Close
Close is a sales CRM platform for inside sales teams to manage leads, calls, and email outreach.
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How to add an AI knowledge source on Close.com

Here is how to add an ai knowledge source on close.com

  1. First click on "Settings" in the left sidebar
  2. Then click on "AI Knowledge Sources" in the settings menu
  3. Next click on "Add Source" button in the top right area
  4. Finally click on "Save" button in the dialog box

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Why should you add an AI knowledge source on Close.com

Close is an intuitive platform designed to streamline CRM processes for sales teams.

Adding an AI knowledge source to Close.com significantly enhances your data organization and retrieval capabilities, integrating seamlessly with existing workflows.

This feature empowers users by offering swift access to valuable insights and improving decision-making efficiencies.

Leveraging AI within Close ensures that teams stay informed and agile, fostering a more collaborative and proactive work environment.

Last update
May 6, 2026
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