May 2025, Release notes

Last updated: November 14, 2025

Get in control: May delivered updates that give you greater control over agent behavior and stronger lead engagement. These five enhancements make day-to-day operations smoother while building toward full lead localization.

🎥 Walkthrough video

1. Natively Disable a DM Setter

You can now instantly disable any DM Setter inside Charlie with one click. A clear status indicator shows when the agent is offline, and re-enabling is just as simple.

What this unlocks:

  • Full control over which agents are active at any time

  • Perfect for testing, pausing campaigns, or troubleshooting

  • No need to delete or reconfigure agents when you want to pause

🔗 View the guide (Scribe)

2. Kill Switch Actions for DM & Voice Agents

Set up Kill Switch actions for both DM and Voice agents based on specific conditions or lead behavior. This automatically stops the agent when needed without manual intervention.

Highlights:

  • Greater control over how AI behaves during conversations

  • Automatically shut down agent interactions based on triggers

  • Perfect for managing risk or qualifying leads more tightly

🔗 View the guide (Scribe)

3. HubSpot Meeting Integration with DM Setter

Charlie now integrates seamlessly with HubSpot Meetings, allowing your DM Setter to automatically book qualified leads straight into your HubSpot calendar in real-time during conversations.

Benefits:

  • Streamlines scheduling process without manual input

  • Ensures no lead falls through the cracks

  • Bookings happen automatically as part of the conversation flow

🔗 View the guide (Scribe)

4. Use Lead Info & Custom Values in Playground

Playground now supports custom lead information and values for more realistic testing without using credits. Enter sample lead data, mock objections, or custom values to simulate real-life conversations.

Highlights:

  • Test auto-booking, "talk later" flows, and more without CRM connection

  • Fine-tune agent logic, language, and flow before going live

  • Most flexible way to prepare agents for real leads

🔗 View the guide (Scribe)

5. Charlie Knows a Lead's Timezone

Charlie now detects lead timezones when passed through your CRM via API, HubSpot, GHL, or Zapier. This is the first step toward full lead localization, enabling personalized booking times without asking leads directly.

Benefits:

  • Schedules meetings in the lead's local time automatically

  • Reduces confusion and friction in the booking process

  • Lays groundwork for timezone-aware features like localized hunts and working hours

🔗 View the guide (Scribe)