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Automation Partner Playbook

Optimly is built for the automation specialists who wire customer journeys together with n8n, Make, Zapier, or custom scripts. This playbook shows you how to productize Optimly's chatbot and analytics stack for your clients, deliver measurable outcomes, and earn 20% recurring commission on every new customer you refer through our affiliate program.

Why automation builders choose Optimly​

Automation teams love Optimly because it combines a production-ready chatbot with the analytics control plane you need to prove value fast.

  • Single control surface — Deploy the Optimly chatbot in minutes, then monitor performance, containment, and revenue impact without building dashboards from scratch.
  • Event-rich APIs — Every message, intent, and outcome is available through the external tools API so you can orchestrate actions in n8n, Make, or custom pipelines.
  • Analytics clients love — Prebuilt revenue, deflection, CSAT, and retention dashboards make quarterly reviews easy while giving you data for upsell conversations.

Optimly + automation platform workflow blueprints​

Each automation platform has a unique integration pattern. Use these battle-tested flows as a starting point for your next build.

n8n: Lead qualification and CRM enrichment​

  1. Trigger: Optimly's submitLeadForm webhook posts enriched lead data to your n8n webhook URL.
  2. Decision node: Branch on lead score or topic to prioritize sales routing.
  3. Actions:
    • Push hot leads into HubSpot or Salesforce with intent, conversation summary, and attribution data.
    • Create Asana or Jira tasks for product feedback intents.
    • Notify customer success in Slack when conversations mention churn risks.
  4. Analytics loop: Use Optimly's conversation IDs to pull transcript snippets through the message API for weekly QA in Airtable.

Make: Post-purchase loyalty workflows​

  1. Trigger: Optimly conversation reaches a "loyalty" intent and fires the scheduleAppointment or requestEmailHandoff endpoint.
  2. Router: Direct VIP customers to bespoke post-purchase sequences while routine requests flow into standard automations.
  3. Actions:
    • Issue loyalty coupons via Shopify or WooCommerce modules.
    • Enroll high-value users into Klaviyo or Customer.io nurture journeys.
    • Create a support follow-up board item in monday.com when satisfaction dips.
  4. Analytics loop: Push outcome tags back to Optimly using the chat API to improve routing and segmentation.

Zapier or custom orchestrators: Service escalations with guardrails​

  1. Trigger: Optimly publishes a webhook when confidence falls below your threshold or a user asks for a human.
  2. Filter: Check user tier, topic, and sentiment before escalating.
  3. Actions:
    • Create a Zendesk or Intercom ticket with full transcript context.
    • Open an incident in PagerDuty for critical failures or compliance flags.
    • Sync structured summaries into Google Sheets for weekly performance reporting.
  4. Analytics loop: Mirror closed-loop results into Optimly via the external tools API so dashboards show solved vs. escalated outcomes.

Packaging your Optimly services​

Use these modular offers to accelerate sales cycles and keep retainers sticky.

PackageWhat you deliverProof points
Launch Sprint (2 weeks)Stand up Optimly chatbot, connect primary data sources, deliver n8n/Make workflow, run go-live review.First-week containment rate, revenue captured, automation savings forecast.
Optimization Retainer (monthly)Experiment backlog, analytics reviews, content refresh, new workflow automations.Monthly ROI dashboard, experiment velocity, CSAT trend reports.
Executive Insights (quarterly)Strategic workshop, scorecard, roadmap recommendations, upsell/expansion ideas.Executive-ready deck with benchmark comparisons and churn risk alerts.

Affiliate program essentials​

Ready to monetize every launch? Join the Optimly affiliate program and stack recurring revenue on top of your services.

  • 20% recurring commission for every customer you bring in, paid monthly for the life of the subscription.
  • Partner resource hub with co-branded pitch decks, automation templates, and demo scripts tailored to workflow builders.
  • Sandbox access so you can showcase Optimly without burning client accounts.
  • Deal registration to protect your pipeline and receive solution engineering support.

👉 Enroll today: optimly.com/partners

After signing up, you'll receive a tracking link to embed in proposals, websites, or in-app automations. Drop it in your n8n or Make onboarding flows to capture referrals automatically.

Next steps for automation specialists​

  1. Join the affiliate program and grab your tracking link.
  2. Clone one of the workflow blueprints above into your automation platform of choice.
  3. Review the Optimly API docs to extend data loops and reporting.
  4. Promote your packaged offers using the resource library inside the partner hub.
  5. Share wins with the community in the Optimly Discord #automation channel to unlock beta features first.

Need more help? Reach out to partners@optimly.com and we'll co-design your next workflow.