If you're managing a sales team, booking calls, or chasing leads manually, you're already behind.
We rebuilt core parts of Charlie to move faster, follow up smarter, and plug directly into your sales stack.
No more lead leaks. No more excuses. This is the new standard.
Now you can export performance data straight from the Charlie dashboard — perfect for agencies that need to share results with clients without giving them platform access. Just pick the AI Setter, set the date range, hit export, and you’ll get a clean CSV file in seconds. Simple, fast, and client-ready.
Set clear rules for follow-ups, disqualifications, and lead responses in the “Lead Processing” area of a DM Setter.
Charlie natively understands when a lead requests to talk later and automatically follows up at the right time.
You decide how leads are processed — Charlie executes.
Charlie now supports auto-booking through OnceHub. You can set a default calendar and apply a fixed time zone for local businesses.
This allows Charlie to schedule leads without asking for their availability or time zone, making the booking process faster and more efficient.
Charlie can now automatically redial leads that don’t answer. It follows a compliant call cadence: two calls on day one, daily for four days, then weekly until the lead responds or opts out.
No manual chasing. Charlie keeps working the lead until there’s a clear outcome.
You can now copy and reuse Voice AI Setter setups across accounts. Just grab the Setter ID, select Voice AI Setter, paste the use case ID, and import.
No need to rebuild from scratch — save time and stay consistent.
You can now bulk manage Q&A entries in Charlie’s knowledge base.
Enable, disable, copy, delete, or mark them as global so all AI Setters share the same responses.
This gives you full control and prevents repetitive setup across accounts.
Use the Master Kill Switch to completely stop all agents from contacting a specific lead.
Unlike a standard kill switch, this blocks all communication — no reassignment, no follow-ups.
Full control over who gets contacted and who doesn’t.
Charlie now integrates with any Zapier-connected software — CRMs, lead forms, calendars, and more.
Trigger actions like assigning leads, activating voice setters, or applying kill switches using lead ID or phone number.
If your stack works with Zapier, Charlie plugs right in. No dev work needed.
We’ve rebuilt core systems to make Charlie faster, sharper, and fully in control. You can now export clean performance data without giving clients access.
Set exactly how Charlie handles leads — from disqualifying to following up hours later when someone says “I’m busy.”
Auto-booking is live inside OnceHub with default time zones, so no lead gets stuck in back-and-forth.
Voice Assistant now redials leads automatically until they respond or tap out.
You can import full Voice Setter setups in seconds, manage your Q&A across all setters without repeating work, and shut down contact to any lead instantly with the Master Kill Switch.
And now Charlie connects to any app through Zapier — so your CRM, funnel, or lead form can fire off real-time actions without dev help.
This is just the first wave.Part 2 is coming!
Bigger tools. Smarter systems. More control.
Stay sharp. Stay ready. It’s about to get better.
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