Customizing The AI settings

After logging into your AI Setter platform, access the settings for Charlie by clicking on the settings area within the AI Setter interface.

You can also access it by navigating through the main dashboard and selecting the relevant AI Setter.

You can assign a unique color to your Charlie AI. This color will appear on the left-hand side of the interface for easier identification.

Different AI Setters can have different colors to differentiate them.

You can adjust the wait time between messages. For example, between qualification messages, you can set a delay of 10 to 20 seconds to simulate a more natural conversation flow.

Choose a tone of voice for Charlie based on your audience and brand. Options include:

Set Charlie’s energy level to either:

Customize Charlie’s language style, choosing from options like:

Adjust how emotionally intelligent Charlie should be:

Choose between American, British, or Australian accents depending on your target audience.

You can enable or disable the use of emojis in Charlie’s responses. This can add personality to interactions but should be consistent with your brand’s tone.

Charlie can be set to intentionally make typos to appear more human. However, this should be avoided for more formal industries, like law firms, where professionalism is key.

You can enable Charlie to capitalize the first word of every sentence to make responses more readable and professional.

If Charlie uses phrases that don’t align with your brand, you can add those phrases to a ban list. For example, if Charlie uses "dear" and your audience finds that outdated, you can ban that word.

Provide detailed information about your business, including:

This helps Charlie understand the context and provide more personalized responses.

You can choose to add pricing information here or in the Knowledge Base if you want Charlie to mention costs during conversations.

Charlie uses a single disqualification (vet) message for now. When a lead is disqualified, Charlie will send this message.

You can customize this message to be polite and helpful. Many businesses use this as an opportunity to provide value, such as offering free resources or redirecting to other platforms (e.g., YouTube, Instagram).

Example: "I understand. Here are some free resources if you'd like to learn more. We’ll reach out when it's a better time."

You can use custom values like the lead’s first name, agent’s name, or company name in Charlie’s messages.

For example, you can dynamically insert the lead’s first name into a message by selecting "Lead First Name" from the custom values list.

Set the time zone for your AI Setter. A common practice is to use Mountain Time Zone as a middle ground between Pacific and Eastern time zones, but you can select whichever suits your business.

By default, Charlie operates 24/7. This means that if a lead opts in at any time, Charlie will start the conversation immediately.

Follow-Up Schedule:

If you’re using auto-booking features, there will be a specific section to manage this, but the setup may vary based on your use case.

Auto-booking can allow Charlie to automatically schedule appointments with leads if certain conditions are met.