📑 Table of Contents
🎥 Monthly Walkthrough Video
👉 [Placeholder: Embed Iggy’s June YouTube Walkthrough Video here]
1. Voice Setter: Add Dynamic Custom Values
Charlie’s Voice Setter can now dynamically personalize conversations by pulling in Custom Values. This means your voice flows can reference a user’s first name, neighborhood, company phone number, or other tailored fields throughout the script.
What this unlocks:
More natural and personalized voice interactions
Dynamic webinar links or unique session invites
Improved lead experience with contextual references
2. DM Setter: Update HubSpot Properties & Map Custom Values
With this release, Charlie can now update HubSpot properties automatically whenever a trigger event occurs in the DM Setter.
Highlights:
Map HubSpot fields directly to custom values
Set rules for property updates (e.g., lifecycle stage changes, status updates)
Edit, delete, or add new mappings as your workflows evolve
Custom values are available in scripts for seamless personalization
Example: When a lead attends a webinar, Charlie updates their HubSpot lifecycle stage automatically.
3. DM Autobooks: Proactively Offer Slots (No CTA Message)
When Autobooks is ON, Charlie now skips the scripted CTA message and instead proactively offers the next available booking slots.
Benefits:
Streamlined booking experience
Faster time-to-meeting for qualified leads
Less friction in conversations – no need for manual link clicks
When Autobooks is OFF, the traditional scripted CTA is still used.