Product Updates

View your meetings from anywhere in Close

Click the calendar icon in the app header to see your schedule for the day. If you have a meeting coming up today, it'll show automatically in the header as a heads-up.

Hover over any meeting and click the Chloe icon to chat with Chloe about it. Ask her to prep an agenda, draft a brief, or anything else you need before you hop on the call.

Knowledge Sources in Chloe Chat

Chloe Chat now has access to an organization's Knowledge Sources:

• Add Knowledge Sources to help Chloe better understand your team's sales strategy, product and pricing information, and expectations for reporting.
• When you ask Chloe questions, she can reference those Knowledge Sources to give you better answers.
• Pro Tip: Adding Knowledge Sources can help Chloe craft better email drafts!

Rich text formatting in Opportunity notes

You can now format your Opportunity notes with bold, italics, underline, strikethrough, links, and more right inside the Opportunity on a Lead page.

It works the same way as rich text in your Lead notes, call logs, and meetings. Just click into the note field on any opportunity and use the formatting toolbar that appears.

See how Chloe thinks in Chat

When Chloe needs to think through a request, you'll now see her reasoning. This context can be helpful for understanding how she arrived at a response.

Two security improvements for admins

We've shipped two updates to give admins more visibility and control over your Close org.

Restrict invites to approved email domains

We expanded the capabilities of Seamless Invites and Team Management. You can now set a list of allowed email domains in Settings → Team Management.

Any invite or signup attempt from an email outside that list will be blocked automatically.

This only applies to new members joining after the setting is enabled. Existing org members are not affected.

Get notified when a data export is initiated

Admins now receive an email whenever a data export is kicked off in Close. The subject line shows who requested it (e.g. Jane Smith initiated a Close export), and the body includes their email address.

The email tells admins:

• What happened (an export was kicked off)
• Why they're receiving it (because they're an admin)
• Who requested the export, and when

This gives admins immediate, actionable awareness in case an export looks suspicious. Note: there's no way to stop an in-progress export from the email itself, so please contact Support if you need assistance.

Chloe Chat Sidebar view

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We've rolled out a ton of new upgrades to Chloe Chat:

• A new "Sidebar" view option.
• When viewing information about Voice Agents, Chloe has context on what you are looking at for faster results.
• Tons of new capabilities, including creating comments and updating opportunities.
• Assign Chloe Call Tasks (ex: "Call this lead")
• Update any Chloe Voice Agent instructions

Improved File attachments for Opportunities

On the lead page you can now add file attachments to an Opportunity even when you're in view mode, no need to switch into edit just to upload a file.  This is available under the Opportunity More (...) menu.

And when you are in edit mode you can now drag and drop files into the Attachments section for easier upload.

Introducing Chloe, Your AI Sales Teammate in Close

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Chloe is an AI sales agent built directly into Close. She can call leads, qualify prospects, answer questions, book meetings, follow up automatically, enrich customer records, update CRM data, and help teams work inside Close through Chloe Chat.

Voice Agents

Chloe calls your leads, runs real conversations, and logs outcomes, summaries, and transcripts back to the lead record automatically. See Voice Agent Setup to get started. Available to U.S. customers only.

Chat (beta)

Your AI assistant inside Close. Ask about your leads, pull pipeline summaries, and take actions. See Chloe Chat. Available worldwide.

Native Scheduling

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Scheduling meetings has always been tedious, but we built native scheduling capabilities in Close. Now, you can book a meeting with a customer or prospect directly from the Lead Page!

We currently support Google Calendar booking (Microsoft coming soon). It’s a matter of configuring Close Scheduling in Settings.

Don’t forget to check out our Setup Guide.

ChatGPT app

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Close's official ChatGPT app is now available. Whether you need to generate a custom report, research and create a new lead list, get a summary of recent interactions with a customer, or create new Workflows - all you have to do is ask ChatGPT to take care of it for you.

Call Tasks

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You can assign Call Tasks to yourself or a member of the team as a reminder to a call a Contact at a specific date and time. Call Tasks are similar and appear on Leads and the Inbox in the same place as Tasks, but there are a few differences:

1. Call Tasks must have an associated Contact.
2. When created using Workflows (via the Call step), Call Tasks can be assigned to a Group.
3. Close will automatically mark Call Tasks complete when there is a Call between the associated Contact and an assigned User.
   1. A Call activity between the associated Contact and assigned User is required in order to mark a Call Task complete.

To learn more about Call Tasks, check out the Help Center.

New in Smart Views: Instantly see the sum, average, and more for column data + New Opportunities List

You shouldn’t need a spreadsheet just to understand your own data. Now in Close, every search result and Smart View comes with instant column calculations: averages, sums, min/max, % empty, counts, and more. No downloads, no formulas, no context-switching. Just answers, right where the work happens. Open it to quickly add a calculation to the column. This info gets saved with the Smart View so anyone you share it with will see it too!

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As a bonus, we also shipped the reworked Opportunities List!

The new list view has many new features, such as:

• Advanced Filtering
• Report Saving
• In-column Calculations
• Column Sorting
• Column Resizing
• Column Drag and Drop

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It's replacing the old Opportunities List (which is still accessible via the banner link on the new list page).

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February Improvements

What’s New

Workflows

• We added a "View Run" option to the Workflow subscription details modal, allowing you to navigate directly to the run details.
• Workflow step assignment fields (Send from / Assign To) no longer require the "Manage Organization" or admin permissions. They are now controlled by the same workflow-level permission as all other fields.
• When manually triggering a Workflow, the drop down now shows an icon indicating the workflow's type (lead, contact, etc.).

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Other

• We added a new checkout page for trials and new Call Assistant checkout flow.
• Users can now edit their voicemail drop recording when an invalid audio file was previously uploaded.
• Filter group titles now show a type indicator (e.g., "Custom Activity", "Custom Object", "Form Submission") after the entity name to help distinguish between different entity types when filtering.
• AI Enrich ✨ icon is now unified across usage.

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New in Workflows: Ignore the Communication Schedule and Blackout Dates on communication steps

• Email, SMS, and Call steps have a new "Ignore Workflow's Communication Schedule and Blackout Dates" checkbox.
• When checked, the step will process immediately and ignore the Communication Schedule and Blackout Dates configured on the Workflow.
  • On Call steps, the Call Task due date will be set to the time the Workflow step was processed.

This is great for situations where you want an SMS, email, or call to happen immediately after the Workflow is triggered, regardless of what day/time it is, and have the rest of the Workflow steps follow a traditional schedule.

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January Improvements

What’s New

Telephony

• Call hangup should no longer fail in the legacy call bars.
• We added Costa Rica to the list of countries for which users can rent phone numbers.
• Calls that cannot be coached will no longer show the “Listen” button incorrectly.

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Conversations

• We added a “Date Range” filter on the Conversations page.
• Call activities with a voicemail drop will now show the media player, allowing the voicemail to be played.

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Workflows

• Workflow Update Lead/Opportunity steps now display an error when attempting to save without any fields configured.

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Inbox

• You can now undo sending an email from the Inbox using the success toast.

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Other

• The Account Disconnected banner now only appears when the erroring feature is enabled on the account.

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Automate Lead capture with our new Forms

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We're excited to announce Close Forms is now available to all customers on all plans.

Close Forms is our native web form builder that lets you capture and route website leads directly into Close. No Zapier or third-party tools required.

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What you can do:

• Build custom forms with a drag-and-drop builder (no coding needed)
• Embed forms on your website to capture leads instantly
• Route leads automatically into Close with clean CRM data
• Prevent spam with built-in protection
• Track form activity right on the lead page
• Filter and search form submissions with Smart Views
• Get notified when new leads come in

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Why it matters:

Forms eliminates setup friction for new teams and reduces your dependency on external tools. Whether you're a new trial user looking to see leads flow quickly or an established team consolidating your tech stack, Forms helps you get leads into Close faster so your team can follow up sooner.

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Get started: Head to the Forms section in your Close account settings to create your first form.

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Check out our Support docs for more information.

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December Improvements

What’s New

• We refreshed the UI of our Import page and plan tiles in Billing.
• The Snooze menu in the Inbox will no longer show Today as an option unless using the Future view.
• We fixed a bug, and the call hangup should no longer fail in the new call bars.
• We added a "Manage Blackout Dates..." option to the Blackout Date selector input in Workflows.

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New in Workflows: Update Opportunity step

The new "Update Opportunity" step in Workflows can update any selected fields on an existing Opportunity. This works great for:

• Updating an Opportunity's confidence percentage or Custom Fields fields when the status changes.
• Updating an Opportunity's status when an event occurs on the Lead or a Custom Activity is published.
• Changing the owner of an Opportunity when the Lead gets assigned to another user.

Dive deep into your call data with our new Calls Report

We just launched a brand new report that's overflowing with great insights about your team's call activity. In addition to a quick look at call volume over time, you can get breakdowns of calls by duration and disposition so you can understand if your calls are being answered and how many substantive conversations are happening vs. quick hangups. Additionally, you'll find a chart showing the total leads dialed vs. unique leads dialed, and the count of each type of outcome set on your calls.

You can filter the report by Smart View, User, Direction, Duration, Outcome, and, by popular demand, phone number.

Learn more about automating Email using Workflows in Close's Help Center.

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Automatically create email drafts using Workflows

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• A new "Create draft for review" option has been added to the Email step in Workflows.
• When selected, the email on the Workflow step will be created as a draft and placed in the assigned user's Inbox to review, edit, and send as they see fit.

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Learn more about automating Email using Workflows in Close's Help Center.

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