CHARLIE AI

CHARLIE AI

CHARLIE AI

June 2025 Release Communication:

June 2025 Release

June 2025 Release

Smarter Data, Stronger Connections

Communication: Smarter Data, Stronger Connections

Communication: Smarter Data, Stronger Connections

June was all about making your current tools more powerful. Instead of adding new features, we rebuilt the foundation to supercharge what you already use. The result? Three game-changing updates that make Charlie's voice agents smarter and your CRM integrations seamless.

June was all about making your current tools more powerful. Instead of adding new features, we rebuilt the foundation to supercharge what you already use. The result? Three game-changing updates that make Charlie's voice agents smarter and your CRM integrations seamless.

Here are some major features dropped this month:

Here are some major features dropped this month:

1.

1.

Custom Values for Voice Setters

Custom Values for Voice Setters

Custom Values for Voice Setters

Your voice agents can now access and use any data from your CRM during live conversations.

Your voice agents can now access and use any data from your CRM during live conversations.

Go to your voice agent settings, scroll to "Custom Values," map your CRM fields, and copy the references into your agent configuration.

Go to your voice agent settings, scroll to "Custom Values," map your CRM fields, and copy the references into your agent configuration.

Charlie will naturally reference lead names, deal history, preferences, or any custom data you track.

Charlie will naturally reference lead names, deal history, preferences, or any custom data you track.

No more generic conversations or awkward information gaps. Your voice agents know exactly who they're talking to and can reference relevant details that matter to each lead.

No more generic conversations or awkward information gaps. Your voice agents know exactly who they're talking to and can reference relevant details that matter to each lead.

The same custom values apply to follow-up text messages as well, ensuring consistency across all channels.

The same custom values apply to follow-up text messages as well, ensuring consistency across all channels.

So, every conversation feels personal and informed because your AI agent has the same context your best human reps would have.

So, every conversation feels personal and informed because your AI agent has the same context your best human reps would have.

1

1

1

This gives you full control over which agents are active at any given time, perfect for testing, pausing campaigns, or troubleshooting without needing to delete or reconfigure anything.

This gives you full control over which agents are active at any given time, perfect for testing, pausing campaigns, or troubleshooting without needing to delete or reconfigure anything.

2.

2.

DM Setter / HubSpot Integration

DM Setter / HubSpot Integration

DM Setter / HubSpot Integration

Charlie now syncs data both ways with HubSpot, automatically updating lead statuses while pulling in custom data for smarter conversations.

Charlie now syncs data both ways with HubSpot, automatically updating lead statuses while pulling in custom data for smarter conversations.

When leads hit milestones in Charlie (like reaching a CTA), their HubSpot properties update instantly.

When leads hit milestones in Charlie (like reaching a CTA), their HubSpot properties update instantly.

Plus, you can map any HubSpot property to Charlie's custom values for personalized interactions.

Plus, you can map any HubSpot property to Charlie's custom values for personalized interactions.

The setup is simple: Go to AI Setter → Active Use Case → Integration → HubSpot → Settings. Choose "Property Update" to push data to HubSpot or "Map Custom Value" to pull HubSpot data into Charlie. Your mapped values automatically appear in Charlie's custom values section.

The setup is simple: Go to AI Setter → Active Use Case → Integration → HubSpot → Settings. Choose "Property Update" to push data to HubSpot or "Map Custom Value" to pull HubSpot data into Charlie. Your mapped values automatically appear in Charlie's custom values section.

Your CRM stays current without manual data entry, while Charlie gets smarter using information you're already tracking in HubSpot.

Your CRM stays current without manual data entry, while Charlie gets smarter using information you're already tracking in HubSpot.

No more disconnected systems or outdated lead statuses, and everything syncs automatically.

No more disconnected systems or outdated lead statuses, and everything syncs automatically.

Custom value mapping will be available for GoHighLevel and Zapier integrations.

Custom value mapping will be available for GoHighLevel and Zapier integrations.

2

2

2

3.

3.

Auto-Booking That Actually Convert

Auto-Booking That Actually Convert

Auto-Booking That Actually Convert

Charlie now proactively offers specific available time slots instead of asking leads to pick their own times.

Charlie now proactively offers specific available time slots instead of asking leads to pick their own times.

This simple change has led to dramatic increases in booking rates by removing friction from the scheduling process. Charlie handles the entire booking conversation at a high level, no custom messaging setup required.

This simple change has led to dramatic increases in booking rates by removing friction from the scheduling process. Charlie handles the entire booking conversation at a high level, no custom messaging setup required.

You just need to go to Settings → Booking, enable "Auto Booking," connect your calendar, and select which calendar to use for bookings. That's it.

You just need to go to Settings → Booking, enable "Auto Booking," connect your calendar, and select which calendar to use for bookings. That's it.

Charlie automatically manages all booking conversations from there.

Charlie automatically manages all booking conversations from there.

If you want to use custom CTA messages, you'll need to turn off auto booking. But for maximum booking performance with proactive slot offering, keep auto booking enabled and let Charlie handle the process; it's trained to do this really well.

If you want to use custom CTA messages, you'll need to turn off auto booking. But for maximum booking performance with proactive slot offering, keep auto booking enabled and let Charlie handle the process; it's trained to do this really well.

3

3

3

Building the Future, Delivering Results Today

Building the Future, Delivering Results Today

Building the Future, Delivering Results Today

June's architectural focus wasn't just about laying groundwork; it was about making every conversation you have more valuable. While we strengthened Charlie's foundation, we delivered three updates that immediately transform how your business connects with leads and closes deals.

June's architectural focus wasn't just about laying groundwork; it was about making every conversation you have more valuable. While we strengthened Charlie's foundation, we delivered three updates that immediately transform how your business connects with leads and closes deals.

deals. Charlie now operates with the intelligence and context of your best human reps, while maintaining the consistency and availability only AI can provide. Your voice agents reference real data that matters. Your CRM updates itself based on actual lead behavior. Your booking process removes every barrier between interest and appointment.

deals. Charlie now operates with the intelligence and context of your best human reps, while maintaining the consistency and availability only AI can provide. Your voice agents reference real data that matters. Your CRM updates itself based on actual lead behavior. Your booking process removes every barrier between interest and appointment.

Our highest-performing users are already leveraging conversational booking, and with proactive auto-booking, we're seeing dramatic increases in conversion rates across the board.

Our highest-performing users are already leveraging conversational booking, and with proactive auto-booking, we're seeing dramatic increases in conversion rates across the board.

When you combine this with intelligent data integration, you're not just having more conversations; you're having the right conversations with the right context at the right time.

When you combine this with intelligent data integration, you're not just having more conversations; you're having the right conversations with the right context at the right time.

These features are live and ready to work for you right now. Enable custom values to make every voice call personal. Set up two-way HubSpot sync to eliminate manual data entry forever. Turn on proactive auto-booking to watch your appointment rates soar.

These features are live and ready to work for you right now. Enable custom values to make every voice call personal. Set up two-way HubSpot sync to eliminate manual data entry forever. Turn on proactive auto-booking to watch your appointment rates soar.

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.

Ready to see what Charlie can do with these upgrades? Your dashboard is waiting, and your leads won't know what hit them.

Ready to see what Charlie can do with these upgrades? Your dashboard is waiting, and your leads won't know what hit them.