CHECK OUR UPDATES:
CHECK OUR UPDATES:
CHECK OUR UPDATES:
built to cut your costs,
remove friction, and hand you more control.
built to cut your costs, remove friction, and hand you more control.
built to cut your costs, remove friction, and hand you more control.
All releases are live in your account now.
All releases are live in your account now.
What's new?
What's new?
1.
1.
New Integration — Linq Blue
New Integration — Linq Blue
A better way to get phone numbers. Fast.
A better way to get phone numbers. Fast.
Linq Blue is now a native integration that enables a first class phone provider inside Charlie AI. Connect directly from your Charlie Dashboard, get a number in minutes, and see all related Setters at a glance — no waiting, no hoops.
Linq Blue is now a native integration that enables a first class phone provider inside Charlie AI. Connect directly from your Charlie Dashboard, get a number in minutes, and see all related Setters at a glance — no waiting, no hoops.
What you get:
What you get:
Lower costs from the line provider
Lower costs from the line provider
Instant setup and immediate availability
Instant setup and immediate availability
Full control from your dashboard
Full control from your dashboard
Currently supported for GHL accounts.
Currently supported for GHL accounts.
1
1
1
2.
2.
Improvement — Zapier Integration Upgrade
Improvement — Zapier Integration Upgrade
Run DM Setters without a Twilio number.
Run DM Setters without a Twilio number.
We updated our Zapier app so you can activate DM Setters using whichever phone provider you already have configured: Twilio, Sendblue, or Linq Blue. Charlie automatically picks the right one based on your Setter's setup.
We updated our Zapier app so you can activate DM Setters using whichever phone provider you already have configured: Twilio, Sendblue, or Linq Blue. Charlie automatically picks the right one based on your Setter's setup.
No extra requirements. No slowdowns. Just a simpler workflow with more flexibility baked in.
No extra requirements. No slowdowns. Just a simpler workflow with more flexibility baked in.
2
2
2
3.
3.
Improvement — GHL Custom Fields
Improvement — GHL Custom Fields
Your CRM data, automatically updated. No manual work.
Your CRM data, automatically updated. No manual work.
You can now trigger automatic GHL Custom Field updates based on Charlie Actions, lead disqualified, lead responds, CTA reached, booking confirmed. Every update gets logged directly in the Lead Conversation, so nothing falls through the cracks.
You can now trigger automatic GHL Custom Field updates based on Charlie Actions, lead disqualified, lead responds, CTA reached, booking confirmed. Every update gets logged directly in the Lead Conversation, so nothing falls through the cracks.
Plus: you can now select the same custom field multiple times when creating Custom Field Update Rules. Build complex automations with field-level precision.
Plus: you can now select the same custom field multiple times when creating Custom Field Update Rules. Build complex automations with field-level precision.
The result:
The result:
Richer lead data captured across every scenario
Richer lead data captured across every scenario
Automated sync, no lag, no manual entry
Automated sync, no lag, no manual entry
Workflow flexibility that scales with your operation
Workflow flexibility that scales with your operation
3
3
3
4.
4.
Improvement — Step-Specific Training Data
Improvement — Step-Specific Training Data
Train Charlie for the exact moment that matters.
Train Charlie for the exact moment that matters.
Lastly, you can now assign training data to a specific conversation step: Intro, Chat, or qualification steps. Training scoped to one step stays in that step. It won't bleed into the rest of the flow.
Lastly, you can now assign training data to a specific conversation step: Intro, Chat, or qualification steps. Training scoped to one step stays in that step. It won't bleed into the rest of the flow.
This means you can tune Charlie's behavior at every stage of your sales process independently, and copy a fully trained agent directly to other pipelines and funnels.
This means you can tune Charlie's behavior at every stage of your sales process independently, and copy a fully trained agent directly to other pipelines and funnels.
Train smarter. Iterate faster.
Train smarter. Iterate faster.
4
4
4
That's a wrap of March.
That's a wrap of March.
March closes the operational gap with four releases that go straight at the things that slow you down, high costs, rigid integrations, manual data work, and one-size-fits-all AI training.
March closes the operational gap with four releases that go straight at the things that slow you down, high costs, rigid integrations, manual data work, and one-size-fits-all AI training.
Linq Blue gives you a faster, cheaper way to get phone infrastructure up and running. The upgraded Zapier integration removes the Twilio dependency so your automations work with whatever you've already got configured. GHL Custom Fields now update automatically based on what Charlie does, so your CRM stays accurate without anyone touching it manually. And Step-Specific Training means you can finally fine-tune Charlie's behavior at each stage of your sales process without one change breaking everything else.
Linq Blue gives you a faster, cheaper way to get phone infrastructure up and running. The upgraded Zapier integration removes the Twilio dependency so your automations work with whatever you've already got configured. GHL Custom Fields now update automatically based on what Charlie does, so your CRM stays accurate without anyone touching it manually. And Step-Specific Training means you can finally fine-tune Charlie's behavior at each stage of your sales process without one change breaking everything else.
Every single one of these is live in your account right now. Log in, explore what's new, and put it to work , then let us know what you build with it.
Every single one of these is live in your account right now. Log in, explore what's new, and put it to work , then let us know what you build with it.
Charlie AI — Earn a damn good living. Leverage AI. Have business on your terms.
Charlie AI — Earn a damn good living. Leverage AI. Have business on your terms.