The Carly AI Insider’s Guide
Everything we know about Carly AI in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
Carly AI
The Insider’s Guide
Email-based AI assistant with custom agents and workflows
Every plan, grade, refund rule and rival among AI agents, read from Carly AI’s own pages.
Made by SWH Labs LLC · checked Oct 9, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from Carly AI’s own pages, its app-store listings and our grades. Every fact in it is on Carly AI’s page too, where it is kept up to date. Checked Oct 9, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
2.2
GPA, above 12 of the 51 other AI agents we grade
Carly AI, formerly CalBot, is an assistant you delegate to by email: you send, CC or forward a message and it handles scheduling, follow-ups, research and updates in connected apps. Paid plans let you create custom agents, each with its own name, email address, permissions and files, and reach them by SMS, Slack or a web dashboard as well. It also builds workflows from a written description, and steps that do not call an AI model use no credits.
To get you started, here are 9 things to know about Carly AI, taken from its own pages and our grades.
- 1
Best for an assistant you delegate to by email
SMS, calling and the receptionist are paid add-ons for teams, and there's no phone or desktop app.
- 2
Paid plans start at $35 a month
As its pricing page puts it: $35 per month (Personal, 200 credits included).
- 3
There is a free plan
MCP access from Claude, ChatGPT or another MCP client, 10 workflows, a multi-calendar view for Google and Microsoft calendars, and the Task Manager.
- 4
It runs on Web
Web, with a browser extension too.
- 5
Delegation by email, SMS, Slack or chat
Send, CC or forward an email to hand over a task, text the agent, mention it in Slack or chat from the dashboard. Emails the agent sends from its own account use no credits.
- 6
Custom agents
Each agent has its own name, email address, integrations, permissions and files, keeps a memory of contacts and preferences, and can be taught your policies and templates as skills.
- 7
Scheduling
Handles group scheduling, booking links and availability polls, and creates events with titles, video links, attendees and time zones across Google and Microsoft calendars.
- 8
A 2.2 GPA, above 12 of 51
That is against the other AI agents we grade, on value, the free plan, features, ease of use and platforms.
- 9
Keep it
To replace Carly AI you would be making an AI agent, with the models and the safeguards behind it. That is not a weekend's work, with an AI app builder or without one.
Carly AI at a glance
- Pricing
- Free plan, from $35 per month (Personal, 200 credits included)
- Free plan
- Yes
- Free trial
- None stated
- Runs on
- Web, Browser extension
- Made by
- SWH Labs LLC
- Category
- AI Agents
- Our grade
- 2.2 GPA, fair
The report card
Best for an assistant you delegate to by email
Carly is an assistant you email: CC it on a thread or forward a message and it handles scheduling, follow-ups and updates in your other apps. The free plan leaves out the agents, which start at $35 a month with 200 credits, and more credits cost from $30 a month for 400 extra. SMS, calling and the receptionist are paid add-ons for teams, and there's no phone or desktop app.
| Subject | Grade | Comment |
|---|---|---|
| Value for money | D | The agents, which are the reason you'd come, only start at $35 a month with 200 credits. Agent tools here mostly start around $23, and the next step up is $30 a month more for 400 credits. Emails it sends and workflow steps with no AI in them are at least free. |
| Free plan and trial | C | There is a free plan, but the agents aren't in it: MCP access from Claude or ChatGPT, 10 workflows, a Google and Microsoft calendar view and the task manager. You'll hit the end of it the moment you want an agent. |
| Features | B | It covers the job: hand work over by email, text, Slack or chat, and each agent has its own email address, memory, files and permissions. Group scheduling, booking links and polls are in, workflows are built by describing them, and 258-plus apps are on the integrations page. |
| Ease of use | C | Handing over a task is forwarding an email, but first you're connecting email and calendar accounts, building workflows and watching a credit balance. No rating on record to go by. |
| Platforms and integrations | B | Email, SMS, Slack, a web dashboard and a Chrome extension, with 258-plus app integrations and an MCP server for Claude and ChatGPT. No phone or desktop app is listed. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
Who Carly AI is for
- Fits if you'd rather CC an assistant on an email than open one more app
- Works for booking meetings across Google and Microsoft calendars with several people
Who it is not for
- Tight if you're staying free, because the AI agents only start on the $35 plan
- Pricey if you lean on it all day: 200 credits come with Personal, and add-ons run from $30 to $1,450 a month
- Watch out: business SMS, calling and the AI receptionist are add-ons for Organization teams, set up on a call
- Not for you if you want a phone or desktop app, as it works through email, SMS, Slack and the web
Good to know
Good for
- People who would rather CC an assistant on email than open another app
- Scheduling across Google and Microsoft calendars with several attendees
- Rule-based automations that can run without spending credits
Worth knowing
- The Free plan covers MCP access, 10 workflows, the calendar view and the task manager; AI agents start at $35 a month.
- Personal includes 200 credits a month. Bigger allowances are add-ons, from $30 a month more for 400 credits up to $1,450 more for 15,200.
- Business SMS, calling and the AI receptionist are add-ons for Organization teams, billed separately and set up on a call.
- No mobile or desktop app is listed: Carly works through email, SMS, Slack, a web dashboard and a Chrome extension.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
$35
A month to start. There is a free plan too
Carly AI has a free plan. Paid plans start at $35 per month (Personal, 200 credits included).
Emails it sends and workflow steps with no AI in them are at least free.
Free
$0
MCP access, 10 Zapier-style workflows, a multi-calendar view for Google and Microsoft, and the Task Manager.
Personal
$35
per month
Custom agents, app integrations, scheduled tasks, memory, unlimited email and calendar accounts, and 200 credits a month. Larger credit allowances cost extra.
Organization
$35
per seat / month
Everything in Personal plus shared agents and skills, admin controls, a pooled credit allowance, per-member usage and central billing.
Enterprise
Custom
Everything in Organization plus agents on your own email domain, custom branding, and advanced security and compliance.
The free plan
MCP access from Claude, ChatGPT or another MCP client, 10 workflows, a multi-calendar view for Google and Microsoft calendars, and the Task Manager.
Read from usecarly.com on Oct 9, 2026.
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
2
Places it runs: Web and Browser extension
Email-based AI assistant with custom agents and workflows. Here is what it does, as its own site describes it, and what it covers: templates, tasks, calendar, booking links, inbox filtering, workflow automation, AI agents.
It covers the job: hand work over by email, text, Slack or chat, and each agent has its own email address, memory, files and permissions.
- Delegation by email, SMS, Slack or chat
- Send, CC or forward an email to hand over a task, text the agent, mention it in Slack or chat from the dashboard. Emails the agent sends from its own account use no credits.
- Custom agents
- Each agent has its own name, email address, integrations, permissions and files, keeps a memory of contacts and preferences, and can be taught your policies and templates as skills.
- Scheduling
- Handles group scheduling, booking links and availability polls, and creates events with titles, video links, attendees and time zones across Google and Microsoft calendars.
- Workflows built by asking
- Describe a workflow and Carly builds and tests it, with triggers such as a new email, a webhook or a schedule. Steps without an AI call are free; each AI call costs 0.025 credits.
- Integrations
- The integrations page lists 258+ apps, among them Gmail, Outlook, Slack, Salesforce, HubSpot, Notion, QuickBooks and Jira, which agents and workflows can act in.
- MCP server
- An MCP server exposes 148 tools for email, calendar, CRM, workflows, files and notes to Claude, ChatGPT and other MCP clients. Calls made this way cost no credits.
Where it runs
- Web
- Browser extension
What it works with
- Gmail
- Outlook
- Google Calendar
- Slack
- Salesforce
- HubSpot
- Notion
- Google Drive
Carly AI is made by SWH Labs LLC.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
12/51
Other AI agents it is graded above
Carly AI's GPA of 2.2 is higher than 12 of the 51 other AI agents we grade, and level with 10.
It stands best on features (B, above 27 of 51) and worst on value for money (D, above 0).
Its paid plans start at $35 a month, against a middle price of $21.25 for the category: 35 of the 44 others that charge start lower.
On features, ease of use and platforms it scores 2.7 out of 4. 8 tools score higher and cost less.
Each grade against the category
Every bar is all 52 AI agents we grade, cut by the letter each got. Carly AI’s own letter is outlined.
- DValue for moneyAbove 0 of 51
- CFree plan and trialAbove 9 of 51
- BFeaturesAbove 27 of 51
- CEase of useAbove 5 of 51
- BPlatforms and integrationsAbove 5 of 51
Price against what you get
Each dot is one of 49 AI agents. Further left costs less; higher up scores better on features, ease of use and platforms. Carly AI is the marked dot.
What paid plans start at, a month (each step along is roughly double) →
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
Keep it
To replace Carly AI you would be making an AI agent, with the models and the safeguards behind it. That is not a weekend's work, with an AI app builder or without one.
That makes this kind of software worth paying for, not this one in particular: 29 of the 51 other AI agents grade higher. It costs $420 a year.
What you could make
- Calendar, tasks and templates: an app builder makes these well.
What you could not
- An AI agent, with the models and the safeguards behind it.
- Connections to other products, each kept working as those products change.
- Booking pages that read and write other people's calendars and send the emails.
- Filters that read every message as it arrives.
- What a company asks for before it lets staff use something: roles and permissions.
- The depth: we grade its features B, which means it covers the whole job.
What this rests on. Carly AI’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
Martin, Lindy, Dume.ai, Poke and Tasklet
The 5 tools Carly AI is most often weighed against, with where each one differs from it.
- 1.8GPA
Martin
Free trial · from $21/mo
Personal AI assistant you text, call, email or message in Slack.
- Carly AI has a free plan. Martin does not, though it has a free trial.
- Only Carly AI lists a browser extension.
- Only Martin lists an iOS app.
- 2.4GPA
Lindy
Free trial · from $29.99/mo
AI teammate for Slack that works across your team's tools.
- Carly AI has a free plan. Lindy does not, though it has a free trial.
- Carly AI also covers templates, tasks, calendar and booking links.
- Lindy also covers meeting notes and chat assistant.
- 2.6GPA
Dume.ai
Free plan · from $8/mo
AI executive assistant for inbox, calendar and recurring work.
- Only Dume.ai lists macOS and Windows apps.
- Carly AI also covers templates, tasks, calendar and booking links.
- Dume.ai also covers chat assistant and documents.
- 2.6GPA
Poke
Free plan · from $19/mo
AI assistant you text in Messages, WhatsApp or Telegram.
- Only Carly AI lists a browser extension.
- Carly AI also covers templates, tasks, calendar, booking links and inbox filtering.
- Poke also covers chat assistant.
- 2.0GPA
Tasklet
From $25/mo
AI agents for business workflows, priced by usage instead of seats.
- Carly AI has a free plan. Tasklet does not.
- Only Carly AI lists a browser extension.
- Only Tasklet lists a macOS app.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
12
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is Carly AI free?
Carly AI has a free plan. MCP access from Claude, ChatGPT or another MCP client, 10 workflows, a multi-calendar view for Google and Microsoft calendars, and the Task Manager.
How much does Carly AI cost?
Carly AI lists 4 plans. Free: $0.
What platforms does Carly AI work on?
Carly AI is available on Web. It also has a browser extension.
Does Carly AI have an Android app?
No Android app was listed when its pages were read on Oct 9, 2026. Carly AI is listed for Web.
Does Carly AI have an iPhone app?
No iPhone app was listed when its pages were read on Oct 9, 2026. Carly AI is listed for Web.
Is Carly AI open source?
Carly AI is not described as open source on its own site, as read on Oct 9, 2026.
What does Carly AI integrate with?
Carly AI's listing names Gmail, Outlook, Google Calendar, Slack, Salesforce, HubSpot, Notion and Google Drive.
Who makes Carly AI?
Carly AI is made by SWH Labs LLC.
What are the alternatives to Carly AI?
The closest alternatives to Carly AI in our directory are Martin, Lindy, Dume.ai, Poke and Tasklet.
How does Carly AI compare with other AI agents?
Carly AI's GPA of 2.2 is higher than 12 of the 51 other AI agents we grade, and level with 10.
Is Carly AI good value for money?
ToolGPA grades Carly AI D for value for money. Its paid plans start at $35 a month, against a middle price of $21.25 for the category: 35 of the 44 others that charge start lower.
Could I make my own version of Carly AI?
To replace Carly AI you would be making an AI agent, with the models and the safeguards behind it.
Where this guide comes from
The prices, plans, platforms and features were read from Carly AI’s own pages on Oct 9, 2026, and the grades were given on Oct 10, 2026. Graded from this listing, whose facts were read from Carly AI's own pages on 9 October 2026. Also tested with a demo account on 2026-06-09.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by SWH Labs LLC. Prices change, so check usecarly.com before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
3,189
Tools graded, in 94 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
3,189
tools graded
94
categories
426
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- Carly AI, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/carly-ai
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "Carly AI: The Insider's Guide", checked Oct 9, 2026. https://toolgpa.com/tools/carly-ai
Know someone choosing between AI agents?
Send them this guide: toolgpa.com/tools/carly-ai/guide
ToolGPA elsewhere: youtube.com/@toolgpa
See our other guides
The best-graded AI agents after Carly AI, each with an Insider's Guide of its own.
- AI Agents Insider's GuideEvery one of the 52 AI agents we grade, compared
- Genspark Insider's GuideAI workspace with an agent for research, slides, sheets and docs3.2 GPA
- Manus Insider's GuideGeneral AI agent for research, slides, websites and browser tasks3.2 GPA
- OpenClaw Insider's GuideOpen-source personal AI agent you run yourself and message in chat3.2 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what Carly AI’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Carly AI is a trademark of its owner, and this guide is not made, paid for or approved by SWH Labs LLC. Prices and plans change: check usecarly.com before you buy.