How does Clozo know two conversations are the same person?

Smart Connections uses AI identity resolution to recognize the same person across channels — matching by name, email, phone number, and social handles — and suggests merging them into one contact. You confirm with one click, or merge manually. Nothing is silently combined without your review.

How is this different from Gong or an email tool?

Point tools only see their own slice. Gong sees calls, an email tool sees email, a social tool sees social. Clozo sees all of it because every channel — CRM, cloud phone, outbound email, social and meeting capture — lives in one platform, so the whole relationship lands on one timeline.

One timeline for every conversation

Every Conversation.
One Timeline. One Person.

Your prospect comments on your LinkedIn post, replies to your email, calls you, WhatsApps a question, then hops on a demo. Today that story is scattered across six apps. Clozo pulls every interaction — phone calls, SMS, WhatsApp, live chat, social comments and DMs, the emails you send with their open and click signals, plus your notes, tasks and meeting recordings — into one chronological timeline per contact. Open a deal and see the whole relationship in seconds.

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The Problem

Your Best Reps Are Detectives, Not Closers

Before every important call, a rep opens six tabs to reconstruct one relationship: LinkedIn for the first DM, Gmail for the thread, the phone log for the last call, WhatsApp for that one question, the calendar for the demo, a notes doc for what was said. It's fifteen minutes of hunting — and half the story is still missing.

Context lives in six apps

LinkedIn, email, SMS, WhatsApp, the dialer, the video tool — each holds one slice of the truth. Nobody has the whole picture, so reps stitch it together by hand every single time.

You ask what they already answered

"Remind me what you're trying to solve?" — after they explained it in a LinkedIn comment three weeks ago. Repeating a buyer's own words back to them quietly kills trust.

Handoffs drop the ball

An SDR passes a deal to an AE, or a rep goes on leave, and everything in their inbox, phone, and DMs walks out the door with them. The next person starts from zero.

The Clozo Way

One Contact. Every Word, In Order.

Because your CRM, cloud phone, social accounts and outbound email all live inside Clozo, every call, text, WhatsApp message, chat and social reply lands on the same timeline automatically — no copy-paste, no manual logging. Here's what one real relationship looks like:

Daniel Okafor

VP Revenue · Meridian Corp · Deal: $89,000

Negotiation

LinkedIn comment · inbound Mar 3 · 9:12 AM

"Saw your post on outbound — we're drowning in tools. Can you show me how Clozo pulls it together?"

Email · outbound Mar 3 · 2:41 PM

Sent the one-pager + booked a 20-min walkthrough for Thursday. Opened 4×, clicked the demo link.

Phone call · missed Mar 5 · 11:03 AM

Daniel called back early. Rang out — voicemail transcribed: "Had a couple pricing questions, ping me on WhatsApp."

WhatsApp · inbound Mar 5 · 11:26 AM

"Does the price scale per seat? We'd start with 12." Answered in the same thread — no channel-switching.

Meeting capture · recorded Mar 8 · 10:00 AM

5-min discovery clip — recorded, transcribed, AI-summarized. Next step: send security overview, loop in their CFO.

Five channels. Five apps, the old way. One scroll, in Clozo.

Smart Connections

The Same Person, Finally Recognized

"Dan O." on WhatsApp, "Daniel Okafor" in your email, "@dokafor" on LinkedIn — a human eventually realizes it's one buyer. Clozo's AI does it for you. Smart Connections matches contacts across channels by name, email, phone, and social handle, then suggests merging them into one person.

AI detects the same contact scattered across channels
Shows you the shared signals — matching email, phone, or handle
One-click merge, or keep them separate — you decide, nothing is combined silently
Merge manually anytime, and reverse a merge if you change your mind
The result: one clean timeline instead of four half-empty ones

Try Smart Connections →

AI suggests · likely the same person

"Dan O."

WhatsApp · +1 415 •• 2201

Daniel Okafor

Email · LinkedIn @dokafor

Why Clozo thinks it's a match

Same phone number Name match 94% Same company domain

The Channels Your Customers Actually Use

If They Reached Out, It's On the Timeline

Clozo captures the channels buyers actually use — so nothing falls through the cracks between apps.

Social messaging

WhatsApp, Instagram and Facebook messages, plus LinkedIn publishing and comment engagement — the conversations where modern deals actually start.

Email

Every email you send from Clozo — with open and click signals attached, inline on the timeline the moment they fire.

Phone calls

Placed, received, and missed calls from your built-in cloud phone — recorded, transcribed, and AI-summarized the moment they end.

Meeting capture

Generate the meeting link on your own Zoom, Meet or Webex account, then capture a screen recording from inside Clozo — short segments come back transcribed, summarized and searchable on the contact's timeline. No bot joins your call. (Scaler and up.)

SMS

Every text message from your business number — inbound and outbound — threaded on the same contact timeline.

Notes, tasks & live chat

Tasks and lead notes sit in the same stream as the messages, alongside every conversation your website chat widget captures — so activity and context are never separated.

What It Unlocks

The Payoff of a Complete Picture

Full relationship context in one view changes how every conversation goes.

Pick up any deal in seconds

Walk into a call cold and walk out looking like you never left. One glance at the timeline and you know the last touch, the open question, and the next step — no prep scramble.

Managers review without interrupting

Coaches and managers see the whole relationship for any deal without pinging the rep or sitting in on a call. Review, spot the risk, drop a note — the rep keeps selling.

Handoffs that don't lose a thing

SDR to AE, rep to rep, or covering a vacation — the new owner inherits every message, call, and note. The customer never repeats themselves and never feels the seam.

Read intent and deal progression

See the whole arc — first curious DM, warming email, pricing questions, decision-maker looped in. The timeline shows you exactly how ready a buyer is, and where they're stuck.

The whole team on one history

Sales, marketing, and support all read from the same shared record. Marketing sees the campaign that started it; support sees the deal behind the ticket. No more "who owns this?"

AI that reads the full relationship

Because Clozo's AI sees the complete timeline — not one channel — it can summarize a relationship, flag a stalling deal, and draft the perfect next follow-up. Meet Unified AI →

Old Way vs. The Clozo Way

Stop Stitching. Start Closing.

The difference between juggling point tools and running one platform.

The old way — 6 tools

With Clozo Unified Engagement

Seeing a full relationship

Open LinkedIn, Gmail, the phone log, WhatsApp, the calendar, and a notes doc — then guess at the gaps

One contact, one timeline, every channel in chronological order

Prepping for a call

15 minutes of tab-hunting before every important conversation

One scroll — last touch, open question, and next step, instantly

Same person, many channels

Four half-empty records; you manually realize it's one buyer

Smart Connections detects and merges them — with your one-click confirm

Handoffs & coverage

Context walks out the door with the rep's inbox and phone

The new owner inherits the entire history — nothing lost

Manager visibility

Interrupt the rep or sit in on calls to know what's happening

Review the whole relationship without touching the rep's day

What AI can see

Each tool's AI only knows its own slice

One AI reads the full cross-channel timeline and coaches on it

Why Point Tools Can't Do This

A Timeline Is Only as Complete as the Data It Can See

Gong sees your calls. An email tool sees your email. A social tool sees your social. None of them can build one timeline for a person, because they only hold one channel. Clozo can — because CRM, cloud phone, outbound email, social and meeting capture all live in the same platform. There's nothing to integrate and nothing to miss.

Call-only tools (Gong)

Brilliant on the call itself — blind to the LinkedIn comment, the email thread, and the WhatsApp question that surround it. See the full Clozo vs Gong breakdown.

Single-channel tools

An email platform never sees the call; a social inbox never sees the deal. Every one leaves a gap that a human has to fill by hand, forever.

Bolt-on CRMs (Salesforce)

You can wire connectors to a legacy CRM — then pay an admin to keep them from breaking. Clozo has it built in. Compare Clozo vs Salesforce.

See what's included on every plan →

What You Get

Unified Engagement Isn't a Separate Purchase

It's built into Clozo — the AI platform that runs sales and marketing. One login, one bill, the whole stack together.

One timeline per contact

Every call, text, WhatsApp message, live chat, social reply and email you send to a person — in chronological order, automatically, with zero manual logging. Free on every plan, including the permanent free one.

Smart Connections identity resolution

AI recognizes the same buyer across channels and merges them on your confirm — so you work one clean record, not four fragments.

Built-in cloud phone, dialer & IVR

A real business number, calls and texts inside the app, and smart inbound routing — so every conversation is captured at the source.

Conversation intelligence on every call

Every call recorded, transcribed, PCI/SSN-redacted and AI-summarized, with full-text transcript search across your whole team — free on every plan. Explore it →

Email & social marketing, too

Campaigns, templates, sequences, and scheduled social publishing to LinkedIn, X, Instagram, Facebook, TikTok and YouTube — connect your own developer app and publish on a schedule. See marketing →

One AI across all of it

Ask questions in plain English, get deal scores, forecasts, a live deals-at-risk board and drafted follow-ups — over your complete data, free on every plan. Meet Unified AI →

FAQ

Unified Engagement FAQ

Everything about the timeline, the channels, Smart Connections, and getting started.

Which channels show up on the timeline?

Phone calls, SMS, WhatsApp, live chat, social comments and DMs, and every email you send from Clozo with its open and click signals — plus your notes, tasks and meeting recordings. Each interaction lands on the same contact's timeline in chronological order, so you see the whole relationship in one scroll.

How does Smart Connections know two conversations are the same person?

Clozo's AI matches contacts across channels using shared signals — the same name, email address, phone number, company domain, or social handle. When it spots a likely match, it surfaces the two records side by side with the reasons it thinks they're the same, and you confirm the merge with one click. Nothing is ever silently combined, you can merge people manually anytime, and if you change your mind a merge can be reversed.

How is this different from Gong or a single-channel tool?

Point tools only see their own slice. Gong records calls, an email platform holds email, a social tool holds social — none of them can assemble one timeline for a person, because they only hold one channel. Clozo can, because your CRM, cloud phone, outbound email, social and meeting capture all live in the same platform. There's nothing to integrate and nothing to miss. See the full Clozo vs Gong comparison.

Can a manager review a deal without interrupting the rep?

Yes. Managers and coaches can open the full relationship for any deal — every message, call, and note — without pinging the rep or sitting in on a call. Role-based access with custom roles and per-user overrides, plus per-relationship communication grants enforced inside the database itself — a rep's conversations stay private by default, even from managers, until access is explicitly granted. Every customer's data is isolated from every other customer's at the row level.

What happens to the history when a deal is handed off?

Because the entire conversation lives on the contact — not in one person's inbox or phone — a handoff carries everything with it. The new owner inherits every message, call, and note, so the customer never has to repeat themselves. And your data persists forever, even after you cancel; you can export your leads as CSV on any plan, and everything as CSV, JSON, or via the read-only REST API on Scaler and above.

Do I need a credit card to try it?

No credit card is required to start your 30-day free trial. You are not charged for your plan during the 30 days, and you can cancel anytime with no exit fee. Unified Engagement is free on every plan, including our permanent Free tier — the timeline, the AI drafting and the merge suggestions cost nothing. Paid plans from $79 per user per month add outbound email, SMS and WhatsApp.

What is Unified Engagement?

Unified Engagement pulls every interaction with a contact — calls, SMS, WhatsApp, live chat, social comments and the emails you send — into one chronological timeline, so you see the whole relationship in one place instead of hunting across six apps.

How is this different from a shared inbox?

A shared inbox usually covers email only. Unified Engagement unifies calls, texts, WhatsApp, live chat and social replies too, and its Smart Connections AI recognizes the same person across channels and surfaces the match for a one-click merge — so context is never fragmented, and nothing is ever combined behind your back.

Every Conversation.One Timeline. One Person.