Chloe reporting is call reporting and outcome tracking. All reporting centers on what happened on each call and whether those calls are producing the right results across an Agent.
Reporting happens at two levels:
Per-call – what happened on a specific call, logged on the lead record
Per-Agent – how a given Agent is performing overall, visible from the Calls and Performance tabs
Where Chloe activity appears in Close
On the lead record
After every Chloe call, Close logs the activity directly on the lead record. Each call entry includes the Agent name, outcome, call summary, recording, speaker breakdown, and a searchable transcript. For a full breakdown of what's logged, see Using Chloe on calls.
Inside each Agent: Calls tab
The Calls tab on each Agent is the primary reporting surface for Chloe. It shows all calls made by that Agent, with summary stats at the top and a filterable call list below.
To access it, select Chloe from the left sidebar, open the Agent, and click Calls.
Summary stats include:
Total calls – the number of calls placed by this Agent
Answered – calls where the contact picked up, shown as a count and percentage
Voicemails left – calls where Chloe left a voicemail, shown as a count and percentage
Errors – calls that could not be completed, shown as a count and percentage
The call list can be filtered by date range, Disposition, and Outcome, and sorted by Activity Date.
Performance tab
The Performance tab provides a higher-level summary of how an Agent is performing over time. It can be filtered by date range.
Summary stats at the top include:
Total calls – the number of calls placed by this Agent in the selected period
Unique leads – the number of distinct leads Chloe contacted
Answered – calls where the contact picked up
Engaged – calls where a real conversation took place
Objective Met – calls where the Agent's goal was achieved
Time saved – an estimate of time saved based on Chloe's call activity in the selected period
The Performance tab also includes:
Outcomes – the count and percentage of calls where an Outcome was applied based on the Agent's Playbook.
Sentiment – a score out of 5 reflecting how contacts responded during calls, broken down into five categories: Hostile, Somewhat Negative, Neutral, Somewhat Engaged, and Highly Engaged. Use this to gauge how well the Agent's tone and approach is landing.
Call Progression – a funnel showing how calls moved through three stages: Answered, Engaged, and Objective Met. Each stage shows a count and percentage change vs. the previous period. Use this to identify where leads are dropping off and where your prompt or Skills may need adjustment.
What to measure
Volume and coverage
These metrics tell you whether Chloe is reaching enough of your lead list and how those attempts are landing. Use them to catch targeting or list quality issues early, before they affect your outcomes.
Total calls placed – overall activity level for the Agent
Answer rate – answered calls as a percentage of total. Low answer rate may indicate call timing, list quality, or number validity issues
Voicemail rate – a high voicemail rate is normal for outbound motions but worth monitoring if it dominates results
Error rate – errors indicate calls that never connected due to technical or account issues. A rising error rate warrants investigation. See FAQ & Troubleshooting for common causes.
Outcome metrics
Outcomes are defined in the Agent's Playbook and applied automatically based on how each call goes. They are the primary signal for whether an Agent is working.
Interpret outcomes relative to the Agent's goal. A a high "callback requested" rate is a positive signal for a reactivation Agent but may indicate a problem for a speed-to-lead Agent.
Qualified / disqualified split – for qualification Agents, the ratio of good fits to bad fits
Callback requested – contacts who asked Chloe to call back at a better time
Meeting booked or scheduling link sent – for Agents with Book Meeting or Send Scheduling Link enabled
No outcome applied – calls where no Outcome was matched. A high rate here may indicate the Playbook needs more or better-defined Outcomes
Dispositions (Answered, Voicemail, No Answer, Error) describe what happened technically on the call. Outcomes describe the business result. Both are visible in the Calls tab filters.
Business impact
These metrics connect Chloe's call activity to tangible results. Use them to track whether Chloe is generating interest, moving leads forward, and saving your team time.
Answered – answered calls where a real conversation took place, visible on both the Calls and Performance tabs
Unique leads contacted – the number of distinct leads Chloe reached in a given period
Time saved – visible on the Performance tab as a duration estimate based on Chloe's call activity
Sentiment
The Sentiment score on the Performance tab reflects how contacts responded during calls, rated out of 5 and broken down into five categories: Hostile, Somewhat Negative, Neutral, Somewhat Engaged, and Highly Engaged.
A low sentiment score, or a high proportion of Hostile or Somewhat Negative calls, is a strong signal that the Agent's opener, tone, or targeting needs adjustment before scaling volume.
How to spot problems quickly
What you see | Likely cause | What to do |
|---|---|---|
High voicemail rate, few conversations | Call timing, list quality, or stale numbers | Adjust call schedule, audit lead segment, clean list |
High answer rate but low Objective Met in Call Progression | Prompt or question flow needs work | Review transcripts, refine Agent instructions |
High "not interested" outcome | Targeting mismatch or weak opener | Revisit lead segment and opening line in prompt |
Low sentiment score or high Hostile rate | Tone, opener, or targeting mismatch | Review transcripts for patterns, adjust tone guidance in prompt |
High error rate | Billing, blocked numbers, or invalid contacts | |
Low Objective Met % despite high Engaged % | Closing or handoff instructions need work | Review how Chloe wraps up calls and define clearer next steps in prompt |
No outcomes applied | Playbook is incomplete or too narrow | Add or broaden Outcome definitions in Agent Settings |
How to audit calls
Run this process after the first batch of calls on any new Agent, and periodically thereafter.
Open the Agent's Calls tab and set a date range for the period you want to review
Filter to Answered calls to focus on conversations that actually took place
Open 5 to 10 call records and read the transcripts or listen to recordings
Look for patterns: common objections Chloe handled poorly, questions asked out of order, confusion around handoffs, or missed qualification signals
Update the Agent's instructions based on what you find
Run a Test Call to confirm the changes, then re-publish
For guidance on making prompt changes, see Prompt Training.
Reporting by use case
Use case | Key metrics to watch | Positive signals |
|---|---|---|
Speed-to-lead | Answer rate, meetings set, time to first call | High answer rate, meetings booked same day |
Inbound qualification | Qualified %, disqualified %, Alert Users triggered | Clear outcome split, low "no outcome" rate |
Reactivation | Conversation rate, callbacks requested, tasks created | Re-engaged leads, tasks for rep follow-up |
Event follow-up | Answer rate, scheduling links sent | High contact rate while event is fresh |
Appointment reminders | Answer rate, callbacks requested | Low no-show rate post-campaign [VERIFY: Close does not currently track no-show rate natively -- confirm if this is measurable] |
Weekly reporting checklist
Review the Calls tab for each active Agent for the past 7 days
Check outcome distribution and compare against the Agent's goal
Sample 5 transcripts from answered calls
Identify one thing to improve in the prompt
Test the change, then re-publish before scaling volume