Follow Up Boss

Connect Follow Up Boss. During your team's call hours, our AI Agent calls each new lead from the lead sources you route, asks your qualifying questions and warm-transfers the live ones to one of your agents.

Connect with Callingly View Setup Guide

Connect as the Follow Up Boss account owner.

Follow Up Boss

Callingly Integrates with Follow Up Boss

Your agents' calls land on the person in Follow Up Boss, with the recording. Turn on Sync Unsuccessful Calls, and AI calls a lead doesn't answer show up there too.

What happens to a new Follow Up Boss lead.

  1. 1 A new person comes into Follow Up Boss from a lead source with a Callingly routing rule, or gets the "Callingly - Start Call" tag from an Action Plan.
  2. 2 During your team's call hours, the AI Agent calls the lead and asks your qualifying questions.
  3. 3 When the lead qualifies, the AI rings one of your agents and connects the lead once the agent accepts. If no one takes it, the AI offers the lead a callback.
  4. 4 The agent's call is logged on the person in Follow Up Boss with the recording, and the person is tagged "Callingly - Called".

Try it FREE for 14 days.

Plans start at $100 a month after that.
Customer Service

Your recent Follow Up Boss lead sources are set up for AI voice calls when you connect.

When you connect, Callingly adds a routing rule for each lead source on your 100 newest people, so new leads from those sources get called from the start. A lead source you add later needs its own rule. To stop the calls to one lead, for example once an appointment is set, add the "Callingly - Stop Calls" tag.

Test it with one Follow Up Boss lead.

During call hours, add a test person from a routed lead source, with a phone that isn't on your team. Answer as the lead, and an agent takes the transfer.

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