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Sign in and set up

Open the Chert app. Sign in with Google, GitHub, or email/password. Email/password signup requires email confirmation. Select the intended project or create one, and use project invitations to grant teammates access with the appropriate role. Browser onboarding guides you through phone verification, line allocation, and agent setup. Send the displayed verification code from the intended phone; Open Messages and Copy code help prepare it, but you must send it yourself. A capacity waitlist is not an assigned line. Continue the existing setup instead of creating another project to retry a pending allocation.

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Overview, Lines, and Calls

Customer views identify lines by their receiving phone number or FaceTime identity. Internal device names and hardware diagnostics are operator tools. Use the line’s actual state and capabilities before starting a test.
  • Overview shows project activity and setup status.
  • Lines shows assigned identities, availability, and exposed settings.
  • Calls shows direction, media, lifecycle status, and terminal details. Recorded transcripts depend on the agent/integration; not every call has one.
  • Messages shows the project’s configured messaging service and recorded conversations. An assigned FaceTime line alone does not configure messaging.
Availability, connectivity, and readiness are different. A free line may be unready. Audio and both video directions need separate checks; see Limits and readiness.

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Integrations and Assistants

Keep a BYOR line on customer_decides with no default Assistant. Configure the integration and optional webhook signing in the line settings available to your role, or ask the project administrator. Operator views may call this Workers & Lines → Integration. Managed Assistant drafts become immutable published versions. Assigning a published Assistant can select the managed route for subsequent calls. See Managed Assistants, including the separate Chert-hosted agent option for eligible shared projects.

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Plans, allowances, and capacity

Use billing to inspect the current plan, available upgrades, checkout, and applicable promotions. chert plan opens the same project billing workflow; listing a plan does not purchase it. Inspect current allowance and availability rather than assuming every advertised plan or line is immediately available. Shared allocation waitlists and outbound busy-call queues serve different purposes. See capacity and queues. Chert-provided LiveKit keys are offered only when the project is eligible and keys are available; otherwise bring your own project.

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Developer

Create/revoke project API keys, inspect scopes and last-used timestamps, and copy authenticated request examples. New secrets remain visible for up to ten minutes; copying does not dismiss them. Dismissal, navigation, sign-out, or the time limit clears the display. Save the value privately before leaving.