Documentation

How Closer works

A section-by-section reference - what each part does, how it fits together, and how to talk about it on a sales call.

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01 - Overview

What Closer is

What you upload
Q3-discovery.mp3
Audio · 34 min
objections.pdf
Doc · 12 pg
pricing.md
Doc · 4 kb
What Closer builds
MR
Marcus Reed
AI buyer · VP Ops
"You've got five minutes."

Closer is two things in one. On the surface it's a sales training platform where reps hold live voice conversations with AI buyers built from the company's own recorded calls and docs. Underneath, it's a data layer for the sales org - the system that figures out what your best sellers actually do differently, and teaches the rest of the team to sell like them. Every practice and real call is recorded, transcribed and graded, so improvement is measurable and coachable at scale.

In plain terms

Think of it like a flight simulator crossed with a company brain. Reps put on a headset and talk to a computer that pushes back like a real customer, so nobody loses a real deal while they're still figuring it out. At the same time, Closer is listening across the whole org, noticing which moves the top sellers make, and turning that into training the rest of the team can practice against.

  • 01
    Live voice roleplay, not chat

    reps speak into a headset and the AI buyer replies in real time. That trains the muscle memory that matters on real calls - pacing, tone, handling interruptions - none of which text drills teach.

  • 02
    Buyers built from your own data

    personas and objections are extracted from the company's own recordings and docs, so reps practice against exactly the objections real prospects raise - not a generic template.

  • 03
    A company brain for sales

    Closer is the data layer that figures out what your best sellers do differently and helps the rest of the team learn to sell like them - patterns, best lines and objection handles surfaced from real calls.

  • 04
    Every call scored the same way

    each transcript is graded on a fixed 8-axis rubric (Discovery, Objections, Talk ratio, Listening, Framing, Next step, Tone, Business acumen), so improvement is visible on a graph and every manager grades the same way.

02 - Product flow

The four stages: upload, extract, practice, score

Closer runs on a repeating four-stage loop. The org uploads raw material once, Closer processes it into training assets, reps use those assets to practice, and the resulting call data feeds back into the system. Understanding these four stages is the fastest way to understand the whole product.

In plain terms

Imagine a cooking school. First you bring ingredients (recordings, docs). A chef preps them into dishes you can practice cooking (personas, objections). Students cook (reps run calls). The head chef tastes everything and writes notes (scores and coaching). Every round the kitchen gets sharper - same four steps, over and over.

  • 01
    1. Upload - feed the system

    an admin drops call recordings, transcripts, pricing docs, positioning notes, and battle cards into the Workspace. It's a one-time setup, then top-ups when things change. More material = sharper personas and objections.

  • 02
    2. Extract - turn raw material into training assets

    Closer runs a series of AI passes to identify recurring buyer types, product mentions, common objections, and standout ‘best line’ moments. Each extracted item shows the source quote it came from, so admins can audit before approving.

  • 03
    3. Practice - reps run live calls

    a rep opens a persona, hits ‘Call now’, and holds a real spoken conversation. The AI plays the buyer, follows the extracted objection patterns, and pushes back the way real prospects do. A call takes 3–10 minutes.

  • 04
    4. Score & review - close the loop

    the moment the call ends, the transcript is saved, the rubric is scored, and standout lines can be pinned to Best Lines. Managers coach on specific turns; reps rerun the scenario. Data also improves what Closer knows about the org over time.

03 - AI buyer personas

How AI buyers are built from your recorded calls

MR
Marcus Reed
VP Ops · Skeptic
BluntTime-poorROI-first
"Show me numbers or I'm out in five."
Difficulty
Level 4 · Senior
Evidence
Call #A-127 · 04:12
"I need to see the actual ROI math, not a case study."
3 quotes · verified

A persona is a callable AI buyer with a name, role, personality, voice, and set of objections. Personas aren't authored by hand or picked from a template - Closer clusters patterns across the org's uploaded calls and builds one persona per cluster. Reps practice against the actual buyers their company sells to, not a generic archetype.

In plain terms

A persona is a pretend customer you can call up. Instead of an actor making one up, Closer listens to piles of your real customer calls, notices which callers sound alike - same job, same worries, same complaints - and turns each group into one character. So ‘Skeptical CFO Sarah’ is a composite of every real skeptical CFO the company has talked to.

  • 01
    Every trait is grounded in a real quote

    when the AI says a persona is ‘skeptical about ROI’ it can point to the exact line where a real prospect said something skeptical about ROI. This is the single most important design choice in the product - how hallucination is kept out of training.

  • 02
    Voice, scenario, and difficulty are surfaced up front

    each card shows voice tags (blunt, warm, distracted…), scenario (cold call, renewal, demo), and a 1–5 difficulty badge. Reps pick intentionally - a new rep starts on 2, a senior rep runs 5 to stay sharp.

  • 03
    Evidence drawer for audits

    clicking any field opens a drawer showing the source quotes and the workflow steps that produced it. Admins verify before approving; managers use it to explain why a persona pushes back the way it does.

  • 04
    Empty fields, never invented fields

    if there's no evidence for a trait the field stays blank rather than being filled with a plausible guess. Better to show nothing than teach reps something the buyer never actually said.

04 - Live voice calls

What actually happens during a practice call

Live
04:12
Buyer"So what does this actually cost?"
Rep"Depends on volume - let me ask…"

When a rep clicks ‘Call now’, Closer opens a real-time voice session in the browser. The rep speaks into their mic, the AI buyer replies through the speakers, and the conversation is captured turn-by-turn as it happens. No scripting, no multiple-choice, no ‘type your response’ - it's designed to feel exactly like being on the phone with a difficult prospect.

In plain terms

It's a real phone call, except the other side is a computer. You talk, it talks back, and it might cut you off, go quiet, or change its mind - the same unpredictable stuff a real buyer does. A tape recorder runs the whole time, so afterwards you can listen to any moment again and see the exact words on screen.

  • 01
    Realtime voice, sub-second latency

    Closer uses ElevenLabs voice models over WebRTC. That combination is what makes the back-and-forth feel like a phone call rather than a walkie-talkie - the buyer starts replying almost immediately, the way a human would.

  • 02
    Buyers interrupt, go silent, and change their mind

    the AI doesn't wait politely for the rep to finish. It cuts in when the rep says something questionable, sometimes goes quiet mid-answer to see how the rep fills the space, and shifts tone based on how the call is going. Reps say this feels ‘uncannily realistic’.

  • 03
    Full transcript and audio, saved automatically

    every call is transcribed live and stored against the call record. Nothing is lost - a rep who fumbled at minute 4 can find that exact turn afterwards and hear it back.

  • 04
    Turn-level replay, cancel any time

    the transcript is clickable - click any line to jump the audio to that moment. Managers coach on specifics (‘let's talk about 02:34’) instead of vague impressions. Reps can end a call at any point with no scoring hit.

05 - Scoring & Best Lines

How Closer grades calls and captures great moments

Rubric · 8 axes73
Discovery
82
Objection
64
Talk ratio
58
Listening
74
Framing
71
Next step
88
Tone
79
Acumen
66

Every team has the same two ceilings on call review: capacity and consistency. A manager can listen to maybe 5–10 calls a week; a rep runs hundreds. Closer scores every call automatically - practice calls, real calls, hiring gauntlet calls - so coverage jumps from a handful per week to hundreds per day, all graded on the same rubric so numbers actually compare.

In plain terms

Think of it less like a judge and more like an automatic timer at a race. You can't have a human stopwatch every sprint, but a timer clocks every runner every time. Closer is that timer for sales calls - it runs on every call so nothing goes unreviewed, and it uses the same clock so you can actually compare runs.

  • 01
    Scores every call, not a sample

    practice calls, real calls and hiring calls are all transcribed and graded automatically. Coverage isn't capped by manager hours, so a team can push through hundreds of scored calls a day instead of the handful a manager would ever get to.

  • 02
    One fixed 8-axis rubric on every call

    Discovery, Objection handling, Talk ratio, Listening, Framing, Next step, Tone, and Business acumen. The axes never change - that's what makes a 72 in January mean the same as a 72 in June, across reps and across managers.

  • 03
    Time saved lands on coaching, not grading

    when the grading is done for you, manager hours move to the part that actually changes behaviour: talking through specific moments with the rep. The AI proposes, the human still decides what to coach on.

  • 04
    Best Lines: the team's living playbook

    any moment in any transcript can be pinned as a ‘best line’ - a great objection handle, a sharp reframe, a clean close. Closer auto-flags candidates from scored calls; a manager approves what goes in.

06 - Coaching tools

How managers coach on the transcript after the call

Rep · 02:14I hear you on price…
Buyer · 02:19It's just too much right now.selected
Rep · 02:23Compared to what, though?
Ask the coach
Anchor on ROI, then ask what "too much" is relative to.
Scoped to this turn

Once a call is scored, the transcript becomes the coaching surface. The AI drafts first-pass feedback on every call, so managers walk into review with the reading already done - they scan, drop notes on the turns that matter, and ask follow-up questions scoped to a single moment. A 3-hour listen-back becomes a 20-minute review.

In plain terms

Think of a teacher grading essays with an assistant. The assistant reads first and underlines the sentences worth talking about, so by the time the teacher sits down the hard part is done. Closer plays the assistant on every call: it flags what to look at, drafts a first take, and the manager just decides what actually matters and adds the human note.

  • 01
    Turn-level notes ('Co-dev notes')

    a manager clicks any line and leaves a note attached to that exact turn. The rep sees notes in-context when they open the call - no more ‘the note says minute 4 but which part?’

  • 02
    Ask-the-coach on any score, turn, or note

    every score, turn, and annotation has an icon that opens a scoped chat. The AI knows the surrounding context - a rep can ask ‘why did I score 58 on Framing?’ and get an answer grounded in what they actually said, not a generic tip.

  • 03
    Not a general chatbot

    the AI coach is deliberately narrow. It answers about the specific item you clicked. It won't hallucinate cross-history analysis or invent a story about a rep's career - that's what keeps its answers trustworthy.

  • 04
    Retry loop

    after coaching, the rep can rerun the same scenario against the same persona. Compare the two transcripts side-by-side to see whether the coaching landed.

07 - Hiring gauntlet

Using Closer to screen sales candidates before you interview them

LeaderboardSame rubric
1
B
Candidate B
91
2
A
Candidate A
74
3
C
Candidate C
52
Funnel
62applied
11past rubric bar
3interviewed

The 'hiring gauntlet' is Closer flipped around: a candidate for a sales role takes a short series of AI calls before you ever get on the phone. You see their recordings, scores, and how they stack up against your team - all before the first interview. It turns the résumé stage into a skill-verification stage.

In plain terms

Imagine hiring a chef by having them actually cook a meal instead of just reading their résumé. The gauntlet is that meal - the candidate does a few practice calls on their own time before anyone at the company spends a minute with them. Then you look at how they sounded, next to your current team, and decide whether they're worth an interview.

  • 01
    Send a single apply link

    the admin generates a link, the candidate opens it in a browser, and runs 2–4 short AI calls asynchronously - no scheduling, no admin present. Takes 20–40 minutes on the candidate's own time.

  • 02
    Full review in the admin workspace

    the recruiter sees each candidate's transcripts, scores per rubric axis, and highlights. No ‘I liked their energy’ black box - you're looking at the same evidence you'd have for one of your own reps.

  • 03
    Ranked against your real team

    candidate scores use the same rubric as internal reps, so you see where a candidate would land on your leaderboard before hiring. A much stronger signal than a résumé plus a 30-minute chat.

  • 04
    See coachability, not just a snapshot

    the gauntlet is a series of calls, not one. Because the candidate does several in a row and can retry after AI feedback, you see whether their scores climb between attempts. A candidate who starts at 55 and ends at 78 tells you something a single interview never can: they take coaching.

  • 05
    Filters out the top of the funnel, cheaply

    screening 60 candidates the old way costs 30+ hours of interviewer time. Screening 60 through the gauntlet costs zero upfront - you only spend time on the ones the evidence justifies.

08 - Admin workspace

Where admins run the whole thing from

Admin
Overview
Analytics
Personas
Knowledge
Workspace
Personas
12 total

The admin workspace is the control room - a single sidebar with everything a sales manager or ops person needs. Team performance on the left, config for personas and product on the right. No separate CMS, analytics tool, or hiring tool. Understanding the sidebar is understanding the admin surface.

In plain terms

Think of it like the home screen on your phone. Everything you use every day is one tap away - team performance, training material, the product catalog, hiring - all under one sidebar, in an order that just makes sense. You're not hunting through five tools to run the sales org, you're glancing at one screen.

  • 01
    Team group - running the humans

    Overview (headline metrics and ‘Ask Closers AI’), Analytics (activity, scores over time, rubric heatmaps), Members (each rep's page), Leaderboard, Recruitment (the hiring gauntlet), and Leads.

  • 02
    Config group - running the training material

    Personas (view, edit, regenerate the AI buyers), Knowledge (raw docs Closer has ingested), and Workspace which splits into Company (positioning, values), Calls (upload with paste/upload/audio), and Products (the auto-extracted catalog).

  • 03
    Everything in one place, on purpose

    training assets, product info, team performance, and hiring inform each other. When a product changes, the personas that mention it update. When a new objection is common on real calls, it shows up in practice. Splitting these across tools breaks that feedback loop.

  • 04
    Ask Closers AI at the top

    the Overview cockpit has a natural-language search bar that answers across the workspace - ‘which reps are weakest on objection handling this month?’, ‘what's our most common lost-deal reason?’ Grounded in the actual data, not made up.

09 - Product catalog

The product catalog: auto-extracted, confidence-ranked, editable

Core Plan
$1,200 / mo · SaaS
77% confident
Confidence breakdown
Target buyer
92%
Key benefits
78%
Top objections
61%

When a company uploads its material, Closer identifies each distinct product or plan being sold and builds a catalog entry. Each entry carries positioning fields (target buyer, key benefits, top objections) the AI fills in on its own - but everything is confidence-scored, workflow-traced, and editable, so nothing reaches a rep that a human hasn't looked at.

In plain terms

Think of a trading card for each thing you sell. On the card is who it's for, what's good about it, and the complaints people raise. The AI fills in cards by reading your material, and next to each is a sticker saying ‘I'm 90% sure’ or ‘I'm only 55% sure’ - so a human knows which cards to double-check before handing them to a rep.

  • 01
    Auto-extracted, then reviewed

    extracted products land in a review stage first. Admins bulk-approve, edit, or delete; only approved products show up to reps. Select-all and stage filters make triaging dozens of extractions fast.

  • 02
    Confidence pill on every product

    each product has an overall confidence score and a per-field breakdown - the AI might be 100% sure of the name and 55% sure about top objections. Click the pill to see which fields are shaky and why.

  • 03
    Positioning filled by three separate AI passes

    Target Buyer, Key Benefits, and Top Objections are each generated by their own pass, in order, because later fields depend on earlier ones. Each field has a ‘Regenerate’ button and a workflow trace showing exactly which sources produced it - no black box.

  • 04
    Bulk actions, manual edits respected

    AI Actions (Reanalyze missing / Force refill), Status (Approve / Archive), and Destructive (Delete, with confirmation). Bulk reanalyze runs 3 in parallel with live counts and Cancel. ‘Reanalyze missing’ only touches empty fields - anything a human wrote is preserved.

10 - Privacy & data handling

How Closer stores, isolates, and disposes of customer data

Per-org vault
Row-level security
DB enforces org boundary
on
Private storage buckets
Signed URLs only
on
14-day audio retention
Nightly cleanup job
on

Recorded sales calls are among the most sensitive assets a company owns - customer names, pricing, competitive info, sometimes regulated data. Closer is architected so no org can see another org's data, no audio is publicly accessible, and audio isn't kept forever.

In plain terms

Think of a bank with a separate locked safe-deposit box for every customer. Your box holds only your stuff, nobody else can open it, and even the clerk needs a special key. On top of that, old boxes are emptied on a schedule. That's how Closer handles recordings - locked per company, no public links, auto-cleared on a timer.

  • 01
    Row-level security on every user-facing table

    the database itself enforces that a query from Org A physically cannot return rows belonging to Org B - even if the app code had a bug, the boundary holds. Stricter than app-layer filtering.

  • 02
    Call audio lives in private storage buckets

    recordings are not URL-accessible. To play a clip, you must be authenticated as a member of that org, and the URL is a short-lived signed link. No ‘public share’ mode by design.

  • 03
    Bounded audio retention

    a nightly cleanup job purges completed and failed live-call audio on a TTL. Recordings don't accumulate indefinitely - the moment their training value expires, they're removed.

  • 04
    Your data never trains anyone's model

    recordings, transcripts and docs uploaded by one org are used only for that org's own personas, scoring and coaching. Nothing is pooled to train Closer's models or a third-party foundation model. Your calls train your reps, not somebody else's AI.

  • 05
    Policy references in the footer

    the full privacy policy and terms of service are linked at the bottom of every page. For compliance conversations that need specific wording, that's the canonical source.

11 - FAQ

The questions prospects ask most often

Voice stack?
ElevenLabs
Languages?
EN today
Self-host?
No
Custom rubric?
Fixed 8-axis

Short answers to the questions that come up in almost every sales call. If a prospect asks something that isn't here, flag it and follow up rather than improvise - the docs chatbot (bottom-right) is grounded in the same knowledge base and won't invent answers.

In plain terms

This section is a cheat sheet - the same handful of questions come up on almost every call. Rule of thumb: if a question isn't on this list, don't make up an answer. Say ‘good question, let me confirm and come back to you.’ The chatbot in the bottom-right only answers from these same facts, so you can double-check anything before you reply.

  • 01
    Voice stack - what powers the AI voice?

    Closer uses ElevenLabs realtime voice models over WebRTC. That combination gives the sub-second latency and natural-sounding turn-taking. OpenAI's Realtime API is present in the codebase but not the default path.

  • 02
    Languages - English first, others supported

    English is fully supported with the best voice quality. Other languages work but voice naturalness varies; teams selling primarily outside English should trial with their target language first.

  • 03
    Custom rubric - yes, per org

    the 8-axis rubric is the default, but each org can shape its own scorecard - rename axes, adjust weights, add criteria that reflect how you actually judge a great call. Custom rubrics are a core part of the product, not an add-on.

  • 04
    Self-hosting - not today

    Closer runs as a managed product; self-hosting isn't available. If it's a hard requirement, flag it early so we can talk about the roadmap rather than promising a timeline on the call.

  • 05
    Pricing - usage-based on top of a plan

    each org has a plan plus usage-based consumption for AI calls. Detailed pricing is handled by the sales team, not in the product docs, so avoid quoting numbers on discovery calls.

Want to see it live? anonymous demo call, or get in touch.