Callingly Tools
Callingly 是一款潜在客户响应管理软件，可自动对新潜在客户进行即时电话和短信跟进，并与各种 CRM 和潜在客户来源无缝集成，从而提升销售团队的响应能力。
分类
价格与支付
- 价格
- 在 Loadout 中免费。使用个人连接的账号时，服务提供商可能收费。
- 统一支付
- 暂不支持。需要时请连接服务提供商账号。
让 AI 智能体使用 Callingly Tools
Aident Loadout 让 Claude Code、Codex、Cursor 和其他受支持的智能体调用 Callingly Tools。可选择 29 个受支持的操作。 可在 Audit 中审核每次执行。 通过 Aident Vault 连接一次 Callingly Tools。智能体无需获取底层凭证即可使用受支持的操作。
包含的操作
- Callingly Activate Deactivate ClientTool 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 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.
- Callingly Create CallCreates 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…
- Callingly Create ClientCreates 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.
- Callingly Create TeamTool to create a new team. Use when setting up a team configuration before adding agents.
- Callingly 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 to http://example.com/callback".
- Callingly Delete AgentPermanently 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.
- Callingly Delete ClientTool to delete a client. Use when you need to remove an existing client from your account after confirming its ID.
- Callingly Delete LeadTool 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.
- Callingly Delete WebhookTool to delete a webhook. Use when permanently removing a webhook by its ID.
- Callingly 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.
- Callingly Get CallRetrieves 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 ID…
- Callingly Get LeadTool to retrieve details of a specific lead by its ID. Use when you need full lead details before follow-up actions.
- Callingly Get TeamTool to retrieve details of a specific team. Use after obtaining the team ID to fetch its configuration details.
- Callingly 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.
- Callingly 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 of calls.
- Callingly List ClientsTool to list clients. Use when you need to retrieve all clients associated with your account.
- Callingly 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.
- Callingly List Team UsersRetrieve 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.
- Callingly List TeamsTool to list teams. Use when you need to retrieve all teams associated with your account.
- Callingly 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.
- Callingly List WebhooksTool to list configured webhooks. Use when you need to retrieve all webhooks configured in your account to review or manage them.
- Callingly 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.
- Callingly Update AgentTool to update an existing agent's details. Use when you need to modify agent information post-creation.
- Callingly Update LeadTool to update an existing lead's information. Use when you need to modify lead contact details, status, or blocking settings.
- Callingly Update ScheduleTool to update an agent's availability schedule. Use when you need to set or override an agent's daily availability times.
- Callingly 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.
- Callingly Update Team UsersUpdates 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.
- Callingly Update WebhookUpdates 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.
相关使用场景
尚未关联经过验证的相关使用场景。