Getting Started

Get started with Parsley in under 5 minutes. Create your profile, enable the presales agent, and connect your CRM.

Get your Parsley profile live and capturing leads. This guide covers the essentials.

Create Your Account

Go to parsley.id/signup
Enter your email and create a password
Verify your email address

You're now logged in to your Parsley dashboard.

Set Up Your Profile

Basic Information

Click Profile in the sidebar
Add your name, job title, and company
Upload a profile photo (recommended: square, at least 400x400px)
Write a short bio

Contact Information

Add the contact methods you want to share:

Email address
Phone number
Office address
Social media links (LinkedIn, Twitter, etc.)

Content Sections

Parsley profiles support multiple content types:

Links - Portfolio, calendars, resources
Media - Videos, images, presentations
Text - About sections, services, testimonials

Add sections that help visitors understand what you do and how to work with you.

Enable Lead Capture

Parsley captures leads automatically when visitors interact with your profile. Configure your capture settings:

Go to Settings > Lead Capture
Enable Contact Exchange - Visitors share their info in return for yours
Set notification preferences for new leads

Set Up Your Presales Agent

Most prospects won't schedule a call just to ask a quick question. Parsley's presales agent lets them get instant answers from your uploaded documents.

Quick setup:

Go to Chatbot in the sidebar
Upload your documents (product sheets, FAQs, pricing guides)
Choose a persona: Professional, Friendly, or Technical
Enable the chatbot — the Profile Chatbot section appears on your profile automatically

Now visitors can ask questions 24/7 and get answers based on your materials. You'll see every conversation in your dashboard, including what topics come up most and which questions signal buying intent.

Full chatbot setup guide

Your Parsley profile has a unique URL: parsley.id/your-username

Ways to share:

Email signature - Add your Parsley link to your email footer
LinkedIn - Drop your link in InMails and DMs, or add it to your Custom Button or Featured section
Post-call recap - Drop your link in the follow-up email after a discovery call

Connect Your CRM

Sync leads automatically to your CRM:

CRM integrations require a paid plan or conversation balance. View pricing.

The "Powered by Parsley" mark

Every profile carries a small "Powered by Parsley" credit in the footer. It stays on whether you're on the free tier or paying with conversations - it's how new sellers discover Parsley, and the people viewing your profile are often the exact teams we're built for.

Removing the mark is part of our agency program, where it's white-labeled for managed client engagements. It isn't a standalone setting on individual accounts. If you're running client work and want to white-label, get in touch.

What's Next

Configure your AI chatbot for better lead qualification

Questions? Contact us or email peter@parsley.id.