General questions
What is Chloe? Chloe is Close's built-in AI sales teammate. She makes and receives calls, runs qualification and discovery, and logs everything directly in Close. See our primary Chloe page for a full overview.
Which plans include Chloe? Chloe is available on the Growth and Scale plans.
Is Chloe free? Chloe is free for eligible Growth and Scale organizations during the open beta period. After beta, Chloe voice calls will use AI credits included with your plan. Additional credits can be purchased as needed.
What languages does Chloe support? English only at this time.
Which countries does Chloe support? Chloe can call US phone numbers only at this time.
Can Chloe send emails or SMS? No. Chloe is voice-only at launch. She does not send emails or SMS messages directly, though Skills like Send Scheduling Link can trigger an SMS or email.
Does Chloe replace my sales reps? No. Chloe handles high-volume, repeatable work -- first touch, qualification, discovery -- so reps can focus on closing. She works alongside your team, not instead of it.
Who can access and configure Chloe? Users with the Manage Customizations permission (Admins and Super Users) can access the Chloe setup area and manage Agents.
Setup and configuration
What do I need before setting up Chloe? Calling must already be configured in your Close organization. Chloe dials from a Group Number assigned to each Agent, so at least one number must be active in your account. Other configuration may be needed depending on Skills used.
How do I enable Chloe for my organization? Select Chloe from the left sidebar. If your organization is on a Growth or Scale plan, Chloe will appear there automatically. Follow the setup flow to configure your first Agent.
Can I use any phone number with Chloe? Chloe can only call from a Group Number, and only US phone numbers. The number Chloe dials from is configured per Agent in the Settings tab.
What is a Chloe Agent? An Agent defines the role Chloe plays, and encompasses the instructions she follows and the Skills she can use. You can create multiple Agents for different use cases. See Setup and Implementation for details.
Can I have multiple Agents? Yes. Each Agent has its own prompt, Skills, and settings. For example, you can have a separate Agent for qualification and outbound reactivation.
Why is the Book Meeting skill not working? The Book Meeting skill requires Google Calendar or Outlook to have booking permissions enabled in Accounts & Apps first. This step is not surfaced during the standard setup flow. Go to Settings > Connected Accounts and confirm booking permissions are active before enabling the skill.
Why does Chloe use the wrong company name during a Test Call? The Test Call uses the values set in the Test Variables tab. If Chloe is using a placeholder name like "Acme," update the Organization Name field in Test Variables to match your actual company name before running a Test Call.
Calls and behavior
Why isn't Chloe making any calls? Check the following in order:
Confirm the Agent is published. Draft Agents will not place calls.
Confirm your organization has sufficient AI credits (only applicable post-beta).
Confirm the leads being called have valid US phone numbers.
Confirm the phone number assigned to the Agent is active in your account.
Check the Calls tab on the Agent for any Error dispositions and review the lead record for details.
Why did a call show as an Error? Common causes include insufficient account funds, a blocked or restricted number, or an invalid phone number. Error calls are logged on the lead record with the reason. See the Calls tab on the Agent for details.
Why did Chloe leave a voicemail when the contact answered? This is a known limitation during beta. Voicemail detection is not perfect -- Chloe may occasionally misidentify a live answer as a voicemail, particularly when call screeners or automated greetings are involved.
Why is Chloe not navigating through call screeners? Call screener navigation (such as "press 1 to connect") is a known area of active improvement during beta. Chloe may not reliably navigate automated phone menus at this time.
The transcript or summary hasn't appeared yet. Is something wrong? Post-call processing can take a few minutes after a call ends. If the transcript has not appeared after 20 minutes, contact our Support Team at support@close.com.
Why does Chloe repeat herself or sound scripted? This is usually a prompt issue. If Chloe is repeating the same framing or not adapting to the conversation, review the User Instructions in Advanced edit and add more specific handling rules for common situations. See Prompt Training for guidance.
How many calls can Chloe run at the same time? Your organization can run up to 3 concurrent Chloe calls at a time, across all Agents, Workflows, and Batch calls.
Reporting and data
Where do I see what Chloe has done? Chloe's activity appears in two places: on the lead record for each call, and in the Calls and Performance tabs on each Agent. See Reporting for details.
What is the difference between a Disposition and an Outcome? Dispositions describe what happened technically on the call, such as Answered, Voicemail, No Answer, or Error. Outcomes describe the business result and are defined in the Agent's Playbook - for example, Qualified, Callback Requested, or Not Interested. Both are visible in the Calls tab filters.
Why do some calls show no Outcome? If no Outcome is applied after a call, it usually means none of the Outcomes in the Agent's Playbook matched the call's result. Review and expand your Outcome definitions in the Agent's Settings tab.
Who can see Chloe's call activity? The Calls and Performance tabs on each Agent are accessible to users with the Manage Customizations permission (Admins and Super Users). Individual call records on lead pages are visible to anyone with access to that lead.
Beta limitations & questions
What are the current limitations of Chloe?
English only
US phone numbers only
Voicemail detection is functional but not perfect
Call screener navigation is an area of active improvement
Outbound calls only at this time
How do I report a bug or issue? Contact our Support Team at support@close.com with details of the issue.
How do I share feedback on a specific call? From any call transcript on a lead record, click the thumbs up or thumbs down icon next to a Chloe response to open the Share Feedback modal. Mark it as Positive or Negative, add optional detail, and click Share feedback with Close.