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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.

Evaluating Chatbot Analytics Platforms?​

These cornerstone resources are refreshed every quarter so your buying committee always has current information.

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​

Partner with Optimly

Automation builders can earn 20% recurring commission through the Optimly Affiliate Program. The new Automation Builder Playbook showcases Zapier, Make, and Workato workflows that plug directly into Optimly analytics, so your referrals launch with confidence.

Apply to the partner program →

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