# Close

**Summary:** Connect Close to Unless so your AI customer agent works from the same lead and pipeline data your inside sales team sees.

**In short:** Wire up Close so your Unless AI agent already knows where a lead sits in your pipeline.

**Published:** 2026-06-09

**Last updated:** 2026-08-10

## Context
Close is built for inside sales teams at SMBs who run leads, contacts, and their entire pipeline from one screen rather than switching between separate tools. That pipeline feeds Living Context, the engine that connects your AI customer agent to your business systems.

Since a small inside sales team often has one rep juggling a lead from first call to close, grounding your agent in Close means it can tell a brand-new lead apart from someone three calls into a deal, and respond accordingly, across acquisition, retention, expansion, and support.

Buying and renewal signals your agent picks up on your website and in your product route straight into Close tagged for whichever rep already owns that lead, so a follow-up doesn't wait for someone to notice it in a shared view.

### Key benefits
- __Full context on every conversation:__ Your agent reads lead, contact, and pipeline data straight from Close, so a prospect never has to repeat themselves to the rep already running their deal.
- __Signals land with the rep who owns the lead:__ Buying and renewal signals spotted on your website and in your product route into Close tagged for whichever rep already owns that lead.

### How does it work?
Living Context reads leads, contacts, and pipeline stages from Close to ground every conversation your agent has. Signals it spots on your website and in your product route into Close tagged for the rep who owns that lead, for them to act on.

## Install instructions
Once at the [Integrations tab](https://unless.com/en/dashboard/workspace/connectors/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.