers for numbers, IVR menus, campaigns, sales bridges, AI agents, lists, and stages
  • Registry-driven, so the menus can't drift out of sync

Webhooks & external API actions

Connect the odd system nobody has a native integration for.

Trigger a workflow from a signed public URL or call an outside API from inside a flow with configurable method, authentication, headers, query parameters, and body.

  • Incoming webhook trigger per workflow
  • Bearer, basic, and API-key authentication
  • JSON, form, raw, or automatic Chirply payloads
  • Merge fields work in URLs, headers, queries, and bodies

Branching, waits & run history

Build a real journey and see exactly where every person went.

Visual flows branch on contact and event data, park safely through timed waits, and retain the node-by-node execution history for every enrolled contact.

  • Condition branches and explicit success paths
  • Durable waits that resume on a later dispatcher tick
  • Manual, bulk, event, schedule, and API enrollment
  • Run detail shows what fired, what changed, and what failed

Click-to-call widget

Turn website visitors into live phone calls.

An embeddable call-me button for any site. A visitor enters their number, your team rings, and the two are bridged — usually inside 20 seconds.

  • Simulring or sequential dialing of your rep pool, with a whisper before connect
  • Business-hours scheduling and a desktop / mobile visibility switch
  • Your logo, colors, copy, and "powered by" line — or none at all
  • Origin allow-list, daily call cap, TCPA consent text, and missed-lead notifications

Background jobs & send pacing

Change your mind halfway through a send to twelve thousand people.

Every bulk action runs as a job you can watch and steer. Pause it, stop it, move its start time, or slow it down while it is running — the change lands on what has not gone out yet, and never on what already has.

  • Pause, resume, cancel, reschedule or re-pace a running job in a single action
  • A cursor tracks exactly what has been sent, so re-pacing or stopping only touches the remainder
  • Scheduled jobs wait here until their start time, honouring send windows and per-minute, per-hour and per-day throttles
  • Covers outbound work — bulk email, SMS, automation enrollment, action runs — and bulk record updates like tags, lifecycle, lists and deletes
Sites, funnels & commerce

Build the journey, take the order, and deliver the access.

Websites, funnels, checkout, invoices, gated content, and domains share the same CRM and automation layer. A submission is never stranded in a separate page-builder account.

16live capabilities

Funnel & website builder

See the workflow

Ship the customer-facing experience without another platform.

Build standalone sites and multi-step conversion funnels from reusable sections and responsive components, then publish them from the same workspace.

  • Pages, navigation, forms, countdowns, pricing, testimonials, checkout, and custom HTML
  • Desktop, tablet, and mobile previews
  • Form submissions create or update contacts and can trigger workflows
  • Draft, publish, unpublish, version, restore, and performance reporting

Forms, surveys, quizzes & lead capture

See the workflow

Collect structured answers and put them straight to work.

Build reusable forms, surveys, quizzes, and applications outside the page editor, publish them for embedding or sharing, and map every submission into the CRM and automation layer.

  • Drag-and-configure fields with required states, CRM mappings, and multi-step pages
  • Conditional branching, answer piping, scoring, outcomes, and qualification logic
  • Published embed and share destinations
  • Submission history tied to the matching contact
  • Form-submitted triggers for immediate follow-up

AI creative partner

Start with a complete first draft instead of an empty canvas.

Generate a site or funnel from a prompt, rewrite copy in place, create supporting images, and ask AI to make structured edits without flattening the page into uneditable markup.

  • Whole-funnel and single-page generation
  • Structured AI edits that preserve editable components
  • Copy rewriting and image generation
  • Version snapshots and restore before risky changes
  • Durable build progress with pause, resume, cancellation, and page-level retry controls
  • Review and revise the sitemap, resolve missing business facts, and connect booking or product resources
  • Generation uses bounded AI allowances and leaves pages as drafts for separate publication

Templates & marketplace

Reuse the good setup instead of rebuilding it for every client.

Start from built-in funnel patterns, save a page or section as a reusable template, or publish approved templates for other workspaces to install.

  • Built-in templates for lead gen, webinars, offers, events, SaaS, and local business
  • Page, section, funnel, and workspace-level templates
  • Private reuse plus moderated public marketplace listings
  • Preview before install or publish

Checkout, order bumps & upsells

Raise the order value without sending buyers through another tool.

Sell through embedded order forms with optional bumps and one-click post-purchase upsells, all charged through the workspace's connected Stripe account.

  • One-time and recurring products
  • Order bump on the checkout step
  • One-click upsell and downsell flows
  • Orders, payment state, refunds, and customer identity retained

Storefronts, carts & retail operations

See the workflow

Run the entire store without splitting customer and order data across platforms.

Launch a branded storefront from the same catalog funnels use, then manage variants, inventory, collections, carts, discounts, checkout, orders and fulfillment beside the CRM.

  • Hosted storefront, product pages, search, collections, persistent carts, and Stripe checkout
  • Physical, digital, service, subscription, variant, SKU, stock, and backorder support
  • Server-validated discounts, abandoned carts, delivery details, order status, and tracking
  • Purchases become CRM customers, inventory movements, and automation triggers automatically

Member sites & access products

Sell protected content and control who can open each page.

Turn a site into a member experience with passwordless login, named access products, page-level gates, invitations, and manual or automated entitlement changes.

  • Secure email login links
  • Page access by one or more products
  • Invite, grant, revoke, suspend, and sign out members
  • Member history tied back to the CRM contact

Courses, quizzes & certificates

See the workflow

Deliver a real learning product and see who finishes it.

Build courses from ordered modules and rich lessons, enroll contacts, track progress, test comprehension, and issue publicly verifiable completion certificates.

  • Video, rich content, downloads, duration, drafts, and ordered modules
  • Drip schedules and community-level gates
  • AI-generated multiple-choice quiz drafts with passing requirements
  • Enrollment, lesson progress, completion automations, and certificate lookup

Customer communities

See the workflow

Keep the conversation, learning, and customer identity together.

Turn a member site into a moderated community with spaces, posts, comments, access gates, points, levels, and leaderboards.

  • Open, level-gated, product-gated, and staff-only spaces
  • Pinned posts plus reversible post and comment moderation
  • Points, configurable levels, and 7-day, 30-day, or all-time leaderboards
  • Level-ups can unlock content and trigger automations

Proposals, estimates & e-signatures

See the workflow

Move from scoped work to a signed agreement without another document tool.

Create proposals, estimates, and contracts, link them to invoices, email a private review link, and keep a typed-name signature plus a certificate row on the document. This is not DocuSign-class multi-party signing.

  • Draft and edit commercial documents before anything is sent
  • Real recipient delivery through the workspace's Mailgun account
  • The buyer types their name to accept; Chirply stores certificate data and document history
  • Signed records become immutable and stay linked to payment
  • A separate paid Proposals app adds a price book, financing options, and convert-to-invoice

Custom domains

Your brand on the address bar, not ours.

Point a domain at Chirply and it's provisioned automatically — DNS record and SSL certificate handled through the Cloudflare API.

  • Search, purchase, connect, and verify domains inside Chirply
  • Custom domains for funnels, links, invoices, and the white-labeled app
  • Automatic certificate issuance
  • Host and path routing to the right tenant experience

Pixels & site scripts

Install measurement once and use it across every published page.

Create reusable advertising pixels and scripts, attach them to the right domains and funnels, and keep the installation visible in one place.

  • Facebook and custom pixel definitions
  • Reusable script library
  • Per-domain and per-page attachment controls
  • Safe hosted delivery instead of copy-paste drift

CMS, blogs & SEO operations

Publish an actual content system, not a pile of disconnected landing pages.

Create structured content collections and blogs, draft and schedule entries, import WordPress content, and audit the on-page SEO before publishing.

  • Reusable collections and custom entries for structured site content
  • Draft, schedule, publish, unpublish, and update lifecycle
  • WordPress import for existing posts and content
  • SEO audit plus page-level titles, descriptions, redirects, and social metadata

Managed WordPress hosting

See the workflow

Launch and operate client WordPress sites from the same agency workspace.

Provision hardened WordPress servers in your own DigitalOcean account, connect domains, issue HTTPS, and manage the site lifecycle without leaving Chirply.

  • Plan catalog and domain availability checks before launch
  • Automated server, WordPress, DNS, and certificate provisioning
  • Site status, retry controls, credentials, backups, and operational details
  • Confirmed destruction for sites you intentionally retire

Business directories & local marketplaces

See the workflow

Turn a niche or geography into an owned lead-generation asset.

Build branded directories with categories, custom listing fields, editorial posts, claim flows, lead forms, custom domains, and automated listing acquisition.

  • Custom categories, fields, listings, posts, themes, and public publishing
  • Business claim review and lead-routing operations
  • Geography-based acquisition planning, budgets, campaigns, and retryable imports
  • Each directory installs as a native Chirply app and feeds the wider CRM

Funnel A/B testing

Let the traffic decide which page version sells, not the loudest opinion.

Run two versions of a funnel page against live traffic. Visitors are assigned server-side — no flicker, no client-side swap — and stay on their version for the whole test.

  • Deterministic assignment via a first-party cookie, so a returning visitor always sees the same version
  • Adjustable traffic split between the two arms
  • Bots and cookie-less clients get version A and are never counted, so crawlers can't skew a result
  • Results are reported with honest significance — the page tells you when there isn't enough traffic to call a winner yet
Assets & design

Make the artwork where the campaign already lives.

Every file the workspace uploads or generates lands in one library, and the editor that makes the next one sits beside it — so a graphic goes from idea to a funnel, an email, or a Facebook post without a round trip through another tool or another subscription.

3live capabilities

Capture videos & guides

Show someone how it works, then share the video or turn it into a guide.

Record your screen or camera from Assets → Videos & guides. A quick screencast stands on its own; add an editable walkthrough when the task needs written instructions.

  • Browser recording with pause, resume, local recovery, and resumable private uploads
  • Import existing videos, edit guide steps, maintain transcripts and timed captions, and trim a separate video copy
  • Share a video, a guide, or both through a branded unlisted page; revoke the link when access should end
  • Embed shared recordings and download the original source file
  • Use recording management through the REST API, MCP server, and in-app assistant
  • The downloadable Chrome extension adds selected-tab walkthrough capture; its ZIP release and Chrome Web Store rollout are separate

Media library

One address for every image, video, audio file, and PDF the business owns.

Upload it once, file it into folders, and reuse it anywhere. Every file gets a permanent public URL, so a link you pasted into a campaign last quarter still resolves after the file has been renamed and moved.

  • Images, video, audio, and PDFs — up to 25 MB a file, 10 files and 60 MB in a single upload, with the type checked against the bytes and not the extension
  • Folders, rename, move, and delete; renaming a file never changes its URL
  • Generate an image on your own AI account and it lands in the library ready to use
  • Machines can pull a file straight in from a URL through the API, with private and internal addresses refused
  • Uploaded SVGs are served under a no-script sandbox, so a logo someone sent you can't carry code into your pages
  • AI Studio output, funnel AI images, and social uploads file themselves here automatically — nothing to remember and nothing to re-upload

Design Studio

See the workflow

Design the post, the flyer, and the email header without a separate subscription.

A drag-and-drop canvas editor built into the workspace. Start from a named size or type your own, layer text, shapes, and images, and export a PNG that is already in your media library.

  • 16 named presets — Instagram post, Story/Reel, Facebook post and cover, YouTube thumbnail, LinkedIn banner, flyer, poster, email header, 16:9 presentation, business card, logo, invoice header, website hero, blog cover, and link preview — plus any custom size
  • Layered text, shapes, and images with a properties panel for position, rotation, opacity, fill, gradient, and stroke
  • Twelve curated fonts, documents up to 20 pages, and a lock control on any element you are done moving
  • Ten built-in starter designs, and PNG export at 1x or 2x — download it or push it straight into the library
  • Pull artwork from the media library or generate it on your own AI account without leaving the canvas
  • Save any design as a reusable template the whole workspace starts from
Lead generation & intent

Find new prospects and see who is already raising a hand.

Chirply combines outbound lead sourcing with first-party visitor identity, tracked links, embedded chat, and conversion widgets so both cold and warm demand land in the same CRM.

9live capabilities

Multi-source lead search

See the workflow

Build a targeted prospect list without leaving the CRM.

Search a large B2B business database, Google Maps, Yelp, or domain registrant data, inspect the results, and import only the prospects you want.

  • Business, category, geography, keyword, rating, review, and contact filters
  • Paginated results with select-all across pages
  • Email, contact, and company-detail enrichment where available
  • Live cost estimate before a paid search or enrichment runs

Domain-owner prospecting

Find the people behind relevant domains, not just another company list.

Search a historical database of roughly 26 million non-private domain registrations by keyword, domain ending, country, or registrant, then bring selected owners into the CRM.

  • No subscription and no per-search fee once the app is in the workspace
  • Registrant name, company, phone, email, address, registrar, and dates where available
  • Look up one domain or discover other domains owned by the same registrant
  • Privacy-protected registrations are excluded instead of sold as empty leads
  • Bulk import up to 500 matched registrants into contacts

Lead dedupe & import control

Pay for new prospects, not the same phone number twice.

Every source normalizes phones and business data before import, flags matches against prior searches and the CRM, and reports exactly what was new or skipped.

  • Phone-unique dedupe across searches and contacts
  • Duplicate counts visible before import
  • Source and search history retained on the contact
  • Bulk import into the CRM with selected rows only

Website visitor intelligence

See the workflow

See buying intent before the form arrives.

Install a lightweight first-party tracker and watch live visitors, sessions, pages, traffic sources, campaigns, and returning people across every connected site. The same tracker feeds the heat maps and session replay below — one script, three views of the same behaviour.

  • Live visitor board with page and session context
  • Anonymous visitor history that merges into a known person later
  • UTM, referrer, click-id, device, and geography context
  • Per-person and per-site activity timelines
  • Heat maps and session replay run off this same tracker, so turning one on adds no second snippet to your site

Link Wizard

Turn every shared URL into a measurable, controllable asset.

Create branded links with schedules, expiry, click caps, destination rules, pixels, recipient tracking, and custom social-preview cards.

  • Custom link domains and branded slugs
  • Device, country, date, and maximum-click routing
  • Per-link analytics and known-recipient history
  • Optional tracking script and advertising pixels

Live chat & AI handoff

Capture the question while the buyer is still on the page.

Embed a branded chat widget, answer from the Chirply inbox, let AI handle routine turns, and take over with the full visitor and conversation context intact.

  • Multiple widgets with their own branding and status
  • Shared human inbox with close and takeover controls
  • AI-to-human and human-to-AI handoff
  • Visitor identity and click-path context beside the conversation

Heat maps

See where people actually click, and where they give up.

Click and scroll maps for any tracked page, aggregated as visits happen rather than reconstructed one session at a time — so a thousand visits fit in a single picture and you can still tell which button people are hammering.

  • Click density plus a ranked list of the elements taking the most hits, each with its share of the total
  • Rage clicks flagged when someone jabs the same 30-pixel area three times, each click within 700ms of the last — usually something that looks clickable and isn't
  • A scroll-depth curve with a fold line marking where half your visitors stop reading
  • Separate maps for mobile, tablet and desktop, because the layout they saw was not the same one
  • A plain warning below about 30 views, so nobody redesigns a page off the back of four visitors
  • Reset a page's map after a redesign so the old layout's clicks don't muddy the new one

Session replay

Watch the session that went wrong, without recording anything private.

Turn it on for a site and Chirply records visits as a replayable document. Every input is masked in the browser before a single byte is uploaded, so what comes back is behaviour — never keystrokes.

  • Off by default and enabled per site; a site not using it never even downloads the recorder
  • Retention you choose from 1 to 365 days — 30 by default — with expired recordings purged automatically
  • Player at 1x, 2x, 4x and 8x with inactivity skipped, so a nine-minute session watches in about one
  • Every keystroke masked in the browser before upload; add data-redact or the block class to exclude whole regions
  • Recordings are attributed to the identified person, so a replay sits alongside everything else you know about them

Contact enrichment waterfall

Fill in what you don't know about a contact without ever overwriting what you do.

An ordered waterfall of lookups — website visitor identity, cross-field inference, the Domain Leads database, phone line-type intel, and an optional paid Outscraper business lookup — that runs cheapest first and stops as soon as nothing is missing.

  • Fill-blanks-only by contract: a non-empty field can never be overwritten, whatever a provider claims
  • Every value carries provenance — which step supplied it, and what a paid lookup cost
  • Paid steps are opt-in per run with a budget cap, and are skipped with a logged reason otherwise
  • Paid lookups bill the workspace's own provider accounts (Outscraper key, Domain Leads access) — never a platform meter
Revenue & billing

From deal value to money collected.

Quotes, invoices, payment schedules, Stripe activity, attribution, affiliates, and workspace usage live beside the contacts and deals that produced them.

8live capabilities

Invoices & quotes

See the workflow

Send the commercial terms from the same record your team sold from.

Create branded invoices and quotes with reusable line items, public links, status history, reminders, and a customer-facing payment experience.

  • Draft, publish, send, duplicate, close, archive, and mark paid
  • One-time, recurring, payment-plan, and scheduled charge structures
  • Public document, order, and payment timeline
  • Charge a saved card or collect through checkout

Flexible payment collection

Match the payment schedule to the way the customer agreed to buy.

Collect a one-time payment, start a subscription, split a finite payment plan, schedule a future charge, or combine immediate and recurring line items.

  • Card collection and saved payment methods through Stripe
  • Finite installment plans distinct from subscriptions
  • Deferred and scheduled payments
  • Failed, paid, canceled, and refunded states retained

Stripe customer & revenue sync

See what a contact paid without opening Stripe.

Connect one or more Stripe accounts and sync customers, payments, refunds, subscriptions, and failed charges into Chirply's customer and revenue views.

  • Real-time webhook sync plus manual backfill
  • Payer matching by contact identity
  • Provider retries deduped before they reach the timeline
  • Revenue separated from unrelated activity on a shared platform account

Revenue & conversion dashboards

Connect activity to the money it produced.

Monitor collected revenue, subscription run rate, pipeline value, source performance, funnel conversion, campaigns, links, and orders from their operational dashboards.

  • Gross, cost, refund, and collected-revenue treatment
  • MRR and ARR kept separate from cash collected
  • Pipeline, source, funnel, link, and campaign reporting
  • Workspace-local date boundaries

Affiliate programs

See the workflow

Let partners bring the customers and see what they earned.

Run first-party affiliate campaigns with tracked links, referrals, commissions, multi-level downlines, leaderboards, payout methods, and Stripe Connect onboarding.

  • Campaign-specific links and default attribution
  • Referral, commission, and payout ledgers
  • Affiliate portal and leaderboard
  • Admin payout queue with Stripe Connect or manual payout state

Usage wallets & cost controls

Know the spend before a campaign quietly runs the account dry.

Meter calls, messages, email, AI, leads, lookups, and voicemail against workspace balances and agency rate cards, with enforcement at the expensive operation itself.

  • Per-event usage ledger and balance
  • Stripe-backed wallet top-up and auto-recharge off a saved card, credited only after the payment succeeds
  • Agency wholesale cost, markup, and client rate cards
  • Campaigns pause cleanly when funds are unavailable
  • Workspace and superadmin usage reporting

Conversation & revenue intelligence

See the workflow

Turn what was actually said on your calls into a number you can act on.

Call transcripts analysed against a fixed taxonomy — a closed list of objections, topics, outcomes and risks — so the answers are countable instead of a wall of prose that reads differently every week.

  • Ranked objections and topics over a 30-day window, with talk ratio reported only for the calls where the speakers could be told apart
  • Per call: a short summary, the outcome, sentiment, the next step if anyone agreed to one, and one coaching note — or none, because it will not manufacture criticism
  • Deals scored on health, risk and days since contact, with the evidence behind each verdict stored beside it
  • Two forecasts side by side — one from stage win rates, one from what was said on the calls — and the gap between them
  • Feeds your automations: workflows can start when a call's analysis lands (filtered by mood, topic, or objection) or the moment a deal turns at-risk
  • Runs on your own AI account, switched on per phone number, and needs that number's transcription on to see anything

Recurring subscriptions you sell

Sell your own memberships and let access manage itself.

Sell recurring products through your funnels on your own Stripe account. A paid subscription grants the buyer's access automatically, a lapsed one revokes it, and subscribers manage their own card and cancellation through a Stripe billing portal.

  • Charged on the workspace's own Stripe account — including Connect sales — never pooled through the platform
  • Membership access is granted on payment and revoked when the subscription ends, with no manual list-keeping
  • Buyers update their card or cancel through Stripe's billing portal, so card details never touch Chirply
  • A sensible default portal configuration is created for Stripe accounts that never set one up
Reputation

Ask for the review at the only moment it works.

The minute a job is done is the minute goodwill peaks. Chirply asks then, routes the happy ones to whichever public site you care about, and quietly catches the unhappy ones before they post.

4live capabilities

Review requests & tracking links

See the workflow

Every finished job asks for the review by itself.

Generate a trackable review link per customer and send it from a workflow the moment work is marked complete. You see who opened it, who clicked, and who left one.

  • One link per customer, so you know exactly who reviewed
  • Fires from any workflow trigger — task completed, invoice paid, deal won
  • Opened / clicked / completed status on every request
  • Send over SMS or email on the channel they already reply to — through your own number and sending address, logged in their conversation

Review destinations

Send people to the site that actually matters for your business.

Attach Google, Facebook, Yelp, Trustpilot, BBB, Tripadvisor or any custom URL to each location. The customer picks from the ones you chose, in the order you set.

  • Per-location destinations — a multi-site business isn't one review page
  • Any custom review URL, not just the platforms we pre-list
  • Order them so your priority site is first
  • Pause a location without deleting its history

Private feedback & service recovery

Hear about the bad experience before the internet does.

Customers give you their honest experience first. That feedback stays private to your team, with an assignee and a recovery status, so an unhappy customer becomes a phone call instead of a one-star review.

  • First-party feedback that is never published anywhere
  • Needs follow-up / in progress / resolved, with an owner
  • Internal notes on every response
  • Public review destinations still offered to everyone, whatever they rated you

Google review ingestion, AI replies & review widget

See every Google review in one place, draft the response in seconds, and show the best ones on your site.

Link each location to its Google Maps listing and Chirply pulls its reviews in through your own Outscraper account — deduplicated on re-sync, never doubled. An AI draft gets a reply started, and an embeddable widget puts your reviews on any site you run.

  • Google review sync per location, keyed on the provider review id so re-syncing never duplicates
  • AI reply drafts written on your own AI account — you edit and post them; publishing directly back to Google is still to come
  • Embeddable review widget with a minimum-star threshold you control
  • Runs on the workspace's own Outscraper key, the same connection the lead finder uses
Social & advertising

Connect advertising and social activity to the CRM.

Connect your own advertising accounts, build Google and YouTube campaigns, manage Meta advertising, publish social content, and bring leads and conversion evidence back into the workspace. Provider permissions and account eligibility still apply.

5live capabilities

Google Search & YouTube campaigns

Build the ad, landing page, and follow-up in one workspace.

Connect an advertiser account, generate Search copy and keyword suggestions or a YouTube script, review the campaign, and validate it before creating or launching it.

  • Account reporting, published landing-page selection, and campaign status controls
  • Brand voice and AI Brain context, with voice intake and screenshot references
  • Matching AI-built landing pages stay drafts; generated follow-up workflows start paused
  • Launch creates enabled advertising and can spend the reviewed daily budget on your Google account, subject to Google's review and eligibility
  • A YouTube script is not a rendered video; AI generation and advertising have separate provider costs

Advertising conversion delivery

Send consented conversion signals and see delivery receipts.

Configure Meta, Google Ads, and optional GA4 tracking for the workspace's sites, with server delivery settings, connection checks, and recent event receipts.

  • Meta Pixel and server events, Google Ads server authorization, and optional GA4 settings
  • Recent event delivery states and safe error details
  • Synthetic connection and validation tools without recording real purchases
  • Transport acceptance is not proof of attribution, and validation does not guarantee campaign results

Social content calendar

See the workflow

Plan and publish without losing the campaign context.

Draft, schedule, publish, retry, and cancel Facebook Page and Instagram posts from one visual content calendar, with optional manual handoff for Groups.

  • One post, many destinations across Facebook Pages and Instagram
  • Text, link, and uploaded-image posts
  • Per-network rules checked before you schedule, not at publishing time
  • Draft, scheduled, published, failed, and canceled states
  • Group posting checklist when Meta requires a human handoff

Meta ads management

Build and control campaigns beside the leads they generate.

Browse connected ad accounts, build campaigns and creatives, inspect campaign and individual-ad performance, and pause or resume delivery from the workspace.

  • Campaign, ad-set, creative, and ad inventory
  • New campaigns created safely in a paused state
  • Budget, objective, targeting, and destination controls
  • Activation is an explicit, confirmed action
  • Delivery states and parent campaign/ad-set state are shown when resuming an individual ad
  • Advertising is billed by Meta; access depends on the connected account's permissions

Facebook Lead Ads

Lead-form submissions in the CRM in seconds, mapped the way you want.

Discover the lead forms on each connected Page, decide question by question where every answer lands, and let new leads arrive as contacts your automations can act on straight away.

  • Forms are discovered per Page and start switched off — a new form never quietly begins importing
  • Map each question to a CRM field, keep it as a custom answer, or ignore it outright
  • Leads arrive as contacts and fire a lead-received trigger any workflow can start from
  • Runs on the workspace's own connected Facebook account, with the last sync time and any error kept per form
Agency & platform

Built to be resold, from the schema up.

Chirply is multi-tenant at the database level, not by convention — four tiers, row-level security on every table, and a white-label layer that was in the design from day one.

21live capabilities

White-label & reseller

Sell it as your own product, at your own price.

Run the whole platform under your brand and your domain, issue sub-accounts to your clients, and bill them yourself.

  • Your logo, colors, and domain across the app and auth emails
  • Client workspaces under your agency, each fully isolated
  • Agency rebilling and markup on usage

Teams, roles & sub-accounts

Give people exactly the access they should have.

A four-tier hierarchy — platform, agency, sub-account, user — with owner, admin, and member roles and email invites.

  • Agency admins reach into their own sub-accounts; clients never see each other
  • Invite by email with a role attached
  • Superadmin console with audited "view as org" impersonation

Reseller plans, pooling & client billing

Package Chirply as your own recurring software offer.

Create your own client plans and limits, pool selected provider credentials, connect Stripe, set rate-card markups, and start or stop billing per sub-account.

  • Custom plan names, entitlements, usage limits, and client assignment
  • Stripe Connect onboarding and account status for agencies; client charges are collected on the client's own Stripe account
  • Optional pooled Twilio, Mailgun, AI, and lead-provider credentials
  • Client credit adjustments, suspension, restoration, and billing sync

Bring your own providers

Carrier-rate pricing and no vendor holding your data hostage.

Twenty providers you connect with your own accounts and pay directly — telephony, email, AI, media, leads, commerce, payments and hosting. Chirply never marks up the wire.

  • Connect services including Twilio, Mailgun, Resend, OpenRouter, ElevenLabs, fal.ai, Replicate, Outscraper, Firecrawl, Facebook & Instagram, Google Ads, Stripe, PayPal, Shopify, Klaviyo, BookFunnel, GoHighLevel, Supabase and Cloudflare; availability and setup differ by provider
  • Plus DigitalOcean behind managed WordPress hosting, and NeverBounce behind email validation
  • Credentials stored encrypted, per workspace, never shared across tenants
  • Every provider card shows the exact webhook URLs to paste and the events to enable
  • Providers that need no setup say so outright instead of leaving you guessing

Snapshots & reusable account setups

See the workflow

Package a working workspace and deploy it again safely.

Bundle funnels, workflows, templates, fields, pipelines, widgets, settings, and related assets into versioned snapshots for clients or the marketplace.

  • Preview every create, update, replace, and skipped item before install
  • Resolve workspace-specific numbers, domains, and credentials through install slots
  • Publish versions and push approved updates to sub-accounts
  • Undo an install when the generated changes need to be removed

API & built-in MCP server

See the workflow

Your AI agents can drive Chirply directly.

The public REST action API, built-in MCP server, and in-app Copilot all read the same capability registry, so software can operate the same product people do.

  • Hundreds of documented reads and actions across every product domain
  • Catalog, search, describe, and run from the same permanent action names
  • Bearer-authenticated with scoped, revocable API keys
  • Confirm-classified actions stop Copilot before it sends, spends, or destroys

Developer apps & integration marketplace

Let partners extend the platform without sharing a master key.

Create installable apps with versioned permissions and tokens, test their connections, publish a version, and submit it for platform review and directory listing.

  • Draft, version, publish, review, install, and uninstall lifecycle
  • Declared capability scopes per app version
  • Rotatable installation tokens
  • Moderated app and snapshot marketplace

GoHighLevel connection & migration

Run both systems together, or move into Chirply without treating the old account like a black box.

Provision or connect a HighLevel sub-account, scan what is there, monitor signed webhooks, import contacts safely, and use the official LeadConnector API for migration or ongoing interoperability.

  • Create a complimentary HighLevel sub-account from inside Chirply and link it to the workspace automatically
  • Inventory contacts, pipelines, calendars, workflows, forms, surveys, and custom fields
  • Non-destructive contact, pipeline, opportunity, and appointment import matched by normalized phone or email
  • Conversation history and workflow conversion are not imported yet — those stay on the HighLevel side until that seam closes
  • Snapshot metadata, share links, webhook health, and per-resource scope diagnostics

Carrier trust & messaging registration

Handle the registration work that keeps calls and texts deliverable.

Guide each workspace through Twilio business identity, caller-name, call-signing, messaging-profile, and A2P brand and campaign registration.

  • Business profile validation and submission
  • CNAM, SHAKEN/STIR, Voice Integrity, branded-calling guidance, and messaging-profile paths
  • A2P brand, use case, campaign, and number assignment
  • Provider status refresh and plain-language review state

Security, privacy mode & audit trail

Keep tenants separate and demos safe.

Row-level security protects tenant data, provider secrets stay server-only and encrypted, sensitive screens can be privacy-masked, and privileged impersonation is visibly audited.

  • RLS enabled on every table, policies delegating to security-definer helpers
  • Impersonation recorded to an audit log and surfaced with a persistent banner
  • Server-only secrets never reachable from the browser bundle
  • Configurable blur and reveal controls for screen-sharing real accounts

Platform administration & crash operations

Operate the whole SaaS without reaching into the database.

A guarded superadmin console covers tenants, users, plans, payments, usage, affiliates, marketplace review, support, and a deploy-aware production crash queue.

  • Tenant inspection, entitlements, suspension, and audited impersonation
  • User suspension, deletion preview, and account compensation
  • Revenue, payment, plan, and usage controls
  • Grouped crash reports that reopen automatically when a deployed regression returns

Desktop notifications

Know a customer replied without keeping a tab open all day.

Browser push to each device you approve, so a message, a missed call or an approval waiting on you reaches the machine you are actually sitting at.

  • Approved per device — turn it on for your laptop and not for the shared machine at reception
  • Choose what is allowed to interrupt you: messages, calls, approvals, payments or reminders
  • Send yourself a test notification, so you know it works before you start relying on it
  • On a white-label agency's own domain the notification carries the agency's name and icon

Your own installable app

Your agency's clients install your app, not ours.

On a white-label agency's own domain Chirply serves a complete web app manifest under the agency's name, icon and colors — so a client installs it to a phone home screen or a desktop dock as the agency's product, with nothing in it naming the platform.

  • Requires the white-label entitlement; on by default from there, with one switch to turn it off
  • Agency name, short name, theme and background color, plus long-press shortcuts into Conversations and Contacts
  • No icon uploaded yet? One is generated from the brand's initial on the brand's own color, in both standard and maskable form
  • The offline screen names the agency rather than Chirply
  • A shared Chirply iOS/Android companion covers inbox, dialer, contacts, and pipeline; agency-branded store listings are the remaining seam
  • the BRANDING is the white-label part: an agency's app carries their name, icon and colors on their own domain. Chirply's own host installs as Chirply.

Bring your own Supabase

Own the database your funnels and apps write into.

Connect your own Supabase account and point workspaces, funnels or installed apps at your own projects. Chirply never bills you for the database, because Supabase bills you directly.

  • Connect by OAuth or a pasted access token, both encrypted server-side, with the token refreshing itself and falling back if OAuth is revoked
  • Create a real project in your own Supabase organization, in any of 17 regions, on your own card with nothing added on top
  • Link a backend per workspace, per funnel or per installed app, falling back to the workspace default
  • Only the anon key ever reaches the browser — the service-role key and database password stay encrypted on the server

Support center & feature board

Report a bug with the recording attached, and watch what gets built.

Support lives inside the app: threaded bug reports with real attachments, and a feature board where requests are voted on in the open and carry a status you can see.

  • Bug reports with a threaded conversation and attachments — screenshots, screen recordings, PDFs and logs, up to 25 MB each
  • One feature board shared across the whole platform, with upvotes, comments and six statuses: open, under review, planned, building, shipped and declined
  • Members see their own reports and owners and admins see the workspace's — enforced by row-level security, not by hiding buttons
  • Runs under the agency's brand in a white-label workspace

What's new

Tell whether the fix you were waiting for has actually reached you.

Every production deploy that goes green writes an entry, summarised from the commits it carried, with the version you are currently running shown at the top of the page.

  • One entry per deploy that actually shipped — nothing lists a build that never made it out
  • The running version is displayed and its entry pinned, so “is this live for me yet” takes one glance
  • Notes are generated from the commits in that release rather than written up afterwards
  • Brand-scrubbed for white-label, so an agency's clients never read the platform's name in a changelog

Tenant help desk

See the workflow

Run your own support operation — tickets, SLAs and satisfaction scores — under your own brand.

Every workspace gets a help desk at /helpdesk: a branded public portal where customers submit tickets, agent queues with priorities and SLA timers, and a CSAT score collected when the ticket closes.

  • Branded submission portal and a secure per-ticket status link — no login needed to follow a ticket
  • Queues, priorities, assignees, and SLA due times tracked per ticket
  • CSAT score and comment collected from the requester on resolution
  • Replies land on the ticket's status link and notify your team by push — email delivery of replies isn't built yet, so requesters follow the link

Scheduled client reports

Every client gets their numbers on schedule without anyone assembling them.

An agency sets a standing order per sub-account — weekly or monthly — and Chirply emails that client their report for the completed period, plus a cross-client rollup so the agency sees every account's numbers side by side.

  • Weekly or monthly cadence per sub-account, with chosen recipients
  • Reports cover the previous completed period and can never send twice for the same one
  • White-labeled under the agency's brand, not the platform's
  • A cross-client rollup view for the agency across all sub-accounts

Outbound webhooks API

Your systems hear about events the moment they happen, instead of polling for them.

Register webhook endpoints against your API key and Chirply delivers platform events to them — signed, retried with backoff, and logged per delivery.

  • Subscribe any HTTPS endpoint to the events you care about, via /api/v1/webhooks or the capability surfaces
  • Every delivery is HMAC-signed; the signing secret is shown exactly once at creation and stored encrypted
  • Failed deliveries retry with backoff, with per-delivery status and error visible
  • Up to 200 active event-endpoint subscriptions per workspace

Two-factor authentication (TOTP)

A stolen password stops being enough to get into the account.

Enroll an authenticator app in Settings → Security and sign-in asks for the six-digit code. Enforcement runs at the database level, so a session that skipped the second factor is limited everywhere — not just where the UI remembered to check.

  • Standard TOTP — works with any authenticator app, no SMS codes to intercept
  • Enroll, verify and remove factors from Settings → Security
  • Database-level step-up: a password-only session on a 2FA account is restricted by policy, not by the front end
  • Available to every workspace on every plan

Setup checklists

Find out what is missing before the campaign fails, not after.

Plain-language prerequisite cards for the parts of the platform that depend on an outside account, each step checked against your own connected accounts wherever a machine can check it.

  • Eleven checklists: AI phone agents, business texting, custom domains, email sending and receiving, Facebook & Instagram, AI Studio, affiliate payouts, Restaurant, Google review ingestion, contact enrichment and recurring subscriptions
  • Live checks against your own connections — Twilio, Mailgun, OpenRouter, ElevenLabs, fal.ai, Replicate, Meta, Stripe, PayPal, Cloudflare, Outscraper, and whether you have an active number
  • Steps no machine can see — carrier registration, DNS verification, an addendum you signed — are yours to confirm, and say so plainly
  • Advisory and never blocking: once every step is met the card disappears instead of nagging
Start with Scale

All 143 built-ins. Plus whatever you build next.

Start with Scale access free for 14 days, with no subscription charge today. A card is required. The trial renews at $97 per month unless you change plans or cancel. Provider usage and partner subscriptions are separate.

Start 14 days free
  • $0 today
  • cancel before day 14
  • no contract