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Cally

Email & Calendar Bot · Available on Starter, Growth, and Pro plans

What Cally Does

Cally manages your customer communications. When connected to Gmail, Outlook, WhatsApp, or Google Calendar, Cally reads incoming messages, drafts professional replies, schedules meetings, and manages client relationships — all informed by your Brain data.

How to Get the Best Results

  • Connect your integrations. Cally needs access to your inbox or WhatsApp to do anything.
  • Keep your Client Manager updated. Cally references client details when drafting replies.
  • Set bot permissions. Control whether Cally auto-sends replies or needs your approval.
  • Review drafts before sending. Especially in the beginning, check that Cally's tone matches your expectations.

Example Prompts

Check inbox: "Do I have any urgent emails?"

Draft a reply: "Draft a reply to Sarah's email about the delayed shipment"

Schedule a meeting: "Schedule a call with the Green Leaf team next Tuesday afternoon"

WhatsApp: "What WhatsApp messages came in today?"

Client follow-up: "Draft a follow-up email to all clients I haven't contacted in 30 days"

What Requires Approval

  • Email replies — Can be auto-sent with email_auto_send permission
  • WhatsApp replies — Can be auto-sent with whatsapp_auto_send permission
  • Calendar events — Can be auto-created with calendar_auto_send permission

We recommend starting with approvals on and switching to auto-send once you trust the outputs.