Account and support

This page covers what is yours rather than your agency’s: how you sign in, your profile, and the two routes to help inside the product.

Signing in to TopClosers

TopClosers is passwordless by default. You type your email and receive a one-time sign-in link.

1. Go to the sign-in screen.

2. Type your email and click Send me a sign-in link.

3. Open the email and click the link. You are in.

• The link expires in 10 minutes and works once. If you take too long, request another.
• If you can’t see it, check your spam folder.
• The email link is the only way to register. There is no password sign-up form: both the owner creating the agency and the closer accepting an invitation get in this way the first time.

Creating an agency or joining one

• Owner: you register from Create your agency, set the agency name and the feedback language, and get your link. Continue at Step-by-step setup.
• Closer: you get an invitation by email and accept it from that link. You must sign in with the same email the invitation was sent to, and that email must be the one you record your calls with. That is what ties every recording to you. See Team.

An invitation belongs to one specific email

If you are already signed in with a different email, TopClosers tells you and offers to sign out so you can continue with the invited address. Don’t accept an invitation from a different account.

Setting a password (optional)

If you would rather not depend on email every time, you can set a password after signing in at least once.

1. Click your name at the very bottom of the sidebar.

2. Under Password, click Set a password.

3. Type it twice (8 characters minimum) and save.

From then on, the sign-in screen lets you choose Sign in with password. The email link always keeps working: it is your recovery route if you forget the password. From the same place you can change it later — it will ask for the current one.

Your profile

It opens by clicking your name at the bottom of the sidebar. From there you can:

• Change your name, which is how the owner and the rest of the team see you next to your calls and feedback.
• See your email, which cannot be edited: it is the key that ties your recordings to you.
• Manage your password.
• Sign out.

The interface language

In the top bar there is a language selector (Spanish / English). It changes the language of menus and screens for you only.

Don’t confuse it with the language the AI writes your feedback in: the owner sets that for the whole agency, in Agency settings.

The two routes to help

Help

An AI assistant in the sidebar. Immediate answers on how TopClosers works.

Tickets

A conversation with the support team, from your user menu. For when something is genuinely broken.

Help: the assistant

Help, in the sidebar, opens an AI assistant you can ask in plain language: how to connect your recorder, why a call shows up unassigned, what a phase of the manual measures.

• It answers from this documentation. What you read here is what the assistant knows.
• It can look at your agency’s data to give you a concrete answer instead of a generic one — whether your recorder is connected, for instance, or what phases your rubric has.
• It respects your role. A closer will never see another closer’s data through it: the assistant is bound by the same permissions as the rest of the product.
• It shows what it looked up. Above each answer you get the list of lookups it ran — the documentation search, your recent calls, the state of your integrations. Click any of them to see the exact result the answer was built from.

If you don’t know where to start, the window suggests a few common questions. While it is writing you can stop the answer, and if something fails you have Retry without typing the question again.

What it can look up

Beyond the documentation, the assistant looks at what you would already see in the app:

• Agency setup and integrations status — whether your recorder is connected, whether the calendar is missing, what is left to finish setting up.
• Sales manual — what phases your active rubric has and their weights.
• Team — who is in and with what role. Owners only.
• Performance — appointments, shows, cancellations, deals won, calls analysed and average score for this week, this month, this quarter or all time.
• Recent calls and the detail of a specific call.
• Open issues — whatever is unresolved: unassigned calls, failed analyses, a recorder that went down.

If you are a closer, all of that is limited to your own calls and your own numbers.

Seeing what it relied on

Every answer carries the log of the lookups the assistant made: the documentation search, the page it opened, the performance period it checked. Each line shows whether that lookup is running, finished or failed, and it expands with See what it looked up so you can read the exact data behind the answer.

It is the fast way to tell whether it is answering with your agency’s data or with the general guide, and to spot when an answer fell short because a lookup failed.

It is an AI and it can be wrong

The assistant summarises documentation, it does not issue official verdicts. If an answer doesn’t add up, check it against this guide or open a ticket. For anything critical — a charge, missing data, a suspected fault — there are people on the other side.

Opening a support ticket

When the assistant doesn’t solve it, you write to the team. It is available to owners and closers alike, and it does not depend on your plan: you can open a ticket on the Free plan too.

1. Click your name at the bottom of the sidebar and go to Support.

2. Click New ticket.

3. Write a short, clear Subject (for example, “Calls are not syncing”).

4. In the Description, say what you expected to happen, what happened instead, and when it started.

5. Attach screenshots or a screen recording if they help — up to 5 files of 15 MB each.

6. Click Send ticket.

Ticket statuses

Status	What it means
Open	We have received it and it is queued.
In progress	Someone on the team is looking at it.
Resolved	We consider the problem solved.

The thread

Every ticket is a thread. Our replies show up there and you can answer in the same place, with attachments if needed. If we mark a ticket resolved and the problem persists, reply on the thread and we reopen it: no need to open a new one.

You see only your own tickets. If the problem affects the whole team, one person opening it is enough.

How to write a useful ticket

• One problem per ticket. Two topics in the same thread get solved half as fast.
• Give concrete names and dates: which call, which closer, which day. Without identifiable details we cannot find the case.
• Say what you have already tried. If you have been through Common issues, mention it and save a round trip.
• Attach a screenshot of the error. It beats three paragraphs.

Signing out

From your profile, the Sign out button. You go back to the sign-in screen and can sign in with another account — handy if you manage more than one agency with different emails.