Support

We're here to help you get the most out of CloseCore.

Ways to reach us

• Shared channel: most teams set up a joint Slack, Teams, or Zoom channel between your team and CloseCore. This is our preferred way to communicate, and the fastest way to get help.
• In-app chat: use the chat bubble at the bottom-right of any page on closecore.com.
• Email: support@closecore.com for general help, or integrations@closecore.com for connection and setup questions.

Getting a feature enabled

Some capabilities, including Reporting, the AI Assistant, agent tasks, transaction monitoring, and the Add-in for Excel, may not be turned on for your account yet. To request access, contact your account manager.

Before you reach out

A few pointers that resolve most questions:

• Check the FAQ & troubleshooting page.
• Confirm your workpaper is tagged and in the right folder, then Refresh.
• If it's an access question, check your role and subsidiary access with your administrator.

There are many features not covered in these guides. Please try the platform and share your feedback. We'd love to hear it.