Add Callingly to your AI agent
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.
- Things your agent can do in Callingly
- 29
Things your AI can do in Callingly
Your FormWise AI can handle any of these in Callingly — on its own, without you needing to click a button.
Update Lead
PopularTool to update an existing lead's information. Use when you need to modify lead contact details, status, or blocking settings.
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".
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.
Show 17 more things it can do
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 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 Teams
Tool to list teams. Use when you need to retrieve all teams associated with your account.
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 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.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Callingly is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Callingly, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Callingly for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Callingly work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Callingly to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Callingly in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Callingly.
- 3
Hit "Connect"
Click "Connect Callingly" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Callingly
Build a quick AI Agent (it's like writing instructions, not code), and pick the Callingly actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Callingly for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Callingly workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Callingly users had before signing up
Do I need to know how to code?
Not even a little. If you can use Callingly today, you can set this up. You'll connect Callingly, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Callingly login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Callingly or delete everything any time.
What happens when Callingly updates their app?
We handle it. When Callingly adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Callingly takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Callingly — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Callingly on FormWise
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.
Connect Callingly once and your FormWise AI gets 29 things it can do inside it. That means your AI can handle the Callingly work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Callingly? Take a look at callingly.com.
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Stop doing the Callingly work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.