Tutorial
Your AI Setter live in 10 minutes
Create your account, name your Formlyy Agent, connect your calendar, plug in your CRM and launch your first campaign without technical skills. If you want support, our team helps you configure the right path from the start.
Quick account creation
Formlyy setup is designed to move fast: configure the foundations of your Formlyy Agent, connect your sales tools, then test the conversation before sending real leads.
Step 1
Create your account and name your Formlyy Agent
The first step is creating your account, giving your Formlyy Agent a name and feeding it the basic context: what you sell, who you sell to and which commercial objective it should pursue.
You do not need to write a complex prompt. Formlyy guides you through the useful information: offers, frequent objections, conversation tone, qualification criteria and expected next step.
If you want to go deeper on AI context,clone your sales expertise directly inside your agent.
Step 2
Connect calendar, CRM and lead sources
Formlyy becomes useful when it connects to your real organization: calendar for bookings, CRM for lead information and acquisition sources for incoming leads.
Your team keeps the tools it already knows. Formlyy simply adds the layer that handles leads between form submission and the sales call.
To see the full logic,connect your ads, CRM and calendar to Formlyy.
Step 3
Test, adjust and launch your campaign
Before sending real leads, you can challenge your Formlyy Agent: test several prospect profiles, review its answers, adjust its tone and validate its scenarios.
This test environment reassures teams that do not want AI speaking to prospects without control. You see how it behaves, then launch once the path is clean.
To prepare the launch,test your AI without limits.
Common use cases
Concrete situations where this feature changes how sales teams operate day to day.
Fitness & coaching
You prioritize the warmest requests
A coach, gym, or wellness business can be alerted when a prospect is qualified, motivated, and ready to book.
Local services
You stop missing urgent enquiries
Pools, renovation, construction, and home services teams receive the leads that need a fast response.
Marketing agency
You prove that leads become actionable
Acquisition teams can notify the right rep, show qualified leads, and connect follow-up to the CRM.
Sales team
You stay in control without watching the whole pipeline
The AI moves forward when it can, then alerts a human when a decision, call, or validation is needed.
Discover more standout features of our Formlyy Agent!
An exceptional AI setter ready to book meetings automatically for the price of a coffee per day.
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.