For AI agents: a documentation index is available at the root level at /llms.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
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      • Leads
      • Contacts
      • Calling
        • Call Routing and Phone Menus
        • Outbound Caller ID
        • Assigning Numbers
        • Calling Setup
        • Call Assistant
        • Call Reports
        • Increase Call Connection Rates
        • Porting your number
        • Bring Your Own Carrier (BYOC)
        • Initiating calls from the web app
        • Group Numbers
        • Call Coaching
        • Regulatory Bundles
        • German Regulatory Documents
        • Call Tasks
        • Call Blocking in Close
      • SMS and MMS
      • Power & Predictive Dialing
      • Emailing
      • Chloe
      • Workflows
      • Notetaker
      • Enrichment
      • Opportunities
      • Inbox
      • Notes
      • Scheduling Links
      • Custom Activities
      • Custom Fields
      • Meetings
      • Outcomes
      • Playbooks
      • Forms
      • Custom Objects
      • Conversations
      • Lead Filtering and Smart Views
      • Reports
      • Tasks
    • Integrations
  • Close Onboarding
  • Connect your Email and Calendar
  • Close Mobile App
  • Desktop App
  • Import Data into Close
  • Other ways to get your data into Close
  • Migration from another CRM
  • Migration from Pipedrive
  • Importing Leads and Contacts from a file
  • Importing Opportunities from a file
  • Importing Other Data into Close
  • Updating existing Leads and Contacts
  • Finding and Merging Duplicates
  • Avoiding Lead Duplicates
  • Steps To Import Your Data Successfully
  • Leads
  • Lead statuses
  • Lead assignment
  • Editing, Merging, and Deleting Leads
  • Contacts
  • Calling
  • Call Routing and Phone Menus
  • Outbound Caller ID
  • Assigning Numbers
  • Calling Setup
  • Call Assistant
  • Call Reports
  • Increase Call Connection Rates
  • Porting your number
  • Bring Your Own Carrier (BYOC)
  • Initiating calls from the web app
  • Group Numbers
  • Call Coaching
  • Regulatory Bundles
  • German Regulatory Documents
  • Call Tasks
  • Call Blocking in Close
  • SMS and MMS
  • SMS Deliverability
  • A2P 10DLC
  • A2P 10DLC - What to do when my A2P SMS registration is rejected?
  • A2P 10DLC - Stay Compliant
  • A2P 10DLC Compliance boost with AI
  • Power & Predictive Dialing
  • Using the Power Dialer
  • Using the Predictive Dialer
  • Emailing
  • Email configuration
  • Managing unsubscribe requests
  • Set up outbound email without inbound email tracking
  • Forwarding email to Close
  • Email Filtering
  • Chloe
  • Voice Agent Setup
  • Compliance
  • Prompt Training
  • Skills
  • Playbooks
  • Knowledge Sources
  • Use Cases
  • Using Voice Agents
  • Reporting
  • FAQ
  • Troubleshooting
  • Chat
  • Workflows
  • Workflow Steps
  • Workflow Overview & Reporting
  • Notetaker
  • Enrichment
  • Opportunities
  • Opportunities List View
  • Opportunity Pipeline View
  • Opportunity Pipelines & Statuses
  • Inbox
  • Notes
  • Scheduling Links
  • Custom Activities
  • Custom Fields
  • Meetings
  • Book a Meeting
  • Outcomes