Close

Version 1.0 · Last updated 2026-08-10

Context

Close is built for inside sales teams at SMBs who run leads, contacts, and their entire pipeline from one screen rather than switching between separate tools. That pipeline feeds Living Context, the engine that connects your AI customer agent to your business systems.

Since a small inside sales team often has one rep juggling a lead from first call to close, grounding your agent in Close means it can tell a brand-new lead apart from someone three calls into a deal, and respond accordingly, across acquisition, retention, expansion, and support.

Buying and renewal signals your agent picks up on your website and in your product route straight into Close tagged for whichever rep already owns that lead, so a follow-up doesn’t wait for someone to notice it in a shared view.

Key benefits

• Full context on every conversation: Your agent reads lead, contact, and pipeline data straight from Close, so a prospect never has to repeat themselves to the rep already running their deal.
• Signals land with the rep who owns the lead: Buying and renewal signals spotted on your website and in your product route into Close tagged for whichever rep already owns that lead.

How does it work?

Living Context reads leads, contacts, and pipeline stages from Close to ground every conversation your agent has. Signals it spots on your website and in your product route into Close tagged for the rep who owns that lead, for them to act on.

Install instructions

Once at the Integrations tab of your Unless dashboard, you can select “Configure” for the Close integration. This will open a popup where you can connect your Close account and set up the integration.