AI-Assisted Setup — a guided, done-with-you setup
Setup is included and you can do it yourself from the checklist. AI-Assisted Setup is an optional, one-time upgrade: the assistant walks your configuration through with you, checks each step against your live account, and hands you a launch-ready CRM.
Who this is for
Anyone who'd rather be guided than self-serve the checklist. It's optional — skipping it costs you nothing but your own time.
Manual setup is included — this is the optional upgrade
Every account can complete setup for free from the Getting Started checklist, which reads your real account state and flips to Help once you're done. AI-Assisted Setup is a paid, one-time upgrade for people who'd rather be walked through it: it doesn't unlock anything the manual path can't reach.
It configures, it doesn't just answer
The Help Center answers questions. AI-Assisted Setup goes further — it guides your configuration and sets things up with you, checking each step against your live account as it goes, and it can jump to whatever part of setup you're stuck on rather than forcing a fixed wizard order.
Sensitive details stay in secure inputs
Carrier credentials, API keys and the like are entered into the app's secure fields or a vendor's own login prompt — never pasted into a chat. The assistant points you at the right secure input; it does not ask you to type a secret into the conversation.
What it costs
It's a one-time purchase, not a subscription. The current price is shown on the purchase card before you buy — nothing is charged until you confirm.
Related
Where this lives in the app
This is documentation for Virtual Closer. Book a walkthrough or sign in.