Close CRM: Reviewing AI call outcomes and performance

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 instructionsA 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 performanceCurrentDemonstration 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. 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.@JordanRPark
2. 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.@JordanRPark
3. 8:575:39Configuring AI agent skills and instructionsA walkthrough of the backend setup in Close CRM, including configuring agent skills, knowledge base URLs, custom fields, and call transfer settings.@JordanRPark
4. 14:511:25Reviewing AI call outcomes and performanceCurrentDemonstration of the reporting dashboard showing call outcomes, sentiment analysis, and lead progression metrics within the CRM.@JordanRPark