General
What are Chloe Voice Agents?
Voice Agents are Close's AI outbound calling feature. Each Voice Agent defines how Chloe behaves on calls, including who she calls, what she asks, and what actions she can take. See Voice Agent Setup to get started.
Which plans include Chloe?
Chloe is available on all Close plans.
Does Chloe use AI credits?
Yes. Chloe voice calls use AI credits included with your plan. The number of credits included depends on your plan tier and number of users. Additional credits can be purchased as needed. See AI Credits for details.
How do I control how many credits Chloe uses?
There is no global credit cap or per-Voice Agent limit, but you can control usage by deactivating the Voice Agent in its Settings tab, removing it from any Workflows that trigger it, or not running Batch calls until you're ready to resume.
What languages does Chloe support?
English only at this time.
Which countries does Chloe support?
Chloe can call US and Canadian phone numbers. Calls placed to numbers outside these countries will error and will not connect.
Can Chloe send emails or SMS?
Chloe is voice-only. She does not send emails or SMS messages directly, though Skills like Send Scheduling Link can trigger an SMS or email after a call.
Does Chloe replace my sales reps?
No. Chloe handles high-volume, repeatable work, which covers first touch, qualification, and discovery. Reps can then spend more time on conversations that require a human - she works alongside your team.
Permissions and access
Who can access and configure Chloe?
Chloe has its own dedicated permissions:
Permission | What it controls |
|---|---|
Manage Voice Agents | Configure Voice Agents, assign Chloe to Workflow call steps, run Batch calls. Required to view the Voice Agents page. |
View Voice Agents | View-only access can see Voice Agents but cannot create, edit, or delete them. Users have this by default. |
Manage Chloe Call Tasks | Manage tasks created by Chloe during calls |
Admins and Super Users have Manage Voice Agents by default.
Who can see call activity?
The Calls and Performance tabs on each Voice Agent are accessible to users with the Manage Voice Agents permission. Individual call records on lead pages are visible to anyone with access to that lead.
Setup
What do I need before setting up Chloe?
Calling must already be configured in your Close organisation. Chloe dials from a Group Number assigned to each Voice Agent, so at least one US or Canadian number must be active in your account.
How do I get started?
Select Chloe > Voice Agents from the left sidebar and click + New Agent to start the setup flow.
What is a Voice Agent?
A Voice Agent defines the role Chloe plays and covers the instructions she follows and the Skills she can use on calls. You can create multiple Voice Agents for different use cases, each with its own prompt, Skills, and settings.
Can I use any phone number with Chloe?
Chloe can only dial from a Group Number. US and Canadian phone numbers are supported. The number is configured per Voice Agent in the Settings tab.
What are Test Variables?
Test Variables let you set sample values for dynamic variables (e.g. {{contact.first_name}}, {{organization.name}}) used in your prompt, so Test Calls behave as they would on a real lead. Set them in the Test Variables tab on each Voice Agent.
Do Test Calls affect my live Voice Agent or real leads?
No. Test Calls use your current edited configuration and never affect your live Voice Agent or real leads.
Running calls
What are the different ways to trigger Chloe to call?
Three options:
Workflow — calls leads automatically when they meet defined conditions. Best for ongoing, continuous motions.
Batch call — calls a defined list of contacts in sequence. Best for one-time campaigns.
One-off call — create a call task on a lead, assign it to Chloe, and select a Voice Agent. You can also ask Chloe Chat to schedule a Voice Agent call. Chat will show an approval prompt before placing it. Useful for spot-checking behavior on a single lead.
How many calls can Chloe run at the same time?
Up to 3 concurrent Chloe calls at a time across all Voice Agents, Workflows, and Batch calls. Active calls are visible in the Calls Happening Now section on the Voice Agents page.
Can I watch a Chloe call while it's happening?
Yes. Open the lead record during an active call to see the live transcript in real time. Live calls are also accessible from Calls Happening Now on the Voice Agents page.
Can a human rep take over a live Chloe call?
Yes. If the Transfer Call skill is enabled on the Voice Agent, Chloe can transfer a live call to a human rep during the conversation, either triggered by Chloe based on the call context, or by the contact requesting a human. The rep receives the call as a standard inbound transfer. See Skills for Transfer Call configuration details.
Why does the transcript look different during the call vs. after?
The live transcript shows real-time transcription, which can include tentative text that gets corrected once the call completes. The post-call transcript is the finalized version and may differ slightly.
Batch calls
How many contacts can I include in a batch?
Up to 1,000 contacts per batch session.
How many calls does a batch session place?
The maximum is 100 calls per session.
Does Chloe respect calling hours?
Yes. Batch calls are placed between 8am–6pm in the contact's timezone, all days. This window is not currently configurable. Contacts without a timezone set, or whose local time falls outside this window, are skipped and not retried.
Can I define a batch list in plain language?
Yes. When setting up a Batch call you can enter a plain language description of the leads you want to call (for example, "inbound leads from the past 7 days") rather than needing a saved Smart View.
How do I cancel an in-progress batch session?
Open the Voice Agent, and a banner appears at the top of the page showing call progress. Select Cancel batch call. Active calls will complete; queued calls will be cancelled.
After a call
What does Chloe log after a call?
Each call is logged on the lead record and includes: the Voice Agent name, outcome, AI-generated summary, notes, recording with speaker breakdown, and a searchable timestamped transcript.
What is the difference between a Disposition and an Outcome?
Disposition — the technical call result: Answered, Left a voicemail, No answer, Blocked
Outcome — the business result, defined in the Voice Agent's Playbook: Qualified, Callback Requested, Not Interested
Both are available as filters in the Calls tab.
What is the Engaged filter?
The Engaged filter on the Calls tab shows calls where the contact was reached and had a substantive conversation with Chloe. It's the recommended starting point for reviewing call quality, and filters out voicemails, no-answers, and errors.
Where can I review all calls across a Voice Agent?
From the Calls tab on any Voice Agent. Select Chloe > Voice Agents, open the Voice Agent, and click Calls. You can also see a high-level performance summary in the Performance tab and a snapshot of recent activity in the Overview tab.
Known limitations
English only
US and Canadian phone numbers only. Calls to numbers outside these countries will error
Outbound calls only at this time
Feedback
How do I share feedback on a specific call?
From any call transcript, click the thumbs up or thumbs down icon next to a Chloe response to open the Share Feedback modal. Mark it Positive or Negative, add optional detail, and click Share feedback with Close. Feedback goes directly to the Close team and is used to improve Chloe's behaviur.
How do I report a bug or issue?
Contact our Support Team at support@close.com.