Frequently asked questions

Open Settings → Voice AI. Turn the AI Voice Agent on, then fill in three fields: the agent's name (what she calls herself), your business name, and Business context — what you do, your pricing, and anything a caller commonly asks. That context is the whole brain; a blank one means she takes a message instead of answering. Add your appointment types so she can book, and set your business hours so she never offers a time you are closed. Full walkthrough at /help/guides/voice-ai-inbound.

Keep your own number public and forward only what you miss. From the phone you want forwarded, dial **61*<your CloseBoss number>*11*30# and press call — that is forward-on-no-answer, voice calls, after 30 seconds. Most US carriers allow 5–30 seconds in five-second steps, and 30 is the maximum. Also worth setting: **67*<number># for busy and **62*<number># when your phone is off. To undo them all, dial ##004#.

Three usual causes. First, the iPhone Settings → Phone → Call Forwarding switch is unconditional — it sends every call to the AI and your phone never rings; conditional forwarding only works through the **61* codes. Second, your carrier voicemail may pick up before the forward does, so if voicemail answers at 25 seconds a 30-second forward never fires — shorten the forward or ask your carrier to lengthen voicemail. Third, Verizon uses *71 and ignores the ring-timer setting.

Yes. Every appointment the receptionist books sends the caller a confirmation text containing a private reschedule link. Opening it shows your real open times — in your business's timezone, within your business hours, with slots that are already taken removed — and picking one moves the appointment immediately. The link only ever moves that one appointment, and it stops working once the appointment has passed.

From your dashboard, open Settings → Messages and pick a Review Policy (auto-send vs require approval). Then open Templates and either edit one of the prebuilt sequences or create a new one. New leads start receiving the sequence within 60 seconds of capture. See the step-by-step guide at /help/guides/ai-followup-setup.

Go to Settings → Data & Tools → MLS Data Import (the same panel handles general contact imports via CSV). Map your CSV columns to CloseBoss fields and run the import. Imports respect duplicate detection by email + phone, so re-importing won't double up your contacts.

Tell the Boss Assistant what you want — "set up Saturday's open house," "build a seller presentation for 123 Main St," or "find and show homes to the Garcias" — and the team does the research and every step, then hands back the finished deliverables. You review and send.

Messages send in your name and from your number. AI is transparent about being a digital assistant when asked, but the goal is a fast, helpful first response — not deception. You decide how much AI handles before looping you in (configured in Settings → Voice & Style).

AI continues the conversation, asking qualifying questions tailored to the lead's source (Zillow, Facebook, your site). When intent crosses your threshold — they ask about a tour, mention a price range, or request to talk — you're notified immediately and AI hands off the thread.

You're the boss. You give one command to your Boss Assistant and it delegates to the right teammate: the Receptionist answers calls, the Sales Assistant follows up, Marketing fills the pipeline, the Transaction Assistant coordinates the deal, and the Accountant keeps the books. You finally own a team — without the payroll.

Both — and that's what sets it apart. Your AI Receptionist answers inbound calls live, 24/7, and texts back the moment a call goes unanswered. Your AI also places real outbound voice calls to follow up with your sphere and leads — not just another SMS like every other CRM.

Most CRMs stop at SMS and email drips and leave the work to you. CloseBoss is an AI team you command: it answers the phone, calls your sphere by real voice, and runs whole jobs — open houses, presentations, showings, closings — from a single instruction, handing you finished reports.

From one address it produces an AI CMA (live web comps + value range), a branded Seller Presentation, a Property Deep Report (loan affordability, deal rating, investment ROI, schools, neighborhood, location map), an AI House Search for buyers, a side-by-side Comparison Report, and a Net-to-Seller sheet — each share-ready with your branding.

Yes. Hand the Sales Assistant a lead list and it places outbound calls in a natural voice, qualifies each prospect on budget, timeline, and motivation — buyer or seller — then scores intent, books the hot ones, and logs notes to every contact. You work only the leads that are ready.

It's built for real estate. The assistants are modeled on the playbooks of top-producing agents — how they qualify buyers and sellers, handle common objections, time their follow-up, and talk pricing and negotiation. Every call and message reflects proven agent best practices, not generic chatbot answers.

Coaching is a producer-development program built into the dashboard. Producer Track (Pro and above) targets 10 transactions / 3% conversion; Top Producer Track (Premium and Team) targets 15 transactions / 5% conversion. Daily plans, weekly playbooks, monthly AI deep-dives, peer benchmarks. No add-on fee.

Open Settings → Coaching. Each program your plan can access has Enroll / Re-enroll / Opt out controls. Auto-enrollment runs on plan upgrades but always respects prior opt-outs — once you opt out, we won't re-enroll you without an explicit choice here.

Yes. Cancel from Settings → Billing or directly from your Stripe Customer Portal. There's no minimum term and no cancellation fee. Your plan stays active through the end of the current billing period, then drops to Starter automatically.

Your contacts, pipeline, and conversations stay in your account. You can keep using Starter (up to 5 leads / 50 contacts) or export everything via Settings → Data & Tools. We don't delete data automatically — request deletion via /contact if you want a full wipe.

Native and Zapier integrations with Follow Up Boss, kvCORE, Sierra Interactive, Lofty, BoomTown, and LionDesk. Lead-source connectors for Zillow Premier Agent, Facebook Lead Ads, your website lead forms, and Google Lead Form Ads. Setup typically takes under 15 minutes.

Open any contact, click Message → Video. Record in the browser (no extension needed), trim if you want, and send. The recipient sees an inline player; you get notified when they watch and how much of it. See /help/guides/video-email for a step-by-step walkthrough.

Customer data is stored in Supabase Postgres (US region) with row-level security. Audio for voice features is processed by Twilio. We never sell or share data with advertisers. Full details in our /privacy page.

Open the chat bubble in your dashboard or email contact@closebossai.com. Premium and Team plans include priority support with same-business-day response. We're agents-helping-agents — no offshore tier-1 script-readers.