Documentation Index
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CloserX.ai Documentation home page

Support
Dashboard
Dashboard

Community
Blog

Getting Started

Introduction
Quickstart
Installation

Agent Creation & Management

Create Agent
Agent Templates
Clone Agents
Setup Agent via Talk to AI
Agent Creation Overview

Prompts & Advanced

Prompt Temperature Setting
How to Create Effective AI Prompts
Custom Function Calls

Voices & Call Features

Change Voice
Setup End Calls Function
Setup Transfer Call
End Call on Silence & Max Duration
Setup Voicemail Message

Testing

How to Test Agents

Contacts Management

Upload Contact List
Match Fields & Add Individual Contacts
Import from CRM

Campaigns

Inbound Campaigns
New Campaign Analytics

Integrations

GoHighLevel (GHL) Integration
Cal.com Calendar Setup
GHL Calendar Setup
GHL Calendar Booking in Agent
Post-Call Analysis & GHL Tags
Tags Explanation
Zapier Agency Integration
Connect GHL Subaccount
Enable User Limit in GHL
Salesforce connection
Salesforce
Fetch Form Data from One CRM to Another

Telephony

Twilio setup caller id

Agency & Billing

Create Credit Packages
Choose Credit Packages
Add Clients
Manual client creation credits
Add DNS Record in Agency
What Type of Domain Can They Use?
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Subscription Plans (CloserX & CRM Visible)
Event type calendar creation

Dashboard & Support

What Information We Can See in the Dashboard
How to Change the Password
How to Add More Members

Other Features

Email templates
Custom SMS Function Call
Agency video loom
Callback loom video

Salesforce Integration – Full Demo

Integrations

Salesforce

Watch the full Salesforce integration demo.

Salesforce Integration – Full Demo

Watch the complete setup from OAuth to opportunity update.

Salesforce connection

Fetch Form Data from One CRM to Another

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