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Put Cardly's printed cards in customers' hands from your phone line.

Cardly sends physical cards that land in mailboxes, not inboxes. With AgentCalls connected to Cardly, your agent can check a customer's details, confirm a card design and send a card while the caller is still on the line. It can also look up credit balances and recent card activity when a caller asks where their order stands. Connect your Cardly account once in the AgentCalls dashboard and your agent works with the tools your team already uses.

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What your agent can do with Cardly

  • Check your Cardly credit balance and recent credit history during a call
  • Look up available artwork and fonts so the caller can choose a design
  • Generate a preview of a card so the caller hears what will be sent before you confirm
  • Add callers to a contact list for future mailings

Cardly exposes 29 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks to send a thank-you card

  1. Caller

    Hi, I'd like to send a thank-you card to a client after their order last week.

  2. Agent

    Happy to help. Do you have a card design in mind, or would you like me to read out a few options?

  3. Caller

    Read me a few, please. Something simple.

  4. Agent

    We have a plain cream design with a gold border and a floral one. Which would you prefer?

  5. Caller

    The cream one. Send it to Maria Lopez at 42 Harbor Road, Bristol.

Caller checks card credit before ordering

  1. Caller

    Before I order, can you tell me how many card credits we have left?

  2. Agent

    Yes. You have 120 credits available. Recent activity shows 15 credits used on Tuesday for three cards.

  3. Caller

    That's enough for a batch of 40. Can you preview one for me?

  4. Agent

    I can generate a preview now. It will be watermarked and is only for checking the layout. Shall I go ahead?

Caller follows up on a card sent to a customer

  1. Caller

    Hi, I sent a birthday card to one of our customers on Friday. Did it go out?

  2. Agent

    Let me check. I can see the credit used for that card on Friday, so it was submitted. Would you like me to add the customer to your birthday list for next year?

  3. Caller

    Yes, please. Her name is Priya Shah.

How to connect Cardly

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Cardly

    From Integrations in the dashboard, choose Cardly and enter the connection details from your Cardly account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Cardly actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does Cardly work during the call or after it?

Both. Your agent can check credits, look up artwork and fonts, and generate previews during the call. Sends and list updates happen as the caller confirms them.

What do I need to connect Cardly?

You need a Cardly account and its credentials. Sign in to the AgentCalls dashboard, open the Cardly connection and enter your details from the Cardly settings page.

Which plan includes this integration?

Tool integrations, including Cardly, are included from the Growth plan.

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Put your agent to work with Cardly.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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