2026 Charlie AI Changelog

April 2026

Week of April 27, 2026 - May 01, 2026

DM transcripts in your export Improvement The lead CSV export now includes a "DM Transcript" column with full conversation history, making it easier to review and analyze setter-lead interactions in bulk. 📄 Leads' Management

BuyerIQ: Report data to CRM Improvement BuyerIQ report data can now be pushed to HubSpot, GHL, and Zapier for full CRM visibility. (including credit score, available credit, estimated income, and report date) 📄 Buyer IQ Configurations

Custom value mapping for GHL (New Release) Charlie can now automatically pull information from GHL contact records and use it during conversations, thanks to the new custom value mapping for GHL. 📄 GHL: In-Charlie settings

Performance lead list UI adjustment The lead list for Buyer IQ on the Performance page now shows a scrollbar on all screen sizes, and leads are sorted with the most recent at the top. 📄 Buyer IQ Overview

Leads page: Date range filter accuracy. Fixed a misalignment in the date range filter. Activation, Create Date, and Status Update filters now return accurate results for the selected time period.

Week of April 20, 2026 - April 24, 2026

Custom instructions for Autobooks Improvement Users can now add custom instructions to Autobooks, giving more control over booking conversations and ensuring Charlie's responses align with each account's specific needs. 📄 Booking settings

Metric accuracy in performance page Improvement Backend improvements to the Performance page ensuring setter performance metrics are tracked more reliably.

Voice setter performance UI Improvement "Select all" and "Clear selection" options are now available on the Voice Performance page, making it easier to manage multi-setter views at once. 📄 Performance page overview

Edge case handling with New engine: Some edge cases in the new engine were identified and resolved. Remaining accounts will be migrated in a controlled rollout to ensure a smooth transition.

UI hunts The Hunts list was not updating correctly after deleting an entry. It now refreshes immediately to reflect the latest changes. 📄 DM Hunts

Week of April 13, 2026 - April 17, 2026

New home page (New Release) . We now have a home page where you’ll see key information of your account. 📄 Home page overview

BuyerIQ is fully polished Improvement. Two adjustments that enable to admins and owners to activate and use the integration, and branch routing for unqualified leads is now available. 📄 Buyer IQ

Pricing accuracy Charlie occasionally generated inaccurate pricing references during fallback responses. Guardrails have been reinforced to ensure reliable information is delivered.

Navigation improvement. The "Go to Step" and "Switch to Branch and Step" actions were not working correctly. Both navigation features are now fully functional. 📄 Actions and Branches

UI setter search. The chevron used to expand branches in setter search results was not appearing. It now displays correctly, restoring full navigation within search. 📄 Ai Setter Overview

UI branch displayed incorrect assignment status. Assigned branches were showing as unassigned in the setter search. The correct assignment status is now reflected accurately.

Week of April 6, 2026 - April 10, 2026

Hunts Schedule customization Improvement The UI was improved. You'll now find it in the Schedule section of the right-side settings menu for a cleaner layout. 📄 DM Hunts

Smarter intent detection in Talk later. Improvement Charlie now correctly tells apart a lead re-engaging after a "follow up later" message from a genuine call to action, eliminating confusion around the talk-later flow. 📄 Leads' Management

Voice setter: Autobooks calendar list. Fixed a rendering issue that prevented the list of available calendars from displaying correctly in the Voice setter Autobooks section. 📄 Voice Setter overview

Handling scale questions for qualification. When a lead provides a non-numeric answer to a numeric scale question, Charlie now gives a brief acknowledgment and immediately re-asks in the correct format — instead of generating a lengthy conversational response.

Intro message cleanup for Long-term hunts. Dynamic long-term outreach was incorrectly adding acknowledgment phrases in introduction messages to leads who hadn't yet replied. Charlie no longer includes validation or filler language in that step. 📄 DM Hunts

Week of Mar 30, 2026 - April 3, 2026

Buyer IQ Beta Program Now Open Buyer IQ enters controlled beta with limited access for select accounts. Early adopters will gain first-hand experience with advanced lead intelligence capabilities before the broader release, providing critical feedback to shape the final product experience. 📄 Buyer IQ

Performance Attribution Enhanced - Multi-Setter Tracking The Performance page now accurately attributes leads activated through multiple setters by tracking Lead Activation Date alongside creation date. This resolves attribution gaps in complex workflows, providing precise visibility into which setter drove actual engagement versus initial contact. 📄 Performance page overview

Post-Call SMS Delivery Restored Charlie now reliably sends configured SMS messages immediately after voice calls end. We've eliminated delays and cancellations that were preventing automated follow-up texts, ensuring seamless transition from voice to written communication without manual intervention. 📄 Voice Setter overview

March 2026

Week of Mar 23, 2026 - Mar 27, 2026

Branch-Level Integration Configuration Added Improvement New setter branches now support independent integration configuration for CRM, Twilio, Calendly, and OnceHub. This enables branch-specific routing and booking logic without affecting parent setter settings, providing greater flexibility for multi-path conversation strategies. 📄 Actions and Branches

Playground Pre-CTA Testing Flow Corrected The Playground no longer incorrectly triggers Talk Later when initiating test conversations before CTA completion. This resolves a testing challenge, enabling accurate pre-CTA sequence validation. 📄 Playground: Testing and Role-Playing with Charlie

Long-Term Hunt Cancellation Logic Fixed Disabling long-term hunts now immediately halts and cancels all scheduled follow-ups. We've eliminated sequence inconsistencies that previously allowed scheduled hunts to continue after deactivation, ensuring immediate control over automated outreach timing. 📄 DM Hunts

Zapier Duplicate Record Prevention Fixed Multiple form submissions from the same lead no longer create duplicate records. Maintaining clean data integrity across Zapier-triggered workflows.

Week of Mar 16, 2026 - Mar 20, 2026

Twilio Fallback Routing Corrected Twilio fallback now triggers only when Linqblue numbers are genuinely unavailable. We've eliminated premature fallback activation that was occurring even when Linqblue had sending capacity, ensuring optimal routing and preventing unnecessary provider switching during message delivery. 📄 Phone number: Twilio

Training Data Step Selection Fixed The training data dropdown now displays valid default selections for all accounts. We've corrected inconsistencies that were causing invalid step defaults in certain configurations, ensuring reliable training data setup across your conversation flows. 📄 Training Data

Integrations Tab Access Restored The Integrations tab now loads correctly without application errors. We've resolved a rendering issue that was blocking access to integration settings, restoring full visibility and configuration control across all connected platforms.

Week of Mar 09, 2026 - Mar 13, 2026

GHL Custom Field Updates Enabled Custom fields in GHL can now be modified and multi selected when creating property update rules within GHL Settings. Giving you full control over data mapping and CRM synchronization workflows. 📄 GHL: Connecting the AI Setter

Zapier Integration Enhanced The updated Zapier app now allows setter activation without requiring a Twilio phone number. This simplifies integration setup. 📄 Zapier: Integration

Autobooking Language Precision Improved Charlie now uses contextually accurate phrasing during booking conversations. We've eliminated instances where Charlie referenced "the time you wanted" when leads hadn't specified a preferred time, ensuring more natural conversation 📄 Autobooking

Week of Mar 02, 2026 - Mar 06, 2026

Linqblue Inbound Message Sync Accelerated Inbound messages from Linqblue now display in Charlie's dashboard in real-time, matching GHL synchronization speed. We've eliminated the delay that was causing messages to appear in GHL before reflecting in Charlie, ensuring consistent cross-platform visibility without lag. 📄 Phone number: Linqblue

Playground Talk Later Testing Flow Restored The Playground now executes complete setter sequences when Talk Later is enabled. We've resolved a blocking issue that prevented test scenarios from progressing past the pre-CTA step, enabling full end-to-end testing of your conversation flows. 📄 Playground: Testing and Role-Playing with Charlie

Talk Later Booking Flow Interference Eliminated Talk Later functionality no longer incorrectly interrupts the booking schedule flow. We've fixed edge cases where Talk Later was triggering prematurely during active booking sequences, reducing unnecessary delays and streamlining the path to scheduled appointments. 📄 Lead Processing

Slack Integration (New Release) You'll be able to connect your Slack workspace to Charlie for enhanced visibility and real-time notifications. Enabling faster response times and better collaboration across your sales operations. Will be released in the upcoming days.

February 2026

Week of Feb 23, 2026 - Feb 27, 2026

Talk Later Acknowledgement Handling Improved Charlie now correctly identifies acknowledgement messages following "Talk Later" confirmations and exits the conversation appropriately. This prevents unnecessary engagement after leads have confirmed their preferred follow-up timing, reducing message fatigue and respecting scheduling preferences. Talk Later

Playground Scenario State Preservation Fixed The Playground now accurately preserves conversation state and intent when recreating scenarios. We've resolved a state management issue that was incorrectly triggering Talk Later sequences instead of Autobooking flows during testing, ensuring reliable scenario validation before deployment. 📄 Playground: Testing and Role-Playing with Charlie

HubSpot Property Format Validation Restored HubSpot property fields now enforce correct data format validation, preventing incompatible inputs like text in phone number fields. This ensures data integrity across your CRM and eliminates sync errors caused by improperly formatted property values. 📄 Hubspot: In-Charlie settings

Registration Flow UI Fixed The registration page now properly completes the signup process. We've corrected a navigation error that was blocking new user onboarding, ensuring seamless account creation from start to finish.

Week of Feb 16, 2026 - Feb 20, 2026

Lead List Sorting Consistency Fixed The leads list now maintains correct chronological order by last activity date when loading additional results. We've resolved a sorting discrepancy that occurred after clicking "Load More," ensuring consistent lead prioritization across paginated views. 📄 Leads' Management

Global Action Trigger Sensitivity Adjusted Global action conditions for Kill Switch and DQ operations now trigger with appropriate precision. We've recalibrated sensitivity thresholds that were causing premature or incorrect action executions, preventing unintended lead disqualifications and conversation terminations.

Post-CTA Conversation Flow Fixed Charlie now properly concludes conversations after CTA completion instead of continuing unnecessarily. We've eliminated a logic error that caused conversation loops beyond the intended endpoint, ensuring clean handoffs and preventing redundant follow-ups. 📄 Post booking

Linqblue Phone Provider Integration (New Feature) Linqblue is now available as a phone number provider with full support for GHL integrations. This expands your telephony options and provides additional flexibility for voice-enabled workflows across your connected platforms. 📄 Phone number: Linqblue

Week of Feb 9, 2026 - Feb 13, 2026

Autobooking Date Display Corrected We've resolved a display bug where Charlie showed incorrect alternate dates while offering and confirming valid alternative time slots. The issue was identified and fixed immediately with no impact to user bookings or lead experience. 📄 Autobooking

Branch Configuration Access Restored Fixed an error that prevented access to branch configuration when clicking the branch icon. Users can now navigate directly to branch settings as intended without encountering error messages. 📄 Actions and Branches

Lead Search by Phone Number Fixed The leads page search bar now correctly returns results when searching by prospect phone numbers. This resolves a query limitation that previously prevented phone-based lead lookup, improving search flexibility across all contact fields. 📄 Leads' Management

HubSpot Inbound Message Sync Fixed Inbound messages now display correctly in both Charlie and HubSpot notes as intended. We've resolved a synchronization issue that prevented inbound conversations from appearing in both platforms, ensuring complete message visibility and context across your tech stack. 📄 Hubspot: Lead's activation workflow

Conversation Tone Refinement Charlie's messaging now flows more naturally after addressing repetitive phrasing patterns. We've eliminated the robotic tone caused by overuse of identical introductory phrases from Custom Persona documents, restoring conversational fluency while maintaining your brand voice. 📄 Custom Persona

Week of Feb 2, 2026 - Feb 6, 2026

Auto-booking Intent Detection Fixed We've resolved an issue where Charlie failed to detect Booking Intent or initiate the autobooking sequence after leads reached the CTA. The system now reliably identifies booking signals and transitions leads into the scheduling flow, preventing drop-offs at this critical conversion point. 🔗📄 Autobooking

HubSpot Calendar Availability Sync Restored Fixed a synchronization bug between HubSpot calendar integration and the autobooking function that was causing incorrect availability detection. Charlie now accurately verifies available booking slots and only displays no-availability messages when genuinely no valid time slots exist, eliminating false negatives that blocked legitimate bookings. 🔗📄 Hubspot: DM setter integration

Dynamic Hunt Personalization Corrected Charlie now correctly uses the lead's first name in dynamic hunts instead of mistakenly referencing the owner's name. We've eliminated a variable mapping glitch that occurred specifically in long-term hunt sequences, restoring proper personalization across all automated follow-ups. 🔗📄 How To Use Dynamic Hunts

GHL Dashboard Sync Restored Conversations now sync seamlessly between GHL and your dashboard. We've fixed a synchronization bug that caused conversations to appear in GHL without reflecting in the dashboard view, restoring complete visibility across both platforms. 🔗📄 GHL: CRM - DM setter integration

January 2026

Week of Jan 26, 2026 - Jan 30, 2026

Talk Later Scheduling Fixed We've resolved an issue where the "Talk Later" feature was incorrectly scheduling calls instead of queuing follow-up actions. The system now properly schedules follow-ups as intended, ensuring your leads receive timely outreach without unnecessary call bookings. 🔗📄 Lead Processing

Hunt Timing Default Restored Hunt timing defaults are now displaying correctly after a brief configuration issue. The system maintains the standard 20-minute interval after last engagement, with full customization available based on your workflow needs. 🔗📄 Lead Processing

Branch Logic Consistency Improved Charlie now maintains precise script adherence when navigating conversation branches. We've eliminated a logic gap that occasionally caused deviations from your intended conversation flow, ensuring consistent execution of your established branch hierarchy. 🔗

Transaction History Loading Enhanced Improvement The billing page now reliably loads your complete transaction history for the past 6 months. This resolves previous loading delays and ensures full visibility into your account's billing activity. 🔗 📄 Billing page: Overview

Delayed Booking Intent (New Feature) Charlie now intelligently handles leads who are unavailable during your booking window by automatically setting their Booking Intent to "DELAYED." The system schedules follow-ups, logs context in the conversation, and seamlessly resumes normal flow when leads re-engage—preventing lost opportunities from timing mismatches. 🔗 📄 Autobooking