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.
Conversation example
Aggregating last week's Close activity by rep...
Close Rep Performance — Week of April 5 Team totals: - Dials: 1,284 | Connects: 214 (16.7%) - Meetings booked: 38 - Opportunities created: 22 ($412k weighted) - Revenue closed: $186k By rep: 1. Jamie Okafor 384 dials | 62 connects | 12 meetings | $84k closed 2. Priya Shah 298 dials | 48 connects | 9 meetings | $58k closed 3. Ravi Menon 272 dials | 42 connects | 8 meetings | $28k closed 4. Lina Kowalski 198 dials | 38 connects | 6 meetings | $16k closed 5. Tom Beck 132 dials | 24 connects | 3 meetings | $0 closed (new hire, week 2) Flags: Tom's ramp is on track. Ravi's connect rate dipped from 18% → 15% — worth checking script changes. Posted to #sales-leadership group.
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.
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.
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.
Deploy this in minutes
Create a LunoGen agent, connect Close, and start running this workflow from WhatsApp today.