February 2026, Release notes

Last updated: March 17, 2026

February is here, and we're bringing you some plus powerful upgrades that make Charlie smarter, accessible, and better at long-term engagement. Five key release pillars that filter better, engage longer, and give you control anywhere

🎥 Walkthrough video

Buyer IQ for DMs

We've unlocked a whole new layer of lead intelligence: instant financial qualification, Charlie now conducts an instant "soft pull" of a lead's credit profile before scheduling a meeting. Providing an additional filter with real-time, accurate financial assessment with zero impact on their credit score.

🔗 Details: 📄 Buyer IQ

This feature is just supported for US based leads.


Mobile-First Lead Management.

The Leads tab is now fully navigable on mobile browsers for Android and iOS, your entire operation, mobile-optimized.

  • Control buttons are responsive with clean dropdown menus

  • Zero layout issues, no overlapping elements or hidden buttons

  • View lead details and take action instantly from anywhere

🔗 Details: 📄 Leads' Management


Long-Term Engagement Automation

Three breakthrough features that keep leads warm, the perfect balance between persistence and respect.

  • Dynamic Long-Term Hunts: After predefined Hunts are exhausted, Charlie generates dynamic, contextual follow-ups after 4 days.

  • Delayed Booking Intent: if lead's availability falls outside your calendar's booking window, Charlie schedules an automatic follow-up at the right time.

  • Smarter Talk later logic: schedules Talk Later follow-ups based on their timeline (2-3 weeks, or start of next month) & pauses Hunts.

🔗 Details: 📄 DM Hunts, 📄 Autobooking 📄 Lead Processing


In-Conversation Intelligence

Two conversation features that unlocks functionalities for your operation within your daily conversations:

  1. Playground Reproduction: recreate scenarios with full context from that exact message, using a single button. (Improve AI training)

  2. Improved Explanation Logs: More information, better transparency.

🔗 Details: 📄 Playground: Testing and Role-Playing with Charlie (Access points)