Getting Started
How to Add an AI Sales Chatbot to Your Website
Two things go wrong when prospects arrive on your site and you are the only one who can answer them. Leads wait, sometimes hours, and interest cools while they wait. And you spend real time answering the same handful of product questions over and over, which is work that reads as busy but produces nothing you keep. Carly Chat is the sales and support chatbot that closes both gaps. It sits on your website and answers in seconds, drawing from product information you upload rather than from a generic model, so what it tells a prospect matches what you actually sell. It captures the leads it talks to and runs them through your qualification playbook while the conversation is still happening, then routes the ones that pass straight to the next step, usually a booking link, instead of dropping them into a queue for someone to work later. You control how it presents itself: whether the feedback buttons show on each answer, whether the sources behind an answer are linked or hidden, and the shape of the conversation from the opening line to the handoff. Installing it does not require touching your site's code yourself. On usecarly.com you press "give it to an agent", copy the setup instructions, and paste them into ChatGPT, Claude, or Grok, which does the installation for you in a few minutes.
Step by step
- 01
Recognize what slow lead response costs
A prospect who has to wait for an answer is a prospect deciding in the meantime. The gap between their question and your reply is where the deal quietly goes cold.
- 02
Put an AI chatbot on the site
Carly Chat answers sales and support questions on your website quickly and accurately, so the first response does not wait for you to be at a desk.
- 03
Train it on your own product information
Upload what you actually sell and the chatbot answers from that rather than from generic knowledge. This is the step that decides whether the answers are worth giving.
- 04
Qualify leads inside the conversation
The chatbot captures the leads it talks to and runs them through your qualification playbook as it goes, so you get a sorted list rather than a pile of chat transcripts.
- 05
Route qualified prospects to the next step
Send the people who pass straight to a booking link. The meeting gets booked while the interest that started the conversation is still there.
- 06
Customize how answers are presented
Show or hide the feedback buttons on each answer, link the sources behind an answer or hide sources entirely, and edit the conversation flow end to end.
- 07
Install it by handing the instructions to an agent
Go to usecarly.com, press "give it to an agent", and copy the setup instructions. Paste them into ChatGPT, Claude, or Grok and the agent does the installation, usually in a few minutes.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."