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Beyond-Bot.ai + callingly
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.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to callingly.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in callingly.
Trigger Workflows
Start automated workflows in callingly based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within callingly.
Callingly Activate Deactivate Client
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 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.
Callingly Create Call
Tool to create a new outbound call record. use after gathering call and lead details.
Callingly Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Callingly Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Callingly 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".
Callingly Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Callingly Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Callingly Delete Webhook
Tool to delete a webhook. use when permanently removing a webhook by its id.
Callingly 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.
Callingly Get Call
Tool to retrieve details of a specific call by its id. use when you need detailed metadata of a call record after confirming call id.
Callingly Get Lead
Tool to retrieve details of a specific lead by its id. use when you need full lead details before follow-up actions.
Callingly Get Team
Tool to retrieve details of a specific team. use after obtaining the team id to fetch its configuration details.
Callingly 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.
Callingly 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.
Callingly List Clients
Tool to list clients. use when you need to retrieve all clients associated with your account.
Callingly 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.
Callingly List Teams
Tool to list teams. use when you need to retrieve all teams associated with your account.
Callingly List Team Users
Tool 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.
Callingly 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.
Callingly List Webhooks
Tool to list configured webhooks. use when you need to retrieve all webhooks configured in your account to review or manage them.
Callingly 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.
Callingly Update Agent
Tool to update an existing agent's details. use when you need to modify agent information post-creation.
Callingly Update Schedule
Tool 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 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.
Callingly Update Team Users
Tool to update the list of agents assigned to a team. use when reassigning team members before call dispatch.
Callingly Update Webhook
Tool to update an existing webhook's configuration. use when you need to change settings like target url or filters after confirming webhook id.