For the complete documentation index, see llms.txt. This page is also available as Markdown.

Other Features

Explore additional features designed to make your workflow smarter, faster, and more personalized. From shaping how the AI responds to retaining meaningful context across conversations, these tools help you get more relevant outputs, maintain consistency, and adapt the experience to your specific needs.

Sources

Sources let you connect all of your files and data in one place so they can be reused across chats and projects. Add a Source once and Chatly can draw on it whenever you need, without re-uploading. Managed from the Customize hub.

Create a Source from your files or data, then reuse it in any chat — manage them all under Customize → Sources.

Personalization

Shape how AI thinks, responds, and communicates—tailored to your exact needs

  • Create custom personas to define tone, expertise, and behavior

  • Switch between different personas for different workflows or use cases

  • Align responses with your brand voice, writing style, or domain knowledge

  • Control how detailed, technical, or creative the outputs should be

  • Ensure consistent interactions across conversations and teams

Memories

Make AI truly context-aware with persistent and portable memory

  • Automatically capture important context across conversations

  • Build a long-term understanding of preferences, projects, and workflows

  • Import memories from other platforms and AI providers seamlessly

  • Reference past interactions to generate more relevant, personalized responses

  • Manage and remove memories with full control at any time

Code Previews & Interactive Testing

  • Render generated code in a live preview environment

  • Instantly visualize UI components, layouts, and frontend designs

  • Test functionality and user interactions before deployment

  • Experiment with changes and see real-time results

  • Validate styling, responsiveness, and structure without leaving your workflow

Email Building

Create polished, high-impact emails effortlessly—from quick messages to full campaigns

  • Generate complete emails with clear structure, tone, and formatting

  • Customize messaging for different audiences, goals, and contexts

  • Quickly draft professional replies, outreach, and follow-ups

  • Send emails from within the platform to external email providers like Gmail, Outlook, and Mail

Projects & Workspace

Projects group related chats and sources together so everything for a piece of work stays in one place (create one from "New Project" in the left menu). Workspaces let you switch between your personal and team workspaces, and invite team members to collaborate with shared credits.

Create a project, name it, and choose its visibility — shared with your team or private to you.
Each project keeps its chats, assets, and access together, with its own composer for that piece of work

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