Quick Start Guide

Up and Running in 5 Minutes

CloseIntel analyzes your sales calls — or whatever your organization calls them — with AI and returns scores plus actionable coaching. Follow these steps to get going.

Step-by-Step

1. Log in — Sign in at your organization's CloseIntel address with email, Continue with Google, or Single Sign-On. See How to Log In for details. If your company has a custom domain (for example yourcompany.closeintel.ai), use that address so you join the right workspace.

2. Open Intel — Click Intel in the sidebar under the Sales section. Intel is the analyzer — where you submit a conversation for AI review.

3. Submit your first call — Choose one of four input methods: paste a Share Link from a supported platform (Fireflies, Fathom, Otter, Zoom, Loom, or Google Meet), Upload Audio, run a JSON Import, or Paste Transcript. Then click Run Analysis. Each analysis uses one credit.

4. Review your score and coaching — Analysis runs in the background and typically finishes in under a couple of minutes. You'll get a score breakdown across your sales process stages plus coaching that highlights what went well and where to improve. Past analyses are saved in History (the calls list).

5. Explore Sales Intelligence — Visit Sales Intelligence (formerly "AI Insights") under the Insights section for coaching recommendations drawn from patterns across your calls.

6. Open the Arsenal — Head to Arsenal (formerly "Sales Training") under Training & Development for courses and learning resources. If the Training Simulator is enabled for your workspace, you can also rehearse with an AI buyer there.

What's Next

• Connect an integration so calls import automatically
• Learn your way around in Navigating the Dashboard
• Admins: secure your account with two-factor authentication