Sales Engagement Integration
Outreach AI Assistant — Run Sequences by Email or Text
Carly is an AI assistant for Outreach that adds prospects to sequences, updates records, clears tasks, and answers pipeline questions — all by email or text. Connect your own Outreach API credentials and stop living in the sequence builder.
Try Carly →What Carly can do with Outreach
Add prospects to sequences from anywhere
Forward a conference lead list, a LinkedIn export, or just a few names and emails to Carly and tell her which sequence. She creates the prospects in Outreach and starts them on the right sequence, with owner and mailbox set correctly.
Pause and finish sequences on reply
Text Carly to pull someone out of a sequence the moment they reply, go dark, or ask for a later touch. She updates the sequence state in Outreach so nobody gets the day-four email after they've already booked.
Clear your Outreach task queue by text
Ask Carly what's in your task list today and she reads it back. Tell her to complete, snooze, or reassign specific tasks and she handles it — useful between calls when opening the app isn't realistic.
Get sequence performance without building a report
Ask for open, reply, and meeting-booked numbers across your active sequences and Carly pulls them from Outreach and sends a plain summary. Schedule it for Monday morning and it just shows up.
What reps actually want from AI in Outreach
Outreach ships its own AI — Smart Email Assist drafts replies, Kaia summarizes calls, and the newer agents inspect deals inside the platform. All of it lives in the Outreach UI. That's the catch. A rep between calls, an SDR working a list on their phone, or a manager who wants a sequence health check on a Sunday still has to open the app, find the right view, and click through to get anything done.
The work that eats an SDR's day isn't writing the email — it's the mechanical stuff around it. Adding twelve prospects from a conference badge scan into the right sequence. Pausing someone who replied out-of-office. Bumping a task because the prospect asked for next week. Checking which sequence is actually converting before you commit another 300 prospects to it. Every one of those is a few clicks in Outreach and a context switch out of whatever you were doing.
How Carly connects to Outreach
Outreach isn't one of Carly's ~260 native connectors, so this is a bring-your-own-credentials setup — which is the normal, supported path for anything with a public API. An Outreach admin creates an app in Settings → Integrations → Installed apps → Create new app, turns on API access under Feature Selection, and grabs the OAuth client ID and secret. You paste those on Carly's integrations page at carlyassistant.com/integrations, authorize the scopes you want, and you're connected.
Scope it to what you actually want Carly touching. `prospects`, `sequences`, and `sequenceStates` cover the add/pause/remove motion. `tasks` lets her clear and reschedule your task queue. `calls` and `mailings` give her read access for reporting. If you'd rather she never removes a prospect, grant read-only on sequences and full access on tasks — the token defines the boundary, not a settings toggle you have to trust.
After that, Carly is an email address and a phone number. "Add these five to the Q3 Enterprise Outbound sequence." "Pause anyone in Renewal Nudge who replied this week." "What's the reply rate on my two active sequences?" She does it against your Outreach instance and writes back.
Where Carly fits for SDR and AE teams
SDRs working volume who want to add prospects and clear tasks from their phone between meetings instead of batching an hour of admin at 6pm. AEs who live in the calendar and only touch Outreach to log activity and check whether a sequence touched an account before they call in. Sales managers who want Monday sequence performance in their inbox rather than rebuilding the same report in the Outreach UI every week.
The other half is the cross-tool work. Carly is connected to your calendar, inbox, Slack, and your CRM at the same time she's connected to Outreach — so "when a prospect books a meeting on my calendar, pull them out of the outbound sequence and post it to #sales-wins" is one instruction, not a two-tool integration project. Non-AI workflow steps like that are free on Carly; AI agents start at $35/month.
See it in action
How to connect Outreach to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Outreach
Authorize the Outreach integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Outreach. She handles the rest.
Automate Outreach in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI assistant for Outreach?
Carly is an AI assistant that connects to Outreach through its API so you can add prospects to sequences, pause sequence states, clear tasks, and pull sequence performance — by email or text. Outreach's built-in AI (Smart Email Assist, Kaia) helps you write and summarize inside the platform; Carly is for operating Outreach without opening it.
How do I connect Outreach to Carly?
Outreach uses OAuth, so you supply your own credentials. An Outreach admin goes to Settings → Integrations → Installed apps → Create new app, enables API access on the Feature Selection tab, and copies the OAuth client ID and secret. Paste those on carlyassistant.com/integrations and authorize. Outreach isn't a native Carly connector, so this bring-your-own-credentials setup is the supported path — it takes a few minutes once.
Which Outreach API scopes does Carly need?
It depends what you want her doing. `prospects` and `sequences` plus `sequenceStates` cover adding, pausing, and finishing people in sequences. `tasks` covers reading and completing your task queue. `calls`, `mailings`, and `accounts` give her read access for reporting. Grant read-only where you want a hard limit — the token is the boundary, so Carly literally cannot take an action you didn't scope.
Do I need a specific Outreach plan for API access?
API access is an admin-enabled feature and Outreach has historically included it on higher tiers rather than every plan. Check with your Outreach admin or CSM whether your contract includes API access before setting this up. If your org already runs any API-based Outreach integration, you're covered.
Can Carly add prospects to an Outreach sequence?
Yes. Send her names and emails — pasted in a message, in a forwarded list, or in a spreadsheet — and tell her which sequence and owner. She creates the prospects and starts the sequence state in Outreach, then confirms who was added and when the first step sends.
Can Carly connect Outreach to my calendar and CRM?
Yes, and that's usually the reason to use her. Carly is connected to your calendar, inbox, Slack, and CRM at the same time as Outreach, so rules that span tools — finish a sequence when a meeting gets booked, create a Salesforce task when a prospect replies twice — run as one instruction. Zapier-style workflow steps like these are free; AI agents start at $35/month.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
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."