What is CloseBot AI V2?

CloseBot AI V2 is an advanced version of the conversational AI that uses AI models like GPT-4, Claude, and Gemini to create natural, flowing conversations. Unlike rigid chatbots, it understands user intent, manages context, and improvises within structured goals to feel like a real team member.

CloseBot works 24/7 by engaging leads, asking qualifying questions, and booking appointments through "objectives" — modular, objective-based workflows designed with a drag-and-drop no-code builder. These objectives help the AI collect structured lead information and branch conversations based on user responses.

What platforms does it integrate with?

It connects with GoHighLevel accounts and LeadConnector, syncing directly with sub-accounts. It supports multi-channel engagement on SMS, website chat, email, Facebook Messenger, Instagram, WhatsApp, and Google Business messaging.

What customization options are available?

Users can define brand voice, customize how the bot types and pauses to mimic human-like responses, and choose from multiple AI providers/networks to power their persona's responses. It supports white-labeling, allowing agencies to brand the bot for clients with a seamless agency experience.

How does CloseBot handle complex scenarios?

The platform supports trigger-based logic and fallback management to maintain smooth conversations. For example, if the AI does not know how to respond, it can escalate to a human team member or offer fallback messages, reducing user frustration.

Is there a visual bot builder?

Yes, CloseBot features a visual drag-and-drop builder and reusable personas to simplify creating and editing conversation flows, even for non-technical users.

How does pricing and billing work?

CloseBot V2 offers usage-based pricing with the ability for agencies to re-bill clients. Agencies can use their own AI providers for fine-tuned control and billing management.

What about knowledge management?

Users can upload documents, FAQs, and knowledge bases (PDFs, Word docs, scraped sites) which the bot references during conversations, improving answer relevancy. V2 allows editing uploads easily without re-uploading the entire file.

Is there a free trial?

While detailed trial info isn't in the search directly, multiple sources note ease of onboarding with tutorials and quick start guides indicating there are free or trial options for testing the product.

Is CloseBot suitable for agencies?

Yes, it’s specifically optimized for agencies managing multiple client accounts, offering white labeling, role-based permissions, and account structures that separate bot control and content editing for scalability and security.

Where can users get support and more information?

CloseBot offers live chat support, a dedicated help center, tutorials, and an active user community for onboarding and troubleshooting.

CloseBot

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CloseBot is an AI tool for agencies and businesses that automatically qualifies leads and books appointments. It works 24/7 across various channels, talking to prospects and filling your calendar. You can make the AI sound just like your brand and connect it to your CRM to boost efficiency and grow smarter.

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Overview Features Use Cases FAQ Integrations Pricing

About CloseBot

Who It's For

CloseBot helps marketing agencies and businesses grow without hiring more staff. Agencies can easily manage many client accounts. Businesses use it to engage more clients and book meetings 24/7, making sure no lead is ever missed.

What You Get

You get AI agents that automatically qualify leads and book appointments around the clock. Your calendar will fill with qualified meetings. You can make the AI speak in your brand's voice. It connects with tools like HubSpot and HighLevel and gives you clear reports on how well it's working.

How It Works

CloseBot connects to your current customer management systems. You build conversation paths using a simple drag-and-drop tool, no coding needed. You then create AI agents that sound like your brand. These agents talk to leads on various channels, ask questions to qualify them, and then schedule meetings. You can watch all results on a dashboard.

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Features & Capabilities

🤖 Core AI Automation

Lead Qualification

Automates the process of identifying and assessing potential customers' readiness to buy.

Appointment Scheduling

Automatically books qualified prospects onto your team's calendar without manual intervention.

Multilingual Conversations

Engage leads in over 22 languages, expanding your reach and building trust.

24/7 Lead Engagement

Ensures every inbound lead receives instant, branded, and on-message AI conversations around the clock.

🔗 Seamless Integrations

CRM Integration

Connects with popular CRMs like HubSpot and HighLevel, utilizing existing channels for AI agents.

Multi-Channel Engagement

Allows AI agents to interact with leads across various platforms including email and custom channels.

⚙️ AI Agent Builder

Customizable AI Personas

Create unique AI agents that speak in your brand's specific tone and communication style.

Drag-and-Drop Job Flows

Design automated conversation paths and dialogue guardrails with an intuitive no-code interface.

A/B Test Personas

Evaluate the performance of different AI personas to optimize engagement and conversion rates.

Transparent Conversation Logs

Access full logs of AI agent interactions and prompts for complete oversight and troubleshooting.

📊 Performance Analytics

Real-time Performance Dashboard

Monitor key metrics such as leads, meetings booked, and revenue generated at a glance.

Visual Reporting

Access beautifully designed reports and filter data to focus on the most important performance indicators.

Client Reporting

Provide measurable impact to clients with clear performance metrics on deployed AI personas and workflows.

📈 Agency Scaling Tools

Multi-Account Management

Easily oversee and manage multiple client AI agents, personas, and workflows from a single interface.

Whitelabel Client Portal

Offer clients a branded portal to monitor and adjust the AI agents deployed by your agency.

Use Cases

Automating Client Lead Generation and Appointment Setting for Agencies

Marketing agencies often struggle to deliver consistent qualified leads and booked appointments for numerous clients without escalating headcount. CloseBot enables agencies to deploy white-labeled AI agents that manage 24/7 multi-channel lead engagement, qualification, and appointment scheduling for all their clients, providing transparent performance metrics to prove ROI and increase margins.

Marketing AgenciesFor: Agency Owners

Streamlining Inbound Lead Qualification & Meeting Booking for Businesses

Businesses need to instantly engage, qualify, and convert every inbound lead into a booked meeting, often requiring significant manual effort or additional staff. CloseBot provides AI appointment setters that work 24/7 to engage prospects, qualify them through customizable workflows, and automatically schedule sales or demo meetings directly onto team calendars, reducing costs and accelerating sales cycles.

B2B SalesFor: Sales Development Teams

Maximizing Sales Team Efficiency with Pre-Qualified Appointments

Sales teams frequently spend valuable time on unqualified leads, hindering productivity and conversion rates. CloseBot acts as an intelligent AI SDR, thoroughly qualifying prospects through human-like, multi-channel conversations before they reach sales. This ensures that sales representatives only engage with calendar-ready, highly motivated leads, allowing them to focus exclusively on closing deals and improving overall sales performance.

SalesFor: Account Executives

Delivering 24/7 Personalized Customer Engagement Across All Channels

Businesses often miss opportunities due to limited availability or inability to engage prospects on their preferred communication channels. CloseBot deploys AI agents that offer instant, personalized engagement across email, SMS, social media, and website chat, operating 24/7. These agents maintain brand voice, answer common questions, qualify interest, and smoothly guide prospects towards scheduled appointments, significantly enhancing customer experience and capture rates.

Digital MarketingFor: Marketing Managers

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