Here is a list of tools you use with Charlie AI and the different use cases you will need each tool for.
The following is what you need depending on the CRM you are using. Anything that says GHL or HubSpot are what is required if those are your using those specific CRMs.
DM Setter tool checklist:
HubSpot CRM Integration Requirements:
Twilio pro account with A2P approved phone number
Workflow automations enabled in HubSpot
GHL CRM Integration Requirements:
A2P approved Phone Number native within GHL
Workflow automation
Premium Actions enabled
Close CRM Integration Requirements:
Twilio pro account with an A2P approved phone number
Zapier webhook actions
Other CRM Integration Requirements:
Twilio pro account with an A2P approved phone number
Zapier webhook automations
Current Conversational Booking Requirements:
Calendly
Voice Setter Tool Checklist:
Twilio pro account for outbound and inbound calling
Twilio pro account with A2P approved phone number for sending SMS during or after a successful call.
Calendly for conversational booking.
List of Different CRM Features Needed To Activate Voice Setter:
GHL with Premium webhook actions
Zapier webhooks
HubSpot with webhook actions