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In Beta

Give Agents a job on your sales team.

Put AI Agents to work qualifying leads, prepping meetings, recovering lost deals, and more. Built into Close, they already have the customer context and tools to get the job done.

Try Close freeWatch an Agent qualify a lead

Free trial includes AI credits to get your first Agent running.

The Agents page in Close: four Agents running — qualifying inbound leads, after-hours lead response, reviving stalled opportunities, and a daily deal check. Each takes a turn: its run's steps land one after another (a lead called, qualified and booked; a text answered at 9:04 PM and a call booked; a stalled deal emailed from a rep's note; three deals flagged with tasks for the owner), then the run reads Finished. Leads worked today counts up to 82.

A new lead comes in. Your Agent gets to work.

  1. 9:04 PMWeb form

    A demo request comes in

    Amanda Ruiz, operations manager at Pinecrest Roofing, requests a demo from your website.

    A new lead in Close, Pinecrest Roofing, at 9:04 PM: the demo request Amanda Ruiz filled in on the website lands on the activity feed, and the crew count she mentioned fills in on the lead.

  2. 9:05 PMVoice Agent

    Your Agent calls within a minute

    Your Agent calls Amanda and asks the questions your team set: her workflow, what she’s using now, and when she wants to switch.

    The Pinecrest Roofing lead at 9:05 PM: the AI Agent is on a call with Amanda Ruiz. The transcript lands a line at a time and, as she answers, the Current tool and Switch timing fields fill in.

  3. 9:11 PMLead record

    Everything lands on the lead

    It logs the recording, a summary, and her answers on the lead, and updates the fields.

    The Pinecrest Roofing lead at 9:11 PM: the call’s 6-minute recording, a summary and Amanda’s answers are logged on the lead, three fields are updated, and the lead is marked Qualified.

  4. 9:12 PMCalendar & SMS

    The demo is booked

    Amanda’s a fit, so the Agent books a demo on your AE’s calendar and texts her the confirmation.

    At 9:12 PM the Agent books a demo on Maya’s calendar, Tuesday at 10:00 AM with Amanda Ruiz, and texts Amanda the confirmation. The demo is scheduled.

  5. 8:30 AMOpportunity

    Your AE starts the day warm

    Your AE opens Close to a warm opportunity with the whole conversation already there.

    At 8:30 AM the AE opens the Pinecrest Roofing lead in Close: it is Qualified and Warm, the demo is on the opportunity, and a recap lists what the Agent did overnight — the demo request at 9:04 PM, the call and recording at 9:05, the summary and answers logged at 9:11, the demo booked and text sent at 9:12.

  6. The result

    Your lead heard back within a minute of requesting info, and your Agent kept the deal moving forward.

    • 1 minute to a callback
    • 4 actions logged on the lead
    • 0 late nights for your team
    Max Bietti

    “We used to have a full team of callers, but Close’s AI voice agent 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.”

    -Max Bietti, Career Evolved

Your Agents already know your customers.

Your calls, emails, texts, and notes are already in Close. Agents use that history to personalize conversations, follow up at the right time, and pick up where your team left off.

The Pinecrest Roofing lead in Close months after the demo. Maya’s April call note says budget restarts in July and the deal is marked Lost, with a task to follow up on July 1. On July 1 the Winback Agent picks the lead up, quoting that note, and emails Amanda. She replies that budget is approved, the opportunity moves to Re-engaged, the Agent books a demo with Maya for Tuesday at 10:00 AM, the opportunity moves to Demo scheduled and the task is done.

What job would you give your first Agent?

Start with a job you want done, like qualifying leads, prepping for meetings, or recovering lost deals.

Pick an Agent to see it in action.

Choose one from the team above. Each does one real sales job for Pinecrest Roofing.

Voice Agent

Voice Agents that can handle the conversation.

Give your Voice Agent a goal and let it talk to leads, ask questions, and respond naturally, even when the conversation goes off script. Every call is recorded and logged in Close.

Close has native, multi-lingual Voice Agents

A live Voice Agent call in Close with Amanda Ruiz at Pinecrest Roofing, recording, four minutes in.

Chloe builds custom agents for you

You don’t need to write code or map out every step. Tell Chloe what you want done in plain English, and she’ll set up your Agent.

If you’re already using Chloe for a task, ask her to turn it into an Agent that handles it automatically.

Chloe, the assistant in Close, flagging four untouched deals with follow-up drafts ready, offering an Agent to do it every morning, and creating it when Create Agent is pressed

Hi, Maya.

What can we work on together?

Every morning, flag deals that haven’t been touched in a week and draft a follow-up for each.

You

Here are 4 from this morning, with drafts ready. Want an Agent to do this every morning?

  • Harbor Dental GroupDraft
  • Northwind FleetDraft
  • Summit LogisticsDraft
  • Pinecrest RoofingDraft

Create AgentNot now

Chloe

Done. It runs every weekday at 8:00 AM and leaves the drafts for you to send.

Agent createdRunning

Morning deal check

  • Every weekday · 8:00 AM
  • Untouched 7+ days
  • Drafts a follow-up

Open Agent

Chloe

When to use an Agent vs. a Workflow

  • Workflows

    Set the steps and rules for repeatable work, like an email sequence or creating a task when a deal changes stages.

  • Agents

    Give Agents work that takes judgment, like qualifying a lead, deciding what to say on a call, or tailoring a follow-up to the last conversation.

Use Workflows for a defined process and Agents for work that needs to adapt.

Explore Workflows

You stay in charge of what your Agents do.

  • See every action.

    Each Agent keeps a log of what it did, on which leads, and why.

  • Decide when a person steps in.

    Set handoff rules so your team takes over at the moments that matter.

  • Keep costs predictable.

    Agents run on AI credits, and you can see usage before anything runs past budget.

Why small sales teams trust Close

Top 1%

of CRMs on G2

#1

AI SDR for small businesses

4.7

rating across 2,000+ G2 reviews

  • G2 Fall 2026 medal — Leader, Small Business, CRM
  • G2 Fall 2026 medal — Best Usability, Small Business, AI SDRs
  • G2 Fall 2026 medal — Best Results, Small Business, Sales Engagement

Customer outcomes

75% more conversions in 60 days after rebuilding the sales motion in Close.

-Jem Millett, Senior Director of Growth at Flatiron School

Frequently asked questions

What can AI Agents do in Close?

Close AI Agents are AI sales agents built into your CRM. Each Agent has a job: qualifying new leads by phone through Voice Agents; preparing reps for meetings; re-engaging deals lost to timing or budget; or keeping new customers moving after the sale. Start from a template or describe the job to Chloe.

Are Voice Agents and general Agents both available now?

Voice Agents are available now. They call leads, ask your qualifying questions, and book the next step, and every call is logged in Close. General Agents, which cover jobs like meeting briefs and winback, are in early access and maturing quickly. Both types of agents are available to trial and paid Close users.

Is a Close AI Agent the same as an AI SDR?

An Agent can do the work people buy AI SDR tools for, like calling new leads within minutes, asking your qualifying questions, and booking the meeting. The difference is where it runs. Standalone AI SDR tools sit outside your CRM and need to connect to it for customer history. Close Agents work inside Close, with calling, email, SMS, and the full lead history already there. They can also take on jobs beyond the SDR role, like briefing and winback.

Can AI Agents make and answer phone calls?

Yes. Voice Agents call leads, ask the questions your team set, respond naturally when the conversation goes off script, and book the next step. Every call is recorded, summarized, and logged on the lead in Close.

What can’t Agents do?

Agents are built for sales jobs with a clear goal, like qualifying a lead, preparing a brief or following up on a stalled deal. Judgment calls your team owns, like negotiating terms, handling a pricing exception, or building a long relationship, should stay with your team. Handoff rules decide when an Agent passes the conversation to a person.

What happens when an Agent gets something wrong?

Every action shows up in the Agent’s log and on the lead, so you can see exactly what happened. You can adjust the Agent’s instructions, add a handoff rule, or pause it.

What’s the difference between an Agent and Chloe?

Chloe is Close’s AI sales assistant, and she helps you. Ask her questions or have her take action in Close. Your Agents work for you. Each run takes a job from start to finish, from qualifying a lead or writing a meeting brief to following up with a customer, and logs what it did in Close.

How are Agents different from Workflows?

Workflows follow fixed steps you define, like an email sequence or a task when a deal changes stage. Agents handle the parts that take judgment, like deciding what to say on a call or tailoring a follow-up to the last conversation. Many teams use both.

Are Agents meant to replace my sales team?

No. Agents help your team accomplish more. They can qualify leads, prep meetings, keep records accurate, and follow up on opportunities, while your people focus on building relationships and closing business.

What job will you give your first Agent?

Start a free trial with AI credits included, or log in to build one now.

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