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A Sales AI That Outperforms All Of Your Setters Combined

Meet Charlie AI, the Al that effortlessly engages, qualifies, and converts leads across multiple channels—delivering reliable results that accelerate your business.

Consistent Lead Engagement

Books Calls On Your Team's Calendar

Fully Bespoke
Sales Al

Fully Bespoke Sales Al

SMS - iMessage - Phone - FB & IG DM - WhatsApp - LinkedIn (coming soon)

Messages

Emails

Calls

Every Lead, Across Every Channel - Handled by Charlie

No, not another Al chatbot; Charlie AI is the engine behind your sales success. By automating every touchpoint—messaging, email, and calls—Charlie AI captures and qualifies every lead, ensuring no opportunity is missed. With Charlie AI installed into your sales process, you'll achieve predictable growth, improved margins, and the freedom to focus on strategic initiatives that move the needle.

Engage

Charlie AI identifies and engage new leads across multiple channels.

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Dials

Charlie AI makes outbound calls to connect with engage and move them further down the funnel.

Qualifies

Charlie AI assesses and prioritizes leads based on their potential to convert.

Book Calls

Once Charlie AI qualifies the lead for an appointment it checks your calendar for availability and schedules the appointment in a round-robin fashion.

Nurtures

Charlie AI follows up and builds relationships with leads over time, ensuring consistent engagement.

Chats

Charlie AI interacts with leads in real-time via chat, answering questions and guiding them toward conversion.

Reports

Charlie AI provides detailed insights and performance metrics on all sales activities.

Learns

Charlie AI continuously improves by analyzing interactions and adapting to optimize results.

Transform Your Sales Process with These Powerful Features:

Objective-Based Intelligence
The Problem: Traditional chatbots can't handle complex sales scenarios or adapt to different prospect needs.
The Solution: Charlie's Objective System lets you create sophisticated sales processes using simple instructions. Just like training a human sales rep, you can tell Charlie exactly what to do at each stage of the conversation.
  • Guide prospects through customized sales journeys
  • Handle complex qualification scenarios
  • Adapt conversations based on prospect responses
  • Execute sophisticated follow-up strategies automatically
"It's like having a brilliant sales rep who never sleeps, never gets tired, and executes your sales process perfectly every time."
Natural Language Qualification Actions
The Problem: Setting up automated sales actions typically requires technical expertise or complex programming.
The Solution: Tell Charlie what to do in plain English, just like you'd instruct a team member.
  • Create custom qualification flows using natural language
  • Set up complex actions without technical knowledge
  • Modify sales approaches in real-time
  • Automate decision-making based on prospect responses
"Imagine programming your perfect sales process as easily as having a conversation."
Global Actions & Smart Conditions
The Problem: Missing red flags in sales conversations leads to wasted time with unqualified leads.
The Solution: Set universal rules that protect your sales process. Charlie automatically identifies and handles disqualification triggers or downsell opportunities across all conversations.
  • Automatic lead disqualification based on your criteria
  • Smart downselling to capture otherwise lost opportunities
  • Consistent lead handling across all conversations
  • Time saved through automated decision-making
"Never waste another minute on unqualified leads – Charlie handles it all automatically."
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Custom Hunts & Perfect Timing
The Problem: Inconsistent follow-ups lead to lost opportunities and leaked revenue.
The Solution: Charlie's Custom Hunts feature creates perfectly timed, persistent follow-up sequences that never miss an opportunity.
  • Design custom follow-up schedules that match your sales cycle
  • Maintain professional persistence without being pushy
  • Automatically nurture leads until they convert or disqualify
  • Zero manual follow-up management needed
"Turn follow-up chaos into a perfectly orchestrated sales symphony."
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Intelligent Branch Logic
The Problem: Static sales scripts can't handle objections or adapt to different prospect situations.
The Solution: Create dynamic conversation paths that adapt to any scenario. When a prospect raises an objection or shows interest in a different solution, Charlie smoothly transitions to the most appropriate track.
  • Automatic downselling for budget-conscious prospects
  • Custom conversation tracks based on prospect needs
  • Smart objection handling
  • Higher conversion rates through adaptability
"Never lose a sale because of a one-size-fits-all approach."
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Custom Personas
The Problem: Generic AI personalities don't resonate with specific target audiences.
The Solution: Create custom AI personas that perfectly match your ideal customer profile and brand voice.
  • Tailor communication style to your audience
  • Match your brand voice perfectly
  • Create multiple personas for different segments
  • Improve engagement through personality fit
"Give your AI the personality that connects best with your prospects."
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Integrated Voice Agents
The Problem: Disconnected communication channels create confused prospects and lost opportunities.
The Solution: Seamless integration between text and voice communications, all from the same number.
  • Consistent phone number across all channels
  • Natural transition between text and calls
  • Integration with power dialers for higher connect rates
  • True omnichannel sales experience
"Create a truly seamless communication experience that feels completely human."
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Advanced Lead Filtering
The Problem: Messy lead management leads to confusion and missed opportunities.
The Solution: Powerful filtering tools that give you complete pipeline clarity.
  • Filter leads by conversation stage and status
  • Track branch logic triggers and outcomes
  • Monitor qualification rates
  • Optimize your sales process with real data
"Turn complex sales data into actionable insights instantly."
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Why Charlie AI?

  • Save Time: Automate your entire lead qualification process
  • Never Miss an Opportunity: Perfect follow-up every time
  • Increase Conversions: Smart conversations that adapt to your prospects
  • Scale Efficiently: Grow your sales without growing your team

The Challenge Every Growing Business Faces

You're scaling your business, but your sales process isn't keeping up. Leads slip through the cracks, follow-ups are inconsistent, and your team is overwhelmed. You need a solution that can handle the complexity of real sales conversations while maintaining the personal touch that closes deals.

Introducing Charlie AI: Your 24/7 Sales Assistant

Charlie isn't just another chatbot. It's an advanced AI sales assistant that combines the precision of artificial intelligence with the warmth of human conversation. Using our proprietary Conversation Funnel™ technology, Charlie handles your entire lead qualification process – from initial contact to booked appointment – with the skill of a seasoned sales professional.

Join Successful Businesses Using Charlie AI

"Charlie AI helped us streamline lead generation and book more qualified appointments."
"Implementation was smooth, and the results were impressive!"
"We've seen a significant improvement in our marketing ROI."

Ready to Transform Your Sales Process?

Book a demo today and see how Charlie AI can help you scale your sales without scaling your team.

Schedule Your Demo

Scale your sales effortlessly without scaling your team.

Don't let another lead slip through the cracks. Let Charlie handle your lead qualification and appointment setting while you focus on growing your business.
Book Your Demo Now

Features That Set Us Apart

Explore the frontier of coding evolution with Spectral Unleashed. Our latest features redefine the boundaries of what's possible in coding tools.

Effortlessly Build Conversion-Ready Conversations with Charlie's AI Setter Builder

Equip Charlie AI with your website, PDFs, and resources using our AI Setter Builder to create engaging, conversion-focused conversations powered by our advanced language model.

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  • Quickly upload resources to create tailored sales flows
  • Follows up indefinitely
  • Utilizes user data and conversations to drive specific
    actions
Set Your Goals, and Let Charlie Optimize Lead Engagement for Success

Take full control of your sales process by defining the outcomes you want Charlie AI to achieve. Set communication preferences and follow-up frequency to ensure every lead is engaged and qualified according to your strategy.

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  • Customize Charlie AI's behavior to align with your sales goals
  • Set specific follow-up schedules to maintain consistent engagement
  • Ensure leads are qualified with personalized communication preferences
Refine and Train Your Team with Charlie AI's Real-Time Role Play Tool

Test Charlie AI's responses in real-time and fine-tune its performance before going live. Use the Role Play feature to train new sales reps, ensuring they're prepared and confident in handling conversations.

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  • Simulate real sales interactions to refine Charlie AI's performance
  • Train new reps with practical, hands-on scenarios
  • Ensure Charlie AI is optimized and ready before launch
Seamlessly Launch Charlie AI to Manage Every Inbound Lead with Precision

Let Charlie AI take over your inbound lead management, ensuring that no lead is missed. Free your sales team to focus on closing high-quality opportunities while Charlie AI handles the rest.

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  • Automatically engages, qualifies, and nurtures inbound leads
  • Guarantees consistent follow-ups for every prospect
  • Allows your team to concentrate on high-value leads and conversions

Features That Set Us Apart

Explore the frontier of coding evolution with Spectral Unleashed. Our latest features redefine the boundaries of what's possible in coding tools.

Effortlessly Build Conversion-Ready Conversations with Charlie's SDR Builder

Equip Charlie with your website, PDFs, and resources using our SDR Builder to create engaging, conversion-focused conversations powered by our advanced language model.

Request A Demo
  • Quickly upload resources to create tailored sales flows
  • Follows up indefinitely
  • Utilizes user data and conversations to drive specificactions
Set Your Goals, and Let Charlie Optimize Lead Engagement for Success

Take full control of your sales process by defining the outcomes you want Charlie to achieve. Set communication preferences and follow-up frequency to ensure every lead is engaged and qualified according to your strategy.

Request A Demo
  • Customize Charlie's behavior to align with your sales goals
  • Set specific follow-up schedules to maintain consistent engagement
  • Ensure leads are qualified with personalized communication preferences
Refine and Train Your Team with Charlie's Real-Time Role Play Tool

Test Charlie's responses in real-time and fine-tune its performance before going live. Use the Role Play feature to train new sales reps, ensuring they're prepared and confident in handling conversations.

Request A Demo
  • Simulate real sales interactions to refine Charlie's performance
  • Train new reps with practical, hands-on scenarios
  • Ensure Charlie is optimized and ready before launch
Seamlessly Launch Charlie to Manage Every Inbound Lead with Precision

Let Charlie.ai take over your inbound lead management, ensuring that no lead is missed. Free your sales team to focus on closing high-quality opportunities while Charlie handles the rest.

Request A Demo
  • Automatically engages, qualifies, and nurtures inbound leads
  • Guarantees consistent follow-ups for eve prospect
  • Allows your team to concentrate on high-value leads and conversions

A Language Model Built To Sell Your Product or Service

Our proprietary language model is designed to seamlessly manage every aspect of your sales interactions, driving results with precision.

  • Builds detailed lead profiles for effective targeting and engagement
  • Provides comprehensive performance and outcome reports
  • Ensures persistent and timely follow-ups with leads
  • Continuously evolves messaging and interactions based on real-time feedback

Charlie AI seamlessly integrates with your CRM, leveraging advanced Al to boost bookings and operational efficiency, transforming your sales process.

Strategic CRM Integrations

Charlie AI integrates effortlessly with your CRM systems, ensuring smooth workflows and consistent data management without disrupting your operations.

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Voices of Innovation — Testimonials

Charlie AI has helped 300+ Business Sales teams with conversational AI.

Since joining Charlie AI we have made a extra 44K a month with Charlie Ai
Ben Gower
Owner, Flip Secrets
The feeling of never having to DM again to book calls has been life changing
Michael Nwankwo
Owner, Mike Spice Training
Having Charlie AI in my business has freed up my team to bring in more sales
Lizzy Defelice
Owner, Lift With Lizzy
15th appointment booked! Sorry for blowing this chat up.. Im just blown away! This is only day 3 really of having him working
Jack Gause
Owner, Zmartly Financial

Maximize Your Sales Team's Impact with Charlie AI.

With Charlie AI by your side, experience predictable growth and enhanced margins.
Simplify your sales process and focus on strategic initiatives.3

Without Charlie AI

  • Sales team manually sending hundreds of messages
  • Hiring and managing VAS or additional Setters
  • Waking up to an empty calendar
  • Working in your business instead of on your business
  • Leads consistently falling through the cracks
  • Overwhelmed and frustrated with tedious tasks

With Charlie AI

  • Automatically nurtures and book calls
  • Ensures consistent lead follow-ups and increased prospect show up rates
  • Learns and adapts autonomously using its own Al
  • Eliminates the need for extensive human training
  • Allows your team to focus on high-impact tasks that drivegrowth
  • Motivated and satisfied with meaningful work
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Comprehensive Frequently Asked Questions for AI-Powered Sales Assistant

How does the AI-powered sales assistant work?
Our cutting-edge AI sales assistant is designed to revolutionize your sales process. It seamlessly manages the entire journey from lead engagement to appointment setting, allowing your sales team to focus solely on closing deals. Here's how it works:
  1. Lead Engagement: Our AI initiates contact with leads through multiple channels (email, SMS, social media) using natural language processing.
  2. Conversation Management: It engages in human-like conversations, answering questions and addressing concerns.
  3. Qualification: The AI qualifies leads based on your specific criteria.
  4. Appointment Setting: For qualified leads, it schedules appointments directly into your sales team's calendar.
  5. Follow-ups: The system manages all follow-ups, ensuring no lead falls through the cracks.
  6. Analytics: Provides real-time insights and performance metrics to optimize your sales strategy.
You have different questions?
We ensure a quick responses.
Our team will answer all your questions.
Contact Support Team
How can I be sure your AI will perform as expected?
We understand the importance of trust when it comes to implementing new technology. Here's why you can rely on our AI:
  1. Proven Track Record: Our AI has been rigorously tested across multiple industries, consistently delivering exceptional results.
  2. Client Success Stories: We have numerous case studies and testimonials from satisfied clients who have seen significant improvements in their sales processes.
  3. Continuous Improvement: Our AI uses machine learning to continuously refine its performance based on interactions and outcomes.
  4. Dedicated Support: Our expert team provides ongoing support to ensure the system is optimized for your specific needs.
  5. Performance Guarantees: We offer performance guarantees based on agreed-upon metrics, demonstrating our confidence in our system.
What kind of support can I expect during setup and ongoing use?
We pride ourselves on providing unparalleled "white-glove service" throughout your journey with us:
What platforms do you integrate with?
Charlie Integrates with GHL, IG, FB Messenger and SMS. We also offer custom integration for Platinum members. Please reach out to your dedicated Charlie Conversational expert for more details.
  1. 24/7 Customer Support: Our dedicated team is always available to address any questions or concerns.
  2. Personalized Onboarding: We offer a tailored onboarding process to ensure smooth integration with your existing systems.
  3. Regular Check-ins: Our customer success team conducts regular check-ins to ensure you're getting the most out of the system.
  4. Ongoing Training: We provide continuous training sessions for your team to maximize the benefits of our AI assistant.
  5. Performance Reviews: Our data analysts conduct thorough reviews of your system's performance, offering insights and optimization suggestions.
How is your service priced, and how quickly can I expect to see ROI?
Our pricing model is designed to provide maximum value and quick ROI:
  1. Flexible Pricing: We offer tiered pricing based on your business size and needs, ensuring you only pay for what you use.
  2. No Hidden Costs: All features, updates, and support are included in your subscription.
  3. Rapid ROI: Many clients see significant ROI within the first 3-6 months of implementation.
  4. Cost Savings: By eliminating the need for manual SDRs or VAs, you'll see immediate cost reductions.
  5. Revenue Boost: Our clients typically see a 30-50% increase in qualified appointments, directly impacting revenue.
  6. Efficiency Gains: Your sales team can focus solely on closing deals, dramatically increasing their productivity.
How do you ensure the security of my data?
We take data security extremely seriously. Our robust security measures include:
  1. Advanced Encryption: All data is encrypted both in transit and at rest using industry-standard protocols.
  2. Regular Audits: We conduct regular security audits and penetration testing to identify and address any vulnerabilities.
  3. Compliance: Our system is fully compliant with GDPR, CCPA, and other relevant data protection regulations.
  4. Access Controls: We implement strict access controls and authentication measures to protect your data.
  5. Data Isolation: Your data is isolated and never shared with other clients or used for any purpose other than improving your sales process.
Can your AI system be customized to suit my specific business needs?
Absolutely! Our AI is highly adaptable and can be tailored to your unique requirements:
  1. Custom Workflows: We work closely with you to configure workflows that align with your sales process.
  2. Industry-Specific Knowledge: The AI can be trained on your industry-specific terminology and best practices.
  3. Branding Alignment: All communications can be customized to match your brand voice and style.
  4. Integration Flexibility: Our system integrates seamlessly with a wide range of CRM and marketing automation tools.
  5. Scalability: As your business grows, our AI scales effortlessly to meet your changing needs.
How will I know if the AI is working effectively?
Our system provides comprehensive analytics and reporting tools:
  1. Real-time Dashboard: Access key performance metrics in real-time through an intuitive dashboard.
  2. Detailed Reports: Receive regular reports on conversion rates, follow-up effectiveness, and overall impact on your sales pipeline.
  3. A/B Testing: Our system continuously performs A/B tests to optimize messaging and engagement strategies.
  4. Benchmarking: Compare your performance against industry standards and best practices.
  5. Predictive Analytics: Leverage AI-driven insights to forecast future performance and identify areas for improvement.
What sets your service apart from other AI or sales automation platforms?
Our unique combination of advanced AI technology and human expertise sets us apart:
  1. Human-AI Collaboration: We're the only platform that seamlessly blends AI automation with human oversight for optimal results.
  2. Deep Learning Capabilities: Our AI doesn't just follow scripts; it learns and adapts to your specific business context.
  3. Omnichannel Approach: We provide true omnichannel engagement, meeting your leads where they are most responsive.
  4. Ethical AI: Our system is designed with ethical considerations in mind, ensuring transparent and responsible AI use.
  5. Continuous Innovation: We're at the forefront of AI research, constantly incorporating cutting-edge advancements into our platform.
How long does it take to implement your AI system, and will it disrupt my current operations?
Our implementation process is designed for speed and minimal disruption:
  1. Rapid Deployment: Typically, we can have the system up and running within 2-4 weeks.
  2. Phased Approach: We use a phased implementation strategy to ensure smooth integration without disrupting your current operations.
  3. Parallel Processing: During the transition, our AI can work alongside your existing processes, allowing for a gradual and seamless shift.
  4. Comprehensive Training: We provide thorough training for your team to ensure they're comfortable with the new system before full deployment.
  5. Continuous Optimization: Post-implementation, we continuously fine-tune the system based on your feedback and performance data.
Does your AI system improve over time?
Yes, our AI is designed to continuously learn and improve:
  1. Machine Learning Core: The AI uses advanced machine learning algorithms to analyze patterns and optimize its performance over time.
  2. Feedback Loop: The system incorporates feedback from your team and lead interactions to refine its approach.
  3. Regular Updates: We push regular updates that incorporate the latest advancements in AI and natural language processing.
  4. Industry Insights: The AI learns from aggregated, anonymized data across our client base, providing insights into industry-wide best practices.
  5. Customized Learning: The more the AI interacts within your specific business context, the more it tailors its approach to your unique needs.
Is your AI system compliant with industry regulations?
Absolutely. We prioritize compliance and stay ahead of regulatory requirements:
  1. GDPR and CCPA Compliance: Our system is fully compliant with major data protection regulations like GDPR and CCPA.
  2. Industry-Specific Compliance: We ensure compliance with regulations specific to your industry (e.g., HIPAA for healthcare, FINRA for financial services).
  3. Regular Audits: We conduct regular compliance audits and update our systems to meet evolving regulatory requirements.
  4. Transparency: We provide clear documentation on how our AI makes decisions, ensuring transparency and auditability.
  5. Data Management: Our system includes tools for data management and deletion requests, helping you maintain compliance with data subject rights.
You have different questions?
We ensure a quick responses.
Our team will answer all your questions.
Contact Support Team
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