Stop chasing the wrong leads:
Charlie's February releases change everything
Stop chasing the wrong leads: Charlie's February releases change everything
Stop chasing the wrong leads:
Charlie's February releases change everything
Five new releases. Smarter lead filtering, longer engagement, and full control from anywhere
Five new releases. Smarter lead filtering, longer engagement, and full control from anywhere
Here's everything that dropped this month.
Here's everything that dropped this month.
Buyer IQ: Determine your lead's affordability before scheduling a meeting.
Buyer IQ: Determine your lead's affordability before scheduling a meeting.
This one is a game-changer.
This one is a game-changer.
Right before Charlie books a calendar appointment, it now runs an instant soft pull of a lead's credit profile, giving you a real-time financial snapshot with zero impact on their credit score. That means by the time a lead lands on your sales team's calendar, they've already been financially qualified.
Right before Charlie books a calendar appointment, it now runs an instant soft pull of a lead's credit profile, giving you a real-time financial snapshot with zero impact on their credit score. That means by the time a lead lands on your sales team's calendar, they've already been financially qualified.
Inside your dashboard, you can see their average credit score, available credit, annual income, credit spend, and overall lead quality, all in one place.
Inside your dashboard, you can see their average credit score, available credit, annual income, credit spend, and overall lead quality, all in one place.
Your team stops wasting time on leads who can't afford your offer. Charlie handles the filter.
Your team stops wasting time on leads who can't afford your offer. Charlie handles the filter.
This is a premium feature. Reach out to your Account Manager to get Buyer IQ enabled.
This is a premium feature. Reach out to your Account Manager to get Buyer IQ enabled.
Mobile first lead management: Run everything from your phone
Mobile first lead management: Run everything from your phone
The Leads tab is now fully optimized for mobile browsers on Android and iOS. Clean dropdown menus, responsive controls, zero layout issues. No more pinching and zooming just to find a button.
The Leads tab is now fully optimized for mobile browsers on Android and iOS. Clean dropdown menus, responsive controls, zero layout issues. No more pinching and zooming just to find a button.
You can view lead details, check performance, and take action on any lead without ever touching your laptop. Whether you're between meetings or on the road, your entire Charlie operation is right in your pocket.
You can view lead details, check performance, and take action on any lead without ever touching your laptop. Whether you're between meetings or on the road, your entire Charlie operation is right in your pocket.
Long-term engagement automation: Keep the momentum going, hassle-free.
Long-term engagement automation: Keep the momentum going, hassle-free.
Three new features built around one idea: keep leads warm, stay persistent, and never cross the line into being overwhelming.
Three new features built around one idea: keep leads warm, stay persistent, and never cross the line into being overwhelming.
Dynamic Long Term Hunts
Dynamic Long Term Hunts
New Feature
New Feature
When your predefined Hunt sequences run out, Charlie doesn't go quiet. It automatically generates new, contextual follow ups, conversational & relevant. Everything will be logged, so you know exactly what was sent and why.
When your predefined Hunt sequences run out, Charlie doesn't go quiet. It automatically generates new, contextual follow ups, conversational & relevant. Everything will be logged, so you know exactly what was sent and why.
Turn it on with a single click!
Turn it on with a single click!
Delayed Booking Intent
Delayed Booking Intent
New Feature
New Feature
When a lead tells Charlie they're not available for a few weeks, Charlie doesn't just sit on that information. It updates the Booking Intent to "DELAYED," schedules a follow up for the right time.
When a lead tells Charlie they're not available for a few weeks, Charlie doesn't just sit on that information. It updates the Booking Intent to "DELAYED," schedules a follow up for the right time.
Leads with delayed intent that have not yet been booked are easily identifiable by a “DL” Tag. Furthermore, you can access a filtered view of all your delayed intent leads directly within the dashboard, offering full visibility without any manual tracking.
Leads with delayed intent that have not yet been booked are easily identifiable by a “DL” Tag. Furthermore, you can access a filtered view of all your delayed intent leads directly within the dashboard, offering full visibility without any manual tracking.
Smart Talk Later Logic
Smart Talk Later Logic
Improvement
Improvement
When a lead says they're busy for the rest of the month or not free for a few weeks, Charlie takes their timeline, schedules a follow up message, and pauses all Hunts until a Talk Later message goes out at exactly the right time.
When a lead says they're busy for the rest of the month or not free for a few weeks, Charlie takes their timeline, schedules a follow up message, and pauses all Hunts until a Talk Later message goes out at exactly the right time.
No more poking leads who genuinely aren't ready. Charlie waits, then reconnects when the timing is right.
No more poking leads who genuinely aren't ready. Charlie waits, then reconnects when the timing is right.
In conversation intelligence: Train faster & gain immediate insights
In conversation intelligence: Train faster & gain immediate insights
Two updates that make working inside conversations quicker and a lot more transparent.
Two updates that make working inside conversations quicker and a lot more transparent.
Instant Playground Reproduction
Instant Playground Reproduction
New Feature
New Feature
See a conversation you’d love to recreate? Hit the Play button inside any conversation card and Charlie instantly spins up a Playground session with full context from that exact point. Test responses, work through edge cases, and sharpen Charlie's behavior. No manual setup needed. A new option to keep training peace.
See a conversation you’d love to recreate? Hit the Play button inside any conversation card and Charlie instantly spins up a Playground session with full context from that exact point. Test responses, work through edge cases, and sharpen Charlie's behavior. No manual setup needed. A new option to keep training peace.
Improved Explanation Logs
Improved Explanation Logs
Improvement
Improvement
Click the "i" icon on any conversation and Charlie shows you exactly why it said what it said. The tooltip stays open so you can read, copy, and reference it without losing your place.
Click the "i" icon on any conversation and Charlie shows you exactly why it said what it said. The tooltip stays open so you can read, copy, and reference it without losing your place.
Better insight into how Charlie thinks. Faster iterations when you train.
Better insight into how Charlie thinks. Faster iterations when you train.
February 2026 full release summary
February 2026 full release summary
Two updates that make working inside conversations quicker and a lot more transparent.
Two updates that make working inside conversations quicker and a lot more transparent.
Feature
Feature
Feature
Type
Type
Type
What it Does
What it Does
What it Does
Buyer IQ
Buyer IQ
Buyer IQ
New Product
New Product
New Product
Financial qualification before scheduling a call
Financial qualification before scheduling a call
Financial qualification before scheduling a call
Mobile First Lead Management
Mobile First Lead Management
Mobile First Lead Management
Improvement
Improvement
Improvement
Full lead control from any Android or iOS browser
Full lead control from any Android or iOS browser
Full lead control from any Android or iOS browser
Dynamic Long Term Hunts
Dynamic Long Term Hunts
Dynamic Long Term Hunts
New Feature
New Feature
New Feature
Auto-generated follow-ups after Hunt sequences end
Auto-generated follow-ups after Hunt sequences end
Auto-generated follow-ups after Hunt sequences end
Delayed Booking Intent
Delayed Booking Intent
Delayed Booking Intent
New Feature
New Feature
New Feature
Updates intent to "DELAYED" and schedules the right follow-up
Updates intent to "DELAYED" and schedules the right follow-up
Updates intent to "DELAYED" and schedules the right follow-up
Smart Talk Later Logic
Smart Talk Later Logic
Smart Talk Later Logic
Improvement
Improvement
Improvement
Pauses interactions and reconnects at the lead's requested time
Pauses interactions and reconnects at the lead's requested time
Pauses interactions and reconnects at the lead's requested time
Instant Playground Reproduction
Instant Playground Reproduction
Instant Playground Reproduction
New Feature
New Feature
New Feature
One-click recreation from any live conversation
One-click recreation from any live conversation
One-click recreation from any live conversation
Improved Explanation Logs
Improved Explanation Logs
Improved Explanation Logs
Improvement
Improvement
Improvement
Full visibility into Charlie's decision-making
Full visibility into Charlie's decision-making
Full visibility into Charlie's decision-making
It's all live. Go explore it.
It's all live. Go explore it.
Charlie keeps getting better, more control, better data, and higher conversions.
Charlie keeps getting better, more control, better data, and higher conversions.
Contact your Account Manager to unlock Buyer IQ. Everything else is already waiting for you in your account.
Contact your Account Manager to unlock Buyer IQ. Everything else is already waiting for you in your account.
Log in and see what February looks like.
Log in and see what February looks like.