AIエージェント + Close
Close上で直接動作する自律型AIエージェントを、コード不要・24時間365日で導入。
AIエージェントがCloseでできること
Your AI agent updates deals, follows up with prospects, and automates your Close pipeline.
Closeの活用事例
Automate recurring tasks
Hand off repetitive actions in Close to your agent, it runs them autonomously, with no manual work.
Connect Close to your other tools
The agent moves information between Close and the rest of your stack for end-to-end workflows.
Query your data and generate reports
Ask in plain language: the agent reads your Close data and produces actionable summaries.
使い方
- 1
Connect Close
Authorize access in a few clicks from your Atako workspace. No technical setup.
- 2
Describe what you need
Tell your AI agent, in plain language, the task to perform inside Close.
- 3
The agent works autonomously
Your AI workforce runs the task in Close, around the clock, and keeps you posted on results.
よくある質問
How do I connect Close to an Atako AI agent?
From your Atako workspace, open integrations, select Close and authorize access. It takes a few clicks, no code.
What can an AI agent do with Close?
Once connected, the agent reads and acts in Close autonomously, within the permissions you grant: running recurring tasks, finding information and applying automatic updates.
Do I need technical skills?
No. Connecting Close requires no code and your agent is operational right away.
Is my Close data secure?
Yes. Access is encrypted, strictly limited to the permissions you grant and revocable at any time.
