How to manually sync an AI knowledge source on Close.com
Here is how to manually sync an ai knowledge source on close.com
- First click on "Settings" in the sidebar
- Then click on "AI Knowledge Sources" in the settings menu
- Next click on the settings icon for the "Guideflow" source
- Then click on the "Sync again" button in the modal dialog
- Finally click on the "Save" button in the modal dialog
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
