AI Closer Assistantinternal
7 integrations simulated

Connections

Keys are encrypted and stored on this machine. They take effect straight away with no restart, and override anything in .env.

1 of 9 connected

AI

OpenAI

saved · not testedfrom .env

Writes the pre-call brief, extracts the call and reviews the closer. Without it everything is written by the offline fallback.

platform.openai.com ↗
›How to get these
  1. platform.openai.com → API keys → Create new secret key.
  2. Settings → Billing: the account needs credits, or every call fails with a quota error.
  3. Paste the key here. The test checks both that the models exist and that a completion goes through.

Calls & recordings

Zoom

not connected

Pulls cloud-recording transcripts of your closers’ calls, so the post-call review runs without anyone pasting anything.

marketplace.zoom.us ↗
›How to get these
  1. marketplace.zoom.us → Develop → Build App → Server-to-Server OAuth app.
  2. Copy the Account ID, Client ID and Client secret from App Credentials.
  3. Scopes: cloud_recording:read:list_user_recordings:admin and cloud_recording:read:recording:admin. Optional but better matching: meeting:read:list_past_participants:admin. Activate the app.
  4. In Zoom settings, turn on Cloud recording and “Create audio transcript”. Closers’ emails on the Closers page must match their Zoom logins.
  5. Optional: Feature → Event subscriptions → add “Recording transcript completed” pointing at the webhook URL below, and paste its Secret Token here.
Webhook URL
https://ai-closers.buildmyagency.co/api/webhooks/zoom

Event: Recording transcript completed. Zoom validates the URL with the secret token before it will save.

Fathom

not connected

Pushes each recording here when it finishes processing.

›How to get these
  1. Choose any long random string as the secret and save it here.
  2. In Fathom, point a “recording processed” webhook at the URL below and send the secret as the x-webhook-secret header.
Webhook URL
https://ai-closers.buildmyagency.co/api/webhooks/fathom

Fireflies

not connected

Transcripts polled every 10 minutes and matched to bookings.

app.fireflies.ai ↗
›How to get these
  1. app.fireflies.ai → Integrations → Fireflies API → copy the API key.

CRM

GoHighLevel

not connected

Contact history on the brief, and notes and tasks written back after the call.

›How to get these
  1. GoHighLevel → Settings → Private Integrations → Create new integration.
  2. Scopes: contacts.readonly, contacts.write, calendars.readonly, calendars/events.readonly, opportunities.readonly, conversations.readonly.
  3. Copy the token (shown once) and your Location ID.
  4. Build a workflow on “Appointment booked” with a webhook action to the URL below.
Webhook URL
https://ai-closers.buildmyagency.co/api/webhooks/ghl

Trigger: Appointment booked. Send the contact and appointment objects.

Delivery

Slack

not connected

The brief DM to the assigned closer, the review after the call, and the weekly team digest.

api.slack.com ↗
›How to get these
  1. api.slack.com/apps → Create New App → From scratch.
  2. OAuth & Permissions → Bot Token Scopes: chat:write, im:write.
  3. Install to Workspace, then copy the Bot User OAuth Token (xoxb-…).
  4. Invite the bot to the team channel. Add each closer’s Slack member ID in Settings so briefs arrive as DMs.

Google Docs

not connected

The full brief as a Google Doc, linked from the Slack message.

console.cloud.google.com ↗
›How to get these
  1. console.cloud.google.com → create a project and enable the Google Drive API.
  2. IAM & Admin → Service Accounts → Create → Keys → Add key → JSON. Paste the file contents here.
  3. Share a Drive folder with the service account’s email as Editor and put the folder id here.

Enrichment

Google Maps (Business Profile)

not connected

Review count, rating and recency on the brief. Without it these figures are simulated.

console.cloud.google.com ↗
›How to get these
  1. console.cloud.google.com → enable “Places API (New)” → Credentials → Create API key.

Meta Ad Library

not connected

Ad activity and creative age on the brief. Without it these figures are simulated.

developers.facebook.com ↗
›How to get these
  1. Confirm your identity at facebook.com/ID (required for Ad Library API access).
  2. developers.facebook.com → create an app → Graph API Explorer → generate a token with ads_read.