User Handbook

Welcome to the Closer Intellect AI platform! This handbook will guide you through the core features of the system and how to maximize its capabilities for your sales and lead generation efforts.

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Getting Started

To use Closer Intellect AI, you must first create an account or be invited by an Administrator of an existing Agency.

1. Navigate to the application URL.
2. Click Sign Up to create a new organization, or Sign In if you already have an account.
3. Upon first login, you will complete a brief onboarding process to set up your profile and agency details.

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Smart Strike Dashboard

The Smart Strike dashboard is your mission control for high-priority sales activities, now featuring a premium red-themed dark mode for better focus and clarity.

• Priority Leads: Instantly see leads with upcoming scheduled calls or those requiring immediate attention.
• Statistical Summaries: Track your performance with real-time stats on call volume, connection rates, and coaching scores.
• Manual “Call Now”: For human agent calls, you now have full control. Click “Call Now” to initiate a call when you’re ready.
• Intelligence Drop: Before every call, review the AI-generated “Intelligence Drop” to get a 30-second briefing on the lead’s history, pain points, and recommended approach.
• Analytics Command Menu: Use the new premium command menu to quickly search and navigate through historical analytics and lead sessions.

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AI Coach & Live Call Experience

The AI Coach has been significantly upgraded to provide a more stable and powerful calling experience.

• Live Translation: Select your preferred language, and the AI will provide real-time guidance and transcripts translated instantly.
• Smart Mounting: The coaching assistant now exclusively mounts when the prospect answers, ensuring you have a clean interface during the ringing phase.
• One-Click Termination: Use the integrated “End Call” button for reliable call completion and immediate cleanup.
• Coaching Assist: Receive live feedback on your tone, pitch, and handling of objections via the Coaching Assistant.

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Leads Management

The Leads section is your central hub for finding and organizing potential clients.

• AI Lead Search: Use natural language prompts to search for leads. Toggle between Apollo’s database and GPT-4o powered web research.
• Event-Driven Summaries: Lead summaries are automatically updated by AI whenever an interaction occurs (Call, SMS, or Stage change).
• Lead Groups: Organize leads into custom groups. Enroll entire groups into sequences with one click.

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Lead Marketplace

The Marketplace (or Lead Exchange) is a collaborative environment where high-quality prospects are shared across the agency.

• Simplified Layout: The marketplace has been redesigned for maximum clarity. See the full Battle Plan and lead context without extra clicks.
• Reviews & Ratings: Rate shared leads to help your team identify top-tier opportunities.
• Sharing: Use the “Share” action to list a lead. Specify a Commission % and context for your peers.

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Automated Contracts

Close deals faster with automated document generation.

• Auto-Generation: When a lead is marked as ‘Closed’, the system automatically builds a professional PDF contract based on the agreed-upon terms.
• Template Editor: Customize your contracts by adding or removing sections like “Terms of Service”, “Payment Schedule”, and “Deliverables”.
• Instant Access: Download and send your contracts directly from the lead’s profile.

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Gamification & Achievements

Stay motivated and track your progress with our reward system.

• Badges: Earn unique badges for achieving sales milestones, maintaining high call volumes, or achieving top-tier coaching scores.
• Daily Goals: Track your daily progress against call and lead targets directly on the dashboard.

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Campaigns & SMS

Reach out to leads at scale using individual campaigns.

• SMS Campaigns: Track delivery status, open rates, and direct replies in real-time.
• Inbox: Reply to contacts directly. Conversations are synced across your team.
• Convert to Lead: Instantly move interested SMS contacts into your core lead database.

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Follow-up Automation Engine

Orchestrate multi-channel outreach (SMS, AI Voice) with a visual timeline.

• Triggers: Start sequences automatically for “New Leads” or trigger them manually.
• Run Now (Zap): Bypass delays to immediately trigger the next step for selected leads.
• Transcripts: Review full AI Voice call transcripts and sentiment analysis to prepare for follow-ups.

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AI Roleplay Training

Improve your sales skills with our interactive training simulator.

• Scenarios: Choose from various difficulty levels (e.g., “Gatekeeper Guard”, “Price Objection”).
• Voice Feedback: Talk to the AI as if it’s a real prospect.
• Real-time Coaching: Receive live feedback on your tone, pitch, and handling of objections via the Coaching Assistant.
• Tactical Guidance: Get specific, actionable advice during calls, including “Investigating Questions” to uncover needs and “Soft Skills” reminders.

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Team & Agency Management

Administrators have access to the Agency dashboard to oversee operations and monitor team health in real-time.

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Team Invitations

• Sending Invites: Use the Invite Member button to send secure sign-up links.
• Managing Invites: Track pending invitations, resend them if they expire, or revoke them to prevent unauthorized access.
• Roles: Assign Admin for full organizational control or Member for standard agent access.

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Performance Tracking (Control Panel)

The Agency Dashboard provides high-level KPIs:

• Active Team: Real-time visibility into who is currently online and active.
• Daily Progress: Live counters for total calls made and leads processed by the entire agency today.
• Conversion Rate: Average conversion percentage across the team, calculated from successful deal closings.
• Performance Badges: Members are automatically rated as Excellent, Good, or Needs Attention based on their efficiency and volume.

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Billing & Subscriptions

Manage your agency’s premium status and payment methods seamlessly within the platform.

• Premium Features: Unlock advanced AI capabilities, larger follow-up sequences, and higher limits.
• Wallet & Billing Dashboard: View your active plan, current cycle, and billing history from the Settings menu.
• Customer Portal: Securely manage your invoices, payment methods, and subscription status via the Stripe Customer Portal.
• Seamless Upgrades: Attempting to use a Premium feature will trigger an upgrade gate, guiding you through a smooth checkout process.

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AI Coach & Goals

Stay on track with personalized performance targets.

• Dynamic Goals: Your “Today’s Goal” is no longer hardcoded. It dynamically updates based on the call targets set by your Agency Administrator.
• Progress Tracking: Watch your goal ring fill up in real-time as you complete calls and process leads.

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AI Agent Personalization

Make the AI an extension of your personal brand.

• Persona: Set your AI agent name and tone (e.g., “Friendly”, “Direct”).
• SMS Signature: Automatically append your personal sign-off to all automated messages.
• Settings Merge: Your personal settings override agency defaults for a truly authentic experience.

Frequently Asked Questions

How do I import leads if my CSV headers are different? Our CSV import tool features a mapping step where you can manually select which column in your file matches fields like “First Name”, “Email”, and “Phone”.Can I stop an automation for a specific lead? Yes, navigate to the sequence’s Enrollment tab and click “Unenroll” to stop all future steps for that lead.Where do I see replies from my SMS campaigns? Head to the SMS Campaigns Inbox to see and reply to incoming messages from your leads.