Q2 2026 Release Update: The Quarter We Made Charlie Smarter, More Connected, and More Visible
Q2 2026 Release Update: The Quarter We Made Charlie Smarter, More Connected, and More Visible
Q2 2026 Release Update: The Quarter We Made Charlie Smarter, More Connected, and More Visible
Another quarter in the books, and honestly, this might be our biggest one ye
Another quarter in the books, and honestly, this might be our biggest one ye
We didn't just ship updates this quarter. We shipped a smarter Charlie, a more connected Charlie, and a more visible Charlie.
We didn't just ship updates this quarter. We shipped a smarter Charlie, a more connected Charlie, and a more visible Charlie.
Six releases. One mission: deepen intelligence, expand your integrations, and put your operations data exactly where you need it.
Six releases. One mission: deepen intelligence, expand your integrations, and put your operations data exactly where you need it.
Here's everything that's now live in your account.
Here's everything that's now live in your account.
🧠 Conversational Skills — The Game-Changer
🧠 Conversational Skills — The Game-Changer
This is the release I'm most excited about, and I don't say that lightly.
This is the release I'm most excited about, and I don't say that lightly.
You can now configure specific instructions that guide exactly how Charlie handles and responds to particular situations. Skills can be set at the setter level or applied globally across your entire account, and setup takes minutes.
You can now configure specific instructions that guide exactly how Charlie handles and responds to particular situations. Skills can be set at the setter level or applied globally across your entire account, and setup takes minutes.
What this unlocks: Charlie responds to nuance, not just keywords. That means more natural, more human conversations, and higher conversion rates because your leads get precisely timed, precisely worded replies.
What this unlocks: Charlie responds to nuance, not just keywords. That means more natural, more human conversations, and higher conversion rates because your leads get precisely timed, precisely worded replies.
🎥 Multimedia Understanding
🎥 Multimedia Understanding
Charlie can now see, hear, and watch.
Charlie can now see, hear, and watch.
We've built a new engine that lets Charlie interpret audio files, images, and videos, closing the gap between AI and a real human setter. Conversations flow the way they should: naturally, contextually, like talking to someone who actually gets it.
We've built a new engine that lets Charlie interpret audio files, images, and videos, closing the gap between AI and a real human setter. Conversations flow the way they should: naturally, contextually, like talking to someone who actually gets it.
This is a setter-level configuration, live in a couple of clicks
This is a setter-level configuration, live in a couple of clicks
💰 Revenue Tracking — See What Charlie Is Accomplishing
💰 Revenue Tracking — See What Charlie Is Accomplishing
This one's about visibility.
This one's about visibility.
We've built a native CRM integration that automatically pulls lead and opportunity data from every conversion flowing through Charlie. Inside your performance dashboard, you'll now see Contract Value Closed and Cash Collected, live, automatically, with zero manual entry.
We've built a native CRM integration that automatically pulls lead and opportunity data from every conversion flowing through Charlie. Inside your performance dashboard, you'll now see Contract Value Closed and Cash Collected, live, automatically, with zero manual entry.
This is instant ROI, in dollars. No guessing. No spreadsheets.
This is instant ROI, in dollars. No guessing. No spreadsheets.
🔄 HubSpot: Fully Bidirectional
🔄 HubSpot: Fully Bidirectional
We spent the whole quarter on this one because we know how many of you live in HubSpot.
We spent the whole quarter on this one because we know how many of you live in HubSpot.
Our integration has evolved from a one-way lead trigger into a full bidirectional sync. Charlie now pushes everything it gathers during conversations directly back into your HubSpot contact properties, so your sales team can search, filter, and report without ever leaving HubSpot.
Our integration has evolved from a one-way lead trigger into a full bidirectional sync. Charlie now pushes everything it gathers during conversations directly back into your HubSpot contact properties, so your sales team can search, filter, and report without ever leaving HubSpot.
We've also upgraded how conversations log: instead of basic notes, they now show up as proper message threads on the contact timeline. Cleaner view, complete history, zero digging.
We've also upgraded how conversations log: instead of basic notes, they now show up as proper message threads on the contact timeline. Cleaner view, complete history, zero digging.
The result: Charlie works with your CRM, not alongside it.
The result: Charlie works with your CRM, not alongside it.
🔌 Two Brand New Native Integrations
🔌 Two Brand New Native Integrations
We're expanding who Charlie works with:
We're expanding who Charlie works with:
Close CRM: now natively supported. Close users can activate Charlie with zero workarounds.
Close CRM: now natively supported. Close users can activate Charlie with zero workarounds.
Aloware: joins our lineup of supported phone providers, giving you more infrastructure flexibility.
Aloware: joins our lineup of supported phone providers, giving you more infrastructure flexibility.
More CRM support. More phone options. More ways to build your operations exactly the way you want them. Both are already live in Beta!
More CRM support. More phone options. More ways to build your operations exactly the way you want them. Both are already live in Beta!
🎛️ The Integration Hub — Everything, One Place
🎛️ The Integration Hub — Everything, One Place
And the cherry on top of the cake, the release that brings it all together.
And the cherry on top of the cake, the release that brings it all together.
And the cherry on top of the cake, the release that brings it all together.
And the cherry on top of the cake, the release that brings it all together.
Total visibility. Simplified management. Cleaner operations. Less friction between tools, more time running your business.
Total visibility. Simplified management. Cleaner operations. Less friction between tools, more time running your business.
Everything in one place. Everything is under your control.
Everything in one place. Everything is under your control.
That's our halftime report
That's our halftime report
Six releases. One goal: make your AI smarter, your data clearer, and your operations more powerful.
Six releases. One goal: make your AI smarter, your data clearer, and your operations more powerful.
Everything above is live in your account right now. Go use it, and let us know how it goes.
Everything above is live in your account right now. Go use it, and let us know how it goes.
Till next time! Stay calm, change lives, and have business on your terms.
Till next time! Stay calm, change lives, and have business on your terms.