Charlie Ai
Charlie Ai
Product Release Update – Q1 2025, Part 1
Product Release Update – Q1 2025, Part 1
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.
Charlie Ai
Product Release Update – Q1 2025, Part 1
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.
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export Performance Data From Charlie AI
export Performance Data From Charlie AI
export Performance Data From Charlie AI
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. |
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. |
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How to Access the New Lead Processing Features
How to Access the New Lead Processing Features
How to Access the New Lead Processing Features
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. |
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. |
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OnceHub Conversational Booking
OnceHub Conversational Booking
OnceHub Conversational Booking
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 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. |
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Charlie AI Voice: Automatic Redials
Charlie AI Voice: Automatic Redials
Charlie AI Voice: Automatic Redials
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. |
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. |
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importing a Voice AI Setter
importing a Voice AI Setter
importing a Voice AI Setter
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 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. |
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Managing Q&A/Objection Data for a DM Setter
Managing Q&A/Objection Data for a DM Setter
Managing Q&A/Objection Data for a DM Setter
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. |
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. |
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How to Add/Remove the Master Kill Switch from a DM Setter
How to Add/Remove the Master Kill Switch from a DM Setter
How to Add/Remove the Master Kill Switch from a DM Setter
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. |
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. |
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Connect Charlie AI via Zapier
Connect Charlie AI via Zapier
Connect Charlie AI via Zapier
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. |
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. |
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Charlie AI Just Got a Serious Upgrade
Charlie AI Just Got a Serious Upgrade
Charlie AI Just Got a Serious Upgrade
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