Chloe Chat is out of beta and now available to all Close customers. Ask Chloe about your leads and pipeline, get ready for your day, analyze your data, or take action without leaving the page you’re on.
Here are just some of the ways Chloe can help you:
- Answer questions about your data: “How many leads did we create last week?”, “What’s the status of my open opportunities?”, “Show me leads with no activity in 30 days”.
- Prepare you for the day: Ask Chloe to look at your meetings for the day and give you a briefing and agenda for each one.
- Help you work your pipeline: Ask Chloe to summarize a lead, find contacts, or surface deals that need attention.
- Draft emails: Chloe can write a draft email for you. She never sends it. You review the draft and send it yourself.
- Make changes in Close: Chloe can create tasks, notes, leads, contacts, and opportunities; update records; and more. She always asks for your approval first. See Actions and approvals.
Chloe Chat is available on all Close plans and includes a free weekly usage allowance for all users. Once a user uses their allowance, Chat will start to consume the organization’s AI credits (if enabled). To learn more about usage billing and all the things Chloe can do, check out the Help Center.
