# Carly

> AI agent platform with 200+ integrations. Build custom AI agents that handle email, scheduling, CRM, workflows, and more — all through email.

- Website: https://calbotservice.com
- Dashboard: https://carlyassistant.com
- Email: carly@usecarly.com
- Support: support@calbotservice.com
- Chrome Extension: https://chromewebstore.google.com/detail/hipeaihnncojfjgeoknimgiglpkpghbh

## Overview

Carly is an AI agent that works over email. You email, text, or chat with her in natural language and she takes action — managing your calendar, triaging your inbox, updating your CRM, coordinating with other people, running workflows across 200+ connected tools, and more. She works with Google Calendar, Microsoft Outlook, Gmail, HubSpot, Salesforce, Slack, Stripe, and many more integrations. You can also create specialized AI agents with their own email, instructions, and tool access.

## How to Use Carly

There are four ways to interact with Carly:
- Chat on the dashboard
- Email carly@usecarly.com
- Text Carly via SMS
- Carly for Chrome extension in Gmail

## Build AI Agents

An agent is an AI teammate with a job, instructions, an email identity, and a controlled set of tools. It can also have its own knowledge and memory. Your main Carly is already a capable general-purpose agent; add specialized agents when a process needs its own inbox, behavior, knowledge, or permissions.

### Your Main Carly
Your main assistant works across your connected accounts and remembers your preferences. She can manage email and calendars, research, update CRM records, create files, use external apps, build automations, and coordinate with people on your behalf.
You can rename her, choose her display name and signature, and give her a custom @usecarly.com address from the dashboard.

### Specialized Agents
Create a specialist when you want a narrower job or a smaller keyring. Each agent can have separate instructions and access to only the accounts, API keys, files, data, skills, and integrations it needs.
- Sales agent: qualify inbound leads, enrich records, update the CRM, and book demos.
- Recruiting coordinator: screen candidate emails, schedule interviews, and send follow-ups.
- Support agent: answer common questions, create tickets, and escalate risky cases.
- Operations agent: process invoices, reconcile data, update trackers, and chase missing inputs.
- Client-facing agent: use a dedicated inbox and tightly limited tools to serve one customer workflow.

### Create and Configure an Agent
Open the Agents area or tell Carly what you want her to build. Give the agent a clear job, the context it should use, what it may do without asking, and when it should escalate to a person.

### Tools, Knowledge, and Permissions
Treat an agent like a teammate: give it enough access to do the job, but not every key in the building. For each specialized agent, you can choose whether it may use the calendar, memory, web search, scheduled work, and other built-in tools. You can also select specific inboxes, Drive or OneDrive accounts, connected apps and actions, custom API keys, custom OAuth connections, files, data tables, and skills.

## Connect Almost Anything

Carly is not limited to a short integration directory. Connect popular apps in a click or use the “Connect an API” area for tools that are private, niche, or missing from the catalog. Connected apps and credentials can be used by Carly, scoped to specialized agents, and used in supported workflow actions.

### Choose the Right Connection

### Connect Gmail or Outlook
Email and calendar access are separate permissions. On the Integrations page , add the address with Google or Microsoft, then check its account card. Connect each service you want Carly to use—Calendar, Email, Contacts, and Drive or OneDrive—until it shows a checkmark.

### Bring Any API Key
If a service exposes an HTTP API that accepts an API key, Carly can usually work with it even when there is no prebuilt integration.
Keys are encrypted at rest. The raw value is inserted only when Carly executes the API call; it is not sent through the language model, returned by the dashboard, or written into run history. Prefer restricted, least-privilege keys and rotate them according to the provider’s security guidance.
- Go to Integrations , find Connect an API, and choose Paste an API key.
- Add the credential with a recognizable name and a short description of the API.
- Give only the agents that need it permission to use that key.
- Ask Carly to use the named service. Include a public documentation link, or provide the relevant endpoint details if the API is private.

### What You Can Connect
Carly’s integration catalog spans the tools teams already run on:
If the app is not listed, open Connect an API. Carly can inspect its public API documentation, or you can paste an API key or MCP server URL directly.

### Use Connected Tools in Plain English
- “Add this lead to HubSpot, enrich the company, and set a follow-up for Friday.”
- “Pull this month’s Stripe revenue and put the totals in Google Sheets.”
- “Create a Linear issue from the bug report in my inbox and post it to Slack.”
- “Use my Acme API key to fetch open orders and flag anything more than a week late.”
- “Save the signed contract to Drive and update the deal stage in Salesforce.”

### Automate Work with Workflows
Workflows are Carly’s automation layer: the repeatability of a tool like Zapier, with AI available wherever judgment is useful. Build a trigger followed by rules, loops, AI steps, and actions across your connected systems.

### Choose What Starts the Workflow
- Manually: run it on demand from the dashboard.
- On a schedule: every hour, each morning, every Friday, monthly, or on a custom cadence.
- When email arrives: watch a Gmail or Outlook inbox and filter by sender, subject, folder, label, or content.
- When a calendar changes: respond to an event being created, updated, or deleted.
- From a webhook: let a form, website, product, or internal system start the workflow.
- From an app event, feed, or API: react to connected-tool events or poll an external source.

### Build the Steps
A workflow can read data, transform it, make decisions, wait, loop over items, and act in another system. Add AI only where it adds value—classification, extraction, summarization, writing, or judgment. Deterministic steps handle the rest predictably.
- Search, read, label, move, draft, or send email.
- Add filters, if/match branches, for-each loops, and delays.
- Read and update calendars, CRMs, spreadsheets, ticketing systems, files, and connected apps.
- Call an API with a custom key or run a controlled Python transformation.
- Ask AI for structured fields, a summary, a decision, or content for the next step.

### Build Visually or Ask Carly
Open the Workflows page to start from a template or build step by step. You can also describe the automation to Carly and have her assemble it for you.

### Preview, Test, and Monitor
- Preview a real sample from the selected email, calendar, webhook, feed, or app trigger.
- Test one step or the full workflow before switching it on.
- During a safe test, external write actions are replaced with a preview of what they would change.
- Inspect each run’s inputs, outputs, warnings, and errors from Workflow Details.
- Pause, edit, run now, resume, or archive an automation at any time.

### Workflow Ideas
- Turn form submissions into enriched CRM records and personalized follow-ups.
- Classify incoming email and route it to the right label, folder, person, or system.
- Save attachments to Drive or OneDrive and log their details in a spreadsheet.
- Prepare meeting briefs from the calendar, inbox, CRM, web, and internal docs.
- Sync records between systems, produce recurring reports, and alert on exceptions.
- Process invoices, receipts, support requests, applications, or onboarding tasks.

### Choose the Right Kind of Automation
Carly can save an item to your list, wake up later to reason about a task, or run a structured automation. Choosing the right one keeps the result clear and efficient.

### Workflow vs. Scheduled Task vs. To Do
Best for repeatable, event-driven, or multi-step processes with a known shape.
Best when Carly must wake up later and use fresh, open-ended judgment.
Best for saving an item to your list. It does not run or notify you by itself.

## Scheduled Tasks

Use a Scheduled Task for delayed or recurring work whose exact steps cannot be fully defined in advance.
- “In two hours, check whether Priya replied. If not, draft a follow-up.”
- “Every Friday, review my pipeline and tell me which deals look risky.”
- “Tomorrow morning, investigate anything unusual in yesterday’s product metrics.”

## To Dos

Ask Carly to add, update, organize, or remove items from your list in Chat, email, or SMS. If you say “remind me” or ask Carly to do something later, she will use a calendar reminder or Scheduled Task instead.
- “Add ‘send the Acme invoice’ to my work todos.”
- “What is still open on my list?”
- “Remove the dentist task—I already called.”

### Use Carly as Your Executive Assistant
Carly can run the day-to-day work around your inbox, calendar, relationships, meetings, and follow-ups. Ask in Chat, email your assistant directly, CC her on a thread, or text while you are away from your desk.

### Inbox Management
Connect Gmail or Outlook natively to let Carly search and triage mail, read threads and attachments, draft replies, send approved messages, save files, and work across multiple inboxes.
- “Summarize everything unread and tell me what needs a response today.”
- “Draft replies to the three most urgent client emails and let me review them.”
- “Find the latest contract from Acme, save it to Drive, and send it to legal.”
- “Follow up with every lead who has not replied in seven days.”

### Calendar and Scheduling
- View, create, move, cancel, and update events across Google and Microsoft calendars.
- Find time across multiple calendars while respecting working hours, buffers, travel, and preferences.
- CC Carly on a thread so she can propose times, handle replies, and send the invitation.
- Use booking pages, clickable time options, recurring meetings, availability polls, and video links.
- Coordinate a large group and remind people who have not responded.

### Delegated Outreach
Carly can start a separate email thread on your behalf, handle the back-and-forth, and update you when the task is complete. You can monitor the full exchange in Conversations without sitting on every reply.
- “Reach out to my sales team and collect everyone’s forecast by Friday.”
- “Email Dr. Smith’s office and reschedule my appointment for next week.”
- “Ask the event speakers for their bios and headshots, and update me when everyone has responded.”

### Briefings and Research
Customize the Daily Briefing prompt to combine your calendar with inbox searches, todos, web research, news, weather, or connected third-party apps. For a more complex report with fixed data sources and steps, build a scheduled Workflow instead.
- “At 7am, brief me on today’s meetings and anything I owe each person.”
- “Research the companies I meet this week and flag any recent funding or leadership news.”
- Scheduled Workflow: “Every Monday, summarize my pipeline, overdue follow-ups, calendar risks, and top priorities.”

### People, Groups, and Preferences
Tell Carly who people are, group them, and write rules in plain English. Preferences can cover far more than scheduling: communication style, approval thresholds, default tools, priorities, routing rules, and how you want work handled.
- “Remember that David is my brother and prefers weekend plans.”
- “Create a group called Board with these six addresses.”
- “Never send a pricing concession without asking me first.”
- “Keep client emails concise, warm, and free of jargon.”

### Work with Carly from Anywhere
Choose the surface that fits the task. Your main Carly can work from the dashboard, email, and SMS, while the Chrome extension and Carly’s MCP server add more ways to reach the same connected accounts.

### Chat
Use dashboard Chat for direct requests, file uploads, research, building agents and workflows, or any task where you want to see progress in one place.

## Email

Email your agent directly to delegate work, or CC the agent into an existing thread so it can use the conversation as context. Forward attachments, invitations, requests, and documents just as you would to a human assistant.

### SMS and Chrome
Text Carly for quick work on the go—including screenshots of conversations, flyers, or invitations. Use Carly for Chrome inside Gmail to see your schedule, copy availability, and add Carly to a thread without switching tabs.

### Claude, ChatGPT, Cursor, and MCP Clients
Carly also runs an MCP server. Connect it to a compatible AI client so that assistant can act on your Carly calendar, mailbox, contacts, CRM, booking tools, and automations.
See the MCP setup guide for authentication and client-specific steps.

### Give Carly Business Context
The more relevant context Carly can access, the more complete the work can be. Connect the source of truth instead of copying information into every request.

### CRM and Contact Data
Use Carly’s built-in CRM with custom columns, enrichment, and pipeline tracking, or connect an external CRM such as HubSpot, Salesforce, Attio, or Pipedrive. Agents and workflows can keep records current as conversations and events happen.

### Files, Tables, and Knowledge
Scope agents to specific workspace files, data tables, Drive or OneDrive accounts, inbox attachments, or connected knowledge systems. This is useful for internal Q&A, client operations, document processing, reporting, and grounded drafting.

### Reusable Skills
A Skill is a reusable set of instructions for how Carly should handle a particular kind of work. Use one to standardize a process across conversations or agents.
- Enrich every new lead using your company’s qualification rules.
- Turn meeting notes into follow-ups, CRM changes, and assigned action items.
- Review invoices against your policy before routing them for approval.

### What to Build First
Start with something you already do every week. A few strong first projects:

## Support

Not sure how to build something? Tell us the outcome and the tools involved at .
Carly is an agent builder, executive assistant, and workflow automation platform. Connect your apps—or bring your own API key—and turn plain-English requests into work that actually gets done.

## Pricing

Carly is a paid service. Visit https://usecarly.com/pricing for current plans and pricing.

All plans include:
- Email, SMS, and web chat channels
- Unlimited scheduling
- Connect unlimited calendars
- 200+ integrations (CRM, messaging, project management, accounting, and more)
- Create custom AI agents with their own email and tools
- CRM with custom columns and pipeline tracking
- Skills (custom automation instructions)
- Scheduled tasks
- Workflows
- Gmail and inbox management
- Delegate outreach (Carly emails people on your behalf)
- Group scheduling and availability polls
- One-click booking links
- Daily briefings
- To-do list management
- Contact and group management
- Memory (Carly learns from every interaction)
- 80+ languages supported
- 24/7 responses within 2 minutes

### Enterprise Plan - Custom pricing
Everything above, plus:
- Custom features and tools
- Custom domain/branding
- Team management & admin controls
- Custom integrations & API access
- Dedicated support & onboarding
- Advanced security & compliance

## Blog

### How to Create an AI Employee: A Guide to Building a Specialized Email Agent
The fastest way to hire an AI employee isn't a chatbot on your website — it's an email agent with its own inbox. People email it, and it handles the conversation.
- Date: 2026-04-14 | 4 min read
- Read: https://calbotservice.com/blog/how-to-create-an-ai-employee
- Full text: https://calbotservice.com/blog/how-to-create-an-ai-employee.txt

### How to Use Carly in Slack
Carly works in Slack just like she works over email — check your calendar, schedule meetings, and coordinate with teammates without leaving Slack.
- Date: 2026-03-02 | 6 min read
- Read: https://calbotservice.com/blog/how-to-use-carly-in-slack
- Full text: https://calbotservice.com/blog/how-to-use-carly-in-slack.txt

### New: Availability Polls and Multi-User Scheduling
Carly can now create group availability polls and coordinate across multiple calendars. Here's what's new.
- Date: 2026-02-04 | 2 min read
- Read: https://calbotservice.com/blog/booking-links-availability-polls
- Full text: https://calbotservice.com/blog/booking-links-availability-polls.txt

### Introducing Click-to-Book: One-Click Meeting Scheduling
Say goodbye to scheduling friction. When Carly proposes meeting times, each option includes a clickable booking link. Recipients see a professional booking page, confirm their details, and the meeting is scheduled—works with Google Calendar and Outlook.
- Date: 2026-01-25 | 5 min read
- Read: https://calbotservice.com/blog/click-to-book-feature-announcement
- Full text: https://calbotservice.com/blog/click-to-book-feature-announcement.txt

### How to Create Your Own "Calendar Wrapped" Using Claude
Download your calendar ICS file, upload to Claude, and get a personalized Calendar Wrapped in minutes. Or let Carly AI do it automatically for you.
- Date: 2025-12-10 | 10 min read
- Read: https://calbotservice.com/blog/create-your-own-calendar-wrapped-using-claude
- Full text: https://calbotservice.com/blog/create-your-own-calendar-wrapped-using-claude.txt

### The Research Behind New Year’s Resolutions — and How to Make Yours Stick
The Research Behind New Year’s Resolutions — and How to Make Yours Stick
- Date: 2025-11-24 | 10 min read
- Read: https://calbotservice.com/blog/research-behind-new-years-resolutions
- Full text: https://calbotservice.com/blog/research-behind-new-years-resolutions.txt

### Email Use: Research, Impact, and Practical Strategies to Reduce Stress and Boost Productivity
Discover research-backed strategies to reduce email overload and boost productivity. Learn about checking frequency, batching, notification management, and practical tips to lower email stress.
- Date: 2025-11-20 | 8 min read
- Read: https://calbotservice.com/blog/research-on-email-use
- Full text: https://calbotservice.com/blog/research-on-email-use.txt

### Holidays and Productivity: What the Research Says — and What Managers Can Do About It
Explore what research says about holidays and productivity, from macro GDP effects to workplace impacts. Get practical manager strategies, checklists, and tips for holiday seasons.
- Date: 2025-11-20 | 8 min read
- Read: https://calbotservice.com/blog/research-the-holidays-and-productivity
- Full text: https://calbotservice.com/blog/research-the-holidays-and-productivity.txt

### Best AI Email Assistants: Productivity Apps for 2026
A comprehensive guide to the top AI email assistants of 2026, comparing features, privacy, and workflows to help you reach inbox zero.
- Date: 2025-11-19 | 8 min read
- Read: https://calbotservice.com/blog/best-ai-email-assistants
- Full text: https://calbotservice.com/blog/best-ai-email-assistants.txt

### Best Productivity Tools in 2026 — The Complete Guide
Best Productivity Tools in 2026 — The Complete Guide
- Date: 2025-11-19 | 10 min read
- Read: https://calbotservice.com/blog/best-productivity-tools-2026
- Full text: https://calbotservice.com/blog/best-productivity-tools-2026.txt

### The Best AI Calendars in 2025 — Choose the Right One for Your Workflow
Compare the best AI calendar apps in 2025 including Carly AI, Motion, Reclaim AI, Clockwise, and more. Find the right tool for your workflow with this comprehensive guide.
- Date: 2025-11-10 | 12 min read
- Read: https://calbotservice.com/blog/best-ai-calendars
- Full text: https://calbotservice.com/blog/best-ai-calendars.txt

### Best Pomodoro Timers 2026: The Ultimate Guide
Discover the best Pomodoro timers for 2026, from AI-assisted tools to minimalist web timers. Learn how to choose the right timer for your workflow and integrate it with your calendar using Carly AI.
- Date: 2025-11-10 | 8 min read
- Read: https://calbotservice.com/blog/best-pomodoro-timers-2026
- Full text: https://calbotservice.com/blog/best-pomodoro-timers-2026.txt

### Calendar Scheduling Best Practices: A Practical, Research-Backed Guide
Calendar Scheduling Best Practices: A Practical, Research-Backed Guide
- Date: 2025-11-10 | 9 min read
- Read: https://calbotservice.com/blog/calendar-scheduling-best-practices
- Full text: https://calbotservice.com/blog/calendar-scheduling-best-practices.txt

### Calendar Time‑Blocking Strategies: How to Protect Deep Work, Batch Meetings, and Get More Done
Calendar Time‑Blocking Strategies: How to Protect Deep Work, Batch Meetings, and Get More Done
- Date: 2025-11-10 | 10 min read
- Read: https://calbotservice.com/blog/calendar-time-blocking-strategies
- Full text: https://calbotservice.com/blog/calendar-time-blocking-strategies.txt

### Deep Work: How to Build a Focused, Productive Calendar
Learn how to build a deep work practice with research-backed strategies, time-blocking templates, and tools. Discover how Carly AI can automatically protect and schedule your focus time.
- Date: 2025-11-10 | 10 min read
- Read: https://calbotservice.com/blog/deep-work
- Full text: https://calbotservice.com/blog/deep-work.txt

### Time Blocking Productivity Tips: A Practical, Research‑Backed Guide
Time Blocking Productivity Tips: A Practical, Research‑Backed Guide
- Date: 2025-11-10 | 9 min read
- Read: https://calbotservice.com/blog/time-blocking-productivity-tips
- Full text: https://calbotservice.com/blog/time-blocking-productivity-tips.txt

### How to Get Organized at Work: A Calendar‑First System (Backed by Research)
A practical, research‑backed calendar‑first system to get organized at work—time‑blocking, email scheduling, weekly reviews, and templates included.
- Date: 2025-11-09 | 8 min read
- Read: https://calbotservice.com/blog/how-to-get-organized-at-work
- Full text: https://calbotservice.com/blog/how-to-get-organized-at-work.txt

### Time Management for Professionals: What the Research Really Says
Meta-analyses spanning thousands of professionals reveal how time management profoundly impacts performance, stress, and well-being. Here's what the latest research shows.
- Date: 2025-10-27 | 7 min read
- Read: https://calbotservice.com/blog/time-management-research-professionals
- Full text: https://calbotservice.com/blog/time-management-research-professionals.txt

### New Features This October
Chrome extension brings your calendar into Gmail, customizable daily briefings keep you prepared, and new free/busy controls give you more scheduling flexibility.
- Date: 2025-10-22 | 3 min read
- Read: https://calbotservice.com/blog/october-2025-new-features
- Full text: https://calbotservice.com/blog/october-2025-new-features.txt

### Introducing Carly: Your Humanized AI Calendar Assistant
We're excited to introduce Carly - the same powerful CalBot scheduling technology you love, now with a human name and friendly profile that makes email interactions feel more natural.
- Date: 2025-08-27 | 3 min read
- Read: https://calbotservice.com/blog/introducing-carly-ai-assistant
- Full text: https://calbotservice.com/blog/introducing-carly-ai-assistant.txt

### Top 10 ways to use CalBot
From forwarding confirmation emails to scheduling group meetings, discover the 10 most powerful ways CalBot can transform your calendar management workflow.
- Date: 2025-08-14 | 5 min read
- Read: https://calbotservice.com/blog/top-10-ways-to-use-calbot
- Full text: https://calbotservice.com/blog/top-10-ways-to-use-calbot.txt

### Debunking the Biggest Myth About AI Assistants
CalBot doesn't control your calendar - it only acts with your permission. Learn the truth about how AI assistants work.
- Date: 2025-08-12 | 4 min read
- Read: https://calbotservice.com/blog/debunking-biggest-myth-ai-assistants
- Full text: https://calbotservice.com/blog/debunking-biggest-myth-ai-assistants.txt

### Fun Things Users Are Trying with CalBot
Beyond scheduling meetings, CalBot can do daily briefings, web searches, share poems with friends, and audit your time. Discover creative ways users are using CalBot!
- Date: 2025-08-05 | 3 min read
- Read: https://calbotservice.com/blog/fun-things-to-try-with-calbot
- Full text: https://calbotservice.com/blog/fun-things-to-try-with-calbot.txt

### How is CalBot different than other AI scheduling assistants, such as BlockIt and Howie.ai?
An in-depth analysis of how CalBot compares to BlockIt and Howie.ai, focusing on pricing, features, and user experience.
- Date: 2025-08-05 | 4 min read
- Read: https://calbotservice.com/blog/calbot-vs-blockit-howie-comparison
- Full text: https://calbotservice.com/blog/calbot-vs-blockit-howie-comparison.txt

### How to use CalBot right now
Start using CalBot immediately with these 6 powerful features - from forwarding emails to practicing foreign languages.
- Date: 2025-08-05 | 3 min read
- Read: https://calbotservice.com/blog/how-to-use-calbot-right-now
- Full text: https://calbotservice.com/blog/how-to-use-calbot-right-now.txt

## Links

- Guide: https://calbotservice.com/guide
- Pricing: https://usecarly.com/pricing
- Blog: https://calbotservice.com/blog
- Get Started: https://carlyassistant.com/get-started
- Group Scheduling Tool: https://carlyassistant.com/group-scheduling
- Privacy: https://calbotservice.com/privacy
- Terms: https://calbotservice.com/terms