Docs

Documentation

Everything you need to integrate, configure, and get the most out of the platform

Getting started

Set up your account, connect your first integration, and deploy your AI agent in minutes.

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API reference

Full reference for every endpoint, webhook, and data model in the OptimalMatch API.

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Integrations

Connect OptimalMatch to your CRM, calendar, phone system, and other tools your team uses.

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Troubleshooting

Common issues and solutions to help you resolve problems quickly and keep things running.

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Quick start

Up and running in minutes

Follow these steps to get your first AI agent deployed. No complex setup required — just connect, configure, and go.

  • Create your account and set up your workspace

  • Connect your CRM and phone system

  • Configure your AI agent's voice, tone, and scripts

  • Launch your agent and monitor results in real time

Platform setup and configuration dashboard

Technical FAQ

Common technical questions about the platform

Need more help?

Talk to our engineering team directly