Most businesses are up and running with Charlie AI within 7 days. If you choose iMessage integration, we can have you operational in as little as 24-48 hours. For SMS integration requiring ATP verification, the process typically takes 1-2 weeks. Our implementation team handles the entire setup process, including CRM integration, conversation flow customization, and AI training specific to your sales process. We've designed the onboarding to be as hands-off as possible for you while ensuring Charlie is perfectly aligned with your business.

Yes! Charlie AI integrates natively with most popular CRM systems including HubSpot, Go High Level, Close, and Active Campaign. We're also working on Salesforce integration. Charlie updates lead statuses in real-time, moves opportunities through your pipeline, and logs all conversations directly in your CRM. This ensures perfect data hygiene and gives your sales team complete visibility into the conversation history before they get on calls with prospects.

Charlie AI uses our proprietary conversational AI technology built on top of advanced large language models. Unlike basic chatbots, Charlie has been specifically trained on thousands of successful sales conversations and can adapt its tone, style, and approach based on how prospects respond. We've invested heavily in making Charlie sound natural - using appropriate pauses, casual language, and even occasional typos when it makes sense. In fact, 99% of prospects have no idea they're talking to an AI until you choose to tell them (which is completely optional).

While results vary based on your lead volume and quality, most clients see significant improvements within the first 30 days. On average, our clients experience:

80% lead engagement rate (compared to 40-50% with human setters)

30-50% increase in booked appointments

70-80% show rates (compared to industry averages of 40-50%)

80% reduction in cost per appointment

Businesses generating 100+ leads per month typically see the most dramatic results, but Charlie can be effective for any business with a consistent lead flow that requires follow-up and appointment setting

Absolutely none! Our implementation team handles the entire technical setup for you. We take care of all integrations, conversation flow creation, and AI training. All you need to do is provide us with information about your qualification criteria, sales process, and brand voice. We'll even help you optimize these elements if you're not sure. After implementation, our user-friendly dashboard makes it simple to monitor performance and make adjustments if needed, though most clients find they rarely need to make changes once Charlie is dialed in.

Yes! Charlie can handle sophisticated qualification processes with multiple criteria. Whether you're qualifying based on budget, timeline, specific needs, geographic location, or any combination of factors, Charlie can be programmed to ask the right questions and make intelligent decisions based on the responses. Charlie can also adapt the conversation flow based on how prospects respond, creating a dynamic qualification process that feels natural rather than like a rigid questionnaire.

Charlie can engage with leads across multiple channels including:

SMS text messagingiMessage (blue bubble texts)

Email

Facebook Messenger

Instagram DMs

WhatsApp

Website live chat

This omnichannel approach ensures you can meet prospects wherever they prefer to communicate. Charlie maintains conversation context across channels, so if someone starts a conversation on Instagram and continues via text, Charlie remembers the entire interaction history.

Charlie dramatically improves show rates through a sophisticated pre-call nurture sequence. Once an appointment is booked, Charlie sends strategic reminders, builds anticipation for the call, and even asks for confirmation. If someone doesn't confirm, Charlie can proactively reach out to reschedule. For no-shows, Charlie automatically follows up to re-engage and rebook. This persistent, systematic approach is why our clients typically see 70-80% show rates compared to industry averages of 40-50%.