Beta Chloe Chat is currently in beta. Features and availability may change. Chloe Chat is a conversational AI assistant built into Close. Ask questions about your pipeline, get answers about your leads and contacts, and take actions directly in Close

Provisioning phone numbers in most countries require registration due to local telephony laws. These regulations often require providing identity documentation to carriers or a local enforcement agency. The documents vary from country to country and also depend on the type

Automatically transcribe and summarize any recorded calls in Close through our Call Assistant feature. When enabled, a full transcription and summary will be available to view shortly after any voicemail (regardless of duration) and any recorded call that's over

type we used for all our demos in this article. But, as stated previously, all actions can work interchangeably. Identify : Will tie a customer on your Source to their actions and record traits about them within Close. It includes

In 2024 Google and Yahoo anounced they'll enforce the following requirements for bulk email senders. The requirements are not new; they were already best practices for a while now. They are being enforced to prevent recipients from getting spam

Understanding your call answer rate is crucial for assessing the effectiveness of your sales outreach. Read on for some tips on calculating your answer rate using some of the features built into Close. Utilizing Smart Views Longer call durations often

Forms feature lets you create and deploy web forms that capture data and send it directly into your CRM without needing any external tools or manual data entry. Forms can create new Leads, update existing records, and trigger automation right

As you begin using Close, we recommend you handle all of your customer communication through Close directly.  In addition to always having relevant information at your fingertips, you’ll take advantage of the critical features of the platform. Here’s

Once Playbooks are set up, reps can apply them to calls and meetings directly from the call record. This article covers the rep experience, from applying a Playbook mid-call to reviewing what Close captured after the call ends. Applying

Defining Opportunity Pipelines & Statuses Opportunity Pipelines are used to define the particular funnel deals can go through. Opportunity Statuses are used to describe each stage a pending deal can go through within a specific Pipeline. Here is a common example

Playbooks give you two ways to control how calls are documented after they end. Note templates auto-generate a structured call note, and Summary guidance shapes how Close AI writes the call summary. Both are optional, but together they make

Call Task will be assigned to the user stored in that field. 5. Assigning calls to Chloe – When a Call step is assigned to Chloe, she will make the call automatically, and no rep involvement is required. Assigning a

Automatically sync meetings from Google Calendar and Office 365 Calendar. Today, salespeople juggle a half dozen tools just to start, run, and review their meetings--from the first demo to closing the deal. We thought running those meetings should be

smart view based on an existing one. Instead of repeating the query belonging to an existing smart view, you can use the " in" keyword: in:"Interesting Leads" and state:CA This will match all leads currently in the "Interesting Leads

The top tips and common mistakes to keep in mind when importing your data. Close is the most powerful when your data lives in the right places. Having a good understanding of the data importing process will allow for easy

Custom Activities allow you to create a custom action type to record a specific type of activity. The most common examples include forms filled in by prospects, support tickets, call outcomes, invoice/payment items, and various structured notes such as

Browse some of our most popular integrations here . If you don't see the integration you're looking for, you can create a custom integration with Zapier or our API . If you have any questions about integrations, reach out to

times, multiple numbers on a single contact, or multiple contacts. Finding abandoned calls If someone answers a call but there isn’t a sales person available, the Predictive Dialer will automatically play a recorded Predictive Calling Abandonment Message letting them

To see your current usage balance, go to "Settings" within Close, scroll down to "Billing", and then choose "Usage". The top section will show you the amount of usage in your billing month. Usage Overview Auto-Recharge Settings The middle

This article is a more detailed look at constructing search queries in Close. To start creating basic search queries right away, head over to the lead filtering overview help article. After reading this, check out our article on how to