Close Dialer and Outdoo AI

Outdoo AI seamlessly integrates with Close Dialer, allowing you to automatically capture and analyze your sales calls. This guide will walk you through how the integration works and how to make the most of it.

How the Integration Works

When you make or receive calls using Close Dialer, Outdoo AI automatically records, transcribes, and analyzes these conversations, providing valuable insights for your team.

Key Benefits:

• Automated Call Recording: No manual effort required—every call is captured automatically.
• AI-Powered Insights: Get summaries, action items, and conversation analytics.
• Easy Access & Sharing: Quickly review and share recordings with your team.

How to Enable Close Dialer Integration?

1. Enable Call recording in Close, refer here
2. Create API key in Close. Go to Settings> Connect >Developer and create api key. Copy this key. For more information on Close API keys refer here.
3. Copy the API Key as shown in the image below
4. Go to Outdoo AI Company Settings, navigate to Dialers under Conversation Capture, select Close.io Dialer, and enter the API key value.

IMPORTANT: Each user should have their API key created from their own Close account

Start Making Calls: Once integrated, all Close Dialer calls will be automatically recorded in Outdoo AI.

Frequently Asked Questions

1. Do I need to start the recording manually? 

-  No, recordings are automatic once the integration is set up.

2. Can I disable call recording for specific calls? 

-  Yes, you can adjust settings in Close CRM to exclude certain calls from being recorded.

3. How secure is my data? 

-  Outdoo AI follows enterprise-grade security standards to ensure your recordings are protected.