ChloeUnclaimed profile

AI sales agent inside Close CRM that calls, qualifies, and follows up with leads, then books meetings.

Task: Selling & MarketingUse case: Ai sales agent that calls leads qualifies prospects books meetings and automatesModels: chatgpt, claude

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Summarized from 2 community tutorials · July 2026

What you need

Access: Free trial
Credit card: Not required to start
API key: Not needed — included
Runs on: Web app
You’ll need: Close CRM account
Sales process/qualifying questions ready
Phone number (auto-provisioned in Close)
Calendar connected (e.g. Google Calendar) for bookings
Skill level: No code — point and click
Setup time: about 5 minutes

Worth knowing: Initial 3-4 minute setup call produces a rough agent (generic opener, hesitant closing) that needs several rounds of test-call-and-feedback before it sounds natural, and the agent won't activate until

Summarized from 2 community tutorials · July 2026

Highlights

Conversational setup via phone callChloe calls the user and builds its own configuration through a live Q&A about the business, instead of a settings form.
Test call with iterative feedback tuningRun a test call, then type feedback (e.g. fix the opening line); Chloe edits its own prompt and you re-test until it sounds right.
Workflow-based lead enrollmentAdd Chloe as a step in a Close workflow to auto-call, text, and email leads on a delayed multi-touch cadence.
Call performance dashboardTracks connection rate, live-call rate, and conversion/goal-met rate across all of Chloe's calls.
AI-suggested prompt improvementsAn 'improve your agent' panel flags recurring issues from real calls (e.g. missing disclosure) with a one-click instruction edit.

Summarized from 2 community tutorials · July 2026