> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://help.close.com/feature-guide/chloe/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://help.close.com/_mcp/server. # Chloe > Chloe is the AI sales teammate built into Close. She makes outbound calls, qualifies Leads, and answers questions about your Leads and pipeline. Chloe is Close's built-in AI sales teammate. She makes outbound calls, qualifies leads, and answers questions about your leads and pipeline. Chloe is native to Close, with full access to your leads, contacts, conversation history, and business context. No third-party integration required. Access Chloe from the **Chloe** section in the left sidebar. ![Sidebar menu showing Chloe with Chat and Voice Agents options.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/feature-guide/chloe/chloe/chloe_sidebar_menu_88ddf0.png) --- ## What Chloe does **Voice Agents** — Chloe calls your leads, runs real conversations, and logs outcomes, summaries, and transcripts back to the lead record automatically. See [Voice Agent Setup](/feature-guide/chloe/voice-agent-setup) to get started. **Chloe Chat** — Your AI assistant inside Close. Ask about your leads, pull pipeline summaries, and take actions. See [Chloe Chat](/feature-guide/chloe/chat). --- ## What Chloe isn't * **Not a replacement for your reps** — Chloe handles outbound calls and qualification. Relationship management and complex deal cycles still need a human. * **Not a text or SMS tool** — Voice Agents make calls. The Send Scheduling Link skill can trigger an SMS or email after a call, but Chloe does not send messages independently. * **Not a third-party integration** — Chloe is fully native to Close. --- ## Credits and pricing **Voice Agents** use both AI credits (for AI processing) and telephony charges (per-minute rates, the same as calls made by your human reps). See [AI Credits](/account-management/variable-usage-costs-calling-sms-phone-numbers-ai-tools/ai-credits) and [Calling and SMS Usage](/account-management/variable-usage-costs-calling-sms-phone-numbers-ai-tools) for details. **Chloe Chat** is currently in beta and free to use. --- ## Known limitations The following limitations apply to **Voice Agents**: * **Outbound only** — Chloe places outbound calls only at this time * **English only** — no other languages are supported * **US and Canadian phone numbers only** — calls to numbers outside these countries will error and will not connect ![Yellow banner warning that Chloe can only call leads in the United States and Canada.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/feature-guide/chloe/chloe/chloe_location_limitation_banner_2f66b2.png) This list will be updated as limitations are resolved. To report an issue, contact our Support Team at [support@close.com](mailto:support@close.com). > Chloe is the AI sales teammate built into Close. She makes outbound calls, qualifies Leads, and answers questions about your Leads and pipeline. ## Docs - [Voice Agent Setup](https://help.close.com/feature-guide/chloe/voice-agent-setup.md): Set up, test, and activate a Chloe Voice Agent, and manage pronunciation. - [Compliance](https://help.close.com/feature-guide/chloe/voice-agent-setup/chloe-compliance.md): Write a Voice Agent prompt for Chloe in Close. Define call context, goals, question flow, handling rules, skills, and variables, then test and iterate. - [Prompt Training](https://help.close.com/feature-guide/chloe/voice-agent-setup/chloe-prompt-training.md): Write a Voice Agent prompt for Chloe in Close. Define call context, goals, question flow, handling rules, skills, and variables, then test and iterate. - [Skills](https://help.close.com/feature-guide/chloe/voice-agent-setup/chloe-skills.md): Turn on Chloe's skills for a Voice Agent in Close: transfer calls, alert users, send scheduling links, book meetings, create tasks, and leave voicemails. - [Playbooks](https://help.close.com/feature-guide/chloe/voice-agent-setup/chloe-playbooks.md): Every Voice Agent in Close uses a Playbook that sets the Outcomes Chloe assigns, how she summarizes calls, and which custom fields she fills in. - [Knowledge Sources](https://help.close.com/feature-guide/chloe/voice-agent-setup/chloe-knowledge-sources.md): Connect websites and documents as Knowledge Sources so Chloe can answer questions on calls. Add sources, filter by path, and keep them up to date. - [Use Cases](https://help.close.com/feature-guide/chloe/voice-agent-setup/chloe-use-cases.md): Where Chloe works best in Close: speed-to-lead follow-up, inbound qualification and routing, and reactivating stale Leads, with the skills to use for each. - [Using Voice Agents](https://help.close.com/feature-guide/chloe/using-voice-agents.md): Start calls with Chloe in Close through batch calling, Workflows, or one-off calls. Monitor live calls and review recordings, summaries, and outcomes. - [Reporting](https://help.close.com/feature-guide/chloe/using-voice-agents/chloe-reporting.md): Track Chloe's calls in Close. See activity on Lead records and in each Voice Agent's Calls and Performance tabs, measure outcomes, and audit calls. - [FAQ](https://help.close.com/feature-guide/chloe/using-voice-agents/chloe-faq.md): Answers to common questions about Chloe Voice Agents in Close: plan availability, AI credits, permissions, setup, batch calls, and known limitations. - [Troubleshooting](https://help.close.com/feature-guide/chloe/using-voice-agents/chloe-troubleshooting.md): Fix common Chloe Voice Agent problems in Close: calls not starting, call errors, missing transcripts, Book Meeting issues, and missing or wrong outcomes. - [Chat](https://help.close.com/feature-guide/chloe/chat.md): Chat with Chloe in Close to ask about your pipeline, Leads, and Contacts, manage Voice Agents, and take actions.