How to Set Up Chloe: Close's AI Voice Agent

Why It Matters

Automating initial lead qualification with Chloe accelerates response times and frees sales teams to focus on high‑value conversations, boosting conversion efficiency.

Key Takeaways

• Treat Chloe onboarding like training a new sales employee.
• Define clear qualifying questions and actions before the setup call.
• Test Chloe with a mock call to verify script and flow.
• Connect calendar and scheduling links for automated meeting bookings.
• Fine‑tune skills and transfer options before activating on live leads.

Summary

The video walks users through configuring Chloe, Close’s AI voice agent, as an outbound sales teammate. It frames the setup like onboarding a new hire: you must have a well‑defined sales process, qualifying questions, and desired actions ready before the call. Key steps include outlining the lead‑qualification script—address verification, roof‑damage assessment, and booking preferences—then selecting Chloe’s skills such as live calendar booking, sending a scheduling link, or creating a follow‑up task. The tutorial emphasizes testing with a mock call to ensure tone and flow, and using the feedback window to refine the transcript. A real‑world example features a roofing company that uses Chloe to instantly call web‑form leads, confirm service area, identify insurance claims, and schedule free on‑site inspections. The demo shows Chloe asking for the property address, diagnosing storm damage, and offering specific appointment times, followed by a feedback loop for continuous improvement. By integrating calendar connections, scheduling links, and transfer‑to‑human options, businesses can automate high‑volume inbound calls, reduce response latency, and free sales reps for complex interactions. The next steps involve fine‑tuning Chloe’s knowledge base and expanding her capabilities for deeper engagement.

Original Description

What if your best sales rep never slept, never missed a lead, and could book a meeting in under a minute — automatically?

That's Chloe, Close's built in AI sales teammate that calls your inbound leads the moment they come in, qualifies them with real conversation, and books meetings directly on your calendar.

Chloe is available now in beta — and the teams already using her are cutting response time from hours to seconds.

This video shows you exactly how to get her set up.

In this walkthrough you'll see:

✅ How to launch your first Chloe agent in minutes (seriously — it's one call)

✅ How to train Chloe on your sales process so she qualifies leads the way you would

✅ How to run a test call and hear Chloe in action before she goes live

✅ How to set up her skills: live calendar booking, scheduling links, and human handoff

We walk through a real setup using a roofing business as an example — so you can see exactly what a qualifying call looks and sounds like end to end.

If you've been waiting for AI that actually works in your sales workflow, this is it.

👉 Join the Chloe beta at close.com/chloe

Timestamps:

0:00 Introduction

0:40 Chloe Setup Call

0:54 Training Chloe on Your Business

1:46 Training Chloe on Qualification Criteria

2:50 Chloe Test Call

4:33 Configuring Chloe Skills

ABOUT CLOSE

Close is the sales CRM built for small, scaling teams — calling, email, SMS, automation, and AI all in one place. Chloe is Close's AI sales teammate who calls leads, qualifies prospects, and books meetings automatically. No tool sprawl. No manual logging. Just selling.