The Quarter We Made Charlie Smarter, More Connected, and More Visible

🎥 Walkthrough video

Conversational Skills

You can now configure specific instructions that guide exactly how Charlie handles and responds to particular situations. Skills can be set at the setter level or applied globally across your entire account, and setup takes minutes.

What this unlocks: Charlie responds to nuance, not just keywords.

🔗 Details: 📄 Skills

Multimedia Interpretation

We've built a new engine that lets Charlie interpret audio files, images, and videos, closing the gap between AI and a real human setter. Conversations flow the way they should: naturally, contextually, like talking to someone who actually gets it.

🔗 Details: 📄 Multimedia interpretation

Revenue Tracking

We've built a native CRM integration that automatically pulls lead and opportunity data from every conversion flowing through Charlie. Inside your performance dashboard, you'll now see Contract Value Closed and Cash Collected, live, automatically, with zero manual entry.

🔗 Details: 📄 Revenue Tracking: Overview & Performance Page

HubSpot: Fully Bidirectional

Our integration has evolved from a one-way lead trigger into a full bidirectional sync. Charlie now pushes everything it gathers during conversations directly back into your HubSpot contact properties, so your sales team can search, filter, and report without ever leaving HubSpot.

🔗 Details: 📄 Hubspot: DM setter integration

Two Brand New Native Integrations

We're expanding who Charlie works with:

Close CRM: now natively supported. Close users can activate Charlie with zero workarounds. 📄 Close CRM: Overview

Aloware: joins our lineup of supported phone providers, giving you more infrastructure flexibility. 📄 Phone number: Aloware

More CRM support. More phone options. More ways to build your operations exactly the way you want them. Both are already live in Beta!

The Integration Hub — Everything, One Place

And the cherry on top of the cake, the release that brings it all together.

Total visibility. Simplified management. Cleaner operations. Less friction between tools, more time running your business.

Everything in one place. Everything is under your control.