Enroll Leads into Close Sequences from Chat
Drop any Lead into a Close Sequence by sending the agent a plain-English message. The agent resolves the Lead, picks the right Sequence, and handles the enrollment.
Conversation example
Drop all new Leads from Voltek Energy into the 'outbound-v3' sequence
Searching Close for Voltek Energy Leads...
Found 4 Leads at Voltek Energy: - Theo Bauer (Director, Operations) - Mira Patel (Head of Engineering) - Luis Fernandez (VP IT) - Anna Schmidt (Procurement Manager) Sequence 'outbound-v3' has 6 steps over 14 days. Enrolling all 4 now...
Done. All 4 Contacts enrolled in outbound-v3. First send goes out tomorrow at 9:15 AM local. I'll ping you if any of them reply, bounce, or book a meeting. Want me to also log a Note on each Lead explaining the enrollment?
More Close use cases
Log Calls as Close Activities from WhatsApp
After any call you note in WhatsApp, the agent finds the matching Close Lead and logs a Call Activity with duration, outcome, and notes — so your Close call log stays current.
Daily Dialer Summary on WhatsApp
Every evening the agent pulls the day's calls from Close — total dials, talk time, connections, meetings booked — and delivers a summary to your WhatsApp.
Update Close Opportunities from WhatsApp
Change Opportunity status, value, or expected close date by messaging the agent. Pipeline stays current even when reps are on their phones all day.
Real-Time Email Open Alerts for VIP Leads
Mark any Close Lead as a VIP and the agent pings you on WhatsApp the moment they open an email from Close — with context about which thread and which step of the Sequence.
Weekly Rep Performance Reports
Every Monday the agent runs a full rep performance report from Close — dials, meetings, Opportunities created, revenue closed — and delivers it to your WhatsApp group.
Deploy this in minutes
Create a LunoGen agent, connect Close, and start running this workflow from WhatsApp today.