How can we help you? faq





Who is Optimy?

Optimy is a Toronto-based SaaS company that offers a sales conversation platform designed to help you sell complex products through AI-driven live chat. Optimy identifies high-intent web traffic and actively engages them with personalized nudges to start a conversation to drive more qualified leads and sales.

How do I get in touch with Optimy?

You can contact us through our live chat or book a demo with us.

How does proactive live chat work? 

Proactive live chat leverages Optimy’s ranking algorithm to understand the relevant buyer journey and send personalized messages to proactively start a conversation with the website visitor.

What is the Digital Concierge team? 

Our trained Digital Concierge team is made up of sales experts trained in conversational chat. They can act as an extension of your sales team and can identify high-intent buyers to help route conversations toward the ideal outcome. Our Digital Concierge team answers questions in seven seconds or less, which is the fastest response time in the business.  All agents are required to complete an extensive training program and engage in continuous education efforts.

What is the level of support I receive from Optimy?

Each client has access to a client success team that is dedicated to helping them maximize their results with Optimy. During the process of getting started, the client success team will help you with implementation and training.

Does Optimy have an API? 

Yes, our Application Programming Interface provides a secure and standardized way for our applications to work and communicate with other software and deliver information or functionality requested without user intervention. 

Does the intent ranking algorithm leverage 3rd-party data? 

No, our proprietary algorithms are based on 31 different extracted and engineered features to rank website traffic from highest intent to lowest intent. They do not require 3rd party data to work.

Can I customize the chat widget?

Yes, you can customize the look and feel of the chat widget. You can also include a .gif, .jpg and leverage online and offline modes.

Does observe mode work with a mobile device? 

Yes, our platform is responsive and allows your agents to observe the browsing actions of users on mobile, tablet, and desktop.

What happens when all sales experts are offline?

Optimy goes into offline mode when all agents are offline. At this time, customers can leave a message or book an appointment to speak with a sales agent at a time that is convenient to them.

How much does it cost to implement Optimy?

Optimy offers different pricing tiers based on your unique needs. These tiers include Core, Premium, and Premium Plus. To develop a plan that is suitable for your needs, please contact us



Are there any discounts available?

Yes, you can get a 20% discount when subscribing for 12 months. Book a demo to get started.


How do I pay for Optimy?

Optimy accepts all major credit cards and offers an invoicing option. The subscription renews automatically at the end of each billing cycle.

What is your refund policy?

You can cancel your account at any time. Optimy requires a 30-day notice in the event of a cancellation. However, credit from already processed payments will not be refunded.


How does Optimy protect my privacy and keep my information secure?

We are committed to maintaining the accuracy, confidentiality, and security of your personally identifiable information. The information we collect will be limited to those details necessary for the functioning of our platform. You can learn more by reading our privacy policy. 

What kind of information does Optimy collect?

Optimy uses information about how visitors navigate your website to provide them with a more engaging experience. For example, you will be able to see which pages visitors are visiting in order to better assist them with their inquiries. Optimy also collects conversational data, including chat history, for training and compliance purposes.


Ready to start with Optimy?

Experience the power of our leading sales conversation platform
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