Charlie Ai
Charlie Ai
Charlie Ai
Product Release Update – Q1 2025, Part 2
Product Release Update – Q1 2025, Part 2
This isn’t your typical feature drop. This is a power shift.
We just leveled up the core of Charlie so you can train AI setters faster, move data cleaner, manage integrations without friction, and deploy voice agents that actually know when to speak and when to stop.
If you’re building a sales operation that’s lean, aggressive, and built to win; this release gives you sharper tools, smarter automation, and more control than any other platform in the game.
Charlie isn’t just keeping up. We’re setting the pace.
And if you’re serious about scaling, this is the update that puts you ahead for good.
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Performance Dashboard Enhancement
Performance Dashboard Enhancement
Performance Dashboard Enhancement
Finally, one view that tells you everything. You can now select multiple AI setters, track performance across all your accounts, filter by custom date ranges, and export the data with a single click. No more guesswork, no more tab-hopping, just clean, fast insight so you know exactly what’s working and what needs fixing. |
Finally, one view that tells you everything. You can now select multiple AI setters, track performance across all your accounts, filter by custom date ranges, and export the data with a single click. No more guesswork, no more tab-hopping, just clean, fast insight so you know exactly what’s working and what needs fixing. |
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Cloning AI Training Data Set
Cloning AI Training Data Set
Cloning AI Training Data Set
This one’s a beast. You can now clone an AI Setter and carry over all its training data into a new team instantly. No rebuilding. No retraining from scratch. If you’ve dialed in a Setter for one funnel and want to launch a variation with slight tweaks, just clone it, adjust the messaging, and you’ve got a new Setter that is already ninety percent ready to go. It is like copying your top rep, dropping them into a new offer, and watching them perform on day one. This is a complete game changer, especially if you are scaling quickly or running Charlie across multiple clients. |
This one’s a beast. You can now clone an AI Setter and carry over all its training data into a new team instantly. No rebuilding. No retraining from scratch. If you’ve dialed in a Setter for one funnel and want to launch a variation with slight tweaks, just clone it, adjust the messaging, and you’ve got a new Setter that is already ninety percent ready to go. It is like copying your top rep, dropping them into a new offer, and watching them perform on day one. This is a complete game changer, especially if you are scaling quickly or running Charlie across multiple clients. |
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DM Setter Knowledge Base: API Integrations
DM Setter Knowledge Base: API Integrations
DM Setter Knowledge Base: API Integrations
Charlie just got smarter. You can now plug your AI Setter directly into live APIs, providing it with real-time access to inventory, pricing, product data, or any other information your business updates on the fly. No more static knowledge. No more outdated responses. Whether you're running a car dealership, SaaS platform, or e-commerce backend, Charlie can pull live data, respond with context, and handle objections like a rep who knows your entire system inside and out. If your data lives behind an API, Charlie can use it. |
Charlie just got smarter. You can now plug your AI Setter directly into live APIs, providing it with real-time access to inventory, pricing, product data, or any other information your business updates on the fly. No more static knowledge. No more outdated responses. Whether you're running a car dealership, SaaS platform, or e-commerce backend, Charlie can pull live data, respond with context, and handle objections like a rep who knows your entire system inside and out. If your data lives behind an API, Charlie can use it. |
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DM Setter: Integration Management Options
DM Setter: Integration Management Options
DM Setter: Integration Management Options
Clean up your backend without breaking a sweat. You can now manage all your DM Setter integrations in one place; including which CRMs are connected, when they were added, and the last time they synced. Even if you are using HubSpot, GHL, or something else, you get full visibility and full control. And if something no longer needs access, just remove it instantly. No support tickets. No messy workarounds. One click, and it’s gone. DM Setter: Integration Management Options |
Clean up your backend without breaking a sweat. You can now manage all your DM Setter integrations in one place; including which CRMs are connected, when they were added, and the last time they synced. Even if you are using HubSpot, GHL, or something else, you get full visibility and full control. And if something no longer needs access, just remove it instantly. No support tickets. No messy workarounds. One click, and it’s gone. DM Setter: Integration Management Options |
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Voice Setter Update
Voice Setter Update
Voice Setter Update
Your voice agents just leveled up. You can now upload documents directly into your Voice Setter’s knowledge base, publish changes with one click, and make that knowledge global across all voice agents. So, even if it is a personality script, FAQ, or product doc, Charlie can now reference it mid-call. Need to update or remove it? Just deselect or bulk delete in seconds. Fast uploads, clean control, and voice agents that sound informed: this update makes managing knowledge for voice as easy as it should be. |
Your voice agents just leveled up. You can now upload documents directly into your Voice Setter’s knowledge base, publish changes with one click, and make that knowledge global across all voice agents. So, even if it is a personality script, FAQ, or product doc, Charlie can now reference it mid-call. Need to update or remove it? Just deselect or bulk delete in seconds. Fast uploads, clean control, and voice agents that sound informed: this update makes managing knowledge for voice as easy as it should be. |
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6. Voice Actions: CTA or DQ
6. Voice Actions: CTA or DQ
6. Voice Actions: CTA or DQ
Your voice agents can now think like closers. With the new Voice Actions feature, you can set conditions that let Charlie disqualify leads on the spot, jump to a CTA, or trigger a kill switch when the lead is not a fit. Just head to the voice editor, set your condition, choose the action, publish the changes, and it goes live. No manual reviews, no wasted follow-ups, just smarter calls that know when to push and when to pull the plug. |
Your voice agents can now think like closers. With the new Voice Actions feature, you can set conditions that let Charlie disqualify leads on the spot, jump to a CTA, or trigger a kill switch when the lead is not a fit. Just head to the voice editor, set your condition, choose the action, publish the changes, and it goes live. No manual reviews, no wasted follow-ups, just smarter calls that know when to push and when to pull the plug. |
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That’s a Wrap!
That’s a Wrap!
That’s a Wrap!
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