Customer Support FAQ Owner
FAQ

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Everything you need to know about CloseReply's AI email and SMS agent.

Getting Started
CloseReply is an AI-powered email and SMS agent that automatically replies to every inbound lead within 60 seconds — 24/7. It qualifies prospects, answers their questions, and keeps the conversation going — from your real Gmail address.
Most users are fully live within 10 minutes. Connect Gmail via one-click OAuth, add your business info, and you're done. No code required.
None at all. CloseReply is designed for business owners and sales teams, not developers. No code required. If you can use email, you can use CloseReply.
Yes — every plan includes a 7-day free trial so you can test the full product with real leads before committing. No credit card required to start.
AI Agent
You train the AI with your business details — your services, pricing, tone of voice, qualifying questions, and objection responses. The AI uses this context to have natural, accurate conversations. You can update the training anytime from your dashboard.
The conversations feel natural and human-like. However, we strongly recommend being transparent with leads when asked — it builds trust and is increasingly required by regulations. You can configure your AI to disclose its nature when directly asked.
If the AI encounters a question it can't confidently answer, it escalates the conversation to you with a notification. You'll see the full conversation history and can jump in from any device. The AI never makes up answers it's unsure about.
Yes. You can set your AI's name, communication style (formal, friendly, direct), response length, and specific phrases to use or avoid. Most users name their AI agent to match their brand voice.
Billing & Plans
Starter ($149/mo) includes email auto-reply 24/7 with Gmail integration. Growth ($299/mo) adds SMS agent, conversation memory, sentiment detection, and business hours mode. Pro ($499/mo) adds smart escalation alerts, auto follow-up, and multi-inbox support. All plans include a 7-day free trial. See closereply.com/pricing for full details.
Yes. There are no long-term contracts. You can cancel your subscription at any time from your account settings and you won't be charged again. You keep access until the end of your current billing period.
Yes. We have a satisfaction-based refund policy. If CloseReply isn't working for your business within the first 7 days, contact us at support@closereply.com and we'll issue a full refund — no questions asked.
Integrations & Compliance
CloseReply connects to Gmail (one-click OAuth) for email, Twilio for SMS, and Google Calendar for appointment booking on the Growth and Pro plans. It does not currently sync with CRMs — it focuses on fast lead response and logs every conversation in your CloseReply dashboard. See our integrations overview for details.
Yes. CloseReply only sends messages to leads who have opted in to receive SMS communication from your business. You are responsible for ensuring valid opt-in consent exists before loading contacts. We provide tools to help manage consent and opt-out requests automatically.
All data is encrypted in transit and at rest, and we don't sell or share your data with third parties. You connect Gmail through Google OAuth and can revoke access anytime. We follow security best practices but are not SOC 2 or HIPAA certified — and we say so plainly. See our security page and Privacy Policy for details.
Phone, Booking & After-Hours
Yes. You keep your existing business number and simply forward calls to your CloseReply number — all calls, or only the ones you don't pick up. For email, you connect your real Gmail, so nothing about your address changes either.
That's the whole point. CloseReply runs 24/7, so emails get a reply in under 60 seconds and missed calls get handled at night, on weekends, and on holidays — exactly when most leads come in and most businesses are closed.
Yes. On the Growth and Pro plans, CloseReply connects to your Google Calendar, checks your real availability, and books qualified leads straight into your schedule — then notifies you. See the Google Calendar integration.
Yes. On the Growth plan, if you miss a call the AI calls the customer back and handles it. On the Pro plan, an AI voice agent answers inbound calls live, talks to callers, and books appointments or takes a message. Either way you get an alert for every booking or message.
If you miss an inbound call, CloseReply automatically texts the caller back so the lead stays engaged instead of calling a competitor. It's available on the Growth and Pro plans. Learn more about missed-call text back.
CloseReply works for any local business that gets leads by phone or email — HVAC, plumbing, real estate, dental, law firms, mortgage, auto, gyms, electricians, insurance and more. See the industry pages for how it works in yours.