What is Lindy AI and how does it work?

Lindy AI is a no-code automation platform that lets you build custom AI agents to perform specific tasks like lead qualification, customer support, meeting transcription, and more. These AI agents operate autonomously based on customizable "if-this, then-that" workflows triggered by events in connected apps. They can search company knowledge bases, handle follow-ups, and escalate tasks to humans if needed.

What kinds of tasks can Lindy AI automate?

It can automate a variety of business tasks including email management such as auto-replies and sorting, meeting scheduling, note-taking, and follow-ups, customer support like answering FAQs, ticket routing, and escalation, sales and lead generation activities including qualifying leads and outreach, and creating support documentation and FAQs from past tickets.

How does Lindy AI integrate with other apps?

Lindy connects out-of-the-box with over 2,300 business applications, allowing events in one app to trigger actions in others. This makes complex multi-step automation across your tech stack possible, such as triggering Slack notifications from email or updating CRMs based on customer questions.

What are some unique features of Lindy AI?

Some unique features of Lindy AI include a no-code, drag-and-drop interface enabling easy workflow creation without programming skills, natural language commands for configuring tasks and querying data, contextual understanding where agents adapt to unexpected situations rather than rigid scripts, human-in-the-loop capabilities to escalate complex or failed automations to human team members, and knowledge base integration which uses company-specific information to provide accurate answers.

How do I build and refine an AI agent?

You can create agents using templates or from scratch by defining triggers, actions, and conditions via a simple interface. Agents can be tested with real data, refined via natural language instructions, and deployed quickly. Continuous monitoring and debugging tools are provided.

How does Lindy AI improve customer support specifically?

It analyzes past support tickets to identify common questions and automates responses using an integrated knowledge base. It can handle repetitive inquiries automatically and escalate unknown issues to human agents, improving efficiency and reducing repetitive work.

What does Lindy AI cost?

Costs depend on the AI model used, the complexity of workflows, and the number of tasks executed. Pricing details and billing FAQs are available through Lindy’s official channels.

Where can I find more resources and help?

Lindy provides comprehensive documentation, video tutorials, and an academy with lessons on setup, troubleshooting, billing, and advanced features to help users get the most out of the platform.

Lindy AI

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Lindy is a no-code platform that lets businesses create custom AI agents to automate many tasks. These AI agents can handle everything from customer support and lead generation to email management and meeting notes, working with over 2,300 apps to boost productivity and reduce repetitive work.

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Overview Features Use Cases FAQ Integrations Pricing

About Lindy AI

Who It's For

Lindy helps businesses and teams automate everyday tasks without coding. It's for sales, marketing, and support, boosting efficiency and saving time. Anyone wanting to increase team productivity will find it valuable.

What You Get

You receive custom AI agents that manage emails, schedule meetings, take notes, and handle customer questions 24/7. These agents integrate with over 2,300 business apps. Lindy provides a simple platform to build and manage your AI workforce effectively.

How It Works

Creating an AI agent is simple. Just describe what you need it to do in plain language. Then, connect it to your various business applications. Finally, give your AI agent specific instructions, and it will begin automating tasks. You can easily test and refine its performance.

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Features & Capabilities

⚙️ AI Agent Creation & Management

No-code Agent Builder

Allows users to create powerful AI agents without writing any code, simplifying development.

Prompt-to-Agent Magic

Enables the rapid construction of internal apps and agents by simply describing desired functions in natural language.

Centralized Agent Management

Provides a unified platform for training, deploying, and overseeing an entire AI agent workforce.

Template Library

Offers a collection of pre-built agents for common business use cases, accelerating deployment.

🧠 Core AI Capabilities

Conversational AI Voice Agent

Utilizes state-of-the-art AI for automating phone calls with highly natural and intelligent conversations.

Built-in Memory & Knowledge Base

Automatically builds and maintains an always up-to-date, searchable knowledge base to inform agents.

Model Agnostic

Offers the flexibility to choose and integrate the best AI model to power specific agent functionalities.

AI Model Evaluation (Evals)

Provides tools to measure, benchmark, and optimize the performance of deployed AI models.

🔗 Connectivity & Automation

Thousands of Integrations

Connects seamlessly with a wide array of existing applications and tools for comprehensive automation.

Virtual Machine for Agents

Provides a virtual environment for AI agents to perform complex computer-based tasks.

Custom Instructions

Allows users to give precise, natural language instructions to agents for highly customized task automation.

🔒 Enterprise Security & Compliance

Robust Access Controls

Enables granular control over agent access and editing rights to maintain security and integrity.

AI Governance

Offers features for managing and overseeing AI usage and policies across the entire organization.

Compliance Certifications

Adheres to critical regulatory standards including GDPR, SOC 2, HIPAA, and PIPEDA.

Use Cases

Automating 24/7 Customer Support and Ticket Resolution

Businesses struggle to efficiently manage high volumes of customer inquiries and repetitive support tasks, leading to slower response times and increased operational costs. Lindy's AI support agents autonomously resolve tickets across chat, calls, and email, leveraging a knowledge base for instant answers and escalating complex cases to human agents, significantly reducing costs and improving customer satisfaction.

General BusinessFor: Customer Support Teams

Accelerating Sales with AI-Driven Prospecting and Outreach

Sales teams often spend excessive time on manual lead research, qualification, and initial outreach, which can significantly slow down the sales cycle. Lindy's AI agents automate the entire process of researching, qualifying, and executing multi-channel outreach (email, LinkedIn, calls) for inbound and outbound leads, allowing sales professionals to focus on closing deals and increasing conversion rates.

B2B SaaSFor: Sales Development Representatives

Streamlining Marketing Campaigns and Creative Asset Generation

Marketing departments face challenges in efficiently creating on-brand content, performing in-depth trend analysis, and executing campaigns rapidly. Lindy's AI Creative Agent enables marketing teams to generate campaign content, analyze market trends, and develop strategic insights with simple prompts, accelerating campaign execution and significantly improving overall marketing return on investment.

General BusinessFor: Marketing Teams

Automating Routine Administrative and Financial Document Processing

Organizations across various industries, particularly finance, often dedicate valuable staff time to repetitive administrative tasks such as data entry, document analysis, and memo generation. Lindy's AI agents streamline these operational workflows by automating document processing, routine analysis, and other administrative duties, thereby freeing up employees to focus on more strategic and high-value initiatives.

FinanceFor: Operations Managers

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