Workflow Tutorials
How to Set Up an AI Email Agent with Carly to Answer Customer Questions
Customers ask the same questions over and over, and every one of them waits on a human to type the answer. In this walkthrough you'll set up an AI email agent with Carly that answers those questions straight from your knowledge base — no code. You describe the agent you want in a plain email, Carly builds it, then you send a test question to confirm it answers correctly. From there it can pull from your internal database and files on Google Drive, Dropbox, and more, so the answers stay accurate as your business changes.
Step by step
- 01
Email Carly a description of the agent you want
Instead of clicking through a builder, just describe what you need in plain language: an email agent that answers customer questions from your knowledge base. Tell Carly what kinds of questions come in and where the answers live — that description is the whole setup.
- 02
Let Carly build the agent for you
Carly reads your description and builds the agent — wiring up the trigger on incoming customer email, the answer logic, and the connection to your knowledge sources. You review what it built instead of assembling it step by step yourself.
- 03
Connect your knowledge sources
Point the agent at where your answers actually live — your internal database and files on Google Drive, Dropbox, and more. The agent answers from these sources, so it stays accurate and updates as your documents change.
- 04
Send a test question to confirm it answers correctly
Email the agent a real customer-style question and watch it reply. This is the check that proves it's pulling the right answer from your knowledge base before you let it loose on live customer mail.
- 05
Let it answer customer questions on its own
Once the test looks right, the agent runs on its own — answering incoming customer questions instantly from your knowledge base so your team only steps in for the edge cases that genuinely need a human.
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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."