Qualified conversion
Clone your expertise and personalize your AI Setter without limits
Give your AI Setter the context of your company, offers, ads, and sales method so it handles every lead with your sales logic.
Your best sales method should not depend on one person being available.
In many teams, lead handling quality depends on who picks up the lead: their experience, energy, offer knowledge, and ability to ask the right questions.
Formlyy turns your sales know-how into a system: offers, arguments, objections, ad context, proof, qualification criteria, and tone.
The AI does not replace the sales rep. It standardizes sales preparation so every lead is handled quickly, cleanly, and with the same level of rigor.
AI knowledge
Centralize your offers, arguments, and proof inside the AI
AI becomes useful when it understands your field. In Formlyy, you can add company context, offers, benefits, pricing, guarantees, social proof, and the objections prospects ask most often.
That foundation becomes the AI knowledge base of your agent. It lets the agent answer with your logic instead of generic responses that could fit any company.
You can also add campaign context: ad promise, landing page angle, offer the lead saw, awareness level, and expected next action.
The prospect does not feel like they are talking to a disconnected bot. They speak with an agent that understands the offer they just saw and why they filled out the form.
This personalization becomes even stronger when combined with a custom opening hook based on form answers.
Sales method
Clone the way your best reps qualify leads
Your best reps do more than ask questions. They know the order, when to dig deeper, when to reassure, when to reframe, and when to stop pushing.
Formlyy turns that method into conversational rules: criteria to check, questions to ask, buying signals to detect, objections to handle, and moments where the AI should hand over.
The benefit is simple: every lead receives consistent treatment, whether you receive 10, 100, or 1,000 requests at the same time.
Your sales know-how stays at the center. AI simply makes it instantly available without fatigue, forgotten steps, or lower standards after a heavy lead day.
To protect your team’s time, you can also structure your qualification filters.
Sales role
Automate preparation, not commercial trust
The goal is not to remove sales reps from the process. The goal is to remove what they dislike most: repeating the same questions, sorting bad-fit leads, chasing cold contacts, and rebuilding context manually.
Your AI Setter handles the first layer: understanding the request, qualifying, following up, collecting useful information, and preparing the next step.
Your sales team can then focus on what actually creates value: calls, trust, negotiation, recommendation, and closing.
At scale, this is where cloned expertise becomes powerful: you keep your sales method, but apply it to thousands of simultaneous conversations.
Once the conversation is ready, the handoff to your sales team.
You do not lose control. You give your team a flow of better-prepared prospects.
What you can teach your AI Setter
Context turns AI into an extension of your sales method.
Offers
Products, services, and conditions
Your AI understands what you sell, to whom, with which limits and concrete benefits.
Ads
The promise the lead saw
The conversation starts with the right ad context instead of starting from zero.
Method
Questions and qualification criteria
Your agent follows the logic your best reps use to separate real opportunities from noise.
Objections
Responses validated by your team
The AI can reassure without improvising and hand over when a human answer is needed.
Accelerate conversion with Formlyy
Activate the settings that turn conversations into customers.
Closing-ready qualification
Formlyy optimizes every handoff between automated qualification and human intervention so your reps receive only high-value opportunities.
CRM synchronization
Connect Formlyy to your CRM so every WhatsApp conversation updates lead statuses, notes, and sales context in real time. Your team keeps the CRM it already uses. The Formlyy Agent handles the data work.
24/7 AI Sales Assistant
An AI that instantly replies to visitors, gathers key information and drives them to booking a meeting. While you sleep, it works.