Carly AI

Email Carly to build AI agents for scheduling, email, and CRM.

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Screenshot of Carly AI, Email Carly to build AI agents for scheduling, email, and CRM

What is Carly AI?

Carly AI is an email-first AI agent platform that handles scheduling, inbox triage, CRM follow-ups, and multi-app workflows. Users email or CC Carly, and agents execute tasks across thousands of connected apps.

Carly AI is an AI agent platform that works from your inbox. Rather than opening a separate dashboard, users email Carly with what they need done, and the assistant spins up agents that connect to thousands of apps. The homepage centers on operational work: sorting incoming mail, catching missed calls, following up with leads, pulling earnings reports into folders, enriching form submissions, and logging invoices into a tracker. A recurring theme is the CC workflow: copy Carly on a thread and she can coordinate scheduling or take on the next step without further prompting. The product is aimed at founders, operators, sales and support teams, and individuals who live inside email and a CRM. Its pitch is breadth of connection rather than depth in any single app. The integration list spans CRM tools like Attio, Pipedrive, and Close; communication channels like WhatsApp, Telegram, and Zoom; project managers such as Asana and Linear; finance systems including QuickBooks, Xero, and Stripe; and support desks like Zendesk and Intercom. That range is what lets a single request chain across systems. In practice, Carly behaves as a delegating assistant. You describe an outcome in plain language, and the agent carries out multi-step work across connected accounts while keeping the user in view of what it does. Testimonials emphasize calendar management, multi-account email handling, accounting chores, and lead follow-up, which maps to the personal assistant positioning. The main competitive distinction is the email-first interface and the agent-per-task model. It sits between calendar assistants, inbox tools, and workflow automation platforms, but does not replace any of them outright. Users who want a single chat window with one model may find the agent sprawl unfamiliar. Buyers should confirm which integrations they actually need before committing, because the homepage markets availability broadly without detailing depth per connector.

How do you use Carly AI?

  1. 1Decide what to delegate first
    Pick one repetitive task from your week, such as sorting incoming mail or following up with leads, so the first agent has a clear job.
  2. 2Email Carly with the request
    Send Carly a message describing the outcome you want and any accounts involved. Plain language is enough; no configuration file is needed.
  3. 3Connect the relevant apps
    Link the accounts the agent needs, for example a CRM, calendar, or accounting system, so Carly can read and write where the work happens.
  4. 4CC Carly on a live thread
    For scheduling and stakeholder coordination, copy Carly on an existing email and let her handle the back and forth.
  5. 5Review and refine the agent
    Check what the agent did, correct mistakes, and tighten the instructions until the workflow runs without supervision.

Pros and cons

Pros

  • Email-first interface means no new dashboard to learn for everyday requests.AI
  • Very broad integration list across CRM, finance, support, project management, and communications.AI
  • CC workflow lets Carly join existing threads and act on scheduling or follow-up without extra setup.AI
  • Suitable for multi-step operational work, not just single-shot chat replies.AI
  • Testimonials show real use for calendar management and multi-account email handling.AI

Cons

  • Homepage lists integrations broadly but does not explain how deep each connector goes.AI
  • No public pricing details on the homepage, so cost has to be confirmed with sales.AI
  • Agent-per-task model can scatter work across many agents instead of one central conversation.AI
  • Email-driven control may feel indirect for users who prefer a visual workflow builder.AI
  • No self-serve documentation or feature detail is offered beyond the homepage.AI

How much does Carly AI cost?

Support

Support is offered through a sales booking link for an introduction call; no help centre or documentation is listed on the homepage.

Integrations

Connects to thousands of apps, with a visible list including Attio, Pipedrive, Close, WhatsApp, Telegram, Zoom, Asana, Linear, Notion, QuickBooks, Xero, Stripe, Zendesk, Intercom, GitHub, and Google Analytics.

Features

Carly builds AI agents that handle inbox sorting, missed call follow-up, lead follow-up, report collection, recurring reminders, lead enrichment, and invoice tracking. Agents connect across CRM, communication, project management, finance, and support tools, and Carly can be CCed on email threads to coordinate scheduling and replies.

Frequently asked questions about Carly AI

  • How do you use Carly AI?
    The walkthrough on this page covers 5 steps: 1. Decide what to delegate first 2. Email Carly with the request 3. Connect the relevant apps 4. CC Carly on a live thread 5. Review and refine the agent.
  • What platforms does Carly AI support?
    Carly AI is available on Web App.
  • What does Carly AI integrate with?
    Connects to thousands of apps, with a visible list including Attio, Pipedrive, Close, WhatsApp, Telegram, Zoom, Asana, Linear, Notion, QuickBooks, Xero, Stripe, Zendesk, Intercom, GitHub, and Google Analytics.
  • What are the limitations of Carly AI?
    Homepage lists integrations broadly but does not explain how deep each connector goes. No public pricing details on the homepage, so cost has to be confirmed with sales. Agent-per-task model can scatter work across many agents instead of one central conversation.

Status

StatusActive
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Added10/21/2026

Platforms

Web App

Pricing

Paid