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.
Tools
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 the call flow. The call will be routed to available agents on the specified team. Use List Teams first to get valid account_id and team_id values. Returns a call_id that can be used with Get Call to retrieve call status, recordings, and other details.
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".