Your best sales assistant never sleeps
Optima looks after your customers on your website using your catalog, your prices and your calendar. It answers instantly, checks stock and free slots, collects contact details and hands your team the conversations that are ready to close.
You don't need a card to request access.
Prefer to try it yourself? Request free access. We review every request within one business day.
Live lookup · Inventory
Every unanswered question is a customer going to your competitor
Your team can't be in the chat 24 hours a day. Your agent can.
How many messages reach you outside opening hours?
With Optima:Answers instantly
How long do you take to answer a lead?
With Optima:Hands over to a person when needed
How many questions are always the same?
With Optima:Cites the source of every answer
Do you have the hybrid SUV in white?
Yes, there are 2 pearl white units. Would you like to test drive it this week?
Can I finance it over 60 months?
I'll prepare a no-commitment simulation and hand you over to a team member in the morning.
Could I test drive it on Thursday?
There is a slot on Thursday at 10:00 and 12:30. Which suits you best?
Illustrative example
Answer. Qualify. Book.
From the first “hello” to the appointment in the calendar.
Answer
Answers with your information, not with the internet
Catalog, data sheets, prices, policies and FAQs. It cites the source and, if it doesn't know, it doesn't make it up.
- Answers only with what you give it
- Cites the source of every answer
- If it doesn't know, it tells you instead of guessing
automoviles-levante.example
Example with sample data Qualify
Qualifies and collects the contact
Asks for name, email or phone at the right moment and with consent, detects the interest (“hybrid SUV”, “financing”) and creates the contact with the conversation attached.
- Asks for details at the right moment
- Detects what each customer is interested in
- Saves the contact with its conversation
app.optima.example/clientes
Example with sample data Book
Books the appointment and tells your team
Checks your Google Calendar, offers real slots and, when the customer confirms the appointment in the chat, the invitation from your Google Calendar reaches them. If they want to talk to someone, it hands the conversation to a person with a summary.
- Offers real slots from your calendar
- Creates the appointment only after the customer confirms
- Hands over to a person with a summary
app.optima.example/bandeja
Example with sample data
Be where your customers are
Your website widget
With your brand, in a single line of code.
Example with sample data Telegram
Your bot, same answers.
Do you have any automatic compact available?10:22
Hi, yes. We have two automatics: the Confort compact hybrid SUV (from €27,900) and the Ciudad electric city car (from €22,500).10:23
Can you send me the options?10:24
Of course, I am sending you the sheet for each one now. Would you like to test drive them this week?10:24
Illustrative example Email outside opening hours
If nobody is available, it collects the customer's email and your team replies when you open.
Automóviles Levante has replied to your question
Automóviles Levanteto metoday, 09:12Laura, from the Automóviles Levante team, replies:
Hi Marta, I have the financing simulation for the Confort compact hybrid SUV: 48 payments of about €310 a month with €3,000 down (sample figures).
If it suits you, I will see you on Thursday at 10:00 to go over it with the car.
Laura · Sales team
You were answered by a person on the Automóviles Levante team.If you reply to this email, your message will reach the Automóviles Levante team (ventas@automoviles-levante.example), not Optima. You can also go back to the chat.
Illustrative example
AI opens. Your team closes.
- A shared inbox for the whole team
- Operator presence and opening hours
- Contacts, opportunities and a drag-and-drop pipeline
- AI agent
- Waiting for a person
- Being handled
- Resolved
An assistant for every salesperson
AI proposes and drafts; your team decides and sends. Nothing is created or sent without a person.
Follow-up draft
Hi Carmen: I am confirming your test drive of the compact hybrid SUV Comfort. Does the agreed time still suit you? If you like, I can also prepare a financing simulation.
Illustrative example
- Catch upA summary of the customer in seconds.
- Next stepSuggestions for what to do next with each customer.
- Follow-up draftsWith your real prices and terms.
- Detected opportunitiesThe ones that show up in the conversation.
- Daily inboxYour five priorities for the day.
Works with what you use
Do you use another CRM or management system?
In the Enterprise plan we integrate it during onboarding, quoted separately.
Talk to the teamYour website
Respectful crawling of your site so the agent answers with what you already publish.
Question it answers: «What is your returns policy?»
Your website
+ your system
CRM, DMS, ERP, booking tool or online store
Custom integration · Enterprise plan
A solution for every business
- Do you have this model in stock and when can I test drive it?
Car dealerships
Stock, financing and test drives, answered on the spot.See solution - Is there a slot on Thursday afternoon?
Appointment-based businesses
Free slots and appointments, also outside opening hours.See solution - Do you have it in size M, and where is my order?
Ecommerce
Price, stock and orders live, plus shipping and returns.See solution
Know the answer before you publish
- A quality audit before you publish
- Comparison with the published version
- Go back to an earlier version
- Unanswered questions solved with AI help
Your data never mixes with anyone's
- Isolation per company: your knowledge and your conversations are never visible to another company.
- Roles per person: each team member sees only what they need.
- Consent and contact erasure: contacts are stored with permission and deleted on request.
- AI/person transparency: customers always know whether they are talking to the AI or to a person.
Frequently asked questions
No: it answers with your sources, cites them, and if it doesn't know it tells you.
No. You paste one line into your website and it starts answering.
With your website and your documents you can try it in the test chat the same day. Before you publish it, it goes through the quality audit.
Yes. It answers with the files, data sheets and web pages you give it; if you need it to query your management system, that is integrated on a custom basis in the Enterprise plan.
Yes: it offers openings from your Google Calendar, confirms with the customer and creates the appointment in your calendar with the invitation to their email.
Optima includes its own CRM of contacts and opportunities. If you already work with another CRM, DMS or ERP, in the Enterprise plan we identify it during onboarding and integrate it on a custom basis.
It depends on the tool and the scope; we give you a fixed quote after the assessment. It is contracted and invoiced separately from the plan.
Each company works in isolation, contacts are stored with their consent and deleted when they ask. The details are in the privacy policy and the DPA.
Yes: the conversation goes to your team when the customer asks or when you set it up.