CHARLIE AI

CHARLIE AI

CHARLIE AI

Goes Omni-Channel:

Goes Omni-Channel:

Goes Omni-Channel:

Less Is More, But Way More Powerful

Less Is More, But Way More Powerful

Less Is More, But Way More Powerful

July was all about stability and making your baseline functions unstoppable. Instead of adding complexity, we focused on three core improvements that transform how Charlie handles every lead. The result? Your biggest conversion gaps just got eliminated.

July was all about stability and making your baseline functions unstoppable. Instead of adding complexity, we focused on three core improvements that transform how Charlie handles every lead. The result? Your biggest conversion gaps just got eliminated.

Here's what dropped this month:

Here's what dropped this month:

Voice Redials Activate DM Setter

Voice Redials Activate DM Setter

Voice Redials Activate DM Setter

Your voice agent now automatically triggers your DM agent when leads don't pick up the phone.

Your voice agent now automatically triggers your DM agent when leads don't pick up the phone.

Go to AI Setter → Voice Agent → Settings → Functions, enable redials, then activate DM setter underneath. Now when Charlie calls a lead, double dials them, redials them, and they still don't pick up, it immediately tags in the DM agent to send a text message.

Go to AI Setter → Voice Agent → Settings → Functions, enable redials, then activate DM setter underneath. Now when Charlie calls a lead, double dials them, redials them, and they still don't pick up, it immediately tags in the DM agent to send a text message.

You've got both voice calling the lead AND the DM agent texting the lead simultaneously. Whichever channel gets them first kills the other one and proceeds with whatever channel the lead replied in.

You've got both voice calling the lead AND the DM agent texting the lead simultaneously. Whichever channel gets them first kills the other one and proceeds with whatever channel the lead replied in.

This gets us one step closer to true omni-channel use cases, and it makes your campaigns way more powerful. No more choosing between voice or text - now you get both, automatically coordinated.

This gets us one step closer to true omni-channel use cases, and it makes your campaigns way more powerful. No more choosing between voice or text - now you get both, automatically coordinated.

Zapier Native Actions That Actually Work

Zapier Native Actions That Actually Work

Zapier Native Actions That Actually Work

We're building a powerful app inside Zapier that lets you trigger workflows based on what happens inside Charlie.

We're building a powerful app inside Zapier that lets you trigger workflows based on what happens inside Charlie.

You can now add DM and voice triggers with Zapier native actions. Booking reached? Zapier fires. CTA reached? Zapier fires. Lead disqualified? Zapier fires.

You can now add DM and voice triggers with Zapier native actions. Booking reached? Zapier fires. CTA reached? Zapier fires. Lead disqualified? Zapier fires.

This is really powerful if you're not using our native CRMs like HubSpot or GHL. You can now use Charlie through this Zapier integration to essentially go from one use case and trigger another use case based on actions taken inside of Zapier.

This is really powerful if you're not using our native CRMs like HubSpot or GHL. You can now use Charlie through this Zapier integration to essentially go from one use case and trigger another use case based on actions taken inside of Zapier.

All the trigger events are there: booking reached DM, booking reached voice, CTA reach DM, CTA reach voice, DQ reach DM, DQ reach voice. Now you can trigger actions in other software based on these events, and the team's been doing a great job building out these integrations.

All the trigger events are there: booking reached DM, booking reached voice, CTA reach DM, CTA reach voice, DQ reach DM, DQ reach voice. Now you can trigger actions in other software based on these events, and the team's been doing a great job building out these integrations.

Team Functions Rebuilt from the Ground Up

Team Functions Rebuilt from the Ground Up

Team Functions Rebuilt from the Ground Up

We've had teams for a long time, but we had to redo and refactor the entire team functionality because it needed to work better.

We've had teams for a long time, but we had to redo and refactor the entire team functionality because it needed to work better.

Here's how it works now: All new accounts get a default Charlie team automatically created. You don't create teams - they're created for you. If you want additional teams, reach out to your account manager because there's additional billing per team.

Here's how it works now: All new accounts get a default Charlie team automatically created. You don't create teams - they're created for you. If you want additional teams, reach out to your account manager because there's additional billing per team.

We bill per team, not per user. So you can have as big of a team as you want, but each team has its own integrations tied to it.

We bill per team, not per user. So you can have as big of a team as you want, but each team has its own integrations tied to it.

When your team is created, you're automatically the owner. That means you control billing, phone numbers, and who has access to your setters. You can invite team members and set their permissions - admin, editor, or viewer access.

When your team is created, you're automatically the owner. That means you control billing, phone numbers, and who has access to your setters. You can invite team members and set their permissions - admin, editor, or viewer access.

From Single-Channel to Unstoppable

From Single-Channel to Unstoppable

From Single-Channel to Unstoppable

July's updates weren't just about adding features - they were about eliminating the gaps where leads slip through the cracks.

July's updates weren't just about adding features - they were about eliminating the gaps where leads slip through the cracks.

Charlie now operates like your best sales team: persistent across multiple channels, integrated with your existing systems, and organized to scale with your growth. Your voice agents don't just call anymore - they orchestrate complete omni-channel sequences that adapt to how each lead prefers to communicate.

Charlie now operates like your best sales team: persistent across multiple channels, integrated with your existing systems, and organized to scale with your growth. Your voice agents don't just call anymore - they orchestrate complete omni-channel sequences that adapt to how each lead prefers to communicate.

The highest-performing Charlie users were already pushing the boundaries of what single-channel automation could do. Now they have the foundation to dominate every channel their leads use, with the intelligence to know when and how to switch between them automatically.

The highest-performing Charlie users were already pushing the boundaries of what single-channel automation could do. Now they have the foundation to dominate every channel their leads use, with the intelligence to know when and how to switch between them automatically.

These updates are live now and ready to transform how you connect with leads. Enable voice redials with DM activation to ensure no lead goes unreached. Set up Zapier triggers to automate your entire tech stack. Configure enterprise team management to scale without losing control.

These updates are live now and ready to transform how you connect with leads. Enable voice redials with DM activation to ensure no lead goes unreached. Set up Zapier triggers to automate your entire tech stack. Configure enterprise team management to scale without losing control.

Your dashboard is waiting, your leads won't know what hit them, and Charlie just became the complete lead conversion machine you've been building toward.

Your dashboard is waiting, your leads won't know what hit them, and Charlie just became the complete lead conversion machine you've been building toward.

This isn't just a software update, it's an investment in your success. Our team is standing by to help you configure these features, optimize your setup, and ensure you're maximizing every opportunity.

This isn't just a software update, it's an investment in your success. Our team is standing by to help you configure these features, optimize your setup, and ensure you're maximizing every opportunity.

Stay calm, change lives, and build business on your terms.

Stay calm, change lives, and build business on your terms.