megachangelog
Feature

Introducing Chloe, AI Sales Teammate

Chloe is a new AI sales teammate integrated into Close that automates calls to leads, qualifies prospects, books meetings, follows up, and enriches customer data. It also includes a chat assistant for pipeline summaries and lead inquiries, with voice agents available in the U.S. and chat in beta worldwide.

Chloe is an AI sales teammate integrated into Close that can call leads, qualify prospects, answer questions, book meetings, follow up automatically, enrich customer records, and update CRM data, while also offering a chat assistant for lead inquiries, pipeline summaries, and actions; voice agents are U.S.-only, and the chat feature is in beta and available worldwide.
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Feature

New and Updated Security Features

A new Security page centralizes access control management in one place, and Single Sign-On support is now available for Google Workspace, Okta, Microsoft Entra, and other OIDC providers to streamline team authentication.

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Feature

Trigger Workflows on updated events

Workflow triggers now support updated events in addition to created events, allowing you to run a Workflow only when specific fields on existing objects or activities are modified.

workflowsautomationtriggersevents
Feature

Save email and SMS drafts as templates directly

Users can now save email or SMS messages as templates while composing them, without navigating to settings. This streamlines template creation and reuse workflows.

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