Installation Guide
This guide helps you set up CloserX for your organization or configure the documentation locally.🔹 Platform Setup
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Access the Platform
- Sign up at CloserX.ai
- Verify email and log in.
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Configure Telephony
- Add or verify your phone numbers.
- Connect with Twilio, Telnyx, or custom SIP provider.
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Integrate CRM
- Go to Integrations → CRM
- Connect using OAuth or API credentials.
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Assign Users & Roles
- Create team members and assign permissions: Admin, Manager, Agent.
🔹 Local Docs Setup (Optional)
- Clone Documentation Repo
