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".
Callingly
29 tools available
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.
phone & smscrmmarketing automation
Tools & actions 29
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 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.
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 insights. Use the LIST_CALLS action first to obtain valid call IDs.
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 management operations like updates or removals.
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 assignments before updating.
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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