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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  • Search and Smart Views (Legacy)
  • Create a Smart View (Legacy)
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  • Bulk email and email sequence Smart View tips (Legacy)
  • Searching tips single queries (Legacy)
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  • Reports
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  • Simplify Your Workflows with Automated Senders
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  • 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
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  • Customer Support Plans & Business Hours
  • Variable Usage Costs (Calling, SMS, Phone Numbers, AI Tools)
  • Managing your Usage balance
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  • Exporting data
  • Single Sign-On (SSO) with Google
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  • GDPR and EU data privacy
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  • System Requirements and Supported Browsers
  • Date and Time Formats
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  • Reset your password
  • Clearing the Configuration File
  • Reinstalling the Close app
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  • Download the Beta Version of Desktop App
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  • 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)
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