How to Make Claude Call People (and Text Your Leads)
Copy this prompt into Claude, then tell it: “Call every new lead from my web form within a minute, book the good ones with my reps, and text anyone who misses the call.” That’s it. Carly sets up the phone number and the agent.
Carly business setup prompt
Copy this into Claude. It sets everything up, phone number included.
Help me connect Carly Teams to this chat: read https://carlyassistant.com/team/mcp.txt and follow it. If you can't open links, tell me how to add https://carlyassistant.com/team/mcp to you as a custom MCP connector, then I'll sign in.
What Claude can do with Carly
- Call every new lead in under a minute, with their form answers in hand.
- Book the meeting while they’re on the line, right onto your team’s real Google and Outlook calendars.
- Text back every missed call within seconds, from your business number.
- Work the phone on a schedule. “Every weekday at 8, call yesterday’s leads who never booked.”
- Answer your phone 24/7. Or only when your team doesn’t pick up. In English or Spanish, whichever the caller speaks.
- Let you watch a live call and steer it. Type “ask if Friday works” and the agent asks.
- Log everything. Every call, transcript and text lands in one team inbox and your CRM.
- Work with your other tools. Carly connects to thousands of apps, and every call can kick off a workflow.
Same prompt works in ChatGPT, Grok, Grok Bot, Perplexity, Claude Code, Codex, Cursor, Microsoft Copilot and Gemini.
FAQ
Can Claude call my leads automatically?
Yes. Once Carly is connected, Claude calls every new form lead within a minute and texts the ones who miss it.
What number does Claude call from?
Your business number in Carly, which you get during setup.
Does it work with the form I already have?
Yes. Hook up the form on your site, or have it make a Carly form with a share link and embed code.
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See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."
