Close
Overview
Connect Close to Chat Aid for both searching your crmdata and performing Actions like creating and updating items directly from conversations.
How to Connect
For Data Source (Read-only):
- Navigate to Integrations in your Chat Aid dashboard
- Find Close in the CRM category
- Click Connect
- Authenticate with your Close credentials
- Select which content to train on
- Click Start Training
For Actions (Read + Write):
- Navigate to Actions in your Chat Aid dashboard
- Find Close
- Click Connect
- Authenticate and grant permissions
- Use the
[action]filter in conversations to create and update items
Actions
This integration also supports Actions, allowing Chat Aid to perform tasks in Close directly from conversations - such as creating tickets, updating tasks, or managing items.
What Data is Accessed?
The permissions Chat Aid requests depend on how you connect Close:
Data Source Connection (Read-only):
- Read-only access to your content for searching and answering questions
- No write or delete permissions
Actions Connection (Read + Write):
- Read access - To view existing items for context
- Write access - To create and update items on your behalf
For Actions, Chat Aid only performs operations you explicitly request. We never share your data with third parties, and your data is never used to train AI models.
Chat Aid absorbs the following information:
Accounts
- Account owner
- Account name
- Account description
- Account industry
- Account website
- No. of employees in account
- Account address
- Last activity at
- Updated at
- Created at
Contacts
- Contact name
- Contact job title
- Contact account name
- Contact email address
- Contact phone numbers
- Created at
- Updated at
Engagements
- Engagement owner
- Engagement content
- Engagement subject
- Engagement direction
- Engagement type
- Engagement start time
- Engagement end time
- Engagement account
- Engagement contact
- Created at
- Updated at
Notes
- Note account
- Note contact
- Note owner
- Created at
Opportunities
- Opportunity name
- Opportunity description
- Opportunity amount
- Opportunity owner
- Opportunity account
- Opportunity status
- Last activity at
- Close date
- Created at
- Updated at
Stages
- Stage name
Tasks
- Task subject
- Task content
- Task owner
- Task account
- Task due date
- Task status
- Created at
- Updated at
Users
- User name
- User email
- Is user active: true/false
- Created at
- Updated at
Auto-Retrain
Keep your Close data up-to-date by configuring automatic retraining schedules (Daily, Weekly, or Monthly).
Need Help?
Contact our support team at support@chataid.com