CHARLIE Ai
CHARLIE Ai
CHARLIE Ai
May 2025 Release:
May 2025 Release:
May 2025 Release:
More Control, Smarter Automation, and Seamless Scheduling
More Control, Smarter Automation, and Seamless Scheduling
More Control, Smarter Automation, and Seamless Scheduling
We’ve rolled out a fresh set of updates this May to help you get even more value from Charlie.
We’ve rolled out a fresh set of updates this May to help you get even more value from Charlie.
These enhancements are designed to give you greater control, stronger lead engagement, and smoother day-to-day operations.
These enhancements are designed to give you greater control, stronger lead engagement, and smoother day-to-day operations.
Here’s what’s new:
Here’s what’s new:
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1.
Natively Disable a DM Setter
Natively Disable a DM Setter
Natively Disable a DM Setter
You now have the ability to instantly disable any DM Setter inside Charlie, right from the platform, no extra steps needed. |
You now have the ability to instantly disable any DM Setter inside Charlie, right from the platform, no extra steps needed. |
Simply go to your AI Setter, flip the toggle switch, and you’ll see a prompt confirming the deactivation. |
Simply go to your AI Setter, flip the toggle switch, and you’ll see a prompt confirming the deactivation. |
Once disabled, a clear status indicator lets you know the agent is fully offline. Want to turn it back on? Just re-enable it with one click. |
Once disabled, a clear status indicator lets you know the agent is fully offline. Want to turn it back on? Just re-enable it with one click. |
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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.
Kill Switch Actions for DM & Voice Agents
Kill Switch Actions for DM & Voice Agents
You can now set up Kill Switch actions for both DM and Voice agents directly inside your use case settings. This feature gives you greater control over how your AI behaves during conversations. |
You can now set up Kill Switch actions for both DM and Voice agents directly inside your use case settings. This feature gives you greater control over how your AI behaves during conversations. |
When configuring actions within a use case, you'll now see a “Kill Switch” option alongside existing ones like branch switching or disqualifying leads. |
When configuring actions within a use case, you'll now see a “Kill Switch” option alongside existing ones like branch switching or disqualifying leads. |
You can set it to trigger based on specific conditions or lead behavior, automatically stopping the agent when needed. |
You can set it to trigger based on specific conditions or lead behavior, automatically stopping the agent when needed. |
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If you're managing risk, qualifying leads more tightly, or tracking specific user actions, this lets you shut down agent interactions instantly without manual intervention. |
If you're managing risk, qualifying leads more tightly, or tracking specific user actions, this lets you shut down agent interactions instantly without manual intervention. |
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3.
HubSpot Meeting Integration with Your DM Setter
HubSpot Meeting Integration with Your DM Setter
Charlie now integrates seamlessly with HubSpot Meetings, allowing your DM Setter to automatically book qualified leads straight into your HubSpot calendar. |
Charlie now integrates seamlessly with HubSpot Meetings, allowing your DM Setter to automatically book qualified leads straight into your HubSpot calendar. |
Once your HubSpot account is connected under the Integrations tab, you can enable auto-booking and select your preferred HubSpot meeting link. |
Once your HubSpot account is connected under the Integrations tab, you can enable auto-booking and select your preferred HubSpot meeting link. |
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From there, Charlie will handle the rest, booking appointments in real time, during conversations, without any manual input from your team. |
From there, Charlie will handle the rest, booking appointments in real time, during conversations, without any manual input from your team. |
This streamlines your scheduling process and ensures no lead falls through the cracks. |
This streamlines your scheduling process and ensures no lead falls through the cracks. |
4.
4.
Use Lead Info & Custom Values in Playground
Use Lead Info & Custom Values in Playground
The Charlie Playground now supports custom lead information and values, giving you more realistic and flexible testing without using any credits. |
The Charlie Playground now supports custom lead information and values, giving you more realistic and flexible testing without using any credits. |
When starting a new chat in the Playground, you can enter real or sample lead data, such as name, email, or even mock objections, and add custom values tailored to your use case. |
When starting a new chat in the Playground, you can enter real or sample lead data, such as name, email, or even mock objections, and add custom values tailored to your use case. |
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This lets you simulate real-life conversations and test features like auto-booking, "talk later" flows, and more, all without needing to connect to a CRM. |
This lets you simulate real-life conversations and test features like auto-booking, "talk later" flows, and more, all without needing to connect to a CRM. |
It's the easiest way to fine-tune your agent’s logic, language, and flow before going live with real leads. |
It's the easiest way to fine-tune your agent’s logic, language, and flow before going live with real leads. |
5.
5.
Charlie Knows a Lead’s Timezone
Charlie Knows a Lead’s Timezone
Charlie now detects a lead’s timezone when it’s passed through your CRM via API, HubSpot, GHL, or Zapier. |
Charlie now detects a lead’s timezone when it’s passed through your CRM via API, HubSpot, GHL, or Zapier. |
This marks the first step toward full lead localization, enabling Charlie to personalize conversations, booking times, and future actions without having to ask the lead for their time zone directly. |
This marks the first step toward full lead localization, enabling Charlie to personalize conversations, booking times, and future actions without having to ask the lead for their time zone directly. |
With this update, Charlie now schedules meetings in the local time for each lead, reducing confusion and friction. It also lays the groundwork for more timezone-aware features like localized hunts and working hours coming soon. |
With this update, Charlie now schedules meetings in the local time for each lead, reducing confusion and friction. It also lays the groundwork for more timezone-aware features like localized hunts and working hours coming soon. |
This small change opens the door to more meaningful, timely, and personalized conversations. |
This small change opens the door to more meaningful, timely, and personalized conversations. |
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This lets you simulate real-life conversations and test features like auto-booking, "talk later" flows, and more, all without needing to connect to a CRM. |
This lets you simulate real-life conversations and test features like auto-booking, "talk later" flows, and more, all without needing to connect to a CRM. |
It's the easiest way to fine-tune your agent’s logic, language, and flow before going live with real leads. |
It's the easiest way to fine-tune your agent’s logic, language, and flow before going live with real leads. |
Conclusion
Conclusion
Conclusion
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