TapCl
se
.ai
AI SALES OPERATING SYSTEM
LAKESIDE SECURITY
YOUR BUSINESS, IN MOTION
Settings
Choose how TapClose works for you.
AI agent active
Keep it simple
Set it once, change it any time
Business details
Your company, logo and service area
AI salesperson
Name, tone, and what it may say
Connected channels
Text, WhatsApp, Messenger, Instagram, email, phone
Price book
Upload your spreadsheet or connect a Google Sheet
Notifications
Email and text alerts, approval rules
Integrations
Calendar, payments, QuickBooks, website