What's new in
What's new in
What's new in
CHARLIE AI
CHARLIE AI
CHARLIE AI
in September 2025
in September 2025
in September 2025
We're excited to share Charlie AI's September 2025 updates—a carefully curated set of features designed to make your sales operation more efficient and intelligent.
We're excited to share Charlie AI's September 2025 updates—a carefully curated set of features designed to make your sales operation more efficient and intelligent.
This month, we're focused on powerful infrastructural improvements that enhance what Charlie can do behind the scenes.
This month, we're focused on powerful infrastructural improvements that enhance what Charlie can do behind the scenes.
While we're rolling out fewer features, each one is purposefully built to solve real challenges you face daily: from timezone confusion with social media leads to post-booking qualification needs.
While we're rolling out fewer features, each one is purposefully built to solve real challenges you face daily: from timezone confusion with social media leads to post-booking qualification needs.
These updates bring us closer to our vision of sales teams powered by exceptional closers and Charlie AI handling everything else.
These updates bring us closer to our vision of sales teams powered by exceptional closers and Charlie AI handling everything else.
Here's what's now live in your Charlie AI account:
Here's what's now live in your Charlie AI account:
Ignore GHL Timezone for Social Media Use Cases
Ignore GHL Timezone for Social Media Use Cases
Charlie now asks leads directly for their timezone instead of using the GHL default timezone |
Charlie now asks leads directly for their timezone instead of using the GHL default timezone |
This fixes the booking confusion that happens when social media leads default to your account timezone. |
This fixes the booking confusion that happens when social media leads default to your account timezone. |
Your leads get booked at times that actually work for them. |
Your leads get booked at times that actually work for them. |
Voice Call Recording and Transcripts as GHL Notes
Voice Call Recording and Transcripts as GHL Notes
Voice recordings and full conversation transcripts now sync automatically to your CRM as notes. |
Voice recordings and full conversation transcripts now sync automatically to your CRM as notes. |
When Charlie makes a call, your sales team can see exactly what happened without logging into Charlie. |
When Charlie makes a call, your sales team can see exactly what happened without logging into Charlie. |
Just open the lead in GHL, click Notes, and everything is right there. The recording link and complete transcript live where your team already works. |
Just open the lead in GHL, click Notes, and everything is right there. The recording link and complete transcript live where your team already works. |
This is especially powerful for outbound sales operations where reps need quick context before follow-ups. |
This is especially powerful for outbound sales operations where reps need quick context before follow-ups. |
HubSpot and Zapier support are coming soon. |
HubSpot and Zapier support are coming soon. |
Baseline Improvements to Post-CTA Conversations
Baseline Improvements to Post-CTA Conversations
Charlie now handles post-booking conversations better with four key upgrades: |
Charlie now handles post-booking conversations better with four key upgrades: |
Autobooking: Smart slot selection – Charlie books the earliest available time when leads say "anytime works" or confirms multiple available options.
Autobooking: Smart slot selection – Charlie books the earliest available time when leads say "anytime works" or confirms multiple available options.
Autobooking: Smart slot selection – Charlie books the earliest available time when leads say "anytime works" or confirms multiple available options.
Autobooking: Phone number required – Charlie collects the lead’s phone number, when missing.
Autobooking: Phone number required – Charlie collects the lead’s phone number, when missing.
Autobooking: Phone number required – Charlie collects the lead’s phone number, when missing.
Autobooking: Lead localization – Charlie offers slots between 8am-8pm in the lead's local timezone. No more offering 5am Pacific slots just because your rep has 8am Eastern available.
Autobooking: Lead localization – Charlie offers slots between 8am-8pm in the lead's local timezone. No more offering 5am Pacific slots just because your rep has 8am Eastern available.
Autobooking: Lead localization – Charlie offers slots between 8am-8pm in the lead's local timezone. No more offering 5am Pacific slots just because your rep has 8am Eastern available.
DQ and Action Conditions Work Post-CTA – DQ and Action conditions now trigger after reaching CTA. For example, if a lead reaches CTA, and then reveals they're not a fit, Charlie disqualifies them and fires your DQ actions automatically.
DQ and Action Conditions Work Post-CTA – DQ and Action conditions now trigger after reaching CTA. For example, if a lead reaches CTA, and then reveals they're not a fit, Charlie disqualifies them and fires your DQ actions automatically.
DQ and Action Conditions Work Post-CTA – DQ and Action conditions now trigger after reaching CTA. For example, if a lead reaches CTA, and then reveals they're not a fit, Charlie disqualifies them and fires your DQ actions automatically.
These features are live now
These features are live now
That's what we shipped in September 2025. Each update is live and ready to use in your account. |
That's what we shipped in September 2025. Each update is live and ready to use in your account. |
We're continuing to build toward a future where your sales operation runs on incredible closers and Charlie AI handling everything else. |
We're continuing to build toward a future where your sales operation runs on incredible closers and Charlie AI handling everything else. |
More updates are coming soon. |
More updates are coming soon. |