
Q2 Came in Hot.
Here's what we shipped in May
Q2 Came in Hot.
Here's what we shipped in May
Q2 Came in Hot.
Here's what we shipped in May


This month, we shipped nine releases across three pillars: better traceability, more flexibility, and a direct boost to your operations.
This month, we shipped nine releases across three pillars: better traceability, more flexibility, and a direct boost to your operations.
Here's what's new.
Here's what's new.
1.
1.
VOICE AGENT REVAMP
You'll feel this one immediately. Charlie sounds better, responds faster, and gives you more options than ever before.
You'll feel this one immediately. Charlie sounds better, responds faster, and gives you more options than ever before.
What's new:
What's new:
New voice options live in your voice configuration dropdown
New voice options live in your voice configuration dropdown
Realistic and ultra-realistic voice tiers, full control over the quality of every conversation Charlie has
Realistic and ultra-realistic voice tiers, full control over the quality of every conversation Charlie has
Latency cut by more than 50% between responses
Latency cut by more than 50% between responses
Latest models from Google Gemini, OpenAI, and Anthropic plugged into your Charlie voice pipeline
Latest models from Google Gemini, OpenAI, and Anthropic plugged into your Charlie voice pipeline
What this unlocks:
What this unlocks:
Fluid conversations with higher engagement
Fluid conversations with higher engagement
Voice diversity so you can match the agent to your conversation strategy
Voice diversity so you can match the agent to your conversation strategy
Flexible configurations, switch tiers per use case
Flexible configurations, switch tiers per use case
1
1
1
2.
2.
FLEXIBILITY ACROSS WORKFLOWS
Four updates designed to give you more control over how Charlie operates inside your sequences and conversations.
Four updates designed to give you more control over how Charlie operates inside your sequences and conversations.
Auto Booking Specific Actions
Auto Booking Specific Actions
Define actions and conditions that work post CTA. Charlie evaluates the scenario and triggers the right move, even after a lead has already entered an auto booking sequence.
Define actions and conditions that work post CTA. Charlie evaluates the scenario and triggers the right move, even after a lead has already entered an auto booking sequence.
Auto Booking Custom Instructions
Auto Booking Custom Instructions
A new setting field gives you granular control over how Charlie handles booking conversations. Every account can now define exactly how Charlie should respond and close the loop on its own terms.
A new setting field gives you granular control over how Charlie handles booking conversations. Every account can now define exactly how Charlie should respond and close the loop on its own terms.
Find it under: Convert → Auto Booking → Custom Instructions
Find it under: Convert → Auto Booking → Custom Instructions
Buyer IQ Branch
Buyer IQ Branch
A new setting field gives you granular control over how Charlie handles booking conversations. Every account can now define exactly how Charlie should respond and close the loop on its own terms.
A new setting field gives you granular control over how Charlie handles booking conversations. Every account can now define exactly how Charlie should respond and close the loop on its own terms.
No unqualified lead hits a dead end. This is the exact play we run inside our own high ticket businesses.
No unqualified lead hits a dead end. This is the exact play we run inside our own high ticket businesses.
Phone Number Assignment in GHL
Phone Number Assignment in GHL
Inside your GHL configuration, you can now enable specific phone numbers and assign them to an agent inside a workflow. Charlie uses it automatically when the workflow activates.
Inside your GHL configuration, you can now enable specific phone numbers and assign them to an agent inside a workflow. Charlie uses it automatically when the workflow activates.
No manual overrides. No mismatched numbers. Configured cleanly at the workflow settings level.
No manual overrides. No mismatched numbers. Configured cleanly at the workflow settings level.
2
2
2
3.
3.
TRACEABILITY
TRACEABILITY
Visibility is power. These releases put operational data exactly where you need it.
Visibility is power. These releases put operational data exactly where you need it.
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.
New Slack Notifications
New Slack Notifications
Delayed Intent — when a lead wants to book but there's no availability on the calendar, your team gets notified in Slack. You never miss a critical event.
Delayed Intent — when a lead wants to book but there's no availability on the calendar, your team gets notified in Slack. You never miss a critical event.
Automated performance reports delivered straight to Slack.
Automated performance reports delivered straight to Slack.
Buyer IQ Reports in Your CRM
Buyer IQ Reports in Your CRM
You can now load Buyer IQ reports directly into HubSpot, GHL, and Zapier. Credit score, available credit, estimated income, all the financial data flows into your CRM automatically.
You can now load Buyer IQ reports directly into HubSpot, GHL, and Zapier. Credit score, available credit, estimated income, all the financial data flows into your CRM automatically.
Custom Value Mapping for GHL
Custom Value Mapping for GHL
Charlie can now retrieve information from GHL contact records and use it during real time conversations.
Charlie can now retrieve information from GHL contact records and use it during real time conversations.
DM Transcript in CSV Export
DM Transcript in CSV Export
The lead CSV export now includes a full DM transcript column with the conversation history for every lead.
The lead CSV export now includes a full DM transcript column with the conversation history for every lead.
Hand it to Charlie for review, run your analysis, and optimize your lead interaction in bulk, no more digging through conversations one by one.
Hand it to Charlie for review, run your analysis, and optimize your lead interaction in bulk, no more digging through conversations one by one.
The combined impact:
The combined impact:
All your data in one view
All your data in one view
Zero tool switching
Zero tool switching
Zero manual entry
Zero manual entry
Data flows automatically and always updates
Data flows automatically and always updates
Better data in means better conversations out
Better data in means better conversations out
Three pillars. Nine releases.
Three pillars. Nine releases.
Better voice quality and faster response times. More flexibility across your workflows and booking sequences. Deeper visibility into every lead interaction.
Better voice quality and faster response times. More flexibility across your workflows and booking sequences. Deeper visibility into every lead interaction.
At Charlie, we're consistently evolving so you can boost your operation, increase your flexibility, and get the clear traceability you need to make smarter decisions.
At Charlie, we're consistently evolving so you can boost your operation, increase your flexibility, and get the clear traceability you need to make smarter decisions.
All releases are live in your account. Explore them. Tell us what you want us to build next.
All releases are live in your account. Explore them. Tell us what you want us to build next.
Not using Charlie yet? What are you doing?
Not using Charlie yet? What are you doing?
Book a demo and see what your sales infrastructure looks like when AI runs the front lines.
Book a demo and see what your sales infrastructure looks like when AI runs the front lines.
Earn a damn good living. Leverage AI. Have business on your terms.
Earn a damn good living. Leverage AI. Have business on your terms.