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

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

  1. First click on "Settings" in the sidebar
  2. Then click on "AI Knowledge Sources" in the settings menu
  3. Next click on the settings icon for the "Guideflow" source
  4. Then click on the "Sync again" button in the modal dialog
  5. Finally click on the "Save" button in the modal dialog

Create your own interactive guide with Guideflow

Why should you manually sync an AI knowledge source on Close.com

Close is a dynamic CRM platform designed to streamline communication and drive sales efficiency.

Manually syncing an AI knowledge source on Close.com enriches your CRM with real-time, up-to-date intelligence. This feature ensures that all team members have access to the most current information, enhancing collaboration and decision-making.

Utilizing this sync capability empowers sales teams to tailor their approaches based on the latest insights, ultimately improving customer interactions and closing more deals.

Last update
May 6, 2026
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