Everything you need to run Closr.
Start with the quickstart, then go module by module. Every reference page describes what ships today — anything still in development is labelled.
From signup to first booking
Create the account
Sign up with email, Google, or Microsoft — the 7-day Pro trial starts with your account. No card, no payment details, and nothing charged: after seven days the trial ends and you pick a plan if you want to keep going.
Connect your calendar
Settings → connections. Google Calendar, Microsoft Outlook, Lark, and Zoom connect over OAuth and sync two ways.
Build an event type
Duration, buffers, notice period, locations, and the questions you want answered before the slot is held.
Share your booking link
Your handle resolves to aiclosr.ai/your-name. Share the page, link a single event type, or embed the flow on your site.
Connect a mailbox
Optional, but it unlocks campaigns, sequences, and email sync onto the contact timeline. Gmail or Outlook, over OAuth.
Turn on the AI
The note taker works from day one. The voice agent needs a knowledge base, a persona, and guardrails before it goes live.
How the pieces relate
One contact record
Bookings, meeting notes, emails, messaging threads, and form submissions all resolve to the same contact. Nothing needs syncing between modules because there is nothing to sync.
Events drive automations
Bookings, form submissions, deal stage changes, and inbound messages publish to a shared event bus. Automations and analytics both read from it.
Draft and live knowledge
Knowledge-base documents have a draft and a live state. Agents read live at runtime, so a half-finished edit never reaches a customer. Promote when it's ready.
Plans gate features, tokens meter AI
Feature access comes from your plan; the note taker and voice agent additionally draw on a monthly AI token allowance shown in the sidebar.
Projects and organizations
Voice configuration is scoped per project, and organization accounts share one agent, one knowledge base, and one set of guardrails. Admins edit; members use.
Attendance is a field
A booking being confirmed and a meeting being held are different states. Analytics count the second one, resolved from evidence after the meeting.
The meeting gets booked without a single email
Branded booking pages, multi-location event types, real-time availability across every calendar you own, and confirmations that actually arrive.
Booking pages
A branded page per person and per meeting type, embeddable anywhere.
Event types
Multiple platforms and multiple venues per meeting type, chosen at booking.
Availability & calendar sync
Two-way sync with Google, Outlook, Lark, and Zoom — no double bookings.
Bookings & attendance
Confirmations, reminders, and a real held/no-show record per meeting.
A pipeline that fills itself in
Leads you generate in-house, contacts and companies on one timeline, a deal board that moves on real activity, and an AI note taker that writes the record for you.
Lead generation
Closr's own crawled lead database, searched with filters or a prompt.
Contacts & companies
One timeline per person: bookings, calls, notes, emails, messages.
Deal pipeline
Kanban stages, contact-linked cards, and meeting history in the modal.
AI note taker
Diarized transcripts, summaries, and action items, synced to the CRM.
Analytics & attribution
Booked → held → won, by event type, slot, and rep, with AI insights.
Business card scanner
Photograph a card, get a contact in the CRM.
Reach people where they already are
Embeddable forms, email campaigns and drip sequences from your own mailbox, every messaging channel in one inbox, automations, and click-level tracking on your site.
Forms
Embeddable forms that create contacts and trigger what happens next.
Email campaigns & sequences
One-off sends and multi-step drips from your connected mailbox.
Unified inbox
WhatsApp, Messenger, Instagram, Telegram, SMS, and Lark in one place.
Automations
Event-driven rules that send, update, and notify without you.
Embed & click tracking
Visitor tracking and a click heatmap for your own site.
Someone answers, day or night
A real-time speech-to-speech agent that picks up the phone or the website widget, answers from your knowledge base, stays inside your guardrails, and books the meeting.
AI voice agent
Real-time speech-to-speech that answers, qualifies, and books.
Knowledge base
Documents and crawled site pages, grounding every AI answer you ship.
Guardrails & escalation
Topic limits, required disclosures, and hand-off to a human.
Phone numbers & web widget
Give the agent a number, or put it on your site.
Calls & analytics
Transcripts, CSAT, containment, and an Improve tab that says what to fix.
Embeds, webhooks, and API keys
Three supported ways to connect Closr to something you own.
The site snippet
One script on your site covers visitor tracking, click capture, and form embeds. Copy it from the growth page; it is scoped to your portal so multi-site accounts stay separated.
The AI chat widget
A second script puts an AI support chat on any site, answering from the knowledge base of whichever AI project you point it at, in your own colours. See the install guide for WordPress, Shopify, Webflow, GTM, and React.
Outbound webhooks
Automations can call an endpoint you control when an event fires, so Closr can push into systems it doesn't integrate with directly. Available on Sales and Enterprise.
Voice integration
An API key lets you drive the voice agent from your own IVR or web surface instead of the built-in widget. Available on Sales and Enterprise.
Need something not covered here — a specific integration, a data export, or a rollout across several teams? Ask us directly and we will tell you honestly whether it exists yet.
Still have a question?
Support, sales, and partnerships each have their own page, and the person who answers is the one who builds this.
Replies within one business day.