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Introduction

Why use Optimly?

Businesses are often leaving money on the table because they don’t have the resources to respond to all customer interactions quickly and effectively. Whether it’s web-chat messages, phone calls, or social media DMs, unanswered customer questions often mean lost revenue.

Optimly is a platform that allows you to create customer-facing agents that know everything about your business and talk in your brand’s voice. These agents can handle a wide range of customer inquiries across various channels. They are easy to build, manage, monitor, and scale. You can have an agent ready to talk to your customers in minutes!


What are agents?

Optimly’s agents are customer-facing LLM (Large Language Model) based AIs that are designed to handle a wide range of customer interaction tasks without human intervention. They have the knowledge of your business, can communicate in your brand’s voice, and are capable of handling customer inquiries across channels like your website, social media, phone, and more. These agents can qualify leads, book appointments, and respond to complex customer questions about your products and services.

Check out one of our guides on how to set up your first agent.


Integrations

Optimly integrates with your existing tech stack so you can get started quickly.

For agents’ knowledge, we support a wide range of data sources like websites, PDFs, Google Drive, YouTube, and more.

For agent deployment, we support:

  • Social media channels like Facebook and Instagram
  • Messaging apps like WhatsApp and Messenger
  • Voice channels like phone numbers and custom SIP trunks

If you need something more custom, we offer:

  • A Zapier integration to connect Optimly to any app without code
  • A custom API to integrate Optimly with your own systems

Subscriptions

We offer four different subscription tiers to suit businesses of all sizes:

  • Developer (Free)
  • Starter
  • Growth
  • Scale
  • Enterprise (Custom)

You can visit our pricing page to learn more about what’s included in each plan.

All plans provide the flexibility to upgrade, downgrade, or cancel your subscription at any time. If you are looking for custom limits or need dedicated consultation, feel free to contact us at contact@optimly.io.


To help you get started even faster, we’ve created a step-by-step tutorial on how to configure your first agent. This walkthrough covers everything from creating the knowledge base to deploying your agent on a channel of your choice. Check youtube video