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Customer support

Callingly for your Agent

Flow can read tickets and conversations in Callingly, and with read and write access it can reply to and update them.

It asks for your approval before it changes anything in Callingly. Connect with an API key from your Callingly account.

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Summarise this month’s Callingly tickets from public sector customers.

Connect Callingly in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Callingly.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Callingly.

What Flow can do depends on what Callingly offers through its API and on the access you choose.

Things to ask

Type these to Flow once Callingly is connected.

  • Callingly

    Summarise this month’s Callingly tickets from public sector customers.

  • Callingly

    Find Callingly tickets that show our response times, for the service level section.

About Callingly

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.

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