# CloseTheCall Docs

## Docs

- [Agency Analytics & Health Scores](https://docs.closethecall.com/agency/analytics-health.md): Monitor client performance with cross-client analytics, conversion funnels, sentiment tracking, and the 6-factor health score algorithm.
- [API Keys & Voice Providers](https://docs.closethecall.com/agency/api-keys-providers.md): Configure VAPI, Retell, Bland, and Twilio API keys for your agency — encrypted storage, key validation, and provider comparison.
- [Agency Plans & Billing](https://docs.closethecall.com/agency/billing-revenue.md): Your agency subscription, plan tiers, and how client billing works
- [White-Label Branding](https://docs.closethecall.com/agency/branding.md): Customize your agency's logo, colors, domain, landing page, and email templates so clients never see CloseTheCall.
- [Client Onboarding Wizard](https://docs.closethecall.com/agency/client-onboarding.md): Walk through the 5-step onboarding wizard to configure a client's AI receptionist, phone number, and knowledge base.
- [Agency Getting Started](https://docs.closethecall.com/agency/getting-started.md): Launch your white-label AI receptionist agency on CloseTheCall — brand it, price it, and resell it to your clients.
- [Knowledge Templates](https://docs.closethecall.com/agency/knowledge-templates.md): Deploy pre-built knowledge bases by industry to new clients in seconds — plumbing, HVAC, salon, dental, and more.
- [Managing Clients (Sub-Accounts)](https://docs.closethecall.com/agency/managing-clients.md): Add, monitor, and manage client businesses from the agency portal — invites, impersonation, health scores, and bulk actions.
- [AI Training & Scenarios](https://docs.closethecall.com/ai-receptionist/ai-training.md): Test your AI receptionist with simulated calls to make sure it handles every situation correctly before a real customer calls.
- [Bilingual Mode](https://docs.closethecall.com/ai-receptionist/bilingual.md): Let your AI receptionist switch languages automatically when a caller speaks Spanish, French, Hindi, or Portuguese.
- [Call Handling Settings](https://docs.closethecall.com/ai-receptionist/call-handling-settings.md): Configure exactly how your AI receptionist handles calls — what it collects, how it books, when it transfers, and more.
- [Choosing a Voice](https://docs.closethecall.com/ai-receptionist/choosing-voice.md): Pick the perfect voice for your AI receptionist — premium ElevenLabs voices or budget-friendly VAPI voices. [Try voices now](https://app.closethecall.com/ai-config) in your dashboard.
- [AI Email Replies](https://docs.closethecall.com/ai-receptionist/email-replies.md): Let your AI receptionist answer emails from your website contact form or enquiry address.
- [Greeting Message](https://docs.closethecall.com/ai-receptionist/greeting-message.md): Craft the perfect opening line for your AI receptionist — first impressions that win customers. [Edit your greeting](https://app.closethecall.com/ai-config) in the dashboard.
- [HIPAA Compliance Mode](https://docs.closethecall.com/ai-receptionist/hipaa.md): Protect patient data with automatic PHI redaction, data retention controls, and recording consent.
- [IVR Phone Menu](https://docs.closethecall.com/ai-receptionist/ivr-phone-menu.md): Set up a voice-based phone menu so callers can say what they need instead of pressing buttons.
- [Knowledge Base](https://docs.closethecall.com/ai-receptionist/knowledge-base.md): Teach your AI receptionist everything about your business — services, pricing, hours, FAQs, and more. [Manage your Knowledge Base](https://app.closethecall.com/knowledge) in the dashboard.
- [AI Personality](https://docs.closethecall.com/ai-receptionist/personality.md): Choose how your AI receptionist talks — Professional, Friendly, Enthusiastic, or Calm. [Configure personality](https://app.closethecall.com/ai-config) in your dashboard.
- [Smart Routing (Squads)](https://docs.closethecall.com/ai-receptionist/smart-routing.md): Use AI Squads to route callers through specialised agents — booking, info, and transfers handled by the right AI. [Enable Smart Routing](https://app.closethecall.com/ai-config) in your dashboard.
- [Testing Your AI Receptionist](https://docs.closethecall.com/ai-receptionist/testing.md): How to test your AI before going live — call yourself, use the browser test, and verify everything works.
- [Reading Your Analytics](https://docs.closethecall.com/analytics/reading-analytics.md): Understand your dashboard numbers — what each stat means, what's good, and how to use data to grow your business.
- [How Booking Works](https://docs.closethecall.com/appointments/how-booking-works.md): How your AI receptionist books appointments during calls, sends confirmations, and syncs with your calendar.
- [Automations Overview](https://docs.closethecall.com/automations/overview.md): 10 automated pipelines that follow up, remind, recover, and nurture — so you never lose a lead or forget a customer.
- [Proactive Outbound Calls](https://docs.closethecall.com/automations/proactive-outbound.md): Let your AI automatically follow up with leads, chase quotes, and check in after appointments.
- [Understanding Your Call Details](https://docs.closethecall.com/calls/call-detail.md): Everything shown on the call detail page — recordings, transcripts, summaries, sentiment, and more
- [Campaigns](https://docs.closethecall.com/campaigns/overview.md): Run outbound AI call campaigns to follow up with leads, request reviews, or promote offers.
- [Chat Widget Setup](https://docs.closethecall.com/chat-widget/setup.md): Add an AI chat widget to your website in under 5 minutes. Your AI answers questions, captures leads, and books appointments — via text.
- [Conversations](https://docs.closethecall.com/conversations/overview.md): Manage SMS, WhatsApp, Web Chat, and Email conversations with your customers -- all in one unified inbox.
- [SMS & Text Messaging Setup](https://docs.closethecall.com/conversations/sms-setup.md): How to enable SMS auto-reply, send booking confirmations, and manage customer text conversations
- [Billing & Plans](https://docs.closethecall.com/getting-started/billing-plans.md): Understand our 3 plan tiers, what minutes mean, overage rates, and how to manage your subscription. [Manage your billing](https://app.closethecall.com/billing) in the dashboard.
- [How Call Forwarding Works](https://docs.closethecall.com/getting-started/call-forwarding.md): Understand call forwarding and choose the right setup for your business. [Set up forwarding now](https://app.closethecall.com/phone) in your dashboard.
- [Frequently Asked Questions](https://docs.closethecall.com/getting-started/faq.md): Answers to the 20+ most common questions about CloseTheCall
- [Your First 10 Minutes](https://docs.closethecall.com/getting-started/first-10-minutes.md): Set up your AI receptionist and start answering calls — no technical knowledge needed. [Open your dashboard](https://app.closethecall.com/register) to get started.
- [Glossary](https://docs.closethecall.com/getting-started/glossary.md): Plain English definitions for every term you'll see in CloseTheCall. [Open your dashboard](https://app.closethecall.com/dashboard) to see these in action.
- [My Business Profile](https://docs.closethecall.com/getting-started/my-business.md): Fill in your business details so your AI receptionist knows everything about you — services, hours, pricing, and more.
- [Understanding Your Dashboard](https://docs.closethecall.com/getting-started/understanding-dashboard.md): What every number, chart, and indicator means on your main dashboard. [Open your dashboard](https://app.closethecall.com/dashboard) to follow along.
- [Voice Providers Explained](https://docs.closethecall.com/getting-started/voice-providers.md): Understanding VAPI, Retell, and Bland — which one powers your AI and why it matters
- [CloseTheCall Documentation](https://docs.closethecall.com/index.md): Everything you need to set up and use your AI receptionist
- [CRM Integrations](https://docs.closethecall.com/integrations/crm-hubspot-salesforce-ghl.md): Sync leads and calls to HubSpot, Salesforce, or GoHighLevel automatically — no copy-pasting.
- [Google Calendar](https://docs.closethecall.com/integrations/google-calendar.md): Connect Google Calendar so your AI receptionist checks your real availability and adds bookings automatically.
- [Outlook Calendar](https://docs.closethecall.com/integrations/outlook-calendar.md): Connect Outlook Calendar so your AI receptionist can check your availability and add bookings automatically.
- [Twilio Phone Numbers](https://docs.closethecall.com/integrations/twilio-setup.md): When you need Twilio, how to set it up, and how it works with your voice provider
- [Zapier Integration](https://docs.closethecall.com/integrations/zapier.md): Connect CloseTheCall to 5,000+ apps using Zapier — send leads to Google Sheets, get Slack alerts, and more.
- [Lead Board](https://docs.closethecall.com/leads-customers/lead-board.md): Track every potential customer from first call to completed job with a Pipedrive-style Kanban board, pipeline metrics, and powerful table view.
- [Lead Capture](https://docs.closethecall.com/leads-customers/lead-capture.md): How your AI receptionist captures lead information during every call and what happens next.
- [Multi-Location Setup](https://docs.closethecall.com/locations/multi-location.md): Manage multiple business locations, each with their own phone number and settings.
- [After-Hours Settings](https://docs.closethecall.com/phone-routing/after-hours.md): Control what happens when customers call outside your business hours.
- [Your AI Phone Number](https://docs.closethecall.com/phone-routing/ai-phone-number.md): Understand your dedicated AI phone number — what it is, the different types, and where to use it.
- [Call Forwarding Setup](https://docs.closethecall.com/phone-routing/call-forwarding-setup.md): Set up call forwarding from your existing phone number to your AI receptionist — carrier-by-carrier instructions.
- [Routing Modes](https://docs.closethecall.com/phone-routing/routing-modes.md): Choose how calls are handled — AI Answers, Rings You First, or Schedule-Based routing.
- [Quotes & Invoices](https://docs.closethecall.com/quotes-invoices/how-quotes-work.md): AI-generated price estimates from calls, manual quote creation with line items, customer acceptance, and invoice payment tracking.
- [Quote Settings](https://docs.closethecall.com/quotes-invoices/quote-settings.md): Configure how your AI handles quotes — auto-send, validity period, disclaimers, and the review process.
- [Account & Security](https://docs.closethecall.com/settings/account-security.md): Change your password, enable two-factor authentication, manage active sessions, and delete your account.
- [Notification Preferences](https://docs.closethecall.com/settings/notifications.md): Choose how and when you get notified about calls, leads, appointments, and billing.
- [Support Tickets](https://docs.closethecall.com/settings/support-tickets.md): Get help from the CloseTheCall team — submit tickets, track progress, and communicate until your issue is resolved.
- [Team Management](https://docs.closethecall.com/settings/team-management.md): Invite team members, assign roles, and control who can see and do what in your dashboard.
- [Common Issues & Solutions](https://docs.closethecall.com/troubleshooting/common-issues.md): Quick fixes for the most common problems — find your issue and solve it in seconds
- [Error Scenarios & Edge Cases](https://docs.closethecall.com/troubleshooting/error-scenarios.md): Every error and edge case you might hit — with actionable solutions, not just 'contact support'
- [Voicemails](https://docs.closethecall.com/voicemails/overview.md): Listen to voicemails left when your AI couldn't answer, and manage them by urgency.

## OpenAPI Specs

- [openapi](https://docs.closethecall.com/api-reference/openapi.json)