Charlie Usage:

In order to trigger Charlie for new contacts upon creation, the given contacts must have the property Charlie Enabled charlie_enabled set to True. If the Charlie Enabled property is set to nothing or False - Charlie will not be triggered for the given contact.

You may also assign any Ai Setter to the contact by simply having the ID of the Ai Setter you want assigned to the given contact in the Ai Setter Id ai_setter_id property upon creation.

NOTE: If the Ai Setter Id is not provided in the contact's property, the Ai Setter that you have integrated with Hubspot is going to be used by default.

In order to trigger Charlie for existing contacts or you don't want Charlie activated for your new Hubspot contacts and do it via custom triggers, you can use Hubspot Workflows. In your workflow, you may use a Webhook action to trigger Charlie for the contact. In order to make it work, follow these steps:

Here's a picture to reference of a setup of a real client:

Now any contacts going through this Hubspot Workflow are going to be assigned to Charlie.

NOTE: If you are using this method of triggering Charlie, the "Charlie Enabled" property is going to be set to True automatically for the contacts.

You are able to view the conversations Charlie has with your contacts in the Notes section.

Here, messages sent by Charlie are prepended with "Charlie:" and messages sent by the contact are prepended with "Contact:".

Metrics

Charlie also collects SMS metrics/activity for you all in Hubspot. Every contact has a set of SMS metrics that are saved under properties. The list of metrics is as following:

Other Functionality

Stop Charlie for the contact

In order to stop Charlie from messaging the contact, or, in other words, kill switch the contact, you may use the Kill switched kill_switched property. When set to True, Charlie stops messaging that contact.

For a live demo visit charlieai.io