Close CRM: Configuring AI agent skills and instructions

All demos from “Close CRM's New AI Agent "Chloe" — Full Tutorial + Live Test Call”

1. 4:084:29Live test call with Close AI agent ChloeA live demonstration of a voice conversation with the Chloe AI agent, showing its ability to handle discovery questions and book a meeting on a calendar.Close CRM· Autonomous AI SDR
2. 8:575:39Configuring AI agent skills and instructionsCurrentA walkthrough of the backend setup in Close CRM, including configuring agent skills, knowledge base URLs, custom fields, and call transfer settings.Close CRM· Autonomous AI SDR
3. 14:511:25Reviewing AI call outcomes and performanceDemonstration of the reporting dashboard showing call outcomes, sentiment analysis, and lead progression metrics within the CRM.Close CRM· Autonomous AI SDR
4. Watch “Close CRM's New AI Agent "Chloe" — Full Tutorial + Live Test Call” →

Autonomous AI SDR

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1. 4:084:29Live test call with Close AI agent ChloeA live demonstration of a voice conversation with the Chloe AI agent, showing its ability to handle discovery questions and book a meeting on a calendar.Jordan Park | RevPilot — Close CRM & Sales Ops
2. 8:575:39Configuring AI agent skills and instructionsCurrentA walkthrough of the backend setup in Close CRM, including configuring agent skills, knowledge base URLs, custom fields, and call transfer settings.Jordan Park | RevPilot — Close CRM & Sales Ops
3. 14:511:25Reviewing AI call outcomes and performanceDemonstration of the reporting dashboard showing call outcomes, sentiment analysis, and lead progression metrics within the CRM.Jordan Park | RevPilot — Close CRM & Sales Ops
4. 36:304:21Setting up Automated Workflows in CloseShows how to use the 'Workflows' feature to automate lead updates and activity logging based on specific triggers like form submissions.Jordan Park | RevPilot — Close CRM & Sales Ops