Step 1: Add a Source | Getting Started with CloseBot

Learn more: https://docs.closebot.com/en/articles/11107781-1-sources

In this quick CloseBot tutorial, Bryce walks you through how to add a source to your CloseBot account. This is a critical first step in configuring your AI agent to receive and respond to incoming messages from platforms like HighLevel or HubSpot.

*Timeline:*
00:00 – Welcome & intro from Bryce
00:10 – Navigating to the "Sources" tab
00:18 – Adding a new source and connection steps
00:30 – Logging in to HighLevel or HubSpot
00:53 – Confirming source permissions and finalizing connection
01:13 – Managing sources: edit, uninstall, search
01:41 – Recap: What a “source” is in CloseBot V2

Looking for other ways to get help? Here’s a list of some additional options:
* Attend an *Office Hour* : https://lp.closebot.com/closebot-office-hours
* Visit the *Resource Hub* : https://docs.closebot.com/en/
* Join our *User Group* : https://www.facebook.com/groups/closebot
* Work with a *Preferred Partner* : https://closebot.com/partners/
* Learn from *Success Stories* : https://youtube.com/playlist?list=PLtD9W_dIxY-NYVIFHi2yl4CMm-i4eBWKr&si=Fl2U_UrmF7tH7kq_

Видео Step 1: Add a Source | Getting Started with CloseBot канала CloseBot