Real Estate & Property Integration
Best AI Assistant for Wise Agent
Carly is an AI assistant that connects to Wise Agent so you can create contacts, schedule appointments, update transactions, and pull records — all by email or text. No logging into Wise Agent between listings and closings.
Try Carly →What Carly can do with Wise Agent
Add contacts from open houses and referrals
Text or email Carly a new contact's name, number, and how you met and she creates them in Wise Agent — so the person you shook hands with at an open house is in your database before you leave.
Schedule appointments hands-free
Tell Carly to book a showing, walkthrough, or listing appointment and she adds it to Wise Agent. Change of plans? She reschedules it without you opening the calendar.
Update transactions as deals move
When a deal goes under contract or hits a milestone, tell Carly and she updates the transaction record in Wise Agent so your pipeline reflects where every deal actually stands.
Check your day and your pipeline
Ask Carly what appointments you have or where a transaction stands and she pulls it from Wise Agent by email or text — no logging in to plan your day.
Why solo agents are using AI to run Wise Agent
Wise Agent is a real estate CRM built for solo agents and small teams who handle everything themselves — leads, contacts, appointments, marketing, and transactions all in one place. It's a lot of system for one person to keep current when you're the one showing property, writing offers, and driving to closings. The contact you meet at an open house or the appointment a buyer just asked to move often waits until you're back at a desk to get entered.
An AI tool for Wise Agent should let you update your CRM the moment something changes, from your phone, without opening the app. When adding a contact or booking a showing is as quick as sending a text, your database stays clean and your calendar stays right. When it means logging in and clicking through tabs, the small stuff piles up until Sunday night.
How Carly works as your AI Wise Agent assistant
Carly connects to your Wise Agent account through the API. Once connected, you manage contacts, appointments, and transactions over email or text — like having an assistant who keeps your CRM tidy while you're out running the business.
Met someone at an open house? Text Carly their details and she creates the contact in Wise Agent. Buyer wants to push the walkthrough to Thursday at 10? Email Carly and she schedules the appointment. Just went under contract? Tell Carly the terms and she updates the transaction record so your pipeline reflects reality. Need to know what's on your calendar or where a deal stands? Ask and she pulls it.
Because Carly works from outside Wise Agent, she can line up your CRM data with your email and calendar — confirming an appointment doesn't collide with a closing or pulling a client's last message next to their Wise Agent record.
Who uses Carly with Wise Agent
Solo real estate agents who run their whole business on Wise Agent and don't have an assistant to do the data entry. Small teams who share a database and need contacts and appointments logged consistently without everyone stopping to log in. Agents who spend their days showing property and writing offers and want the CRM current by the time they sit down, not after two hours of catch-up. If Wise Agent is your system of record but keeping it updated eats your evenings, Carly handles it as you go.
See it in action
How to connect Wise Agent to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Wise Agent
Authorize the Wise Agent integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Wise Agent. She handles the rest.
Automate Wise Agent in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for Wise Agent?
Carly is an AI assistant that connects to Wise Agent and lets you create contacts, schedule appointments, update transactions, and pull records — all by email or text. She works from outside Wise Agent so a solo agent can keep the CRM current from the field without opening the app.
Can AI add contacts to Wise Agent for me?
Yes. With Carly, you text or email a name, number, and a note like "met at the Camelback open house, selling and buying up" and Carly creates the contact in Wise Agent within seconds. Great for open houses and referrals where you can't stop to type into a CRM.
How do I connect Carly to Wise Agent?
In your Carly dashboard at carlyassistant.com/integrations, connect Wise Agent with your API key. Once connected, Carly can create contacts, schedule appointments, update transactions, and pull records from your Wise Agent account.
Can Carly schedule appointments in Wise Agent?
Yes. Tell Carly to book a showing, walkthrough, or listing appointment and she adds it to Wise Agent. Ask her to move or cancel one and she handles that too — all by email or text, no calendar clicks.
Can Carly update transactions in Wise Agent?
Yes. When a deal goes under contract or hits a milestone, tell Carly the terms and she updates the transaction record in Wise Agent so your pipeline stays accurate. Ask her where a deal stands and she pulls it back to you.
Is Carly different from Wise Agent's built-in automations?
Yes. Wise Agent's built-in automations and drip campaigns run inside the platform on preset rules. Carly is an external assistant you email or text — she gives you on-demand access to your CRM and the ability to add contacts, book appointments, and update deals from anywhere without logging in. She also connects Wise Agent to 200+ other tools.
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."