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Integrations

Supercharge Callingly with Relevance AI

Callingly is a cloud-based communication platform that automates and enhances business-customer interactions through intelligent calling solutions.

Supercharge your customer engagement with AI Agents that can intelligently manage calls, qualify leads, and drive conversions.

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Give your AI Agents Callingly Superpowers

Callingly streamlines customer communication through automated calling solutions. Relevance AI enhances this with intelligent AI Agents that can qualify leads, handle inquiries, and orchestrate follow-ups at scale.

Intelligent Lead Prioritization

The agent analyzes engagement metrics to prioritize high-value leads for outreach.

Dynamic Inquiry Resolution

Utilizes natural language processing to understand and address customer queries in real-time.

Enhanced Customer Experience

Delivers personalized interactions that improve customer satisfaction and loyalty.

Tools

Equip AI Agents with the Callingly Tools they need

Relevance AI gives you access to Callingly's communication capabilities within your AI-powered workflows.

Pre-Built Callingly Tool Steps
Callingly API Tool Steps
callingly - Compress PDF
A tool for compressing PDF files by providing a URL to the source PDF and specifying the output filename, helping reduce file sizes while maintaining document quality
callingly - Read Barcode
A utility for extracting and interpreting barcode data from images by processing an image URL containing QR codes or other barcode formats
callingly - Read Barcode
A utility for extracting and interpreting barcode data from images by processing an image URL containing QR codes or other barcode formats
Name
callingly API Call
Description
Make an authorized request to a callingly API
Parameters
["OAuth Authentication", "Multiple HTTP Methods (GET, POST, PUT, DELETE, PATCH)", "Custom Headers", "Request Body Support", "Response Status Tracking"]
Use Case
A software development team uses callingly API Call to automate their deployment process by making authenticated API requests to trigger builds and updates across their infrastructure. This integration streamlines their CI/CD pipeline by enabling secure, programmatic access to their development resources.
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Quick Start

Connect Callingly to Relevance AI in minutes

What you’ll need

You don't need to be a developer to set up this integration. Follow this simple guide to get started:

  • A Callingly account
  • A Relevance AI account with access to your projects and datasets
  • Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
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STEP 1

Open Relevance AI

Go to "Integrations" and connect Callingly to enable automated calling capabilities within your workflows.

STEP 2

Connect Your Callingly Account

A secure pop-up will ask you to log in to Callingly. This authorizes Relevance AI to access your calling campaigns, contact lists, and automation settings while maintaining security protocols.

STEP 3

Create a new tool

From the home page go to create a new tool. You can either use the Invent function or build from scratch.

STEP 4

Add Callingly as a Step

Choose Callingly from the list of tools, then select what action you want to perform—like initiating calls, managing contact lists, or configuring call settings through the Callingly API.

Security & Reliability

The integration uses secure OAuth authentication, ensuring only authorized workflows access your Callingly data. Relevance AI handles API operations (like GET, POST, PUT, DELETE, PATCH) in the background—so you don't have to worry about errors, formatting, or limits.

Built-in validation and type conversion ensure your workflows run smoothly, even when data formats vary.

No training on your data

Your data remains private and is never utilized for model training purposes.

Security first

We never store anything we don’t need to. The inputs or outputs of your tools are never stored.

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Best Practices for Non-Technical Users

Build your own Relevance AI Integration

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To get the most out of the Callingly + Relevance AI integration without writing code:
  • Configure call settings: Set up proper call routing and response handling in Callingly first.
  • Use OAuth securely: Ensure proper authentication by connecting with the correct Callingly account permissions.
  • Structure API calls: Follow RESTful patterns when making requests to the Callingly API endpoints.
  • Monitor responses: Track API call status codes and response bodies for successful integration.
  • Handle rate limits: Space out API requests appropriately to avoid hitting Callingly's usage limits.

Free your team.
Build your first AI agent today!

If you're exploring Relevance AI for the first time or discovering new features, we'll quickly guide you to start doing great work immediately.

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