Callingly
When a lead fills out your form, your AI agent captures their details, triggers a Callingly callback to your sales team within seconds, and logs the outcome. No manual dialing. No CRM tab-switching. Speed-to-lead drops from minutes to under 30 seconds, and your close rates climb with every call made.
Your AI agent creates calls, routes leads to the right team, manages agent availability, and tracks every outcome through Callingly's API, all triggered by natural conversation.
Callingly
Discover how AI agents eliminate the gap between lead capture and first contact, routing every new prospect to your sales team in seconds flat.
A prospect requests a demo at 3 PM on a Tuesday. Your AI Agent collects their name, phone number, and company size through the chat, then immediately triggers a Callingly callback to your on-duty sales team. The rep's phone rings within seconds, they hear a whisper message with the lead's details, press 1, and the prospect picks up. First contact happens while your competitors are still sending confirmation emails.
An enterprise lead with 500+ employees submits a form. Your AI Agent qualifies them during the conversation, recognizes they match your enterprise ICP, and routes the Callingly callback to your senior AE team with extended retry schedules. Meanwhile, an SMB lead gets routed to inside sales with shorter follow-up windows. Each lead type gets the right team and the right urgency level.
A lead does not answer the first callback attempt. Callingly's retry schedule kicks in, attempting the call again at 15 minutes, then 60 minutes, then 2 hours. Your AI Agent monitors the outcomes via List Calls, identifies leads that remain uncontacted after all retries, and escalates them to a manager for manual outreach. No lead falls through the cracks.
Callingly
FAQs
Within seconds. Once your AI agent calls the Create Call endpoint with the lead's phone number and team ID, Callingly immediately begins dialing your assigned sales reps. With simultaneous call mode, all available team members ring at the same time. The first rep to pick up gets connected to the lead.
Yes. During the conversation, your agent collects qualification data like company size, budget, and use case. Based on these answers, it selects the appropriate Callingly team ID when creating the call. Enterprise leads go to senior reps, SMB leads go to inside sales, and each team has its own retry schedule.
Callingly automatically retries based on your team configuration. You can set per-agent retries and lead-level retries with custom schedules, for example 15 minutes, then 60 minutes, then 2 hours. The agent can also monitor uncontacted leads via List Leads and escalate to a manager.
No. The whisper message plays only for your sales rep before they connect to the lead. It includes the lead's name, company, and source, so the rep is prepared before pressing 1 to connect. Your agent configures this through the Create Team endpoint's whispertext parameter.
Yes. Your AI agent calls Update Schedule with daily time blocks for each sales rep. Callingly respects these availability windows when routing calls. Reps who are off-hours or on do-not-disturb will not receive callback attempts. The agent can also toggle availability through Update Agent.
Set up webhooks through the Create Webhook endpoint for events like call_completed. Callingly sends call recordings, outcomes, and lead status updates to your webhook URL. Your CRM receives real-time data on every call without manual entry. Callingly also has native integrations with Salesforce, HubSpot, and other popular CRMs.
The agent uses List Calls with date ranges and team filters to pull call records including duration, outcome, direction, recording URL, and lead status. Get Call provides detailed metadata for individual calls. Get Lead shows full contact history and current stage for each prospect.
Callingly supports both. Outbound callbacks are triggered by the Create Call endpoint, while inbound calls can be tracked and routed through your configured teams. Webhooks can filter by call_direction to handle outbound and inbound events separately in your workflows.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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