ceven

Callingly

Syncs new leads into your CRM immediately, automates agent availability based on calendar events, and triggers instant follow up calls to maximize conversion rates.

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Why use Ceven?

  1. AI native Callingly integration

    • Describe the outcome and Ceven picks the right Callingly calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Callingly data, across all 29 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Callingly access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Callingly, when, and on whose behalf.
    • The agent pauses and asks when Callingly is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Callingly.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Callingly action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Callingly, and when to use it.

Create outbound call
Use this to trigger an immediate call to a lead after gathering their phone number and contact details.
Get lead
Pull full lead details by ID to prepare for a follow up action or to enrich a CRM record.
List calls
Retrieve multiple call records filtered by date range or team to analyze response times.
Update agent schedule
Set or override the daily availability times for a specific agent to prevent missed calls.
Get agent schedule
Pull the current availability schedule for an agent to check if they can take a lead now.
Create agent
Register a new agent in the system after collecting their account ID and contact info.
Update team agent settings
Adjust the priority or call capacity for a specific agent within a team configuration.
List leads
Pull a collection of leads based on phone numbers or date ranges for bulk processing.
Create webhook
Set up a webhook to receive real time notifications when a call is completed.
Remove team agent
Disassociate an agent from a specific team using their unique IDs.
List team users
Pull all agents assigned to a specific team to verify coverage levels.
Activate client account
Toggle a client account to active status to enable lead routing and calling.
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 Client
Tool to create a new client. use when adding a new client to your callingly account.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Delete Webhook
Tool to delete a webhook. use when permanently removing a webhook by its id.
Get Call
Tool to retrieve details of a specific call by its id. use when you need detailed metadata of a call record after confirming call id.
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 Clients
Tool to list clients. use when you need to retrieve all clients associated with your account.
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.
Update Agent
Tool to update an existing agent's details. use when you need to modify agent information post creation.
Update Team Users
Tool to update the list of agents assigned to a team. use when reassigning team members before call dispatch.
Update Webhook
Tool to update an existing webhook's configuration. use when you need to change settings like target url or filters after confirming webhook id.

28 actions · scroll to see them all

Frequently asked questions

Ceven uses the agent schedule tools to read and write availability in real time. When a lead comes in, the agent first calls the get agent schedule action to verify who is online. If your team uses an external calendar, Ceven can map those calendar events to Callingly availability by calling the update agent schedule action. This ensures that leads are only routed to agents who are actually at their desks. If an agent goes on break, a simple prompt to Ceven can deactivate them for a set window, which prevents the system from attempting to route an outbound call to an unavailable user.
Yes. Ceven can orchestrate the entire onboarding flow. It starts by using the create agent action to add the person to the system. Once created, the agent uses create team or update team users to place that new hire into the correct sales pod. Finally, it can set the default capacity and priority via the update team agent settings tool. This means you can connect your HR software to Ceven, and as soon as a new sales rep is hired, they are fully configured in Callingly with the correct schedule and team permissions without any manual data entry.
Ceven manages this through the webhook system. By using the create webhook action, Ceven tells Callingly to send a notification the moment a call status changes to completed. When that event hits the Ceven listener, the agent immediately pulls the call details using the get call action. It then analyzes the call duration and metadata to determine if the lead was reached. If the call was successful, it updates your CRM. If it was a voicemail, Ceven can trigger a follow up text or schedule a new outbound call attempt for later.
Ceven is bound by the API rate limits set by Callingly. One specific quirk to note is that Callingly limits the frequency of outbound call triggers per minute to prevent spam behavior. If you attempt to push a massive list of a thousand leads at once, Callingly may return a rate limit error. To handle this, Ceven implements a queuing system that drips leads into the system at a pace that stays within the Callingly API thresholds. This ensures that your account remains in good standing while still maintaining a fast response time for every individual lead.
Absolutely. For agencies managing multiple brands, Ceven uses the list clients and activate client account actions to switch context. The agent can be told to run a specific workflow for client A and then a different one for client B. It tracks the client ID for every request, ensuring that leads and agents are never mixed up between different accounts. You can build a single dashboard in Ceven that monitors the lead response rates across all your Callingly clients by aggregating data from the list calls action across all active client IDs.
Ceven uses the update team agent settings tool to dynamically shift priority. During a high volume lead surge, you can tell Ceven to prioritize your most experienced closers. The agent will iterate through the list team users and increase the priority score for senior agents while lowering it for trainees. This ensures that the most valuable leads are routed to the people most likely to close them. Once the volume returns to normal, Ceven can reset these settings to a round robin distribution to ensure all agents get a fair share of leads.
Yes, though it is a manual trigger process. You can ask Ceven to list leads based on a specific date range from several months ago. Once the agent retrieves the list, it can filter for leads that never converted or were marked as dead. While Callingly is primarily for immediate response, using Ceven to audit these lists helps you understand your conversion gaps. You can then export this data to a spreadsheet or move it to a long term storage system before removing the records to keep your Callingly environment clean and performant.
Yes. If an agent calls out sick, you can tell Ceven to remove them from all active teams. The agent uses the remove team agent action to instantly stop that person from receiving leads. Simultaneously, Ceven can use update team users to redistribute that agent's lead load to other available team members. This happens in seconds, meaning your lead response time does not suffer just because of a staffing change. The agent can then send a notification to the rest of the team letting them know they will see an increase in call volume for the day.

Alternatives to Callingly

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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