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Getting Started with Optimly

Welcome to Optimly! Let's get you up and running with your first AI agent in just a few minutes.

What is Optimly?​

Optimly turns your business knowledge into intelligent AI agents that can:

  • Answer customer questions 24/7
  • Capture leads automatically
  • Schedule appointments
  • Support multiple languages
  • Work across websites, social media, and messaging apps

Think of it as having a knowledgeable team member who never sleeps and knows everything about your business.

How Does It Work?​

Getting started with Optimly is simple:

1. Create Your Agent (2 minutes)​

  • Give your agent a name and personality
  • Choose how it should talk to customers
  • Set up basic information about your business

2. Add Your Knowledge (5 minutes)​

  • Upload PDFs, documents, or website links
  • Connect Google Drive or other data sources
  • Add FAQs and product information

3. Deploy Everywhere (1 minute)​

  • Get a simple code snippet for your website
  • Connect to WhatsApp, Instagram, or Facebook
  • Share a direct link for instant testing

That's it! Your agent is ready to help customers and grow your business.

Why Choose Optimly?​

🚀 Quick Setup​

Get your first agent running in under 10 minutes. No technical skills required.

🧠 Smart & Accurate​

Your agent learns from your business documents and gives accurate, helpful answers.

📈 Grow Your Business​

Capture more leads, book more appointments, and never miss a customer inquiry.

🔧 Works Everywhere​

Deploy on your website, social media, messaging apps, or via our API.

📊 Track Everything​

See exactly how your agent is performing and what customers are asking about.

What Can Your Agent Do?​

Optimly agents are incredibly versatile and can handle many customer service tasks:

Customer Support

  • Answer frequently asked questions
  • Provide product information and pricing
  • Help with troubleshooting and technical issues
  • Guide customers through your services

Lead Generation

  • Qualify potential customers automatically
  • Collect contact information seamlessly
  • Route high-quality leads to your sales team
  • Follow up with interested prospects

Appointment Booking

  • Schedule meetings and consultations
  • Handle cancellations and rescheduling
  • Send confirmation details automatically
  • Manage your calendar availability

24/7 Availability

  • Never miss a customer inquiry
  • Provide instant responses any time of day
  • Handle multiple conversations simultaneously
  • Maintain consistent brand voice and messaging

Ready to Start?​

Option 1: Quick Tutorial Video​

Watch our step-by-step guide to create your first agent:

Get Started with Optimly

Option 2: Follow Our Guides​

  1. Create Your First Agent - Set up a basic customer service agent
  2. Add Knowledge Sources - Upload your business information
  3. Deploy on Your Website - Get customers talking to your agent

Option 3: Try a Live Demo​

Experience Optimly firsthand by chatting with our demo agent on our website: optimly.io

Support & Community​

Next Steps: Ready to build your agent? Let's start with creating your first agent!