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.
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Build and ship the Callingly plugin to earn 39 points when we merge it to main. You have 1 hour to link an issue, then 3 hours to open a PR with the plugin scaffold.
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".
Tool to create a new agent. Use when you need to register an agent in Callingly after gathering their account ID and contact details.
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.
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.
Tool to create a new team. Use when setting up a team configuration before adding agents.
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".
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.
Tool to delete a client. Use when you need to remove an existing client from your account after confirming its ID.
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.
Tool to delete a webhook. Use when permanently removing a webhook by its ID.
Tool to retrieve the availability schedule for a specific agent. Use when you need to know which days and times the agent is available.
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.
Tool to retrieve details of a specific lead by its ID. Use when you need full lead details before follow-up actions.
Tool to retrieve details of a specific team. Use after obtaining the team ID to fetch its configuration details.
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.
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.
Tool to list clients. Use when you need to retrieve all clients associated with your account.
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.
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.
Tool to list teams. Use when you need to retrieve all teams associated with your account.
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.
Tool to list configured webhooks. Use when you need to retrieve all webhooks configured in your account to review or manage them.
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.
Tool to update an existing agent's details. Use when you need to modify agent information post-creation.
Tool to update an agent's availability schedule. Use when you need to set or override an agent's daily availability times.
Tool to update an existing lead's information. Use when you need to modify lead contact details, status, or blocking 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.
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.
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.
No webhooks.
