Complete Visibility. Zero Manual Effort. Total Configuration Control.
Complete Visibility. Zero Manual Effort. Total Configuration Control.
Complete Visibility. Zero Manual Effort. Total Configuration Control.
Charlie's April release shows you exactly how much time and money your AI sales team saved you, automates one of the most important tasks to make informed decisions every week, and gives you the flexibility to tailor paths specially for your needs.
Charlie's April release shows you exactly how much time and money your AI sales team saved you, automates one of the most important tasks to make informed decisions every week, and gives you the flexibility to tailor paths specially for your needs.
What's new in April?
What's new in April?
What's new in April?
A homepage with key information
A homepage with key information
Log into Charlie and the first thing you see is what your AI sales team actually did for you.
Log into Charlie and the first thing you see is what your AI sales team actually did for you.
The most relevant metrics you need, at a glance. Every number is tracked against the previous period (30 days), so you know whether the line is going up or down.
The most relevant metrics you need, at a glance. Every number is tracked against the previous period (30 days), so you know whether the line is going up or down.
In the same page, you’ll find the AI Setter Performance table that breaks it out agent by agent. Showing you at the top the best performers. And in the right side, you’ll see “The Recent Activity” chart that feeds on the latest actions made by the setters (Booked a lead, DQ or CTA)
In the same page, you’ll find the AI Setter Performance table that breaks it out agent by agent. Showing you at the top the best performers. And in the right side, you’ll see “The Recent Activity” chart that feeds on the latest actions made by the setters (Booked a lead, DQ or CTA)
Hover over any agent to make a quick edit in a new tab. Hover over a lead to drop straight into the conversation.
Hover over any agent to make a quick edit in a new tab. Hover over a lead to drop straight into the conversation.
Your business pulse, always up to date.
Your business pulse, always up to date.
Weekly performance reports delivered to Slack
Weekly performance reports delivered to Slack
You said you wanted to start every week knowing exactly how Charlie performed. So we listen and automated the entire thing.
You said you wanted to start every week knowing exactly how Charlie performed. So we listen and automated the entire thing.
Every Monday morning Charlie pulls the relevant performance number across your DM and Voice setters and sends a complete report to the Slack channel of your choice. No exports. No chasing data. No delay.
Every Monday morning Charlie pulls the relevant performance number across your DM and Voice setters and sends a complete report to the Slack channel of your choice. No exports. No chasing data. No delay.
The report finds you. You don't chase it.
The report finds you. You don't chase it.
If your operation runs at higher volume, you can configure additional channels and tighter cadences as your reporting needs grow.
If your operation runs at higher volume, you can configure additional channels and tighter cadences as your reporting needs grow.
Your data flow just got smarter.
Your data flow just got smarter.
Branch setters with their own integration setup
Branch setters with their own integration setup
Each branch setter now runs on its own configuration, fully separate from the parent. Different CRM. Different Twilio number. Different Calendly or OnceHub calendar. Different booking logic.
Each branch setter now runs on its own configuration, fully separate from the parent. Different CRM. Different Twilio number. Different Calendly or OnceHub calendar. Different booking logic.
Changes inside a branch stay inside that branch. Your parent setter stays clean. No more rebuilding a working flow because you needed to test a different path or serve a different audience.
Changes inside a branch stay inside that branch. Your parent setter stays clean. No more rebuilding a working flow because you needed to test a different path or serve a different audience.
Build diverse, nuanced conversation flows without compromise.
Build diverse, nuanced conversation flows without compromise.
What this actually solves
What this actually solves
What this actually solves
Most founders aren't losing deals because their offer is broken. They're losing deals because nobody saw the signal in time.
Most founders aren't losing deals because their offer is broken. They're losing deals because nobody saw the signal in time.
A no-show went uncontacted. A new lead sat cold in the queue. Monday's standup kicked off without real numbers, so the team made decisions on guesses.
A no-show went uncontacted. A new lead sat cold in the queue. Monday's standup kicked off without real numbers, so the team made decisions on guesses.
April closes those gaps. You see what's happening the moment it happens. The report shows up on schedule. Each piece of your operation gets configured without snapping the rest in half.
April closes those gaps. You see what's happening the moment it happens. The report shows up on schedule. Each piece of your operation gets configured without snapping the rest in half.
Leads don't wait. Your follow ups shouldn't either.
Leads don't wait. Your follow ups shouldn't either.
Real use cases
Real use cases
Real use cases
The agency owner is running multiple clients. One login shows you every client account, every setter, every KPI on a single screen. Branch sub agents keep each client isolated, so client A's leads route to one Calendly and client B's leads route to a different OnceHub without anything bleeding across.
The agency owner is running multiple clients. One login shows you every client account, every setter, every KPI on a single screen. Branch sub agents keep each client isolated, so client A's leads route to one Calendly and client B's leads route to a different OnceHub without anything bleeding across.
The sales team lead. Monday at 9 AM Eastern, the weekly report hits the team's Slack channel. You walk into your standup with real numbers instead of guesses. Your closers know their show rate before you ask.
The sales team lead. Monday at 9 AM Eastern, the weekly report hits the team's Slack channel. You walk into your standup with real numbers instead of guesses. Your closers know their show rate before you ask.
The founder wearing every hat. Thirty seconds on the homepage replaces thirty minutes of pulling data. You see Time Saved and Money Saved pulled straight from setter activity. You spot the agent that needs attention. You jump into a live conversation if something looks off. Then you go back to running the business.
The founder wearing every hat. Thirty seconds on the homepage replaces thirty minutes of pulling data. You see Time Saved and Money Saved pulled straight from setter activity. You spot the agent that needs attention. You jump into a live conversation if something looks off. Then you go back to running the business.
Time Saved, Money Saved, and every key KPI on the homepage. Slack tells you how the week went before your coffee gets cold. Branch agents run on their own setup. The parent agent stays clean. Issues get caught the same day they happen.
Time Saved, Money Saved, and every key KPI on the homepage. Slack tells you how the week went before your coffee gets cold. Branch agents run on their own setup. The parent agent stays clean. Issues get caught the same day they happen.
Faster decisions. Cleaner operations. More closed deals.
Faster decisions. Cleaner operations. More closed deals.
Try the April update now
Try the April update now
Try the April update now
The homepage is live. Slack reports are ready to configure. Branch sub-agents are open for setup.
The homepage is live. Slack reports are ready to configure. Branch sub-agents are open for setup.
You don't have to wait for the next quarterly release to feel the difference. It's already inside your Charlie account.
You don't have to wait for the next quarterly release to feel the difference. It's already inside your Charlie account.
If you're not using Charlie yet, this is the moment to start. Book a demo and see exactly how it fits inside your lead management and sales ops, so you can pull more revenue out of the leads you're already paying for, without adding headcount.
If you're not using Charlie yet, this is the moment to start. Book a demo and see exactly how it fits inside your lead management and sales ops, so you can pull more revenue out of the leads you're already paying for, without adding headcount.
We build Charlie for you
We build Charlie for you
We build Charlie for you
At Charlie, our evolution is constant. We work to deliver more intelligence, more automation, and more control to your interactions every single month.
At Charlie, our evolution is constant. We work to deliver more intelligence, more automation, and more control to your interactions every single month.
April delivered three. May will push it further.
April delivered three. May will push it further.
We're not shipping features for the sake of shipping features. We're building Charlie so you can run a leaner, faster, more profitable operation.
We're not shipping features for the sake of shipping features. We're building Charlie so you can run a leaner, faster, more profitable operation.
Earn a damn good living. Leverage AI. Have business on your terms.
Earn a damn good living. Leverage AI. Have business on your terms.