Docs & guidesto get your team ahead.

Learn how to set up Voley, connect your systems, and roll out modern communication across your entire agency.

Getting started

Start with the basics

Complete walkthrough of the initial setup process — account creation, phone number registration, integrations, and payment.

Learn how to send messages, use templates, understand credits, and follow best practices for client communication.

Invite team members, set up roles and permissions, and collaborate effectively with conversation assignment and team chat.

Connect your systems

Deep dive into connecting HawkSoft, syncing contacts, automatic conversation logging, and troubleshooting common issues.

Voley offers API access for custom integrations. Contact us to discuss your integration needs and get access to our API documentation.

Stay compliant, message effectively

Insurance agency communication is highly regulated. These guides help you understand the rules and how to follow them.

Practical guidance for effective texting — timing, content, documentation, E&O protection, and sample messages for insurance agencies.

Federal text messaging regulations, consent requirements, opt-out rules, DNC registry, and penalties for non-compliance.

Understanding carrier registration requirements for business texting and how Voley handles registration for you.

Account setup & onboarding

Messaging & templates

Team management & permissions

HawkSoft integration

TCPA, DNC & consent requirements

Carrier registration (10DLC)

E&O protection & documentation

If you're just getting started with texting clients, we recommend reading the guides in this order:

Platform policies

Our platform-level privacy policy and terms of service, including SMS messaging program terms for Twilio A2P 10DLC compliance.

How Voley collects, uses, and protects information — including data categories, sharing practices, your rights, and CCPA/GDPR supplements.

Platform terms of service, acceptable use, billing, and the embedded Voley SMS Messaging Program Terms for A2P 10DLC compliance.

Our team is here to help you design workflows, train your staff, and connect Voley to your existing systems.