Product Updates

Phone Number Management

Phone number management in Close has been rebuilt. Every number now supports every feature, settings live in one place, and admins can manage any number in the organization.

One kind of phone number

We’ve removed the concept of personal and group numbers. Every number supports members, shared ringing, round robin, lead-based call routing, phone menus, voicemail, and call forwarding.

Features that were previously part of the Premium Number add-on are now included for free in each number. You pay the number's rental and usage rates, nothing more.

More administrative control

If you have the Manage Team Phone Numbers permission you see every number in the organization, allowing you to manage or rent phone numbers for other members of your team.

Users without this permission will only see numbers that they’re a member on.

Caller ID you control per number

Two new per-number settings replace the old rule that any group number was automatically usable by anyone:

• Available to non-members - lets people who don't receive the number's inbound calls still use it as their outbound caller ID. This replaces the old Group Number behavior, and allows teams to have a shared number that is not accessible to users that aren’t assigned to it.
• Available to voice agents - lets voice agents dial from the number.

Numbers that were group numbers already have the non-member setting on, and numbers already assigned to a voice agent already have the voice agent setting on. Nothing about who can call from what changed at the switchover.

Chloe Chat notifications

Chloe will now show you when you have unread chat messages:

• When there is an unread message from Chloe, a green badge will appear on the Chat button in the app header.
• Within Chloe Chat, you'll see notifications showing how many chat sessions have unread messages, and which ones.
• In your Chat history, you can see which sessions have an unread message and click "Mark as read" to clear all notifications.

Better confidence indicators for Auto Updates

Auto Update fills in the Playbook, Outcome, and custom fields on your transcribed calls and meetings. Before today, Close provided no information and kept the field empty when there was low confidence in the answered provided, or an error returned.

Now Close returns more information when the result is Low Confidence, and what you can do to improve it for future activities.

Click the indicator on the field to see what Auto Update would have filled in and keep it if it looks right, why it wasn't applied, and a link straight to the Playbook, Outcome, or field's AI Guidance in Settings so the next call comes out better. The indicator clears once you fill the field yourself, keep the suggested value, or Auto Update runs again with a confident result.

Errors now look different from low confidence, so you can tell "something went wrong" apart from "not enough to go on."

Auto Update is available to organizations with Playbooks & Outcomes that have turned it on in Settings -> Billing -> AI Credit Usage.

Ask Chloe about your Close subscription, telephony, and AI credit usage

We know how important it is to have clear visibility into your costs, especially when it comes to variable expenses like phone, SMS, and AI credit usage.

Anyone with the “Manage Organization” permission can now ask Chloe for details about your Close invoices at any time. Chloe can provide you with copies of the actual invoices or receipts, as well as analysis of your subscription charges, telephony usage, and AI credit usage.

Improved Android calling sound and stability fixes

A new version of the Close Android app has been released.

Release notes:

• Fixed an issue where the app would not use the phone’s default ringtone and volume.
• Fixed an issue that would cause the app to crash when a user receives multiple phone calls at the same time.
• Stability improvements for scenarios where a user would respond to calls that have been terminated by the caller.

Introducing the Event Log

Wondering why a field changed, or where a value came from? The Event Log has the answer. It shows every change made in your organization, who made it, and how it happened, including changes made by people, Workflows, integrations, the API, etc.

Open it from Settings -> Organization -> Event Log to see everything across your org, filtered by date, lead, event type, action, or user. You can also open it from a lead's menu or the Log tab on a lead's activity feed to see it just for that lead.

Every event has both a detail and a raw event view, actions are labeled with the feature behind them, and timestamps show in your local timezone. No more guessing, and no more support ticket to find out.

The same events are available programmatically. The Event Log API returns them on request, and webhooks deliver them to your endpoint as they happen, so you can pull changes from Close into your own reporting or audit tooling. Both are documented on the Close developer site.

The Event Log covers the last 30 days, it's available on all plans, and access matches the Event Log API, so a user needs either the Manage Organization or View All Leads permission to see it.

Improved navigation on macOS and Windows

Version 9.3.0 of Close for macOS and Windows is now available.

Release notes:

• History navigation improvements — History navigation has been moved into the app header. Every tab now has back, forward, and a history button next to the tabs.
• Cleaner tab titles — Tabs titles have been updated to only display the page name and organization (ex: “Inbox | Sitwell Enterprises”).

For existing macOS or Windows users, this update will automatically download in the background and be applied on restart. You can download Close for macOS and Windows here.

Email verification now required to make changes in Close

Starting August 20, 2026, Close will require a verified email before you can create, update, or delete anything in your account. That covers adding and editing leads and contacts, logging activity, sending email and SMS, and completing tasks, both in the app and through the Close API. Read access is never affected and nothing is deleted.

If your email isn't verified yet, you'll see a banner at the top of the app with a countdown to the deadline.

Use it to send a verification email to the address on your account, then click the link inside to verify.

Unverified accounts become read-only on August 20 until the email is verified, including anything running through the Close API.

If your team uses a shared or bot login (like a general support@ address) that was never verified, verify it before August 20 so automations don't break.

Requiring a verified email limits abuse from throwaway accounts, which protects account security and sending reputation for every Close customer.

Improvement to External Phone Number verification

When you add an external phone number that was previously verified in your organization, Close immediately tells you it's already verified and adds it.

New and improved ChatGPT plugin

A new version of Close’s official ChatGPT plugin is now available.

This release includes new and improved tools for Notes, Tasks, Voice Agents, drafting emails, and retrieving Notetaker meeting transcripts.

Improved call handling on Android

A new version of Close’s Android app has been released with improvements to incoming call reliability.

With this update, incoming calls should be easier to answer and behave more consistently. We fixed issues that could prevent the answer screen from appearing, cause the app to crash, or leave your phone ringing after a call ended.

Microsoft Calendar Support for Scheduling and Chloe

We introduced Microsoft Calendar support to the Book Live Meeting skill in Chloe and to Close Scheduling.

• It’s now possible to book a meeting for users with Microsoft accounts in Close Scheduling.
• Chloe can book a meeting live on the call for users with Microsoft calendars.
• Additionally, we now support scheduling Teams meetings.
• Make sure to check out the Book a Meeting Setup Guide.

Fetch Notetaker Meeting Transcripts via MCP

Any MCP client, including Close’s Claude connector, can now fetch Notetaker meeting transcripts using the new fetch_meeting_transcript tool.

You can learn more about Close’s MCP server, including our official integrations for Claude and ChatGPT, at developer.close.com.

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.