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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.

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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.
Agency Setup

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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.
Agent Profile

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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.

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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.