Stay on top of your AI setters' performance without effort. Charlie AI automatically delivers performance reports straight to your Slack workspace, so your team always has visibility into how your setters are doing. In this guide we explain you how it works and configuration steps.

What Are Automated Performance Reports?

Automated Performance Reports are scheduled summaries of your AI setters' activity, delivered directly to one or more Slack channels in your workspace. Each report gives you a clear snapshot of how your DM Setters and Voice Setters performed over the reporting period — including lead activations, messages, responses, CTAs, and bookings.

Reports are branded as Charlie AI communications so your team always knows where they're coming from.

Prerequisites

Before you can enable Automated Performance Reports, you need to connect your Slack workspace to Charlie AI:
1. Navigate to the Integrations page in your Charlie AI dashboard.
2. Select the Slack tab.
3. Follow the prompts to connect your Slack workspace via OAuth.
Once Slack is connected, the "Performance Reports" configuration section will appear under the Slack tab.

Setting Up Performance Reports

Step 1: Navigate to Integrations
Go to Integrations in your Charlie AI dashboard and select the Slack tab.
Step 2: Locate the Performance Reports Section
Once Slack is connected, you will see a “Performance Reports” section with options to select channels and configure delivery.
Step 3: Select Slack Channels
Click “Select Channels” to open the channel selection popup. You will see a list of all available channels from your connected Slack workspace.
• Select one or multiple channels where you want reports delivered.
• Click “Save” to confirm your selection.
• You can edit your channel selection at any time — add new channels or remove existing ones.

Step 4: Enable Notifications
Toggle the “Enable Notifications” switch to ON to activate report delivery. When toggled OFF, reports will not be sent, but your channel selections are preserved so you can re-enable at any time.

Choosing a Report Cadence

Charlie AI supports two delivery cadences for performance reports:
Weekly (Default)
• Reports are delivered every Monday at 9:00 AM Eastern Time.
• Each report covers the previous Monday through Sunday.
• This is the default cadence and works well for most accounts.
Daily
• Reports are delivered every day at 9:00 AM Eastern Time.
• Each report covers the previous day’s activity.
• Ideal for high-volume accounts that need more frequent visibility into setter performance.

Viewing Detailed Performance

Each setter listed in the Slack report includes an “Open Performance Report” link. Clicking it will:
1. Open your Charlie AI dashboard in the browser.
2. Navigate directly to the Performance page.
3. Automatically filter to the specific setter and the report’s date range.
This lets you dive deeper into any setter’s metrics without manually setting filters.

FAQs