Let Close's AI rep Chloe call down the lead list and qualify before a human picks up
Chloe batch-calls leads inside Close, has a qualifying conversation, books meetings and writes the outcome back to the CRM.
How to do this
- 1
Close plan with AI credits
- 2
Phone numbers and calling consent for your market
- 3
A short qualification script
- 4
Paste into In Chloe's agent instructions in Close.
In Chloe's agent instructions in Close (the prompt below is a starting script to adapt).
RevStack prompt
Where to use it: In Chloe's agent instructions in Close (the prompt below is a starting script to adapt).
Copy the prompt
Written by RevStack for this job. Paste it where the step above says. It is separate from the sourced result on this page.
Inputs
- Your offer
- 3 to 5 qualifying questions
- Booking rule
You are calling on behalf of {{company}} about {{offer}}. Be brief and friendly. Say you are an AI assistant if asked.
Ask, one at a time:
{{questions}}
If they meet {{booking_rule}}, offer two times and book the meeting. If not, thank them and log the reason. Never quote prices or make promises not in this script. If they ask to stop, end the call and mark Do Not Contact.Example output
An illustration of the shape of the answer. Not a reported result.
Outcome: Qualified. Budget confirmed, starting in 30 days. Booked Tue 2pm with Sam.
This uses AI to call or text people. Only turn it on where you already have permission to contact them.
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