Reference

Activate/Deactivate Client Account

Enable or disable client access to your services with a single action, giving you control over who can use your phone system or communication tools. This is essential for managing client lifecycles from onboarding through offboarding.

Create Agent

Register a new agent in Callingly to set up team members who can manage calls and customer interactions. This enables you to build out your customer service or sales team with defined agent profiles.

Delete Agent

Remove an agent from your Callingly account so they no longer receive incoming calls or handle customer interactions. Use this when an agent leaves your team or you need to reorganize your call handling structure.

Remove Team Agent

Disassociate an agent from a team to manage your call center staffing and team assignments. Use this when team members leave, transfer to different teams, or need to be reassigned.

Update Agent

Modify an agent's details such as name, skills, availability, or other settings after they've been created in your system. This helps you keep agent information current without recreating profiles.

Update Team Agent Settings

Adjust individual agent settings like priority level and call capacity to optimize your team's call handling distribution and efficiency.

Create Outbound Call

Initiates an outbound call to a contact through your calling service, routing it to available agents on a specified team. This allows you to connect with customers directly and track the interaction through the returned call ID.

List Calls

Retrieve a list of calls from your phone system with optional filtering by date range, team, or other criteria to help you track communication activity and performance.

Get Call

Retrieve detailed information about a specific call including its status, duration, participant details, recordings, transcripts, and AI-generated insights to review call outcomes and performance.

Create Client

Add a new client account to your Callingly agency with their own independent teams, agents, and billing structure. This enables you to manage multiple business customers under a single agency account.

Delete Client

Remove a client from your Callingly account when you no longer need their contact information stored in your system.

List Clients

Retrieve all your clients in one place to get a complete view of your customer base and their contact information.

List Leads

Retrieve a filtered list of leads from your Callingly account to view potential customers matching specific criteria like date range or phone number. This helps you organize and analyze your lead data for targeted outreach and sales follow-up.

Update Lead

Modify an existing lead's contact information, status, or communication preferences to keep your sales pipeline accurate and up-to-date. This ensures your team always has current prospect data for follow-ups.

Delete Lead

Permanently remove a lead from your account when it's no longer relevant or needed. This helps keep your lead database clean and organized by eliminating duplicate or invalid contacts.

Get Lead

Retrieve complete information about a specific lead stored in your Callingly account, including contact details and interaction history. Use this to access lead data needed for personalized follow-ups or decision-making.

Get Agent Schedule

Retrieve the availability schedule for a specific agent to see their working days and hours. This helps you coordinate customer interactions and assign tasks based on actual agent availability.

Update Agent Schedule

Modify an agent's availability times to control when they're available to handle calls or customer interactions. This ensures customers reach your team during the hours you've scheduled them to work.

Create Team

Set up a new team in Callingly to organize your agents and manage call handling workflows. This establishes the foundation for your team's communication infrastructure before adding team members.

Get Team

Retrieve detailed information about a specific team including its configuration, members, and settings. Use this to access team data you need to manage call workflows and team operations.

List Team Users

Retrieve all agents assigned to a specific team in Callingly to see who's on your team and their call handling settings. Use this to manage your team composition and understand current agent assignments.

List Teams

Retrieve all teams associated with your Callingly account to see your complete team structure and organization setup.

Update Team Users

Modify which agents are assigned to a team in your Callingly account. This operation completely replaces the team's current agent list, so only the agents you specify will remain assigned.

List Users

Retrieve all agents available in your account, with optional filtering by client account to see which team members are assigned to specific clients.

Create Webhook

Set up real-time notifications for call and lead events so your business can automatically respond to customer interactions as they happen.

Delete Webhook

Remove a webhook that's no longer needed from your Callingly account, stopping automatic notifications to that endpoint.

Get Webhook

Retrieve the complete configuration details of a specific webhook to review its settings, target URL, and event triggers before making changes or removing it.

List Webhooks

Retrieve all webhooks configured in your Callingly account to see what automated notifications and integrations are active. This helps you audit, manage, and troubleshoot your webhook setup.

Update Webhook

Modify an existing webhook's settings to change which events trigger notifications or update where webhook data gets sent. This lets you adjust your call tracking integrations without recreating them from scratch.