Setting Up Close Agent
Welcome to Close Agent! This comprehensive setup guide will help you configure your AI-powered communication assistant for maximum effectiveness in just 10 minutes.
What is Close Agent?
What You'll Accomplish
By the end of this setup, you'll have:
- A fully configured Close Agent account
- Email and calendar integrations working
- Your first automated follow-up sequence active
- Personalized communication templates ready
- AI insights tracking your professional relationships
Total setup time: 10-15 minutes
Create Your Account and Choose Your Plan
Time required: 2 minutes
Sign Up Process
- Visit close.zazatechnologies.com or download the Close Agent app
- Click "Start Free Trial"
- Enter your professional email address
- Choose a secure password
- Verify your email address
Select Your Plan
- Starter: Perfect for individuals (up to 500 contacts)
- Professional: Ideal for sales professionals (up to 2,000 contacts)
- Team: Built for sales teams (unlimited contacts + team features)
- Enterprise: Custom solutions for large organizations
14-Day Free Trial
All plans include a 14-day free trial with full access to all features. No credit card required to start!
Connect Your Email Account
Time required: 3 minutes
Close Agent works with all major email providers. Choose your setup:
Gmail Integration
- Click "Connect Gmail" in the setup wizard
- Authorize Close Agent to access your email (read-only for analysis)
- Choose which folders to monitor
Outlook Integration
- Select "Connect Outlook" (works with Office 365 and Outlook.com)
- Sign in with your Microsoft credentials
- Grant permissions for email and calendar access
- Choose monitoring preferences
Privacy First
Close Agent only analyzes metadata and communication patterns. We never store full email content or share your data with third parties. You can revoke access at any time.
Set Up Calendar Integration
Time required: 2 minutes
Calendar integration helps Close Agent understand your availability and schedule follow-ups intelligently.
Google Calendar
- Click "Connect Google Calendar"
- Choose which calendars to sync
- Grant calendar read permissions
Advanced Calendar Settings
- Busy Time Detection: Automatically avoid scheduling follow-ups during meetings
- Buffer Time: Add 15-30 minutes between calendar events
- Working Hours: Set your typical availability
- Time Zones: Handle multiple time zones if you work globally
Import Your Existing Contacts
Time required: 2 minutes
Get Close Agent working with your existing professional network:
CRM Integration
Popular CRM Connections:
- Salesforce: Direct API integration
- HubSpot: Real-time sync
- Pipedrive: Bi-directional sync
- Custom CRMs: CSV import or API connection
Manual Import Options
- CSV Upload: Export contacts from any system
- Email Contact Scanning: Auto-detect contacts from email history
- LinkedIn Import: Connect your LinkedIn account (optional)
- Phone Contacts: Sync from mobile device
Smart Contact Deduplication
Close Agent automatically identifies and merges duplicate contacts across all your connected systems, creating a unified contact database.
Configure Your Communication Style
Time required: 1 minute
Help Close Agent match your professional communication style:
Communication Preferences
1. Tone Selection:
- Professional & Direct: Concise, business-focused
- Warm & Personal: Friendly, relationship-building
- Consultative: Advisory, solution-oriented
- Custom: Define your own style guidelines
2. Message Length:
- Brief: 1-2 sentences for quick check-ins
- Standard: 2-3 paragraphs for thorough communication
- Detailed: Comprehensive messages for complex topics
3. Formality Level:
- Formal: "Dear Mr. Smith" and "Best regards"
- Semi-formal: "Hi John" and "Best"
- Casual: "Hey John" and "Thanks!"
Industry-Specific Templates
Choose your industry for pre-built templates:
- Real Estate
- Financial Services
- Technology Sales
- Consulting
- Healthcare
- Legal Services
- Manufacturing
- Professional Services
Security and Compliance
Enterprise-Grade Security
Data Protection Features
- End-to-end encryption for all communications
- Regular security audits by third-party firms
- GDPR compliance with data portability and deletion rights
- Role-based access controls for team accounts
Compliance Features
- Audit trails for all AI actions and decisions
- Data retention controls with automatic deletion options
- Consent management for email tracking and analysis
- Industry-specific compliance (HIPAA, FINRA, etc.)
Next Steps and Advanced Features
Immediate Actions (Week 1)
- Set Up Follow-up Sequences: Create your first automated workflows
- Customize Message Templates: Build your template library
- Configure Notifications: Stay informed without being overwhelmed
Advanced Features (Week 2+)
- Relationship Analytics: Deep insights into your professional network
- Integration Management: Connect with more tools and platforms
- Team Collaboration: Maximize team effectiveness
- Mobile App Mastery: Use Close Agent on the go
Ongoing Optimization
- Weekly AI Training: Review and improve AI suggestions
- Monthly Relationship Reviews: Analyze network health and growth
- Quarterly Strategy Sessions: Align Close Agent with business goals
- Annual Account Audits: Ensure optimal configuration as your business grows
You're Ready!
Congratulations! Your Close Agent is now configured and ready to help you build stronger professional relationships, never miss follow-ups, and close more opportunities.
Remember: The AI gets smarter as you use it. Start with one or two automated sequences and gradually expand as you become more comfortable with the system.
Questions or need help?
Our success team is here to ensure you get maximum value from Close Agent:
- Live Chat: Available in the app during business hours
- Email Support: help@zazatechnologies.com
- Video Onboarding: Schedule a personalized setup session
- Community Forum: Connect with other Close Agent users
Welcome to more effective professional communication! đ