🥱 boring but necessary updates this week... however, there were a lot of updates released for those helping with the beta of Analytics.

Our focus currently is on analytics, set for wide release in 3 more weeks. We are keeping the details of those updates private until they all release at once on September 14th 🎉 Those generally include:

Wow... so much was merged into CloseBot by the dev team that we did not feel comfortable releasing it on a Friday. We make sure we don't make large updates right before weekend, when our team is less available to answer questions and make quick fixes.

However, I still want to drop the list of updates here that you can expect to see released . Grab your coffee... this is a long list.

Have you ever realized you wanted to schedule a follow-up with a lead while monitoring a chat? You'll be able to do that from within the CloseBot chat page! Perfect for those who see an opportunity to follow-up with a lead that doesn't match the follow-up rules your AI has.

You'll be able to add an internet search tool to your agents to allow them to freely search the internet during a conversation with a lead. Common use cases for sales include:

You're able to prompt within an agent node when you do or do not want the AI to reply. It still utilizes a to do this, but it cuts out the following examples of undesired replies...

See the example below on how you can prompt for any of these scenarios and more.

Now in addition to filtering CloseBot to reply only on specific channel & tag/list combinations, you can also specify channel details.

We've condensed the views list sidebar to buy back some horizontal space. This means we can now have the contact panel open by default, remembering your preference if you do choose to collapse it. This contact pane is getting more helpful information in the coming weeks, so it's helpful to keep it visible.

We've made it easier than ever to connect CloseBot with third party platforms that we do not have a native integration for. There were some bugs with the first iteration of this wizard that have been fixed. Find help documentation explaining how to use this wizard to connect to alternative platforms HERE

Our beta testers for have been chosen and will gain access to the analytics features on Tuesday. There are still non-analytics items we will be releasing, but the bulk of our effort over the next 3-4 weeks will be in working with our beta testers to fine-tune this feature set prior to wide release. Analytics will include things like:

Other areas of focus for us are our MCP, so you can more comfortably do work on your CloseBot account from AI Assistants like Claude, and the overall performance improvements desired on our Conversations Page UX.

🤷‍♂️🤷‍♂️🤷‍♂️

Here's the thing... we have a ton of stuff coming.

But it's not tested enough to release before the weekend.

There's so much coming next week though.

I'm not going to explain it all here and then explain it all again next week. That would ruin the surprise.

Just know it's incredible... and we need some beta testers for analytics features 😎

You can now add the ability for your agent to search for GIFs to send along with a message. Using it is as easy as unlocking it within your agent tools and then instructing it on when it's appropriate to send a GIF.

GIFs are fun! If used right, things like this can really boost reply and booking rates for you and your clients!

There have been intermittent issues with booking accuracy, especially with Anthropic, and especially around the end of months... It's sometimes difficult for AI to calculate dates when contacts mention days of the week in advance. We found for some users this was causing the AI to book incorrect times up to 5% of the time near the end of the month. We release an update to how we navigate booking tools that appears to have completely eliminated this issue.

Nothing is needed from you.

Previously, setting up a Blank Source to work with custom CRMs meant you also needed to use a tool like N8N as an in-between tool to format requests and replies. That's no longer needed. Use the new wizard to connect CloseBot to tools like Instantly, Pipedrive, Zoho and more without the need for complex middleware.

Now you have access to 3 additional variables within the variable selector...

Last week we added Notes, which allow you to let your AI know of helpful things in the middle of a conversation... See more on that HERE. Now we also have a HighLevel workflow action you can use to add a note to a contact. Super helpful if you're running a database reactivation on existing contacts and you want to drop a note about the offer to the AI per contact before sending your reactivation text (See Here).

Horizontal space is becoming a luxury on the conversations page. To make more space, we've default-collapsed the views panel. You can still click to expand and hover to read titles. All of the functionality is still there, but we gain horizontal space for those on smaller screens!

We should be able to add beta testers to our analytics module next week. This would include things like:

If you feel like you would be the perfect tester for this, able to give actionable feedback, email jarod@closebot.ai to see if you qualify.

This has been in the works for months... it will truly take things to the next level 🙏

Read more HERE. You can now add notes to contacts. You can @-mention team members within notes and the messages they are @-mentioned in will show up in a new @-mention inbox! You can also choose whether or not to allow your AI to see the notes. Helpful for scenarios where...

You'll soon find a new Workflow action within GHL to add these notes to contacts via your workflows as well.

You now have quick access to your affiliate link from your sidebar. Additionally, anyone who creates a new CloseBot account using your Affiliate Link will get $15 in credits automatically added to their CloseBot wallet 💰

The bulk of our work has continued to be into analytics.

We are still about 2 weeks out from allowing beta testers in to these features, and expect a wide release about 2 weeks after that. This is a big update that will provide much better data-driven decisions around your AI agents in CloseBot.

You can now choose to connect CloseBot to Notion and Google Drive to give you truly LIVE references to your knowledge base. Webscrapes update daily, notes and normal uploads update manually, Google Drive updates immediately and Notion every 15 minutes.

Perfect for those who handle inventory or other information that is constantly changing.

Google Drive access is granted at the folder level, Notion at the workspace level. 🎉

This has been one of our most requested features... enjoy!

This week was full focus on knowledge base updates, but also continued efforts on our analytics. Expect the first iteration of analytics to begin rollouts to beta users before the end of July. This includes...

Analytics is our highest priority at the moment... the platform is stable, robust and driving extreme results... but it's hard to report and measure. We must fix that for you all.

Stay tuned to see when beta opens! We prioritize our users who stay connected with us within the community!

Agent actions are currently written to always respond (as AI models were not yet robust enough to decide when to avoid sending a message). We have a beta in place now to test new message prompting that allows the agent to decide when it does and does not make sense to process a response. If you want to join the beta, email jarod@closebot.ai and he will get you added!

📈 -> we are again pushing focus onto our Analytics (reporting) features. This has been long in the works, but we are getting close! Once complete, this will allow you to customize the analytics shown on your dashboard, allow you to split test personas in measured A/B tests and more.

💻 -> The MCP released a few weeks ago allows CloseBot to MCPs. The CloseBot MCP that allows you to connect tools like Claude, OpenAI, Viktor to CloseBot is still in the works. We expect this to be released late-July.

📚 -> A general revamp on how our Knowledge base reads information and adding Google Drive and Notion as upload sources you can connect to your CloseBot knowledge base as LIVE knowledge base options! 🎉 Expect this next week!

After one full year of operating in V2 we decided to clean up the subscription selection screen to give better insights on instant charges, trial adjustments, and next payments. This is also more suitable for viewing on mobile devices which aligns with our push for providing some features as mobile-friendly.

Along with the visual updates and mobile support for the settings and subscriptions pages, we also adjusted the chat and home screens for mobile view so you can watch CloseBot conversations while on the go.

Agent actions are currently written to always respond (as AI models were not yet robust enough to decide when to avoid sending a message). We have a beta in place now to test new message prompting that allows the agent to decide when it does and does not make sense to process a response. If you want to join the beta, email jarod@closebot.ai and he will get you added!

📈 -> we are again pushing focus onto our Analytics (reporting) features. This has been long in the works, but we are getting close! Once complete, this will allow you to customize the analytics shown on your dashboard, allow you to split test personas in measured A/B tests and more.

💻 -> The MCP released this week allows CloseBot to MCPs. The CloseBot MCP that allows you to connect tools like Claude, OpenAI, Viktor to CloseBot is still in the works. We expect this to be released mid-July.

📚 -> A general revamp on how our Knowledge base reads information and adding Google Drive and Notion as upload sources you can connect to your CloseBot knowledge base as LIVE knowledge base options! 🎉 Expect this as well before mid-July.

Linq has been a functional custom provider through GHL for a while now, and out of its popularity with our user base we decided to make it an option for Blank and HubSpot sources too! (While HubSpot supports custom providers, they don't natively work through the app marketplace)

With more clients joining agencies in CloseBot, it was time for a facelift. Though nothing functional has changed, the clients now land on their view of the agents page where they can more easily navigate the settings.

📈 -> we are again pushing focus onto our Analytics (reporting) features. This has been long in the works, but we are getting close! Once complete, this will allow you to customize the analytics shown on your dashboard, allow you to split test personas in measured A/B tests and more.

💻 -> The MCP released this week allows CloseBot to MCPs. The CloseBot MCP that allows you to connect tools like Claude, OpenAI, Viktor to CloseBot is still in the works. We expect this to be released mid-July.

📚 -> A general revamp on how our Knowledge base reads information and adding Google Drive and Notion as upload sources you can connect to your CloseBot knowledge base as LIVE knowledge base options! 🎉 Expect this as well before mid-July.

Finally your CloseBot Agents can utilize MCPs to quickly gain access to more tools. Currently supported natively are the Calendly and Cal(dot)com MCPs, with more MCPs coming within the next several weeks. You can also connect to a custom MCP.

Use these MCPs as a way to grant your agents access to other systems quickly instead of having to build a Custom Tool for each endpoint one-by-one.

Access these MCPs by going into your Job Flow and clicking the Custom Tool tab.

In situations where it would be helpful to allow your bot to share its thinking, referenced uploads and tool use with leads, you can now toggle on the optional setting within your Chat Widget settings.

We have this turned on within our home page because we want contacts to see what's going on behind the scenes! If you want to see what this looks like, try it out yourself by chatting with CloseBot on our home page.

This is also helpful for situations like support or demo experiences where you want to show the transparent information to the person engaging with the AI.

I'ts easier than ever to see which channels are available to connected sources. We auto-display all built in channels, and will begin to display custom channels here as well. Click on each to see setting for each.

You'll begin to see CloseBot-native channels for Blank sources too!

📈 -> are again pushing focus onto our Analytics (reporting) features. This has been long in the works, but we are getting close! Once complete, this will allow you to customize the analytics shown on your dashboard, allow you to split test personas in measured A/B tests and more.

💻 -> The MCP released this week allows CloseBot to MCPs. The CloseBot MCP that allows you to connect tools like Claude, OpenAI, Viktor to CloseBot is still in the works. We expect this to be released mid-July.

📚 -> A general revamp on how our Knowledge base reads information and adding Google Drive and Notion as upload sources you can connect to your CloseBot knowledge base as LIVE knowledge base options! 🎉 Expect this as well before mid-July.