What to Ask Leina to Do with Callingly
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Summarize recorded outcomes and details within a team and date range.
Read all Callingly call pages for team [ID] between [start date] and [end date]. Group recorded statuses and outcomes, and inspect call IDs [IDs] for notes and transcripts if present. Prepare a follow-up brief with evidence from the records and flag missing transcripts.
Find a lead by phone and summarize its recorded stage and calls.
Find Callingly leads with phone [number] in account [ID, if applicable]. Keep separate matches distinct and read lead [ID]. Summarize recorded status, stage, result, owner and call history where present; suggest questions for the sales owner without changing the lead.
Check the chosen team and submit a call request with supplied contact details.
Use Callingly team [ID] for a call to [first name] [last name] at [phone]. Inspect the team and relevant agent schedules first. Create the requested call with timing [immediate or timestamp] and source [source]. Report the call ID and status without claiming contact was completed.
Get Started with Callingly
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Connect Your Account
Connect with a Callingly API token.
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Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported Callingly Capabilities
Read calls, leads, teams and agent schedules in Callingly. You can summarize recorded outcomes, inspect a lead’s history, and create a call request with explicit team and contact details.
- Call records and requests
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Read calls and create requests for specified contacts.
- List Calls
- Get Call
- Lead records
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Read lead details and update explicitly chosen fields.
- List Leads
- Get Lead
- Teams and availability
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Read team settings, agents and schedule records.
- List Teams
- Get Team
View All 12 Actions
- Get Call
- List Calls
- Create Call
- List Leads
- Get Lead
- Update Lead
- Delete Lead
- List Teams
- Get Team
- List Team Agents
- List Agents
- Get Agent Schedule
Frequently Asked Questions
Can I summarize a call transcript?
Yes, when the call record includes a transcript. Missing transcripts are not recreated from a recording URL by this connection.
What should I supply for a call request?
Provide the team ID, contact’s first and last name, phone number and any intended timing. Team and schedule records help inspect routing, but do not guarantee an agent will answer.
Can I update a lead’s status?
Yes, provide the lead ID and exact fields and values to change. Summaries or suggested follow-ups alone should not be treated as instructions to update the lead.
Your AI employee for Callingly
Tell Leina what you need in your team chat. Include the source, destination, and expected result.