For AI agents: a documentation index is available at the root level at /llms.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
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      • Designing a Cold Outbound Cadence
      • Inbound Lead Response
      • Using Workflows for Newsletters
      • Lead Scoring
      • Simplify Your Workflows with Automated Senders
      • Build a Sales Process
      • Automating Close with Zapier
        • Create a new Lead once a Calendly meeting is booked
        • AI Zap Builder
        • Perform an action when a Workflow ends
        • Creating additional SMS notifications for users
        • Enforcing required fields in Close via Zapier
        • Create an Opportunity when Status is changed to Qualified
      • Creating a multi-channel sales workflow in Close
      • Avoiding Lead Rot and Consolidating Smart Views
      • Parent/Child Lead Hierarchy
      • Keyboard shortcuts
      • Automatically set Opportunity Confidence based on pipeline status
    • Integrations
  • Close Onboarding
  • Connect your Email and Calendar
  • Close Mobile App
  • Desktop App
  • Import Data into Close
  • Other ways to get your data into Close
  • Migration from another CRM
  • Migration from Pipedrive
  • Importing Leads and Contacts from a file
  • Importing Opportunities from a file
  • Importing Other Data into Close
  • Updating existing Leads and Contacts
  • Finding and Merging Duplicates
  • Avoiding Lead Duplicates
  • Steps To Import Your Data Successfully
  • Leads
  • Lead statuses
  • Lead assignment
  • Editing, Merging, and Deleting Leads
  • Contacts
  • Calling
  • Calling Setup
  • Premium Phone Numbers
  • Call Assistant
  • Call Reports
  • Increase Call Connection Rates
  • Porting your number
  • Bring Your Own Carrier (BYOC)
  • Initiating calls from the web app
  • Group Numbers
  • Call Coaching
  • Regulatory Bundles
  • German Regulatory Documents
  • Call Tasks
  • Call Blocking in Close
  • SMS and MMS
  • SMS and MMS
  • SMS Deliverability
  • A2P 10DLC
  • A2P 10DLC - What to do when my A2P SMS registration is rejected?
  • A2P 10DLC - Stay Compliant
  • A2P 10DLC Compliance boost with AI
  • Power & Predictive Dialing
  • Using the Power Dialer
  • Using the Predictive Dialer
  • Emailing
  • Email configuration
  • Managing unsubscribe requests
  • Set up outbound email without inbound email tracking
  • Forwarding email to Close
  • Email Filtering
  • Chloe
  • Voice Agent Setup
  • Compliance
  • Prompt Training
  • Skills
  • Playbooks
  • Knowledge Sources
  • Use Cases
  • Using Voice Agents
  • Reporting
  • FAQ
  • Troubleshooting
  • Chat
  • Workflows
  • Workflow Steps
  • Workflow Overview & Reporting
  • Notetaker
  • Enrichment
  • Opportunities
  • Opportunities List View
  • Opportunity Pipeline View
  • Opportunity Pipelines & Statuses
  • Inbox
  • Notes
  • Scheduling Links
  • Custom Activities
  • Custom Fields
  • Meetings
  • Book a Meeting
  • Outcomes
  • Playbooks
  • Note Templates and Summary Guidance
  • Using Playbooks on Calls
  • Forms
  • Custom Objects
  • Conversations
  • Lead Filtering and Smart Views
  • Create a Smart View
  • Building a Calling Smart View
  • Bulk Email and Workflow Smart View Tips
  • Lead Filtering Tips
  • Lead Filtering Tutorials
  • Calculations in Smart Views
  • Search and Smart Views (Legacy)
  • Create a Smart View (Legacy)
  • Building a calling Smart View (Legacy)
  • Bulk email and email sequence Smart View tips (Legacy)
  • Searching tips single queries (Legacy)
  • Searching tips combined queries (Legacy)
  • Reports
  • Activity Overview Report
  • Activity Comparison Report
  • Opportunity Funnels Report
  • Status Change Report
  • Explorer
  • Sent Email Report
  • Tasks
  • Designing a Cold Outbound Cadence
  • Inbound Lead Response
  • Using Workflows for Newsletters
  • Lead Scoring
  • Simplify Your Workflows with Automated Senders
  • Assign Leads to Users via Round-Robin
  • Build a Sales Process
  • Designing your sales pipeline
  • Automating Close with Zapier
  • Create a new Lead once a Calendly meeting is booked
  • AI Zap Builder
  • Perform an action when a Workflow ends
  • Creating additional SMS notifications for users
  • Enforcing required fields in Close via Zapier
  • Create an Opportunity when Status is changed to Qualified
  • Creating a multi-channel sales workflow in Close
  • Avoiding Lead Rot and Consolidating Smart Views
  • Parent/Child Lead Hierarchy
  • Keyboard shortcuts
  • Automatically set Opportunity Confidence based on pipeline status
  • Integrations
  • Find IDs in Close
  • Analysis and Reporting
  • Segment
  • Communication
  • WhatsApp
  • Zoom
  • Slack
  • Docusign
  • GetAccept
  • Help Scout
  • Marketing
  • Facebook Lead Ads
  • Mailchimp
  • Organizational Tools
  • Calendly
  • SavvyCal
  • Prospecting
  • LeadFuze
  • LinkMatch
  • Dripify
  • HubSpot to Close
  • Zapier
  • Google Forms
  • SimpleTexting
  • Migration from API keys to OAuth
  • Dedicated Email Servers
  • Mailgun
  • SendGrid
  • Integration links
  • ChatGPT
  • Close MCP Server
  • Close MCP Tools
  • Helpdesk integration
  • Integrations by type
  • API Keys & OAuth
  • Create OAuth Apps
  • Account Settings
  • Roles & Permissions
  • Admin user role
  • Super User role
  • User role
  • Restricted User role
  • Lead Visibility
  • Plans and Billing
  • Groups
  • Managing users and cancellation
  • Customer Support Plans & Business Hours
  • Variable Usage Costs (Calling, SMS, Phone Numbers, AI Tools)
  • Managing your Usage balance
  • AI Credits
  • Exporting data
  • Single Sign-On (SSO) with Google
  • Two-factor authentication (2FA)
  • GDPR and EU data privacy
  • Secondary organizations
  • Close IPs
  • System Requirements and Supported Browsers
  • Date and Time Formats
  • Windows Screen Issue
  • Reset your password
  • Clearing the Configuration File
  • Reinstalling the Close app
  • Restarting the Close app
  • Opening links in the Desktop App
  • Download the Beta Version of Desktop App
  • Data security and privacy
  • Security Vulnerability Disclosure Policy
  • Email Deliverability
  • Email Sending Limits
  • Requirements for bulk email senders by Google and Yahoo
  • Which IP addresses need access to my SMTP/IMAP server?
  • Office365 connected accounts
  • Call Quality
  • Diagnosing Calling Problems
  • Troubleshooting headset issues
  • Enabling Quality of Service (QoS)
  • Reporting call quality issues
  • Browser Notification Troubleshooting
  • Spell check
  • Tasks not syncing with Google Calendar
  • Script installation & setup
  • Open Source Acknowledgments
  • Record bugs or errors in Close
  • Console Error Logs
  • Network Logs
  • Close Support Tools
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