📄️ Overview
Understand the AI employee lifecycle — Draft, Live, Paused, and Needs Attention — and how to move between states.
📄️ Agent Configuration
Everything you can configure on an Optimly AI employee — behavior, knowledge, capabilities, colleagues, appearance, and deployment.
📄️ Capabilities
Turn on lead capture forms and email handoff — Optimly's built-in tools for converting visitors and routing complex cases to humans.
🗃️ Channels
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📄️ Colleagues
Define escalation paths so your AI employee knows exactly who to hand a conversation to, and when.
📄️ Manual Conversation Control
Learn how to take control of your AI conversations with Optimly's manual mode feature. Switch between automatic AI responses and manual control at any time.
📄️ MCP Servers
Connect your Optimly agents to any external platform using the Model Context Protocol. Register MCP servers and give your agents tools from GitHub, Notion, Slack, and any custom system.