Agents

Close has two types of AI agents that do work for you: Voice Agents call your leads, and General Agents complete tasks in Close. Once they’re set up, agents run on their own whenever they’re triggered.

Agents are native to Close, with full access to your leads, contacts, conversation history, and business context. No third-party integration required.

Types of agents

	Voice Agents	General Agents (Beta)
What they do	Call your leads, run real conversations, and log outcomes, summaries, and transcripts back to the lead record	Complete tasks in Close, such as preparing meeting agendas, triaging your inbox, or cleaning up lead data
How they start	A Workflow, a batch call, or a Call Task	A schedule or an event in Close
How you set them up	A short setup call with Chloe, then refine in the Voice Agent editor	Describe what you want in chat, or start from a template
Learn more	Voice Agents	General Agents (Beta)

Agents and Chloe

Agents work for you: once they’re set up, they run on their own. Chloe works with you: she answers questions and takes actions in Close when you ask her in Chat.

Chloe can also help you manage your agents, for example by reviewing how a Voice Agent is performing or updating a General Agent’s instructions.