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".
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Integrate Callingly
with your AI workspace
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.
Explore Triggers and Actions
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.
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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.
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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 will be routed to available agents on the specified team based on account-level routing configuration. 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.
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Create Team
Tool to create a new team. Use when setting up a team configuration before adding agents.
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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".
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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.
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Delete Client
Tool to delete a client. Use when you need to remove an existing client from your account after confirming its ID.
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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.
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Delete Webhook
Tool to delete a webhook. Use when permanently removing a webhook by its ID.
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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.
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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 insights. Use the LIST_CALLS action first to obtain valid call IDs.
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Get Lead
Tool to retrieve details of a specific lead by its ID. Use when you need full lead details before follow-up actions.
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Get Team
Tool to retrieve details of a specific team. Use after obtaining the team ID to fetch its configuration details.
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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.
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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.
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List Clients
Tool to list clients. Use when you need to retrieve all clients associated with your account.
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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.
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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 management operations like updates or removals.
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List Teams
Tool to list teams. Use when you need to retrieve all teams associated with your account.
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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.
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List Webhooks
Tool to list configured webhooks. Use when you need to retrieve all webhooks configured in your account to review or manage them.
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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.
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Update Agent
Tool to update an existing agent's details. Use when you need to modify agent information post-creation.
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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.
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Update Lead
Tool to update an existing lead's information. Use when you need to modify lead contact details, status, or blocking settings.
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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.
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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 assignments before updating.
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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 also include the event field in your request.
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