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Sales & support integration

Callingly integration for AI agents

Insiro connects AI agents to Callingly so they can act in it under your rules. Callingly is a lead response management platform that automates immediate call and text follow-ups with new leads. It helps sales teams boost response speed and close more deals by connecting seamlessly with CRMs and lead sources. Every Callingly action runs through Insiro's governed gateway, using each person's own connection (API key).

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What can AI agents do with Callingly?

With Insiro, agents can triage new tickets by urgency and topic, draft replies from past resolutions and policy, escalate bugs with full context and summarise account health before a call, all inside the permissions you set for Callingly.

  • Triage new tickets by urgency and topic.
  • Draft replies from past resolutions and policy.
  • Escalate bugs with full context.
  • Summarise account health before a call.

A journey through Insiro

Callingly logo CallinglyInsiroJira

Example: Callingly → Insiro → Jira to escalate a ticket as a bug with the full conversation. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Callingly

Can Insiro AI agents use Callingly?

Yes. Insiro connects AI agents to Callingly through its governed MCP gateway. Agents can triage new tickets by urgency and topic and draft replies from past resolutions and policy using each person's own Callingly access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Callingly?

Callingly connects with API key. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Callingly read-only for agents?

Yes. In Insiro Governance, set Callingly to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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