Carly AI is an advanced AI agent platform and personal assistant designed to manage professional workflows including email, scheduling, and CRM automation. It operates as an AI executive assistant reachable via email and SMS, eliminating the need for a dedicated app. With over 120 integrations, Carly can handle tasks such as adding leads to HubSpot, performing lead enrichment, conducting research, and managing complex calendar bookings. It allows users to build custom AI agents tailored to specific roles like sales, recruiting, or executive management to act as a virtual 'dream employee' that saves time by handling routine administrative tasks.
AI assistant for email, scheduling, and CRM automation reachable via email and SMS.
- Automatically adding new meeting contacts to HubSpot with enriched profiles.
- Scheduling follow-up coffee chats or meetings across different time zones.
- Researching and pulling investor reports before an upcoming meeting.
- Managing group scheduling and booking pages for recruitment or sales.
- To use Carly AI
- sign in with your Google
- Microsoft
- or email account. Once configured with your preferred integrations (like HubSpot or your calendar)
- you can simply send instructions to Carly via email or SMS. For example
- email Carly to add a contact to your CRM or schedule a meeting
- and the AI will execute the task and reply with a confirmation.
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