Skip to main content

Installation Guide

This guide helps you set up CloserX for your organization or configure the documentation locally.

🔹 Platform Setup

  1. Access the Platform
  2. Configure Telephony
    • Add or verify your phone numbers.
    • Connect with Twilio, Telnyx, or custom SIP provider.
  3. Integrate CRM
    • Go to Integrations → CRM
    • Connect using OAuth or API credentials.
  4. Assign Users & Roles
    • Create team members and assign permissions: Admin, Manager, Agent.

🔹 Local Docs Setup (Optional)

  1. Clone Documentation Repo
git clone https://github.com/your-org/closerx-docs.git