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Search our knowledge base or explore guides built for reps, managers, and admins.

Just getting started?

New to CloseIntel?

Walk through the basics — set up your account, connect your first call source, and see how AI coaching turns calls into actionable insights.

For sales reps

Create your account, log in, set up 2FA, and take your first steps on the platform.

Submit calls for AI analysis — paste a transcript, upload audio, drop in a share link, or import JSON.

Read your AI coaching grades, objection cards, discovery questions, and compliance flags.

Track your performance across skills, process stages, and time periods.

Get personalized coaching recommendations and track your skill progression.

Access courses, flashcards, and the Training Simulator to sharpen your skills.

See your rankings, track streaks, and earn achievement badges.

View coaching feedback, direct messages, channels, and team announcements.

Featured

Get productive with CloseIntel in 5 minutes — submit your first call, review your scores and coaching, and start improving.

What the guided product tour covers and how to replay it.

An overview of the CloseIntel dashboard layout, sidebar sections, and top bar.

Our team is here to help. Reach out, schedule a call, or keep up with the latest from CloseIntel.

Get help from our team — usually a same-day response.

Book a guided walkthrough to set up your team on CloseIntel.

Stay in the loop on new features, releases, and best practices.

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