CloseBot allows free, business and agency plans to select Anthropic as an AI provider. Agency plans must add Anthropic to their AI providers before adding it as an option for their any of their personas. Business and free plans don't have to put their key in. This guide covers getting your Anthropic API key and saving it to your CloseBot AI providers list. For general AI provider information check out this article HERE.
Just because CloseBot allows use of Anthropic, it does not mean other users' data is exposed to Anthropic. Only those who have added this as a provider are allowing it to see their messages.
Adding Anthropic API Key
From within the AI providers screen, click Add a new provider and select Anthropic. You'll be required to enter in a unique name for this provider as well as your Anthropic API key that can be obtained from the Anthropic platform HERE.
Access Anthropic Developer Console
Log in to your existing Anthropic Developer Platform account or sign up to access API keys. This developer portal is different than the non-developer Anthropic interface where you go to interact with Anthropic as a normal user.
Make and Copy an API Key
Once you have your platform window open, navigate to API Keys in the side bar and click Create Key. Choose any workspace to add the key to and name the key anything you'd like. You're able to paste this key in to CloseBot without setting up your billing in Anthropic, but you'll have to set up billing before this key is usable within CloseBot personas.
Remember, Anthropic will bill you for usage incurred, but CloseBot tracks the cost and allows you to re-bill this amount to your clients on our agency plan.
Billing Setup
On the same page as your API key, click Set up Billing on the bottom right of the screen. Connect to an existing billing account or set up a new one.
Make sure you remember to copy this key when you create it. It won't be shown to you again.
Rate Limits
Anthropic has rate limit tiers. If you're a newer account with little spend, they throttle your usage. You can increase your tier by pre-paying for a large sum of usage and you can view your current rate limits via Settings > Rate Limits.
Next Steps
From here, you'll want to paste the Anthropic key into the AI provider pop-up, give it a unique name and save it. Learn more about creating AI providers HERE.
Here are some things we've noticed about Anthropic:
Similar to Grok, it likes to start responses with a short statement. This tends to make the conversation feel more choppy.
It likes to use people's name in responses... sometimes on almost every response if left un-edited.
It can feel quite formal by default, although not quite as formal as OpenAI's models