When you're ready to deploy Chloe, this covers which use cases Chloe performs best at, which run mode to use, and which Skills to enable for each scenario. For setup and configuration, see Voice Agent Setup. For prompt guidance, see Prompt Training.
What Chloe is best at
Chloe performs best when calling warm or known-interest leads where the goal is qualification, routing, reminders, or reactivation. She is most effective when she has context rather than a cold contact with no prior relationship. Consider having her call leads who filled out a form, attended a webinar, or started a trial.
Chloe can be run in two ways:
Workflow — calls leads automatically as they meet defined conditions. Best for continuous, ongoing motions.
Batch call — calls a defined list of contacts in sequence. Best for one-time campaigns or catch-up lists.
Not recommended
Cold outbound to contacts with no prior relationship or intent signal is a weak fit for Chloe. Starting there will skew your results and make it harder to evaluate her actual performance. See Compliance for more information.
Use case reference
Use case | Best for | Recommended run mode | Recommended Skills |
|---|---|---|---|
Speed-to-lead | New inbound demo or trial requests | Workflow | Book Meeting, Send Scheduling Link |
Inbound qualification and routing | High inbound call volume | Workflow | Alert Users, Transfer Call, Create Task |
Reactivation | Stale leads with no recent activity | Batch | Create Task |
Event and webinar follow-up | Attendee or opt-in lists | Batch | Send Scheduling Link, Create Task |
Appointment reminders | Upcoming scheduled meetings | Batch | Send Scheduling Link |
Data verification | Cleaning up contact details at scale | Batch | Create Task |
Note
To offer callbacks to contacts who are busy or unavailable, enable Chloe Callback in the Voice Agent's Settings tab. This is a setting, not a Skill, and is not listed in the table above.
Speed-to-lead (inbound follow-up)
Goal: Reach inbound leads within minutes while intent is high.
Best segment: New inbound leads, form fills, demo requests, trial signups.
Run mode: Workflow. Trigger Chloe when a new lead is created or a form is submitted. Chloe calls immediately without waiting for a rep to become available.
Recommended Skills: Book Meeting and Send Scheduling Link. If the lead is ready to commit, Chloe can book directly on the call or send a link as a fallback.
Suggested prompt focus:
Confirm the contact's interest and identity
Ask one or two qualifying questions to route correctly
Offer to book a next step before ending the call
What to measure: Contact rate, meeting set rate, time from lead creation to first call.
Inbound qualification and routing
Goal: Ask discovery questions, qualify to your criteria, and hand off good fits to a rep.
Best segment: High inbound volume where reps cannot respond to every lead immediately.
Run mode: Workflow.
Recommended Skills: Alert Users (to notify a rep when a qualified or high-intent lead is on the line), Transfer Call (to hand off live), Create Task (to log next steps for unqualified leads).
How Alert Users works: When Chloe detects that a contact matches a scenario you define — such as expressing strong interest or confirming a specific qualification criterion — she alerts a specified user or group. You can configure Alert Users with a static list of users or groups, or use dynamic routing based on a custom field value on the lead. A fallback user can be set in case the primary target is unavailable.
Suggested prompt focus:
Open with context about why you're calling
Ask structured discovery questions in order
Define clear routing rules: what qualifies someone, what disqualifies them, and what to do in each case
What to measure: Qualification rate, rep takeover rate, time saved per qualified lead.
Reactivation of stale leads
Goal: Re-engage leads that went quiet and never received proper follow-up.
Best segment: Leads with no open tasks and no activity in the past 60, 90, or 180 days. This is also the recommended starting point if you are new to Chloe.
Run mode: Batch. Build a Smart View of stale leads matching your criteria and run a batch call.
Recommended Skills: Create Task (so reps can follow up on leads who show renewed interest).
Suggested prompt focus:
Acknowledge the gap since last contact, briefly and without over-explaining
Ask an open question to re-establish interest
Keep the goal simple: confirm interest or close the loop
What to measure: Response rate, re-engaged leads, tasks created for rep follow-up.
Additional use cases
These are slightly more situational but well-suited for Chloe.
Event and webinar follow-up — Call attendee or opt-in lists while context is fresh. Run as a Batch call in the days immediately following an event. Use Send Scheduling Link to book a follow-up meeting and capture momentum while the event is top of mind.
Appointment reminders — Reduce no-shows by having Chloe call contacts ahead of a scheduled meeting. Run as a Batch call for leads with a meeting that day.
Data verification — Use Chloe to call through a list and confirm contact details at scale. Run as a Batch call. Use Create Task to flag records that need rep review after the call.
Human handoff with Alert Users
Across all of the above use cases, the Alert Users Skill is the primary mechanism for keeping a human in the loop. Rather than treating Chloe as fully autonomous, use Alert Users to define the moments where a rep should be notified; for example, when a lead confirms high intent, asks a question Chloe cannot answer, or requests to speak with someone.
This makes Chloe's role additive rather than all-or-nothing. Reps stay focused on high-value moments while Chloe handles the volume.
Best practices
Start with reactivation. Stale leads are low-risk and give you real call data to iterate from before deploying Chloe to high-value new inbound leads.
Use Workflow for ongoing motions, Batch for campaigns. Don't set up a Batch for something that should be running continuously, and don't use a Workflow for a one-time list.
Plan for iteration. Your first Voice Agent configuration will not be perfect. Review transcripts after the first batch of calls and tighten the prompt before expanding volume. See Prompt Training for guidance.
Activate before calling. Draft Voice Agents will not place real calls. Once activated, Chloe only calls when triggered via a Workflow or Batch call, and calls do not happen automatically.