Every saved call appears here. Click 💾 Save at the end of a call to add it. Click ▶ Load to replay any session.
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🗂️
Saved Sessions
0 sessions saved locally
🎯 My Prospects
Prospects assigned to you or added by you. Add new prospects to build your pipeline.
Loading prospects…
📦 Closed Prospects
0
⚙️
User Settings
Manage your preferences, language, and account settings below. Click any section header to expand / collapse.
🌐 Language & Transcription
▼
AI Coaching Language
Language for coaching tips, objection responses, call summaries, and AI analysis.
CloseSignal Platform Language
Language for all buttons, labels, section titles and instructions in the app.
Transcription Language
Language hint for the speech-to-text engine. Set to the language being spoken on the call.
Chunk Duration (seconds)
How often audio is sent for transcription. 5s recommended — shorter = more real-time, more API calls. 3s = near real-time (higher cost).
Min Silence Before Send (ms)
🧠 AI Coaching Settings
▼
AI Model
Model
Quality
Speed
Best For
Advanced
★★★
Slow
Deepest coaching, catches subtle objections
Standard
★★☆
Fast
Balanced speed & quality
Lite
★☆☆
Fastest
Quick calls, high call volume
Prediction Sensitivity
Coaching Style
Auto-generate after call?
🔬
Closer Voice ID
Auto-detect who is speaking — no manual switching needed.
No voice profile
▼
📜 Read this sample script aloud when recording:
"Hi there, really glad we were able to connect today. I wanted to walk you through what we've been working on and show you how it directly applies to what your team is trying to achieve. The goal today is simple — I want to understand where you are, share what's working for teams like yours, and see if there's a fit worth exploring together. Sound good? Great, let's dive in."
💡 Speak naturally at your normal call pace. The more natural, the better the detection.
Press Record Sample, read the script above out loud, then press Done. Your voice profile saves automatically and loads on every future call.
🔴 Recording in progress — read the script above at your normal speaking pace…
🔐 Account
▼
📅 Calendar & Booking Link
PRO
▼
Share your personal booking link with prospects. When they book, a prospect record is automatically created in your database and the meeting is added to your calendar.
Your Booking Link
Booking Page Title
Meeting Duration (minutes)
Buffer Between Meetings (min)
Your Timezone
Page Description (optional)
Available Days & Hours
Add multiple time blocks per day with + button
🚫 Blocked Dates
No dates blocked
🗓 Google Calendar
New bookings will automatically appear in your Google Calendar
✅ Connected as
New bookings will be added to your Google Calendar automatically.
🍎 Apple Calendar (iCloud)
Connect via CalDAV — uses an app-specific iCloud password
⚠️ iCloud App-Specific Password required. Go to appleid.apple.com → Sign-In and Security → App-Specific Passwords → Generate.
✅ Apple Calendar saved successfully.
📧 Outlook / Microsoft 365
Sync new bookings to your Outlook or Microsoft 365 calendar
✅ Connected as
New bookings will be added to your Outlook Calendar automatically.
📆 Upcoming Bookings
Loading bookings…
ℹ️ How It Works
▼
🎤
Real-Time Capture
Your browser captures microphone audio in chunks. Use the Closer / Client toggle to label who is speaking.
⚡
Transcription
Each audio chunk is transcribed in real time with high accuracy and sent to CloseSignal AI for coaching.
🧠
CloseSignal AI Prediction
CloseSignal.ai analyzes tone, word choice, and patterns to predict objections and generate coaching in real time.
Pro Tip: For best results on a Zoom or screen-share call, use a virtual audio cable or enable "Stereo Mix" so the app captures both your voice and the client's audio. On a phone call, hold the phone near your computer mic.
🔧
Calendar Setup Required
Setup Steps
Redirect URI to register
Add to your .env file
After adding the environment variables, restart the server and try connecting again.
Need help? Email support@closesignal.ai
🎙️ Who is speaking?
Tap or press A / C to switch speaker
⠿ drag to move
＋ Add Prospect
📌 Outside-CloseSignal events only. Log meetings, calls, emails, or visits that happened outside CloseSignal. CloseSignal uses this as silent background context during live calls.
+ New Entry
No entries yet — add your first outside-CloseSignal touchpoint above.
📊
End-of-Day Report
AI analysis of all your calls today
${['Su','Mo','Tu','We','Th','Fr','Sa'].map(d=>`
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`).join('')}
📋
Select a date and click Generate Report
CloseSignal will analyze all calls from that day and produce a comprehensive coaching report.
❓ Help & Resources
🎙️ Closer Guide
Live Copilot — Your real-time AI sales coach. It listens to your call, transcribes every word, detects objections and buying signals, and suggests your next best question — live, while you're talking.
📞 Starting a Call
Set Up New Call — Click 📞 Set Up New Call in the left panel. A wizard walks you through: Prospect details, Call context & notes, Your offer, and Call setup (audio mode, coaching style, AI model).
Audio Mode — Choose Setup A (Computer Call) if you're on Zoom/Teams/Meet in a browser or desktop app, or Setup B (Phone Call) if your call is on your mobile. See the Audio Setup tab for full instructions.
Coaching Style — Pick how you want the AI to coach you: Direct (short, actionable tips), Consultative (detailed reasoning), or Socratic (question-based coaching).
AI Model — CloseSignal Fast is recommended for most calls. Use CloseSignal Advanced for deeper, more nuanced coaching on complex deals.
Launch Call — After the wizard, click Launch Call to load your setup and start the session.
🔴 During a Call
Start Recording — Click the red record button. CloseSignal immediately begins transcribing and coaching.
Speaker Pill — The floating panel shows who is currently speaking (Closer or Client). In Setup A (dual-stream), it switches automatically. In Setup B (phone), press A on your keyboard when you speak or C when the client speaks — or tap the pill buttons.
AI Coaching Panel — After the client finishes speaking, CloseSignal generates a suggested next question. Read it, adapt it to your voice, and deliver it naturally.
Objections & Buying Signals — Detected automatically from the transcript and flagged in real time.
Deal Heat Score — A live deal probability indicator that tracks conversation momentum as you go.
Active Frameworks — Select company playbooks from the dropdown in the left panel. Choose This Call for one-time use or Always On to keep them loaded across all calls.
✅ After a Call
Stop & Save — Click Stop, then 💾 Save. The session syncs to the cloud automatically.
EOD Report — Click 📊 EOD Report to generate an AI-written end-of-day summary across all your calls for any date.
New Call — Click 📞 Set Up New Call again to reset the session for your next prospect. Always-On frameworks stay loaded.
Demo Call — Available via the toolbar. Runs a simulated call so you can explore features without a live client.
🗺️ Other Sections
📖 Playbook — View company objection-handling rules and scripts. Admins can create and toggle rules; agents can view and apply them during calls.
🗂️ Call History — Browse all your past sessions. Expand any session to read the full transcript, AI summary, detected objections, buying signals, and follow-up email draft.
🎯 My Prospects — View and manage your prospect pipeline. Click Start Call on any card to instantly load that prospect into Live Copilot.
👤 My Profile
🔬 Voice ID — Record a 15–20 second voice sample. CloseSignal uses it to auto-detect whether you or your client is speaking in Setup B (phone calls), reducing the need to manually press A / C.
✍️ My Voice Style — Train CloseSignal to sound like you. Paste a writing sample (emails, scripts, proposals) or speak a 30–60 second sample. The AI extracts your tone, rhythm, energy, and signature phrases and injects them as a style layer into every coaching suggestion — so responses feel natural coming out of your mouth.
🛡️ Manager Guide
Dashboard — At-a-glance stats: total agents, sessions today, objections detected across your team.
Users — Invite agents and managers via email link. Set roles. View individual session history and activity. Click any agent row to open their full profile drawer.
Prospects — Add and manage your full pipeline. Assign prospects to specific closers. Use List view or Pipeline (Kanban) view. Closers see their assigned prospects in 🎯 My Prospects.
Frameworks — Create company playbooks: scripts, objection guides, pricing sheets, policies. Closers select these in Call Setup to inject context directly into the AI coach.
Sessions — View all call transcripts, AI summaries, and recordings across your entire team.
Settings — Configure branding (logo, company name), booking page settings, and calendar integrations (Google Calendar, Outlook).
License — Shows your current seat usage (managers + agents) against your plan limits.
CloseSignal.ai BETA — Features and UI may evolve.
🎙️ Audio Setup Guide
CloseSignal supports two audio modes. Choose the one that matches where your call is happening — you select it inside the Set Up New Call wizard.
❓
Transcription not working? Wrong speaker? Not switching back and forth?
Use headphones. Audio feedback from your speakers is the #1 cause of transcription issues — your mic picks up the client's voice coming out of your speakers and gets confused about who is speaking. Headphones eliminate that feedback loop entirely, giving each channel a clean, separate signal. This fixes most transcription, speaker-switching, and labelling problems immediately.
🟢
Set Up Video Call
Zoom · Teams · Google Meet · any browser-based or desktop call
RECOMMENDED
How it works: Your mic captures your voice on one channel. The system audio from your Zoom/Teams tab captures the client's voice on a completely separate channel. Speaker labels are 100% accurate — no guessing, no manual switching needed.
Step-by-step:
Open CloseSignal in Chrome or Edge on your computer.
Join your Zoom / Teams / Google Meet call in a browser tab or the desktop app.
Click 📞 Set Up New Call and choose Set Up Video Call on the Call Setup step.
In the left-panel Audio Setup card, click Capture Client Audio.
A screen-share dialog appears. Select the tab or window your call is running in.
Tick "Share audio" (bottom-left of the dialog) — this is required.
Click Share. The badge turns 🟢 Dual-Stream — Computer Call.
Click Start Recording. Both closer and client voices are now on separate channels.
✅ What you get with Setup A
100% accurate speaker labels · Client voice fully transcribed · Pill switches automatically between Closer and Client · No manual A/C pressing required
💡 Headphones vs Speakers
Headphones give the cleanest separation. Built-in laptop speakers work fine — echo cancellation handles most audio bleed. Either way, Dual-Stream works.
📱
Set Up Phone Call
Regular phone · Mobile Zoom / Teams · Any call on your phone
How it works: CloseSignal listens only to your computer microphone. Your client's voice is on your phone and never enters your computer's audio. The transcript switches speakers automatically using Voice ID — or you can manually toggle with A / C.
Step-by-step:
Open CloseSignal on your computer. Start your call on your phone separately.
Click 📞 Set Up New Call and choose Set Up Phone Call on the Call Setup step.
Select your mic in the Closer mic dropdown — built-in mic, USB headset, or AirPods all work.
Do not click Capture Client Audio — it won't help in this mode.
The transcript speaker switches automatically if you have a Voice ID profile set up (see below). Without Voice ID, press C when your client speaks and A when you speak — or tap the speaker pill buttons in the floating panel.
🔬 Voice ID Auto-Switch (recommended for Setup B)
Go to 👤 My Profile → 🔬 Voice ID and record a 15–20 second voice sample. CloseSignal will auto-detect when you are speaking vs. your client — significantly reducing the need to manually press A / C. The transcript label switches correctly; the speaker pill in the panel also follows automatically.
⚠️ Limitation
Your client's voice is on your phone — CloseSignal cannot directly transcribe it. Both sides of the conversation are captured through your mic (you speaking and the client's voice audible through your phone speaker), so transcription quality is best when your client speaks clearly enough to be picked up.
📊 Quick Comparison
Setup A — Computer
Setup B — Phone
Speaker pill auto-switches
✅ Yes
✅ Yes (with Voice ID)
Transcript labels accurate
✅ 100% automatic
✅ Auto (Voice ID) or manual A/C
Client voice transcribed
✅ Full separate channel
⚠️ Via mic pickup
Zoom / Teams browser tab
✅ Best
—
Zoom / Teams desktop app
✅ Works
—
Regular phone / mobile call
❌ N/A
✅ Only option
Headphones required
No (recommended)
No
One-time extra step
Click Capture Client Audio + share audio
Record Voice ID sample (recommended)
🔑 Golden rule: If your call runs on your computer (Zoom/Teams/Meet in a browser tab or desktop app) — always use Setup A. You get exact speaker labels, the client's voice fully transcribed, and zero manual switching. Use Setup B only when your call is on your phone.
The real-time AI sales copilot that listens to your calls, detects objections, surfaces buying signals, coaches your next move live — and learns to sound exactly like you.
🔑 What CloseSignal Does
🎤Live Transcription — Both agent and client voices transcribed in real time on separate channels (Setup A) or via mic (Setup B).
🧠AI Next-Best Question — After each client response, CloseSignal suggests the most effective follow-up question to move the deal forward.
⚠️Objection Detection — Instantly flags resistance phrases and suggests how to handle them using your frameworks.
🟢Buying Signals — Highlights positive intent phrases as they appear, so you know when to press forward.
📊Deal Heat Score — A live deal probability indicator that tracks conversation momentum in real time.
📝Auto-Summary & Follow-up Email — Generates a full call recap, action items, and a ready-to-send follow-up email after every call.
📊EOD Report — One-click AI-written end-of-day summary across all your calls for any date.
📚Frameworks — Inject company scripts, objection guides, and pricing info directly into the AI coach per call.
✍️My Voice Style — Train the AI on your personal tone, rhythm, and phrases so every suggestion sounds like you, not a robot.
🔬Voice ID — Record a voice sample so CloseSignal auto-detects speaker switches — no manual A/C toggling needed.
🏆Closer Stats — Gamified performance tracking: Status level, Momentum streak, and Identity badge that level up with your activity.
📅Booking Links — Prospects book meetings directly on your personal booking page; prospect records are auto-created. (Pro)
📋 Single User vs Enterprise
🧪 BETA improving — available now⏳ WAITLIST high-AI — join to unlock
Feature
👤 Single User
🏢 Enterprise
Core AI Copilot
🎤 Live Transcription — Setup A & B
🧪 BETA
✓
✓
🧠 AI Next-Best Question (live coaching)
🧪 BETA
✓
✓
⚠️ Objection Detection & Handling
✓
✓
🟢 Buying Signal Detection
✓
✓
📊 Deal Heat Score
✓
✓
📝 Auto-Summary & Follow-up Email
✓
✓
📊 EOD Report
⏳ WAITLIST
✍️ My Voice Style
🧪 BETA
✓
✓
🔬 Voice ID — auto speaker detection
🧪 BETA
✓
✓
🏆 Closer Stats & Gamification
🧪 BETA
✓
✓
📖 Playbook / Frameworks (view & apply)
✓
✓
Sessions & History
☁️ Cloud Session Sync
✓
✓
🔍 Call History & Search
✓
✓
📊 Session Sort & Filters
—
🏢
📄 Export Sessions to PDF
🧪 BETA
—
🏢
Team & Admin
🛡️ Manager Panel
—
🏢
👥 Multiple Closer Seats
—
🏢
📈 Team Performance Analytics
—
🏢
📚 Create & Manage Frameworks
View only
🏢
Prospects & Pipeline
🎯 Prospect Database & Search
✓
✓
📊 Pipeline / Kanban View
—
🏢
🔀 Assign Prospects to Closers
—
🏢
Calendar & Booking
📅 Personal Booking Page
⏳ WAITLIST
🗓 Google & Outlook Calendar Sync
⏳ WAITLIST
👤 Auto-Create Prospect on Booking
⏳ WAITLIST
🏢 Company Booking Page (shared team link)
⏳ WAITLIST
⏳ Waitlist features (EOD Report & Calendar/Booking) are built and being refined — we're rolling out in batches to ensure quality. Click any ⏳ Join Waitlist button above to secure your spot. You'll be notified when access opens.
🏢 Enterprise enquiries — contact enterprise@closesignal.ai for team pricing, onboarding, and custom setup.
CloseSignal.ai — Real-Time Sales AI Copilot · BETA
👤 My Profile
🏆 Status
Newcomer
0 pts
🔥 Momentum
0 streak
build momentum
🎖 Identity
Newcomer
earn a badge
?
📷
—
Max 300 KB
—
Agent ID
—
🔬 Voice ID
No profile
✅ Voice profile active. Re-record or clear below.
Record 15–20 s so CloseSignal auto-switches speakers.
📜 Read this aloud:
"Hi there, really glad we were able to connect today. I wanted to walk you through what we've been working on and show you how it directly applies to what your team is trying to achieve. The goal today is simple — I want to understand where you are, share what's working for teams like yours, and see if there's a fit worth exploring together. Sound good? Great, let's dive in."
🔴 Recording…
✍️ Voice Style
✓ Trained
Train CloseSignal to sound like you — paste writing or speak a sample.
Your Style Fingerprint
Paste or upload a writing sample. 150+ words works best. PDF and Word docs supported.
Talk 30–60 s like you're on a real call — just be yourself.
Recording…
0:00
"Hey, glad we could connect — what's the one thing you were hoping to get out of today?"
Transcribing…
⚙️
Analysing your style…
~5 seconds
🔥 Hot Streak Playbook
✓ Trained
Upload three of your best calls that closed — CloseSignal will analyze your language patterns, how you handle objections, your discovery sequences, and your closing moves to keep you in your hot streak on every call. Supported: .pdf, .docx, .txt
📄
Best Closed Call 1
No file uploaded
📄
Best Closed Call 2
No file uploaded
📄
Best Closed Call 3
No file uploaded
⚙️
Building your hot streak playbook…
Analyzing language patterns, objection responses, closing moves, and discovery sequences
🔥 Your Hot Streak Playbook is active
This style is now active. Upload new transcripts and re-analyse to update.
Set Up Your Call
Tell CloseSignal everything it needs to know before you dial
No prior history — CloseSignal uses prospect research to prepare.
🔄Follow-Up Call
Pull from past call memory, notes, and objection history.
THEIR BIGGEST PAIN / WHY THEY'RE ON THIS CALL
WHAT YOU KNOW ABOUT THEIR SITUATION
Links to Analyze
WEBSITES, LINKEDIN, ARTICLES — CLOSESIGNAL WILL READ THESE
Upload Files
PDFS, SCREENSHOTS, NOTES — ANYTHING RELEVANT
SELECT YOUR OFFER / SCRIPT ▾
💰 OFFER / SERVICE
Loading offers from frameworks…
📜 SCRIPT
Loading scripts from frameworks…
PRIMARY OBJECTIONS TO PREP (CLOSESIGNAL WILL PRE-LOAD RESPONSES)
YOUR MAIN GOAL FOR THIS CALL
ANYTHING ELSE CLOSESIGNAL SHOULD KNOW
CALL DURATION
15
MIN
30
MIN
45
MIN
60
MIN
90
MIN
COACHING STYLE
🔥 Aggressive Close
Prioritize closing moves and urgency. Best for warm prospects ready to decide.
💬 Conversational
Discovery-led, trust-building approach. Best for longer sales cycles.
CLOSESIGNAL IS READY FOR
Step 1 of 4
🚀 Launch a Saved Call
CloseSignal.ai
Call Complete — Prospect
Duration: — · — · —
Close Signal Score
—
Analysing…
Complete the call to generate your score.
What Moved the Needle
Generating…
Objections Handled This Call
Objection
Response Used
Outcome
No objections recorded.
Call Summary
Generating summary…
Save This Call to Profile
Everything from this call — objections raised, signals detected, what worked, what didn't — gets saved. Next time you call, CloseSignal remembers all of it.
Objection history saved
Buying signals logged with timestamps
What moved the needle vs. what stalled — noted
Closer exact language captured for next call opener
Close