CHARLIE AI

CHARLIE AI

CHARLIE AI

November Release:

November Release:

November

Advanced Conversational AI Features for Sales Teams

Advanced Conversational AI Features for Sales Teams

Release: Advanced Conversational AI Features for Sales Teams

This November, we're not just shipping updates. We're fundamentally changing how Charlie works for you. Six game-changing releases, all laser-focused on one thing: getting you results faster than ever before.

This November, we're not just shipping updates. We're fundamentally changing how Charlie works for you. Six game-changing releases, all laser-focused on one thing: getting you results faster than ever before.

From custom persona training that captures your exact brand voice in minutes, to seamless voice and DM integration that creates a unified revenue engine.

From custom persona training that captures your exact brand voice in minutes, to seamless voice and DM integration that creates a unified revenue engine.

This is how AI sales automation evolved. Charlie is now working smarter, faster, and more precisely to close deals at scale for you!

This is how AI sales automation evolved. Charlie is now working smarter, faster, and more precisely to close deals at scale for you!

New Feature: Custom persona

New Feature: Custom persona

New Feature: Custom persona

Ensure all future-generated messages perfectly align with your desired style and tone. You can now activate the Custom Persona toggle in Admin settings to upload training documents (.PDF, .docx, or .txt) for Charlie to quickly process and generate a style guide; ensuring consistent conversations, faster alignment, and more efficient AI training. You’ll have full management control to upload, update, or delete any training document.

Ensure all future-generated messages perfectly align with your desired style and tone. You can now activate the Custom Persona toggle in Admin settings to upload training documents (.PDF, .docx, or .txt) for Charlie to quickly process and generate a style guide; ensuring consistent conversations, faster alignment, and more efficient AI training. You’ll have full management control to upload, update, or delete any training document.

Conversational improvements

Conversational improvements

Conversational improvements

We've enhanced Charlie's conversational intelligence in two ways: it now uses human-friendly time zone names instead of confusing formats, and it employs a more natural, intelligent conversational flow that acknowledges and seamlessly continues the discussion without repeating the lead's exact phrasing.

We've enhanced Charlie's conversational intelligence in two ways: it now uses human-friendly time zone names instead of confusing formats, and it employs a more natural, intelligent conversational flow that acknowledges and seamlessly continues the discussion without repeating the lead's exact phrasing.

Lead Qualification logic

Lead Qualification logic

Lead Qualification logic

Your leads hate answering the same question twice.

Your leads hate answering the same question twice.

Charlie's smarter now, and it recognizes when a lead's response already satisfies multiple qualification criteria and dynamically shortens the process.

Charlie's smarter now, and it recognizes when a lead's response already satisfies multiple qualification criteria and dynamically shortens the process.

Charlie doesn't skip steps recklessly. Every skipped question is validated and logged with a clear explanation in the conversation history, showing exactly why it was unnecessary and how the lead's answer already met the criteria.

Charlie doesn't skip steps recklessly. Every skipped question is validated and logged with a clear explanation in the conversation history, showing exactly why it was unnecessary and how the lead's answer already met the criteria.

Choose your LLM provider and update response generation

Choose your LLM provider and update response generation

Choose your LLM provider and update response generation

You're no longer locked into one AI model. Now you choose the exact language model that powers Charlie's responses based on what your business needs.

You're no longer locked into one AI model. Now you choose the exact language model that powers Charlie's responses based on what your business needs.

We've integrated some of the most powerful options available: Need lightning-fast responses? Go with Haiku 4.5. Want deeper reasoning and nuance? Pick Sonnet 4.5. Maximum versatility? Choose 4.1 from Open AI

We've integrated some of the most powerful options available: Need lightning-fast responses? Go with Haiku 4.5. Want deeper reasoning and nuance? Pick Sonnet 4.5. Maximum versatility? Choose 4.1 from Open AI

Your account manager switches models for you in minutes with zero downtime.

Your account manager switches models for you in minutes with zero downtime.

Include a voice agent for your hunts

Include a voice agent for your hunts

Include a voice agent for your hunts

Your DM strategy and voice strategy are no longer separate. We've built the bridge that lets them work as one coordinated system.

Your DM strategy and voice strategy are no longer separate. We've built the bridge that lets them work as one coordinated system.

Flip the "Use Voice Setter" toggle on any DM hunt, and Charlie can seamlessly activate voice follow-up while maintaining full context from the text conversation.

Flip the "Use Voice Setter" toggle on any DM hunt, and Charlie can seamlessly activate voice follow-up while maintaining full context from the text conversation.

Smarter voice agents

Smarter voice agents

Smarter voice agents

When a lead moves from DM to voice, the voice agent will instantly load the complete conversation history. No repeated questions. No lost context.

When a lead moves from DM to voice, the voice agent will instantly load the complete conversation history. No repeated questions. No lost context.

And now, Charlie automatically captures key data: full transcripts, recording URLs, AI summaries, and precise timestamps.

And now, Charlie automatically captures key data: full transcripts, recording URLs, AI summaries, and precise timestamps.

Leads experience seamless transitions, and your team gets complete visibility for compliance and QA without manual work. One continuous conversation across every channel.

Leads experience seamless transitions, and your team gets complete visibility for compliance and QA without manual work. One continuous conversation across every channel.

This isn't just another product update.

This isn't just another product update.

This is Charlie evolving into the fully autonomous sales system your business deserves. Faster training, smarter conversations, unified voice and DM strategies, and complete control over the AI powering every interaction.

This is Charlie evolving into the fully autonomous sales system your business deserves. Faster training, smarter conversations, unified voice and DM strategies, and complete control over the AI powering every interaction.

Every release is designed to eliminate friction, maximize conversions, and give you back time while Charlie works around the clock to close deals. This is how AI sales automation should work.

Every release is designed to eliminate friction, maximize conversions, and give you back time while Charlie works around the clock to close deals. This is how AI sales automation should work.

And if you don't have Charlie yet, what are you waiting for? Start generating results while you sleep.

And if you don't have Charlie yet, what are you waiting for? Start generating results while you sleep.