- Busy Professionals & Entrepreneurs: Automate inbox triage, calendar updates, follow-ups, and CRM tasks—no extra hires needed
- Sales Teams: Generate leads, qualify inbound queries, send personalized outreach, and integrate with HubSpot, Gmail, or Slack
- Customer Support Operations: Deploy 24/7 chat or phone-based support agents that respond, escalate, and update systems automatically
- Recruiters & HR Managers: Use AI screeners, candidate follow-ups, or meeting schedulers built using templates and smart workflows
- Healthcare & Other Regulated Industries: Automate medical scribing, booking, or admin workflows with compliance-ready agents backed by SOC 2, HIPAA, and PIPEDA certifications
How to Use Lindy.ai?
- Sign Up & Choose a Template: Start with one of Lindy’s 100+ pre-built workflow templates or build from scratch—set up in under 5 minutes
- Add a Trigger Event: Define what wakes up your agent—email received, form submission, or CRM update
- Configure Actions & Knowledge Base: Link apps (Gmail, Slack, HubSpot, etc.) and include your website or docs as a knowledge base for accurate responses
- Train in Natural Language: Give simple instructions—“reply warmly within my style,” “book meeting,” “summarize call,” etc.—no coding required
- Test & Monitor: Test the agent workflow, review performance, and fine-tune instantly using natural feedback loops
- Scale Up: Invite teammates, build full agent teams, or request custom agents with white-glove support for enterprise workflows
- Truly No-Code & Fast Setup: Agents built through drag‑and‑drop workflows in minutes—not days—and need zero programming
- Context-Aware Agents: They work with memory, adapt to new situations, and act more like humans—not rigid scripts
- Extensive Integrations: Supports over 3,000 apps (Gmail, HubSpot, Google Calendar, Slack, CRMs, and more) out of the box
- Industry-Ready Compliance: Certified SOC 2, HIPAA, PIPEDA for regulated sectors—plus enterprise deployment options
- Custom & Prebuilt Paths: Use templates across use cases like sales, support, meetings, recruiting, medical scribing—or request tailored AI agents built for you
- Supercharged Productivity: Reclaims up to 40% of workweek time by automating routine tasks
- Easy to Build & Adjust: Feedback loops and drag‑and‑drop builder make onboarding painless and iterative
- Scalable Across Teams: Solo users to enterprise ops can use agents or get custom-built solutions with support
- Security with Scale: Trusted by SMBs and enterprises alike thanks to compliance standards and secure infrastructure
- Helpful Documentation & Academy: Rich guides and lessons to build agents for email, meetings, sales, HR, and more
- Limited Advanced Tweaks: Bot customization is intuitive but may fall short for highly technical workflows or conditional logic.
- Heavily Integration Dependent: Functionality hinges on supported apps and APIs—may struggle in niche tech stacks
- Mostly Cloud-Based: No offline mode—requires stable internet connection for agents to run reliably.
- Credit-Based Limits: Free account includes only ~400 credits/tasks; heavy users need paid tiers for scale and memory limits
- New-ish Market Player: While reviews highlight early promise, it’s still building broader case studies across industries.
Free
$ 0.00
- Up to 400 Tasks
- 1M character knowledge base
Pro
$49.99/month
- Tasks: up to 5,000 per month
- Knowledge Base: up to 20M characters
- Premium actions
- Phone call basic features
- Invite members
Business
$299.99/month
- Tasks: up to 30,000 per month
- Knowledge Base: up to 20M characters
- Premium actions
- Phone call premium features
- Priority support
- Invite members
Custom
Custom
- Custom AI agent implementation
- Dedicated account manager
- Workflow satisfaction guarantee
- Live onboarding and support
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Editorial Note
This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.
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