January 2026: Deeper integrations & Smarter automation.
January 2026: Deeper integrations & Smarter automation.
January 2026: Deeper integrations & Smarter automation.
New year. New capabilities. Same mission: making Charlie the most powerful AI engagement platform you've ever used.
New year. New capabilities. Same mission: making Charlie the most powerful AI engagement platform you've ever used.
This month delivered exactly what you asked for. New integrations and features that are aimed to deeply connect Charlie ai with your processes, and deliver high-end results.
This month delivered exactly what you asked for. New integrations and features that are aimed to deeply connect Charlie ai with your processes, and deliver high-end results.
Gain complete control over every conversation, from first contact to post-booking management.
Gain complete control over every conversation, from first contact to post-booking management.
1.
1.
Post-Booking Intelligence: Never Drop the Ball Again
Post-Booking Intelligence: Never Drop the Ball Again
Your leads don't stop having questions after they book. Now Charlie doesn't stop either.
Your leads don't stop having questions after they book. Now Charlie doesn't stop either.
One toggle activates full post-booking conversation management. When leads want to reschedule, cancel, or ask follow-up questions, Charlie handles it with complete context. Every interaction logged. With booking status updated in real-time.
One toggle activates full post-booking conversation management. When leads want to reschedule, cancel, or ask follow-up questions, Charlie handles it with complete context. Every interaction logged. With booking status updated in real-time.
What this means for you?
What this means for you?
Clean handoffs with zero confusion after booking
Clean handoffs with zero confusion after booking
Automated rebooking and cancellation handling
Automated rebooking and cancellation handling
Complete visibility into every post-booking interaction
Complete visibility into every post-booking interaction
2.
2.
Voice Setters Became as Powerful as DM Setters
Voice Setters Became as Powerful as DM Setters
Three integrations that completely reshape your voice operations.
Three integrations that completely reshape your voice operations.
Native HubSpot Integration for Voice Setters
Native HubSpot Integration for Voice Setters
Connect Voice Setters directly to HubSpot, and activate them in workflows. Every call transcript and summary automatically adds as a HubSpot note. Custom value mapping, property triggers, HubSpot Meetings, everything you have with DM Setters now works for Voice.
Connect Voice Setters directly to HubSpot, and activate them in workflows. Every call transcript and summary automatically adds as a HubSpot note. Custom value mapping, property triggers, HubSpot Meetings, everything you have with DM Setters now works for Voice.
Kill Switch Automation for GHL and HubSpot
Kill Switch Automation for GHL and HubSpot
Trigger a Kill Switch via workflow and watch it work across your entire operation. Any pending Voice Redials for that lead get automatically canceled and deactivated. Full control. Complete automation.
Trigger a Kill Switch via workflow and watch it work across your entire operation. Any pending Voice Redials for that lead get automatically canceled and deactivated. Full control. Complete automation.
New Zapier Trigger: Voice Call Ended
New Zapier Trigger: Voice Call Ended
Fire Zaps the moment any voice call ends. Send call transcripts, recordings, summaries, call length, or whatever data you need to any downstream system.
Fire Zaps the moment any voice call ends. Send call transcripts, recordings, summaries, call length, or whatever data you need to any downstream system.
Unlock:
Unlock:
Unified workflow
Unified workflow
Automated notes based on voice engagements
Automated notes based on voice engagements
Complete integration ecosystem for voice and DM
Complete integration ecosystem for voice and DM
3.
3.
SendBlue Integration: Premium Messaging, Simplified
SendBlue Integration: Premium Messaging, Simplified
Native integration with SendBlue gives you complete control over messaging operations. All your numbers import instantly into Charlie.
Native integration with SendBlue gives you complete control over messaging operations. All your numbers import instantly into Charlie.
Connect your SendBlue account through API in the Phone Numbers tab. Assign any active SendBlue number to your Setters. Done.
Connect your SendBlue account through API in the Phone Numbers tab. Assign any active SendBlue number to your Setters. Done.
What do you get?
What do you get?
Higher deliverability as iMessages bypass carrier filters
Higher deliverability as iMessages bypass carrier filters
Complete visibility on which numbers are active and assigned
Complete visibility on which numbers are active and assigned
All messaging numbers in one dashboard
All messaging numbers in one dashboard
Click any number to see assigned Setters, reassign instantly, or disconnect when needed
Click any number to see assigned Setters, reassign instantly, or disconnect when needed
Premium messaging capabilities without the complexity.
Premium messaging capabilities without the complexity.
4.
4.
DM Setters Got Major Upgrades
DM Setters Got Major Upgrades
Two improvements that make Charlie feel even more human.
Two improvements that make Charlie feel even more human.
Humanized Intro Sequences
Humanized Intro Sequences
Customize delays between multiple intro messages to emulate natural conversation patterns. If a lead responds before all intro messages are sent, Charlie intelligently cancels the remaining messages and engages immediately. No more robotic message dumps.
Customize delays between multiple intro messages to emulate natural conversation patterns. If a lead responds before all intro messages are sent, Charlie intelligently cancels the remaining messages and engages immediately. No more robotic message dumps.
Smart Email Validation
Smart Email Validation
When Charlie receives an invalid email, it asks the lead for the correct address naturally and conversationally, then updates the record automatically. No more lost opportunities from bad data.
When Charlie receives an invalid email, it asks the lead for the correct address naturally and conversationally, then updates the record automatically. No more lost opportunities from bad data.
5.
5.
Lead Data: Complete Control, Zero Manual Work
Lead Data: Complete Control, Zero Manual Work
Data unlocks strategy. These two updates give you that power.
Data unlocks strategy. These two updates give you that power.
Bidirectional GHL Sync: When Charlie conversationally gathers phone numbers, emails, or timezones during Autobooking or Talk Later processes, that data saves directly back into GHL contact records. Complete data synchronization with zero manual process.
Bidirectional GHL Sync: When Charlie conversationally gathers phone numbers, emails, or timezones during Autobooking or Talk Later processes, that data saves directly back into GHL contact records. Complete data synchronization with zero manual process.
Expanded Lead Exports: Export your leads with expanded data fields including email addresses and phone numbers from the DM Setters Leads Page. Everything you need to create reports for your team.
Expanded Lead Exports: Export your leads with expanded data fields including email addresses and phone numbers from the DM Setters Leads Page. Everything you need to create reports for your team.
6.
6.
New Support Widget: Faster Solutions, Better Tracking
New Support Widget: Faster Solutions, Better Tracking
We've migrated support to a more responsive platform with a new widget in your Charlie AI account. Designed to improve how we track requests and deliver quick solutions.
We've migrated support to a more responsive platform with a new widget in your Charlie AI account. Designed to improve how we track requests and deliver quick solutions.
What do you get?
What do you get?
Expanded Lead Exports: Export your leads with expanded data fields including email addresses and phone numbers from the DM Setters Leads Page. Everything you need to create reports for your team.
Expanded Lead Exports: Export your leads with expanded data fields including email addresses and phone numbers from the DM Setters Leads Page. Everything you need to create reports for your team.
Live chat with intelligent automated workflows
Live chat with intelligent automated workflows
Embedded knowledge base search for instant answers
Embedded knowledge base search for instant answers
Complete traceability of every request in one place
Complete traceability of every request in one place
Ready to experience the difference?
Ready to experience the difference?
Ready to experience the difference?
These aren't just features. They're force multipliers for your team.
These aren't just features. They're force multipliers for your team.
Questions? Your Account Manager is ready to help you implement these updates.
Questions? Your Account Manager is ready to help you implement these updates.