# Close

**Summary:** Connect Close to Unless so your AI customer agent works with full Close context across the entire customer journey.

**In short:** Connect Close so your Unless AI agent starts every conversation with the full customer picture.

**Published:** 2026-06-09

## Context
Close is a sales CRM built for inside sales and SMB teams that manages leads, contacts, and the full pipeline in one place. With Unless, that data feeds Living Context, the engine that connects your AI customer agent to your business systems.

Once connected, your agent starts every conversation with the full picture: who the customer is, where they are in their lifecycle, and what they need. That holds across acquisition, retention, expansion, and support.

As your customers engage with your website and product, the agent spots buying, retention, and upsell signals and routes them into Close for the right sales rep or account manager to pick up, so no opportunity slips.

### Key benefits
- __Full context on every conversation:__ Your agent reads account, contact, and deal data from Close, so customers never have to repeat themselves.
- __Relationships that stay warm:__ Living Memory keeps preferences, lifecycle stage, and sentiment in sync, so each conversation feels known.
- __Signals routed to the right person:__ As your customers engage with your website and product, Unless spots buying, retention, and upsell signals and routes them into Close for the right sales rep or account manager to pick up.

### How does it work?
Unless connects to Close through Living Context. Your agent reads Close records to ground every conversation, and routes buying, retention, and upsell signals it spots on your website and product into Close for the right rep to pick up.

## Install instructions
Once at the [Integrations tab](https://unless.com/en/dashboard/data-management/integrations/kb/close "Unless dashboard integrations") of your Unless dashboard, you can select "Configure" for the Close integration. This will open a popup where you can connect your Close account and set up the integration.