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Callingly, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Callingly account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Phone & SMS
  • Connects with a key
  • 27 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Callingly is

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.

You paste in a key from your own Callingly account. It is kept encrypted, and you can withdraw it from inside Callingly whenever you like.

How a run works

One message in, the work done in Callingly.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Callingly. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Callingly account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

27 tools it already has

What it can do in Callingly

These are the ready-made tools your AI employee already has in Callingly. It is not limited to them, but it never has to be taught these.

  • 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 ClientTool to create a new client. use when adding a new client to your callingly account.
  • Create Outbound CallTool to create a new outbound call record. use after gathering call and lead details.
  • 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
  • Delete AgentTool to delete an agent. use when permanently removing an agent after confirming the agent id.
  • Delete ClientTool to delete a client. use when you need to remove an existing client from your account after confirming its id.
  • Delete WebhookTool to delete a webhook. use when permanently removing a webhook by its id.
  • 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 CallTool to retrieve details of a specific call by its id. use when you need detailed metadata of a call record after confirming call id.
  • 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 o
  • 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 Team UsersTool to retrieve a list of agents associated with a specific team. use when you need to inspect the team's users before further agent management tasks.
  • List TeamsTool to list teams. use when you need to retrieve all teams associated with your account.
  • 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.
  • 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.
  • 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 UsersTool to update the list of agents assigned to a team. use when reassigning team members before call dispatch.
  • Update WebhookTool to update an existing webhook's configuration. use when you need to change settings like target url or filters after confirming webhook id.
Access, and who is in charge of it

You stay the boss of your Callingly account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Callingly account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Callingly is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Callingly and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Callingly

Can an AI employee really work inside Callingly?
Yes. It signs in to your own Callingly account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Callingly?
No. Nothing moves and nothing is replaced. Your records stay in Callingly, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Callingly account?
You paste in a key from your own Callingly account. It is kept encrypted, and you can withdraw it from inside Callingly whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Callingly?
It has 27 ready-made tools in Callingly today, among them Activate/Deactivate Client Account, Create Agent and Create Client. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Callingly and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Callingly and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Callingly?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Callingly is written down with what it did and when.