Welcome to Closer Intellect AI! To ensure you get the most out of the platform, you must complete a brief onboarding process. This happens automatically the first time you sign in.
1. Agency Setup
The first step is defining your organization’s identity. This information is used by our AI to understand the context of your sales calls and SMS messages.
- Agency Name: Your company or team name.
- Target Industry: Who are you selling to? (e.g., SaaS, Real Estate, Solar).
- Core Value Proposition: What problem do you solve for your clients?
- Company Website: Your agency’s domain name.
- Logo & Brand Color: Visual elements that define your agency’s branding throughout the platform.
2. Personal Agent Profile
Next, you’ll configure your own AI Agent. This agent acts as your digital twin during automated outreach.
- Agent Name: The name the AI will use when introducing itself.
- Work Email: Your professional contact email for routing inbound communications.
- Communication Tone: Choose a style that matches yours (e.g., “Professional & Direct”, “Warm & Consultative”).
- Signature: A custom sign-off for your SMS messages.
3. Provider Configuration
To enable the communication features, you’ll need to provide API keys for our integrated services.
- Vapi API Key: Required for AI-powered voice calls and roleplay training.
- Twilio Credentials: Required for mass SMS campaigns.
You can skip provider configuration during onboarding and add your keys later in the Agency Settings dashboard.
4. First Lead Import
Once your profile is set up, we recommend importing a small batch of leads via CSV or using the AI Lead Search to start exploring the platform’s capabilities. 