Carly AI

Sort and Prioritize Incoming Emails

Carly can sort emails as they come in, apply labels based on keywords, and check your inbox hourly to flag anything important. It integrates with Gmail and Outlook to keep your inbox organized without manual effort.

Stay on top of critical messages and reduce inbox clutter automatically.

Automate Lead Enrichment and Follow-Ups

Carly enriches new form leads and sends follow-up emails to leads who haven't replied within a week. It works with Salesforce, HubSpot, and Apollo to keep your pipeline moving.

Never miss a follow-up and keep your CRM updated with enriched lead data.

Effortless Scheduling and Reminders

Carly handles scheduling, sends reminders every Monday for recurring check-ins, and syncs with Google and Microsoft calendars. It also offers free group scheduling and booking pages.

Save time on calendar management and never forget important meetings or tasks.

Unlimited Custom Workflows

With the Personal plan, you get unlimited Zapier-style workflows with no cap on runs. Carly can pull earnings reports and save them to folders, add invoices to trackers, and more across 200+ integrations.

Automate repetitive multi-step tasks across your existing systems.

Create Personalized AI Agents

Build unlimited custom agents, each with its own name, email, integrations, permissions, and files. Teach agents your policies, templates, and SOPs for tailored assistance.

Delegate complex work to agents that understand your specific business context.

Remembers Contacts and Preferences

Carly features persistent memory, remembering contacts, preferences, and past interactions. This allows for more personalized and context-aware assistance over time.

Enjoy a smarter assistant that learns your habits and improves with every interaction.

• AI assistant for email, calendar, and workflowsCarly is an AI assistant that can handle scheduling, email, CRM, and more. You can CC Carly on emails and she'll take care of tasks like sorting emails, following up with leads, pulling earnings reports, and sending reminders.
• 200+ integrations and custom agentsCarly offers 200+ integrations including Slack, Gmail, Outlook, Drive, Salesforce, and HubSpot. You can create unlimited custom agents, each with its own name, email, integrations, permissions, and files. Custom skills let you teach Carly your policies, templates, and SOPs.
• Flexible pricing with a free tierCarly has a free plan with 10 Zapier-style workflows, a Personal plan at $35/month, an Organization plan at $35/seat/month, and Enterprise with custom pricing. The Personal plan includes unlimited workflows and agents, persistent memory, and 200 credits/month.
• Trusted by professionalsCustomers like Ben Elowitz (Founder, Next Level Strategic Partners), David Sternberg (Associate at BlackRock), and Neha Chauhan (Medical Student at Rutgers) praise Carly for its reliability, deep integration, and ability to handle multi-step work across existing systems.

• Pricing details and credit allowancesPricing starts at $35/month for Personal and Organization (per seat). Credit allowances vary: Personal includes 200 credits/month, with add-ons up to 15,200 credits/month for +$1,450/mo. Organization has pooled credits with similar add-on options. Enterprise pricing is custom and requires booking a call.
• Free plan limitationsThe free plan includes 10 Zapier-style workflows with no cap on runs, and a full multi-calendar view for Microsoft and Google. Example workflows include labeling emails, saving attachments to Drive, and enriching new signups in Apollo. It does not include custom agents or unlimited workflows.
• Feature availabilityFeatures like SMS, Slack @mention/DM, AI-native CRM, group scheduling, and 80+ languages are listed under the Personal plan. However, the Organization plan adds your own email domain, custom branding, team management, and pooled credits. Some features may not be available on the free tier.
• No mention of certifications or competitorsThe website does not mention any specific certifications or competitors. It only references that Carly was formerly known as CalBot. Avoid assuming any industry-standard certifications or comparing to other tools unless explicitly stated.

Email Triage

Carly can sort your emails as they come in, check your inbox every hour, and let you know if anything's important. Just CC Carly and she'll take care of the rest.

Lead Follow-Up

Carly can follow up with leads who haven't replied this week, enrich new form leads, and email you the details. It integrates with CRM tools like Salesforce and HubSpot.

Scheduling & Calendar

Carly handles scheduling, sends reminders every Monday to check in with ops, and syncs with Google and Microsoft calendars. It also offers free group scheduling and booking pages.

Document & Data Management

Carly can pull earnings reports and save them to a folder, add invoices and receipts to your tracker, and work with Drive and other integrations to keep your files organized.

Connect your Shopify store to Carly AI via the Shopify App Store or direct integration.

Review the automatically synced customer segments and product catalog in the dashboard.

Choose a campaign type and let the AI generate your first email copy and subject line.

Review the AI-generated content, adjust as needed, and schedule your first campaign.