Chloe is Close CRM's built-in AI sales teammate. She calls your leads, qualifies them in a real conversation, books meetings, and updates the CRM, all on her own. Here is everything she can do, how she works, what she costs, and where she still needs a human.
Imagine a new lead fills out a form at 2am. Before your reps even wake up, someone has already called them, asked the right qualifying questions, handled a couple of objections, booked a demo on the calendar, and written the whole thing up in the CRM. That someone is Chloe, and she is not a person.
Launched by Close in June 2026, Chloe is an AI sales agent built directly into the CRM, not a chatbot in a widget, not a third-party integration you have to wire up. Close spent more than a decade building the fastest calling-first CRM for sales teams, and Chloe is the logical next step: instead of just making your reps faster, she does the repetitive phone work herself. As Close founder Steli Efti frames it, the point is not to replace salespeople but to give small teams a level of speed and consistency that used to require hiring more people.
This is a detailed look at what Chloe actually does, how she works step by step, how the credit-based pricing works, the honesty and compliance guardrails, the real beta results, and the limits you should know before you rely on her. If you want the wider platform first, start with our full Close CRM review.
What Is Chloe?
Chloe is an AI sales teammate that lives inside Close CRM. In plain terms, she is a voice-first AI agent that can pick up the phone, hold a genuine back-and-forth conversation with a lead, decide whether they are a good fit using your qualification criteria, and book a meeting straight into the right rep's calendar, then log every word of it to the contact record automatically.
The key thing that sets her apart from the growing crowd of AI sales tools is placement. Most AI SDR products are separate platforms that sync with your CRM through an integration. Chloe is part of Close the same way the Power Dialer is part of Close. Because she operates from inside the system of record, she already knows your contacts, your past conversations, your deal stages, and your workflows. She is never working from a blank slate, and there is no syncing, no extra vendor, and no separate seat to buy.
"Most CRMs are systems of record. Close has always been a system of action, and Chloe is the clearest expression of that yet."
Close describes the shift simply: for twenty years, if you wanted faster lead response or more follow-up, you hired more people. Chloe is an attempt to give a five-person team the calling capacity of a much larger one, without the headcount.
What Chloe Can Do
Most people meet Chloe through her voice calling, but that is only the headline. She spans a surprising amount of the day-to-day sales grind that normally eats a rep's time.
Voice calling & qualifying
Calls leads in a natural voice, runs a structured discovery based on your criteria, handles common objections, and decides if a lead is qualified, all in a real conversation.
Books meetings & hands off
Schedules qualified prospects straight into the right rep's calendar, and routes a live prospect to a human the moment they are ready to talk.
Notetaker & auto-logging
Transcribes and summarizes every call, then logs the outcome and next steps to the CRM before the call even ends. No manual note-taking.
Enrichment & research
Fills and enriches CRM fields from what happened on the call, and does account research so records stay current without a rep touching them.
Chloe Chat
Ask her anything about your pipeline in plain English, like "which deals haven't moved in 30 days?", and she answers instantly because she already knows your data.
Next-step suggestions & rep prep
Surfaces suggested actions across your pipeline and briefs your reps before calls with background, history, and talking points so they show up ready.
If a lead does not pick up, Chloe leaves a voicemail and simply moves on to the next person, then keeps the record updated. She works a list the way a tireless SDR would, without the fatigue that makes call quality drop by the afternoon.
How Chloe Works: A Lead's Journey
Here is what actually happens from the moment a lead lands in Close to the moment a human rep gets involved. This is the "speed to lead" problem Chloe is built to solve, closing the gap between a lead raising their hand and someone actually reaching them.
From new lead to booked meeting
What Chloe does automatically, in order
A lead comes in, Chloe calls in minutes
A form fill, trial signup, or imported lead triggers Chloe. She calls within minutes, day or night, so there is zero speed-to-lead gap, the single biggest predictor of whether a lead converts.
She discloses she's an AI, then qualifies
Chloe states up front that she is an AI and the call is recorded, then runs your structured discovery questions, listening and responding naturally, not reading a rigid script.
She handles objections & decides fit
She fields common questions and objections, and measures the lead against your criteria to decide whether they are a qualified opportunity or a polite pass.
She books the meeting or routes to a rep
Qualified? She books it directly on the right rep's calendar, or, if the prospect is hot and ready now, hands off to an available human mid-call.
She logs everything & preps the human
The transcript, summary, outcome, and next steps are written to the CRM before the call ends, and your rep walks into the meeting already briefed. They wake up to a pipeline that's been worked.
The setup behind this is lighter than you would expect. Close says the voice agent takes under an hour to configure, and the non-voice pieces, Notetaker, pipeline suggestions, enrichment, and Chloe Chat, work out of the box with no setup at all. What still needs human thought is the process design: defining when a lead counts as qualified, which calendar meetings land on, and who owns follow-up.
Why "Built Into the CRM" Actually Matters
It is easy to skim past "built into the CRM" as marketing language, but it is the most important thing about Chloe. A standalone AI caller starts every conversation cold. It knows a name and a number and little else.
Because Chloe lives inside Close, she starts every call with full context: who the person is, what your team discussed last time, what stage the deal is at, and what the logical next step is. That means the qualification is smarter, the conversation is less robotic, and, critically, everything she learns flows straight back into the same records your reps already work from. There is no integration lag, no data living in two systems, and nothing to reconcile. She also gets more informed over time as she learns from your leads, conversations, and outcomes.
Chloe works the leads you send into Close, she does not generate demand on her own. She pairs naturally with tools that fill the top of the funnel and nurture over time: capture leads with a landing page builder like the one in our Leadpages review, keep long-term nurture running through an email platform like the one in our ActiveCampaign review, and automate the connective tissue between your tools with help from our Make.com review.
Chloe Pricing & How AI Credits Work
Here is the pleasant surprise: Chloe is included on every Close plan at no extra seat cost and no commission. You do not buy Chloe separately. Instead, each Close plan comes with a base pool of monthly AI credits, and Chloe spends those credits (plus telephony charges) as she does work. In Close's words, you only pay for the work Chloe actually does.
| Close plan | Price (annual) | Chloe access & credits |
|---|---|---|
| Solo | $9/user/mo | Chloe included · ~500 AI credits/user/mo |
| Essentials | $35/user/mo | Chloe included · ~1,000 AI credits/mo |
| Growth | $99/user/mo | More advanced automation & AI capacity |
| Scale | $139/user/mo | Highest AI & automation limits |
This credits-plus-telephony model is genuinely different from rivals that charge a flat per-seat fee for an AI agent. It scales with usage, which is friendly for light users and something to watch for heavy ones.
Because Chloe consumes AI credits and telephony minutes as she calls, a high-volume outbound operation can burn through the base allowance and need top-ups. The plan price is your floor, not your ceiling. Model your expected call volume before you lean on Chloe heavily, and confirm current credit allowances and top-up rates on Close's site, since these figures change.
Honesty & Compliance: Does Chloe Tell People It's AI?
This is a fair and important question, and the answer is a clear yes. Close built in a guardrail that Chloe must disclose that she is an AI and that the call is being recorded at the start of every conversation, and this cannot be turned off. There is no "stealth mode" to make her pass as human.
That matters for two reasons. Legally, call-recording and AI-disclosure rules are tightening in many regions, and a non-optional disclosure keeps you on the right side of them. Ethically, it respects the person on the other end of the line. It does mean some prospects will react differently knowing they are talking to an AI, but a transparent agent that books real meetings is a far safer foundation than one that hides what it is.
The built-in disclosure handles the "this is an AI" part, but you are still responsible for calling only contacts you have a lawful basis to call, respecting do-not-call preferences, and defining how data Chloe captures is reviewed and trusted. Good AI does not remove your compliance duties; it just makes the disclosure automatic.
Real Results So Far
Chloe is new, so long-term data is thin, but the launch numbers are substantial rather than a quiet pilot. During beta, 306 businesses used Chloe to make over 818,000 calls, reaching nearly 112,000 prospects across more than 6,400 hours of conversation. That is a meaningful amount of real-world usage before general availability.
"Chloe is a 9/10. We used to have a full team of callers, but Chloe now outpaces all of them combined. We're getting qualified leads from five-minute calls, and the man-hours we're saving is a huge win."
— Close beta customerOne beta user, ClientMatchmaking.com, reported booking 30 meetings in their first week with Chloe and lifting total meetings booked by more than 50%. As always with vendor-highlighted results, treat these as best cases rather than guarantees, your numbers will depend on your lead quality, your qualification criteria, and how well you design the hand-off to human reps. But the direction is clear: for teams drowning in first-touch calls, the leverage is real.
Limits & What to Know
👍 Where Chloe shines
- Instant speed-to-lead: calls new leads within minutes, 24/7
- Built into the CRM, full context, no integration or extra seat
- Handles repetitive first-touch calls and re-engagement at scale
- Auto-logs, transcribes, enriches, and preps reps
- Included on every plan; you pay only for work done
- Non-optional AI + recording disclosure baked in
👎 What to keep in mind
- US and Canada only, English only (for now)
- Voice can call supported contact phone numbers only
- Credits + telephony can add up for high-volume teams
- Not a closer, humans still own relationships and deals
- Requires thoughtful setup: qualification rules, calendars, hand-off
- Very new, so long-term, independent results are still limited
Close has said Chloe will expand with multilingual support and native email and SMS conversations, moving her beyond voice into a true multi-channel agent. If you are outside North America or need non-English calling today, it is worth watching the roadmap before committing.
Who Should Use Chloe?
Chloe is a great fit if…
- You get more inbound leads than your team can call fast enough
- Speed-to-lead is costing you conversions
- You have a backlog of old opportunities to re-engage
- You are a small team wanting big-team calling capacity
- You already use Close, or are considering it
Hold off if…
- Your prospects are outside the US and Canada
- You need calling in a language other than English
- Your sales are complex, high-touch, and relationship-led from day one
- You are not on Close and don't want to switch CRMs
- You can't yet define clear qualification and hand-off rules
For the full context on the platform Chloe lives in, its calling features, pricing tiers, and how it compares to other CRMs, read our complete Close CRM review.
Let an AI teammate work your leads
Chloe is included on every Close plan, and the free trial comes with calling credits, so you can put her on real leads and hear a live qualifying call before you pay a cent.
Frequently Asked Questions
Chloe is an AI sales agent built directly into Close CRM, launched in June 2026. She is a voice-first AI teammate that can call leads, hold a real qualifying conversation, handle objections, book meetings on a rep's calendar, and update the CRM automatically.
Unlike standalone AI callers, she is part of Close itself rather than a separate tool or integration, so she works from your existing contacts, conversation history, and deal context.
Chloe is included on every Close plan at no extra seat cost or commission. Each plan comes with a base pool of monthly AI credits, and Chloe spends those credits plus telephony charges as she works, so you only pay for the work she does.
Close plans run from Solo at $9/user/month (around 500 AI credits) and Essentials at $35/month (around 1,000 credits) up to Growth at $99 and Scale at $139, which add more advanced AI and automation capacity. High-volume teams may need credit top-ups, so confirm current allowances on Close's site.
Yes. Close built in a non-optional guardrail: Chloe must disclose that she is an AI and that the call is being recorded at the very start of every conversation, and this cannot be overridden or turned off.
This keeps you aligned with tightening AI-disclosure and call-recording rules and respects the person on the line. You are still responsible for calling only contacts you have a lawful basis to contact and honoring do-not-call preferences.
No, and Close is explicit that this is not the goal. Chloe is designed to handle repetitive, high-volume work like first-touch calls, qualification, follow-up, and re-engagement, freeing human reps to focus on relationships and closing.
She hands qualified prospects to a human, often mid-call when someone is ready to talk, and preps reps with full context beforehand. Judgment, complex negotiation, and closing conversations still belong to people.
At launch, Chloe's voice calling is available to customers in the United States and Canada, in English only, and she can call supported contact phone numbers.
Close has announced plans to expand Chloe with multilingual support and native email and SMS conversations, which would make her a multi-channel agent beyond North American voice. If you need non-English or international calling now, watch the roadmap before relying on her.
Close says the voice agent takes under an hour to configure, and the non-voice features, Notetaker, pipeline suggestions, CRM enrichment, and Chloe Chat, work out of the box with no configuration.
The real work is process design rather than technical setup: deciding when a lead counts as qualified, which calendar meetings should land on, and who owns the follow-up after Chloe hands off. Get those rules right and the rest is fast.
The Verdict
Chloe is one of the first AI sales agents that feels built for how sales teams actually work rather than for a demo. By living inside Close, she starts every call with real context, books meetings, keeps the CRM clean automatically, and, importantly, discloses that she is an AI every time. Being included on every plan with usage-based credits, instead of a pricey separate seat, makes her genuinely accessible to the small teams that need the leverage most.
The honest limits keep this from a perfect score: she is US and Canada, English only for now, the credit model needs watching at volume, and she is new enough that long-term independent data is still building. She is also a qualifier and a workhorse, not a closer, so human reps remain essential. But if your team loses deals because leads wait too long for a callback, Chloe addresses that problem more directly than almost anything else on the market. Try her free on a Close trial, put her on real leads, and judge the conversations for yourself.