To ensure greater visibility and control, Charlie AI offers a centralized hub where you can manage all account-wide integrations.

Our native integrations with various ecosystem players allow you to incorporate Charlie seamlessly into your existing sales workflows and interactions. In this article we give you a quick walk through of what you can find in the Integrations section.

Overview

You can find the integration section in the left side menu, almost at the bottom.

As soon as you click over it, you'll see a dynamic sub menu sections: Slack, Phone Numbers and Account-Level.

Sections

Slack: In here you can integrate your slack account with Charlie to receive 📄 Automated Performance Reports and 📄 Delayed Booking intent notification

Phone numbers: In here you can add and manage your phone lines of 📄 Phone number: Twilio , 📄 Phone number: Linqblue or 📄 Phone number: Sendblue

Account-level: in here you'll find your CRMs and calendars

Disclaimer

Even though the integrations are managed at the account level, there are still some AI setter level configurations that will remain in the AI setter integrations tab menu. Such as the 📄 GHL: In-Charlie settings & 📄 Hubspot: In-Charlie settings