Callingly for AI agents
Agents read Callingly at once. Changes and sends are held for a person's approval by default.
About Callingly
Callingly is a lead response management software that automates immediate call and text follow-ups to new leads, integrating seamlessly with various CRMs and lead sources to enhance sales team responsiveness and conversion rates.
What an agent can do in Callingly
Every Callingly action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Callingly without asking first. 12 actions.
- Get Agent ScheduleTool to retrieve the availability schedule for a specific agent. Use when you need to know which days and times the agent is available.
- Get CallRetrieves detailed information about a specific call by its unique ID. Returns comprehensive call metadata including status, duration, lead information, agent details, recording URLs, transcripts, and
- Get LeadTool to retrieve details of a specific lead by its ID. Use when you need full lead details before follow-up actions.
- Get TeamTool to retrieve details of a specific team. Use after obtaining the team ID to fetch its configuration details.
- Get WebhookTool to retrieve details of a specific webhook by its ID. Use when you need to inspect a webhook's configuration before modifying or deleting it.
- List CallsTool to list calls. Use when you need to retrieve multiple call records with optional filters such as date range, team, and pagination after identifying the need for a collection of calls.
- List ClientsTool to list clients. Use when you need to retrieve all clients associated with your account.
- List LeadsTool to list leads based on provided filters like date range or phone number. Use after confirming filter criteria when bulk lead retrieval is needed.
- List TeamsTool to list teams. Use when you need to retrieve all teams associated with your account.
- List Team UsersRetrieve all agents assigned to a specific team in Callingly. Returns each agent's ID, name, priority, call cap, and any custom/integration identifiers. Use this to audit team composition or before pe
- List UsersTool to retrieve a list of agents. Use when you need to see all agents available under the authenticated account, optionally filtering by a specific client account.
- List WebhooksTool to list configured webhooks. Use when you need to retrieve all webhooks configured in your account to review or manage them.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 17 actions.
- Update LeadTool to update an existing lead's information. Use when you need to modify lead contact details, status, or blocking settings.
- Activate/Deactivate Client AccountTool to activate or deactivate a client account. Use when you need to toggle client access after onboarding or offboarding. Example: "Activate client 123" or "Deactivate client 456".
- Create AgentTool to create a new agent. Use when you need to register an agent in Callingly after gathering their account ID and contact details.
- Create Outbound CallCreates a new outbound call record and initiates a real outbound call, which incurs cost — ensure explicit user authorization and compliance with applicable consent and telemarketing regulations befor
- Create ClientCreates a new client account in Callingly. Clients are sub-accounts under your agency account that can have their own teams, agents, and billing. Use this when onboarding a new business customer to yo
- Create TeamTool to create a new team. Use when setting up a team configuration before adding agents.
- Create WebhookTool to create a new webhook for call or lead events. Use when you need to receive real-time notifications on specific events. Example: "Create a webhook for call_completed events to http://example.co
- Delete AgentPermanently delete an agent from a Callingly account. Use when removing an agent who should no longer receive calls. Requires both the agent ID and the account ID the agent belongs to.
- Delete ClientTool to delete a client. Use when you need to remove an existing client from your account after confirming its ID.
- Delete LeadTool to delete a lead by ID. Use when you need to permanently remove a lead from your account after confirming its ID. Returns a success confirmation.
- Delete WebhookTool to delete a webhook. Use when permanently removing a webhook by its ID.
- Remove Team AgentTool to remove a specific agent from a team. Use when you need to disassociate an agent from a team after confirming both team and agent IDs.
Show all 17
- Update AgentTool to update an existing agent's details. Use when you need to modify agent information post-creation.
- Update Agent ScheduleTool to update an agent's availability schedule. Use when you need to set or override an agent's daily availability times.
- Update Team Agent SettingsTool to update settings (priority, capacity) for a specific team agent. Use when adjusting an agent's priority or call capacity after team configuration.
- Update Team UsersUpdates the list of agents assigned to a team. This operation replaces all existing agent assignments - any agents not included in the list will be removed from the team. Use CALLINGLY_LIST_TEAM_USERS
- Update WebhookUpdates an existing webhook's configuration by ID. Supports partial updates - only provide fields you want to change. Note: When updating event-specific fields (call_status, call_lead_status, field, f
Changes wait in Needs you
Changes and sends in Callingly are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Callingly questions
Can an agent change data in Callingly on its own?
Not by default. Changes and sends in Callingly are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Callingly?
This connector lists 12 read actions. Reads run at once, without waiting for approval.
How does Callingly connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.