GetClosifi
AI SALES OS
AI-POWERED SALES COMMAND CENTER

Turn every lead into a sales opportunity.

Qualify leads automatically, keep conversations moving, and give your sales team the context they need to close.

AI lead qualification
Instagram + WhatsApp conversations
One clear sales workspace
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GetClosifi setup
Tell us about you
A few details help us configure your AI sales workspace.
Step 1 of 6
You can connect channels now or finish the setup later from Integrations.
7-Day Free Trial
Choose your trial plan
No plan is selected by default. Choose the plan you want to test for 7 days.
Your selected plan's features are available during the 7-day trial, with a maximum of 25 conversation threads across all plans. No credit card required.
Trial ended · Read-only
WorkspaceAll GetClosifi features
GetClosifiAI SALES OS

Good morning, there 👋

Here’s what’s happening with your sales pipeline today.

Follow Up NowYug has identified a sales-ready lead.
Total Conversations
0
Across all channels● Live
New Leads
0
₹0 value todayToday
Qualified Leads
0
Qualified stage+Sales-ready
Converted Leads
0
Won / convertedSales
Total Lead Value
₹0
@ ₹100/lead0 leads
Lead Flow Overview
Daily lead activity across your pipeline
● Leads● Live
DayLeads: 0
Total Value: ₹0
Daily leads0 Leads · ₹0
Leads by Source
Where your prospects are coming from
0
Recent Conversations
Live customer conversations across channels
Loading recent conversations...
Quick Actions
Common workspace actions
Top Lead Sources
Channels ranked by lead volume
AI Agent (Yug) Online

Yug is ready to handle conversations and qualify leads across your connected channels.

Live Activity
Latest lead journey events
Live Feed
Instagram DMNew message received
→
YugReply automatically
→
Lead CreatedProspect captured
→
QualifiedReady for sales
→
Demo BookedSales meeting
→
Sale ClosedCustomer converted
Leads by Platform
See exactly where your leads are coming from
DateLeads: 0Sources: —Names: —
AI WORKFORCE

AI Agents

Create and manage AI sales agents that qualify leads and handle conversations across your connected channels.

Agents0 / —Plan limit
Active0Currently live
Draft0Not yet live

AI Sales Employee

Teach Yug your business, test replies and stay in control.

Yug · Senior Closer

Tone: Professional

Target: WhatsApp & Instagram

Readiness Score: 0%

Tip: Add business details to improve readiness

Based on completed knowledge categories, not guaranteed reply quality.

Modular Knowledge Base

About & Services

Add your business and services

Needs information

Pricing & Offers

Add your prices and packages

Needs information

Sales Rules & Pitch

Teach Yug how to approach sales

Needs information

FAQs & Objections

No FAQs added yet

Needs information

Teach Yug by chatting

No prompts or technical setup. Yug will ask simple questions and save each answer as your business knowledge.

Yug business setupTrain your AI sales employee
Question 1 of 5
Hi! I’ll learn about your business one step at a time. First, what is your business called, what do you do, and where do you serve customers?
Your answers save to Yug’s business knowledge as you go.

Conversations

Chats synced with live contacts.

L
Select Prospect
● Online
New LeadLead conversation
Auto-reply ON

All Leads

Synced directly with Supabase database.

Syncing live records...
NameSourceBudgetScoreStatusDate

Instagram & WhatsApp

Connect your core lead channels and manage their live webhook endpoints.

Instagram

Checking…

Instagram Direct leads are routed to your AI sales workflow.

No connection loaded.

WhatsApp

Checking…

WhatsApp Business leads and conversations are routed to your AI sales workflow.

No connection loaded.

Webhook Endpoints

Live endpoints created for Instagram and WhatsApp campaigns.

Sales Analytics

Track lead quality, conversion, channel performance and AI response activity from live GetClosifi workspace data.

Live workspace analytics
Total Leads
0Selected period
Qualified
0Deterministic qualified stage+
Qualification Rate
0%Of captured leads
Avg. Leads / Day
0Lead intake rate
Won
0Won leads in selected period
Top Channel
—Highest lead volume
Proposal+0Sales-ready opportunities
Conversion Rate0%Won ÷ captured leads
Conversations0Started in selected period
Sent Messages—Loading message activity…
Received Messages—Loading message activity…
Avg. Response—Customer → next reply
AI Reply Share—AI share of outbound replies
Human Handoffs—Conversations with human replies

Lead volume

Daily leads
0 Leads
DayLeads: 0Value: ₹0

Sales Funnel

Cumulative progression from captured lead to won

Channel Performance

Lead volume, qualification and wins by source

AI Performance

Conversation activity and handoff signals

Country

Where captured leads are located

Language

Language metadata on leads

Timezone

Timezone metadata when available

Device / Platform

Device metadata when captured

Sales Insights

Signals calculated only from available workspace data
Meet AlexYour Private AI Business Copilot
A smarter way to think about your business

Think bigger. Plan smarter. Grow with Alex.

Get practical ideas for your sales strategy, explore patterns in the business information available to Alex, and decide what to do next. Start a private discussion when you're ready.

Your business workspace Strategy conversations File review

What can Alex help you with?

Ask questions in plain language. Alex can provide suggestions based on your prompt and the context available to it.

Understand sales performance

Discuss lead activity, conversion indicators and available dashboard metrics to spot opportunities.

Plan your business strategy

Brainstorm pricing, marketing approaches, growth ideas and practical business decisions.

Prioritize customers and leads

Explore follow-up approaches and questions that help move interested customers forward.

Review your files

Attach an image, PDF, TXT or CSV file and ask Alex to summarize it or suggest next actions.

Ready to work on your next business decision?

Open the existing Alex chat to ask questions, share business details or review a file.

Alex provides recommendations, not guaranteed outcomes. You stay in control of business decisions and customer actions.

GETCLOSIFI / OWNER WORKSPACE

AI Action Center

Review what Alex proposes, approve only what makes sense, and keep every important business change under your control.

Owner approval required Review before execution
Pending approvals—Awaiting your decision
Resolved proposals—From available history
Message jobs—Recent processing records

Proposals for review

Check the details of any requested change before approving or rejecting it.

Owner-controlled

Message processing

Review channel delivery records, check issues and safely reconcile accepted replies.

Alex's recommendations never bypass the approvals and safety checks required for an action.

WEBSITE CHANNEL

Website Chat

Bring Yug to your websites and keep customer conversations flowing into one workspace. Set up domains, configure chat and copy your embed code.

One connected inbox Your domains and settings
Loading settingsConnected websites

Connect your websites

Add a website to connect it to your AI Sales Employee. Your existing websites stay connected.

Manage connected domains

To disconnect a website, remove its domain and save settings.

Install your chat

Select a connected website and copy its complete embed code.

  1. 1Select the website where you want Yug to appear.
  2. 2Paste the complete code into your website’s custom HTML or embed block.
  3. 3Publish your page, then open the chat and send a test message.

Up to 10 connected domains. All websites use the same Yug and owner inbox.

Conversations count toward your plan. Every visitor has a private chat session.

YOUR SALES LIBRARY

Product & Service Catalog

Keep your verified offers organized, so Yug recommends the right products and services. You decide what gets published.

Publication in your control Up to 3 photos per item
Catalog results—Updates with your active search and filters
Your content. Your approval.Drafts remain private until you publish them for Yug.

Media storage

Track space used by your private product photos.

Loading storage usage…

Explore your catalog

Find, refine and manage your existing items.

CSV import accepts up to 100 rows (name, item_type, description, category, price, currency, availability, sku). Imported items start as private drafts.

Add item

AI Knowledge

Organize the information your agents should use when answering customers.

0 sources
DEVELOPER WORKSPACE

API & Developers

Build secure integrations with your GetClosifi workspace. Manage server-side API keys, review usage and configure webhook connections.

Server-side secrets Workspace access controls

API Keys

Use keys only from a secure server. The secret is shown once.
SECURE

Scale API Usage

Live usage for API conversations and connected channels.
Checking plan usage…

Webhook Endpoints

Your live Instagram / WhatsApp inbound endpoints.
0

Developer API · Quick Start

Scale Plan · Use API keys only on a secure server. Instagram and WhatsApp connect separately under Integrations.
Base URLhttps://getclosifi.com/api/v1
Authentication

Send your secret in the Authorization: Bearer header. Never put it in a website's public JavaScript.

Test your connection
curl https://getclosifi.com/api/v1/me -H "Authorization: Bearer gc_live_YOUR_SECRET"
Available endpoints

GET /me · GET /usage · GET/POST /leads · PATCH/DELETE /leads/:id · GET/POST /agents · PATCH/DELETE /agents/:id · POST /chat

AI Chat example
POST /api/v1/chat
Authorization: Bearer gc_live_YOUR_SECRET
Content-Type: application/json

{"agent_id":"YOUR_ACTIVE_AGENT_ID","conversation_id":"customer-thread-12345","message":"Hello, what are your prices?"}

AI Chat returns the agent reply and qualification signals. Send the same conversation_id on follow-up messages (maximum 50); a new ID counts as a new conversation. It does not automatically send an Instagram/WhatsApp message or create a sale.

WORKSPACE TOOLS

WhatsApp Message Launcher

Import contacts, personalize your message and review each WhatsApp chat before sending.

How to use ↗
Included with your active trial or paid plan. This is your manual outreach workspace; Yug’s AI conversations remain in Conversations.

Loading your message workspace…

GROW TOGETHER

Referral Program

Share GetClosifi with businesses that need faster Instagram and WhatsApp sales follow-up. Earn commissions on verified paid conversions.

Unique referral links Verified conversion tracking
10% commission
Referred Signups0Unique accounts that joined with your code
Paid Conversions0Successful paid subscription payments
Pending Payout₹0Earned commission not yet settled
Paid Out₹0Commission already settled

Your referral links

Your code is attached to referred signups and kept with the account for paid conversion tracking.

YOUR CODE—
Referral data will sync when this page opens.

How it works

A simple sales referral flow without inflated or fake rewards.

1
Share your unique linkThe referral code is saved when the visitor reaches GetClosifi and is added to their signup.
2
They create an accountThe signup is counted once after the referred user authenticates successfully.
3
Earn on paid paymentsWhen that account completes a verified paid subscription payment, 10% is credited to your referral balance.
Commission is based on verified paid subscription payments. Failed, pending or refunded payments are not treated as earned commission.

Referral performance

0 referred signups · 0 paid conversions

Signup trackingEach authenticated referred account is counted once.
Commission trackingEach verified paid order is credited once, preventing duplicate commission on repeated payment callbacks.
Verified payments onlyGetClosifi credits commission only after the payment provider confirms success.

Earnings summary

Referral earnings are calculated from successful paid subscription payments.

TOTAL EARNED₹0
Current commission rate: 10%. Example: a verified ₹1,999 payment credits ₹199.90 before payout settlement.

Payout method

Choose where approved referral payouts should be sent.

Encrypted
No payout method saved yet.
Full UPI or bank details are encrypted before storage. The dashboard only shows a masked destination after saving.

Payout status

Your eligible referral earnings move from Pending → Ready → Paid.

Building
Available after hold₹0
On hold₹0
Minimum payout₹500
Earn until you reach the payout threshold.
Verified commission has a short hold before it becomes payout-ready. Approved payouts are transferred manually for now.

Payout history

Requests and completed settlements appear here.

DateAmountMethodDestinationStatus
No payout activity yet.

Settings

Manage your workspace, Yug, notifications, access and product preferences.

View mode
General

Workspace identity and default operating preferences.

Profile

Your account identity for this workspace.

Yug · AI Sales Employee

Control how Yug qualifies and hands off incoming leads.

YugAI Sales Employee
Human handoffAllow Yug to hand a conversation to your team when a customer requests help, raises a pricing objection, or needs a human response.
Notifications

Choose which events should reach you.

Connected Apps

See the live connection status of your lead channels and data tools.

Instagram
InstagramIncoming DMs and lead conversations
Checking…
WhatsAppWhatsApp Cloud API conversations
Checking…
Google Sheets
Google SheetsManual export and plan-based auto sync
Checking…
Connection setup stays in the Integrations area. Settings only shows the current status so there is no duplicate configuration.
Team & Access

Invite team members, manage roles and control workspace access. Enabled for all plans during testing. Team workspace

1 member
OwnerFull workspace and billing access
  • All features
  • Manage billing
  • Manage team
AdminManage leads, AI tone and team invitations
  • Manage leads
  • Configure AI tone
  • Invite teammates
SalesManage leads and conversation handoffs
  • Update leads
  • Manage handoffs
  • No billing access
ViewerRead-only workspace access
  • View leads
  • View conversations
  • No edit access
Security

Account and session controls.

Signed-in email—
AuthenticationSupabase Auth
SessionProtected
API secretsNever stored in this page
Change passwordSend a secure password reset link to your signed-in email.
Other sessionsSign out sessions on other devices when supported by your authentication session.
Sign outEnd the current authenticated session.
Appearance

Choose how GetClosifi looks on this device. Light is the default. Dark and System use the black theme.

Activity log

Workspace events available from the current session.

Current sessionAuthenticated workspace session
SecuritySession protected by Supabase Auth

Billing & Subscription

Manage your plan, usage, payment methods and billing history.

Secure billing
CURRENT PLAN

Loading...

—per monthChecking status

No renewal date available

Subscription—Current account status
Payment methodNot connectedAppears after successful checkout
Billing cycleMonthlyChange when selecting a plan

Usage this period

Workspace usage for your active plan.
Live workspace data
Leads—
Conversations—
One customer thread counts once; replies within it are not counted separately.
AI agents—

Choose your plan

Choose a plan for your business. Annual pricing includes savings.

STARTER

For early-stage sales teams

₹999/month

₹999 billed monthly

  • 1 AI Sales Employee
  • 500 conversations / 30 days
  • 1K leads / month
  • Instagram + WhatsApp AI
  • Basic Analytics
  • Sheets Manual Export
Advanced AnalyticsAuto Sync & API
SCALE

For high-volume workflows

₹2,999/month

₹2,999 billed monthly

  • 1 AI Sales Employee
  • 3,000 conversations / 30 days
  • 15K leads / month
  • Instagram + WhatsApp AI
  • Advanced Analytics
  • Alex Business Copilot
  • Team + API + Priority Support
One customer thread counts as one conversation.AI replies within a stored thread are not counted separately. Your active plan sets the 30-day conversation allowance.
Refund processingAny refund approved by GetClosifi will be processed within 15 days to the original payment method.

Payment methods

Available methods are confirmed by the secure checkout provider.
UPIUPI Apps
CardsRuPay · Visa · Mastercard
Net BankingSupported banks at checkout

Billing history

Invoices from completed payments
DateInvoicePlanAmountStatus
Billing history is not available yet.
Verified invoices will appear when billing history is connected.

Payment & security

Your checkout is handled through the payment provider.
Secure CheckoutPayment details are handled securely during checkout.
Protected PaymentsYour payment credentials are not stored on this dashboard page.
Verified SubscriptionYour plan activates after payment confirmation.
PLAN COMPARISON

Compare all features

A conversation is a customer thread recorded in your workspace. Replies in that thread are not counted as separate conversations.

FeatureStarterGrowthScale
Price / month₹999₹1,999₹2,999
AI Sales Employee111
Alex Business Copilot——✓
Conversations / 30 days5001,2003,000
AI replies counted separatelyNoNoNo
Leads / month1,0005,00015,000
Instagram + WhatsApp✓✓✓
AI Auto Reply + Qualification✓✓✓
AnalyticsBasicAdvancedAdvanced
Google SheetsManual ExportManual ExportAuto Sync
Webhooks—✓✓
Priority Support—✓✓
Team Management——✓
API / Custom Integrations——✓
Lead Details
L
ProspectLeadLive conversation
Email—
Phone—
Source—
Lead Value—
StatusNew
Change Lead Status