demobook

Close CRM's New AI Agent "Chloe" — Full Tutorial + Live Test Call

YouTube ↗

Clips

  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 CRMAutonomous 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 CRMAutonomous 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 CRMAutonomous AI SDR