Connect Callingly to your AI agent
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.
We set up the connection using your own Callingly account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
Actions
What your agent can do in Callingly
Each one is a real action the agent can take on its own, the same things a person clicking around Callingly could do. Read-only by default; write actions are confirmed against your policy.
- Activate/Deactivate Client Account Tool 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 Agent Tool 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 Call Creates 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 before use. The call wil…
- Create Client Creates 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 your Callingly agency.
- Create Team Tool to create a new team. Use when setting up a team configuration before adding agents.
- Create Webhook Tool 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.com/callback".
- Delete Agent Permanently 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 Client Tool to delete a client. Use when you need to remove an existing client from your account after confirming its ID.
- Delete Lead Tool 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 Webhook Tool to delete a webhook. Use when permanently removing a webhook by its ID.
- Get Agent Schedule Tool to retrieve the availability schedule for a specific agent. Use when you need to know which days and times the agent is available.
- Get Call Retrieves 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 AI-generated insig…
- Get Lead Tool to retrieve details of a specific lead by its ID. Use when you need full lead details before follow-up actions.
- Get Team Tool to retrieve details of a specific team. Use after obtaining the team ID to fetch its configuration details.
- Get Webhook Tool 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 Calls Tool 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 Clients Tool to list clients. Use when you need to retrieve all clients associated with your account.
- List Leads Tool 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 Teams Tool to list teams. Use when you need to retrieve all teams associated with your account.
- List Team Users Retrieve 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 performing agent mana…
- List Users Tool 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 Webhooks Tool to list configured webhooks. Use when you need to retrieve all webhooks configured in your account to review or manage them.
- Remove Team Agent Tool 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.
- Update Agent Tool to update an existing agent's details. Use when you need to modify agent information post-creation.
- Update Lead Tool to update an existing lead's information. Use when you need to modify lead contact details, status, or blocking settings.
- Update Agent Schedule Tool to update an agent's availability schedule. Use when you need to set or override an agent's daily availability times.
- Update Team Agent Settings Tool 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 Users Updates 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 to check current a…
- Update Webhook Updates 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, filter), you must al…
Setup
How we connect it
- 1
Connect your account
You create a key in Callingly, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
Callingly questions, answered.
With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Callingly's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.
Ready to put Callingly to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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