Close Opens Chloe Chat to All Customers: AI Assistant for Sales Teams

On October 20, 2026, Close announced that Chloe Chat had exited beta. The built-in AI assistant became available to all Close CRM customers, regardless of their subscription plan.

Chloe Chat lets sales teams work with lead, contact, and deal data through a conversational interface. Users can ask questions about their sales pipeline, get summaries of upcoming meetings, draft emails, and perform operations on CRM records.

Unlike a standalone AI service, Chloe Chat operates directly within Close and uses CRM data available to the user. However, changes to records require approval, while sales representatives remain responsible for sending emails and messages themselves.

Analyze the Sales Pipeline and Find Leads Using Natural Language

Chloe Chat allows users to request sales information without manually configuring filters or building reports.

For example, a sales representative can ask the assistant to show leads that have not been contacted in the past 30 days, count new leads created during the week, or list open deals with their current statuses.

The assistant uses only the Close data the current user is authorized to access.

This supports several common tasks:

• Find leads and contacts matching specified criteria.
• Get summaries of open deals.
• Identify records with no recent activity.
• Analyze the state of the sales pipeline.
• Generate tables and reports based on CRM data.

The conversational interface does not eliminate the need to review source data. If deal statuses, opportunity values, or interaction histories are inaccurate, the assistant’s conclusions may also be incorrect.

Prepare for Meetings and Receive Daily Briefings

Chloe Chat helps sales representatives prepare for scheduled meetings and calls.

Users can request their calendar of meetings for the current day and receive a short briefing for each one.

The assistant draws on information about the associated leads, previous communications, and current deal status available in Close.

Before a follow-up conversation with a prospect, for example, Chloe can summarize earlier interactions, documented agreements, and questions that remain unresolved.

This reduces the need to review the lead record, email history, notes, and deal details manually.

After a conversation, the assistant can also help prepare the next action using information saved in the CRM.

Draft Emails and Follow-Up Communications

Chloe Chat can create email drafts based on the context of a specific contact or deal.

A representative can ask it to draft a follow-up after a meeting, prepare an email to a prospective buyer, or suggest a re-engagement message for a customer who has not been contacted recently.

The assistant uses the available interaction history to produce a more relevant draft.

Importantly, Chloe Chat does not send emails or SMS messages on its own. It prepares a draft that the user reviews and sends using the appropriate Close tools.

This separation keeps sales representatives in control of external communications and helps reduce the risk of sending unsuitable messages.

For sales teams, that control is particularly important when correspondence involves commercial terms, discounts, commitments, or arrangements specific to an individual customer.

Create and Update CRM Records With User Approval

In addition to analyzing data, Chloe Chat can perform actions inside Close.

The assistant can create tasks, notes, leads, contacts, and deals; update existing records; and help with other CRM operations.

For example, after discussing a prospective customer, a representative can ask Chloe to create a callback task, add a note, or update deal information.

However, actions that modify CRM data require the user’s permission. Close provides three choices:

• Allow: Approve a specific action.
• Allow for this session: Permit a particular type of action until the current chat session ends.
• Deny: Reject the proposed operation.

Permissions granted for the current session do not automatically carry over to new conversations with the assistant.

Chloe also follows the user’s access permissions. It should not be able to view or modify records that the employee is not authorized to access in Close.

The AI assistant can therefore reduce manual data entry, but the user remains responsible for authorizing changes.

Work in the Context of the Current Close Page

A distinguishing feature of Chloe Chat is its integration directly into the CRM interface.

The assistant can be opened from any page in Close, including with the Cmd+J keyboard shortcut on Mac or Ctrl+J on Windows.

Chloe operates in a side panel, so representatives do not need to leave a customer record or switch to a separate application.

The assistant can use the context of an open communication or record. For instance, while viewing an email, meeting, or call, a user can request a summary, look up related information, or ask for recommended next steps.

This distinguishes Chloe Chat from a general-purpose AI chatbot that needs to be supplied separately with each customer’s details.

At the same time, the available context depends on supported Close interface capabilities and the user’s permissions, rather than unrestricted access to all company data.

How Chloe Chat Relates to AI Voice Agents

Chloe Chat is part of Close’s broader AI product ecosystem, introduced in June 2026.

The ecosystem also includes Voice Agents, AI-powered agents for outbound phone calls.

The products serve different purposes.

Chloe Chat interacts with sales representatives: it answers questions, analyzes CRM data, prepares materials, and performs approved actions.

Voice Agents can place outbound calls autonomously within configured workflows, speak with prospects, and save interaction outcomes in the CRM.

Chloe Chat can help analyze Voice Agent performance, suggest changes to agent instructions, and schedule calls for them.

This does not mean that the chat assistant places phone calls itself.

Separate access conditions, geographic restrictions, and pricing apply to Voice Agents.

Chloe Chat Availability and AI Credits

As of October 20, 2026, Chloe Chat is available on all Close subscription plans.

Each user receives a free weekly usage allowance. Once that allowance is exhausted, further requests may consume the organization’s AI Credits if an administrator has enabled this option.

Resource consumption depends on the complexity of the operations performed, not simply on the number of messages.

If AI Credits usage is disabled or the available balance is depleted, the chat becomes unavailable after the free allowance is used until the allowance resets or the access conditions change.

Administrators can manage Chloe Chat availability and AI Credits usage in the organization’s settings.

Availability across all plans therefore does not mean unlimited free use.

Close CRM Connects Lead Generation, Communication, and Sales Management

Close is a CRM platform designed for sales teams that rely heavily on phone calls, email, and SMS to acquire customers and manage deals.

Unlike CRM systems focused primarily on storing contacts and tracking opportunities, Close combines customer records with tools for communicating directly with prospects and customers.

The platform includes lead and contact management, a sales pipeline, tasks, communication history, built-in calling, email, SMS, automated engagement sequences, and sales reporting.

B2B companies can use Close to process inbound leads, support outbound prospecting, qualify prospects, and manage multistage deals.

For customer service and lead generation workflows, Close helps connect inquiries from advertising channels with sales activities such as calls, correspondence, scheduled meetings, and subsequent purchases.

When integrated with marketing data sources, the CRM can also support lead-quality analysis and pass sales outcomes into a company’s analytics infrastructure.

Chloe Chat extends Close’s existing capabilities by giving employees a conversational interface for finding information, preparing communications, and managing records.

The main change in the October release is not the introduction of an entirely new CRM capability, but broader access to an AI assistant that lets users perform existing tasks through natural-language requests.

The quality of its output still depends on complete, current CRM data, a properly maintained sales pipeline, and users following procedures for reviewing AI recommendations.