Documentation Index

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Troubleshooting

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Chloe isn't making any calls

Work through this checklist in order:

  1. Is the Voice Agent activated? Draft Voice Agents will not place calls. Open the Voice Agent and confirm the status shows Active, not Draft.

  2. Does the organization have sufficient AI credits? Check your credit balance in Settings > AI Credits. Calls will not place if the balance is zero.

  3. Do the leads have valid US or Canadian phone numbers? Chloe can only call US and Canadian numbers. Calls to numbers outside these countries will error and not connect.

  4. Is the phone number assigned to the Voice Agent active? Go to the Voice Agent's Settings tab and confirm the Group Number is assigned and active in your account.

  5. Is the Voice Agent included in a Workflow or Batch call? Chloe only calls when triggered. Confirm the Workflow is on and enrolled leads match the trigger conditions, or that a Batch session has been started.

  6. Check the Calls tab for Error dispositions. Open the Voice Agent, go to Calls, and filter by Error. Open individual call records on the lead page for the specific error reason.


A call is showing as an Error

Error type

Cause

What to do

Insufficient balance

Not enough AI credits

Top up credits in Settings > AI Credits

Phone number import failed

The contact's number couldn't be synced to the calling system

Check the number format on the contact record; remove and re-add if needed

Dynamic variables failed

A variable (for example: {{contact.first_name}}) failed to resolve at call start

Check that the variable exists on the lead/contact record being called; review the prompt for any typos in variable syntax

Initiation failed

The call couldn't be started

Check the phone number is valid and active; contact support if the issue persists

Workflow execution timeout

A post-call Workflow step timed out

Review the Workflow steps that run after the call ends; simplify or remove steps that may be causing delays

Termination timeout

The call was stuck for more than 10 minutes

Usually caused by a call that didn't end properly; review the call record and contact support if recurring


The transcript or summary hasn't appeared

Post-call processing takes a few minutes after the call ends. If the transcript has not appeared after 20 minutes, contact support@close.com with the lead URL and approximate call time.


Chloe is using the wrong company name on Test Calls

Test Calls use the values set in the Test Variables tab, not your real organization data. If Chloe is using a placeholder like "Acme," update the Organization Name field in the Test Variables tab on the Voice Agent.


Chloe sounds scripted or keeps repeating herself

This is a prompt issue. Common causes:

What you hear

Likely cause

Fix

Repeating the same opener regardless of response

No handling rules for common replies

Add specific handling rules in User Instructions (for example: "If they say they're busy, ask for a better time")

Not adapting to what the contact says

Prompt is too rigid or linear

Use conditional logic in the prompt. Describe what to do if different things happen

Awkward phrasing that doesn't sound natural

Prompt language is too formal or verbose

Edit the tone guidance; run a Test Call after each change

Going back to the same question repeatedly

Conflicting instructions or missing "when to move on" guidance

Clarify the sequence and add explicit "once X is confirmed, move to Y" instructions

See Prompt Training for guidance on writing effective instructions.


The Book Meeting skill isn't working

The Book Meeting skill requires booking permissions to be enabled in your calendar integration before it can be used. This step is not surfaced in the standard Voice Agent setup flow.

Fix: Go to Settings > Connected Accounts, open your Google Calendar integration, and confirm booking permissions are active. Then return to the Voice Agent's Skills tab and enable Book Meeting.


No outcome is being applied to calls

If calls are completing but showing no outcome:

  1. Check the Playbook has Outcomes defined. Go to the Voice Agent's Settings tab and review the Outcomes list. If it's empty, Chloe has nothing to assign.

  2. Check the Outcome descriptions are specific enough. Vague descriptions make it harder for Chloe to match the right outcome. Add clear, distinct descriptions for each option.

  3. Check the Outcome isn't too narrow. If your only outcome is "Qualified" and most calls don't qualify, many calls will end with no match. Add outcomes for common call results like "Not Interested," "No Answer / Left Voicemail," and "Callback Requested."


Outcomes look inaccurate

If outcomes are being applied but don't match what happened on the call:

  1. Review the transcript for the affected call to understand what actually happened

  2. Compare what happened to your current Outcome descriptions and identify the mismatch

  3. Update the Outcome description in the Voice Agent's Settings tab to be more specific or distinct from similar outcomes

  4. Re-run a Test Call to validate the change before updating


Performance tab issues

What you see

Likely cause

What to do

High voicemail rate, few conversations

Call timing, list quality, or stale numbers

Adjust call schedule, audit the lead segment, clean the list

High answer rate but low Goal Met %

Prompt or question flow needs work

Review transcripts, refine Voice Agent instructions

High "not interested" outcome

Targeting mismatch or weak opener

Revisit the lead segment and the opening line in the prompt

Low sentiment or high Hostile rate

Tone, opener, or targeting mismatch

Review transcripts for patterns; adjust tone guidance in the prompt

Low Goal Met % despite high Engaged %

Closing or handoff instructions need work

Review how Chloe wraps up calls; define clearer next steps in the prompt

No outcomes applied across all calls

Playbook incomplete or outcomes too narrow

Add or broaden Outcome definitions in Voice Agent Settings


Still stuck?

Contact the Close Support Team at support@close.com with the lead URL, Voice Agent name, and a description of the issue.

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