2026 Charlie AI Changelog

Last updated: July 29, 2026

Welcome! This site is dedicated to keeping you informed about the continuous evolution of our product. At Charlie AI, we are committed to constant growth, and this section will feature weekly updates on our latest product developments.

July 2026

Week of July 27th, 2026 - July 31st, 2026

Close CRM: enrollment routing Improvement The new enrollment policy now requires a setter ID on every lead, eliminating the possibility of default fallback routing issues.

Close guardrails, Added a guardrail to prevent duplicate Close CRM account connections and fixed an issue where unavailable phone numbers appeared in some API configurations.

Qualification step skip: Fixed an issue where the AI evaluator incorrectly marked upcoming qualification steps as already met after a positive response to a prior step, causing questions to be skipped without being solved.

Knowledge Base Global Knowledge Base entries created by a team member were not visible on other AI Setters in the same account, this is now working as expected πŸ“„ Knowledge Base Overview

CTA & Knowledge Base: Fixed an issue where custom CTA instructions overrode Knowledge Base answers at the CTA step, when an AI Setter had zero qualification steps configured.

Week of July 20th, 2026 - July 24th, 2026

Close CRM: phone number search Improvement A new search function in the Close integration settings lets you quickly find and select the right phone number, replacing the need to scroll through long lists manually.

Revenue tracking in Performance page (New Release) The final ticket for revenue tracking has been completed and is now available on your performance page. Setups will be carried out by your assigned CX starting next Monday. πŸ“„ Revenue Tracking: Overview & Performance Page

Calendly: Fixed an issue where verification of Calendly appointment was actually failing, causing some leads to not be marked as booked after the booking flow completed. πŸ“„ Calendly: Integration

BuyerIQ routing: Fixed two BuyerIQ issues: leads moved to a BuyerIQ branch now correctly receive the full qualification question set, and pending affordability-fallbacks are correctly routed for processing. πŸ“„ Buyer IQ Overview

UI: Fixed an issue where favorited entities (AI Setter, Voice Assistant, Booking Manager) would disappear after navigating to another page or switching accounts. Favorites now persist correctly.

Week of July 13th, 2026 - July 17th, 2026

BuyerIQ for Booking Managers (New Release) You can now configure the financial qualification for the leads that booked through a different flow, enabling lead intelligence for the post booking cycle. πŸ“„ Booking Managers: General Overview

HubSpot: Bi directional sync: Improvement Charlie's messages now appear as proper conversation threads on the HubSpot contact timeline (instead of basic notes), and qualification data (goal, struggle, commitment, etc.) syncs automatically to dedicated HubSpot contact properties for filtering and reporting. πŸ“„ Hubspot: DM setter integration

Language configuration for DM: Improvement Users can now configure Charlie's conversation language directly from the dashboard, enabling specific languages.

Skill-aware concerns (Beta) Improvement When a lead raises a concern that matches an enabled skill, Charlie now pauses the current step to fully address the concern using that skill's context before resuming qualification flow. πŸ“„ Skills

Autobooking: Charlie now re-fetches Calendly availability when a slot is taken, and asks for lead confirmation before booking when a date preference is vague rather than auto-booking. πŸ“„ Autobooking

Knowledge page: UI: Fixed an issue where long setter names caused the Knowledge page sub-tabs to be pushed off-screen on smaller displays, we now have an improved experience.

Setup UI (objective placeholder): Fixed a UI issue where the objective field's placeholder text was incorrectly appearing in the intro field, causing confusion when configuring Charlie's objectives.

Week of July 6th, 2026 - July 10th, 2026

HubSpot: lead source stamping: Improvement Charlie now creates a lead_source property in HubSpot and automatically stamps it with "Charlie AI" when a lead is booked, making it easier to track attribution directly in HubSpot. πŸ“„ Hubspot: DM setter integration

BuyerIQ: skip affordability fallback Improvement- A new toggle lets you skip the BuyerIQ affordability fallback question entirely. When enabled, leads that don't meet BuyerIQ thresholds are immediately disqualified or branch-switched, no intermediate question asked. πŸ“„ Buyer IQ Overview

Media message handling: Fixed an issue where Charlie would stop responding and halt the conversation when a lead sent an image or media message. Charlie now continues the conversation as expected regardless of message type.

Billing: transaction history labels: Fixed incorrect labels in the transaction history, which caused some voice add-on charges to display inaccurately in the billing dashboard. πŸ“„ Billing page: Overview

Week of June 29th, 2026 - July 3rd, 2026

Billing page redesign Improvement Billing page now gives account owners a clearer view of their plan, usage, and payment details in one place. πŸ“„ Billing page: Overview

Queuing system Improvement When an account hits its daily SMS limit, outgoing messages are now queued and automatically sent once the cap resets. No more failed messages due to rate limits.

Action condition: Fixed two conversation routing issues: "Go to Step" global rules could send leads backwards to already-completed steps, causing loops; and specific step action conditions were incorrectly triggering in some cases. πŸ“„ Actions and Branches

Unsupported Buyer IQ characters: BuyerIQ no longer fails silently when a lead's name contains unsupported characters, it now re-normalizes them before passing to the provider and errors are logged and visible in the activity log. πŸ“„ Buyer IQ Overview

GHL preferred phone: Charlie now correctly follows the preferred phone number set via GHL custom actions for outreach. πŸ“„ GHL: Connecting the AI Setter

LinqBlue Team members can now view and manage the LinqBlue integration connected on the owner account, resolving a visibility issue for sub-users. πŸ“„ Phone number: Linqblue

June 2026

Week of June 11th, 2026 - June 16th, 2026

Close CRM integration: (New Release) Charlie now natively integrates with Close CRM for SMS, enabling leads to be messaged directly through Close's built-in phone numbers and SMS. πŸ“„ Close CRM: Overview

Revenue Tracking:(New Release) HubSpot accounts can now track revenue data directly in Charlie, giving you a clearer view of how conversations translate to deals.

Multimedia support: (New Release) Charlie can now understand and interpret video messages sent by leads, extracting both audio and visual context to keep conversations flowing naturally.

Talk Later & follow-up hunts: Fixed a loop where Charlie re-triggered Talk Later and its scheduled follow-ups were misaligned. πŸ“„ Lead Processing

Also solved an issue where follow-up hunts were cancelled. πŸ“„ DM Hunts

Autobooking accuracy: Charlie now sends an accurate confirmation message after a successful booking, and fixed a booking delay issue where previously referenced dates that had passed were not being recognized correctly. πŸ“„ Autobooking

GHL & BuyerIQ data sync: Fixed a data sync issue between Charlie and GHL, and resolved BuyerIQ report values not writing back to GHL custom fields for non-GHL leads. πŸ“„ GHL: Connecting the AI Setter

Week of June 11th, 2026 - June 16th, 2026

Autobooking: Phone number to Calendly Improvement Lead phone numbers are now automatically passed to Calendly during the autobooking sequence, ensuring appointment records include the lead's contact information. πŸ“„ Calendly: Integration

Conversation engine accuracy. Fixed couple conversation flow issues: Charlie no longer skips configured steps after a qualification answer, now correctly enforces required objectives before advancing, and properly advances after max retries are exceeded.

Conversation logic: We addressed several logic errors, including an issue with incorrect qualification objectives, we fixed a bug where action conditions triggered the Kill Switch instead of disqualifying leads under matching criteria, and corrected Mirror Value data capture errors during lead responses.

Auto-Recharge: In some accounts Auto-Recharge was not triggering correctly, so we reinforced it to prevent unintended service interruptions. πŸ“„ Auto recharge creditsΒ 

Autobooking & action conditions: Resolved a Calendly autobooking disconnection that just affected a couple accounts, and fixed a case where rapid successive messages incorrectly triggered the Kill Switch action condition. πŸ“„ Actions and Branches

Training data: Solved an issue where Charlie would switch languages unprovoked when training data contained a conversation in a different language. πŸ“„ Training Data

Week of June 8th, 2026 - June 12th, 2026

Charlie guardrails, Off-topic focus Improvement New guardrails prevent Charlie from answering questions unrelated to your business, keeping every conversation focused on sales objectives.

Reminders: Flexible confirmation requests Improvement Confirmation request messages in Reminders are now optional and no longer block the rest of the reminder sequence, giving more flexibility in how follow-up flows are structured. πŸ“„ Reminders: Types, Differences & Configuration

Autobooking: Timezone & slot availability Fixed incorrect timezone labeling when client instructions reference a different timezone, and resolved an issue where Charlie could offer time slots that were no longer available. πŸ“„ Autobooking

Conversation engine: Follow-up loop Resolved a loop that caused leads to get stuck after responding to a scheduled follow-up message.

CRM & calendar (HubSpot notes & GHL scheduling links) Fixed HubSpot not creating notes or updating contact properties after messaging a lead, and resolved a 404 error when opening GHL Integrated Calendar scheduling links.

Week of June 1st, 2026 - June 5th, 2026

Lead data sync in Hubspot Improvement Charlie now automatically syncs gathered lead data back to HubSpot, keeping CRM contact records up to date without any manual entry. πŸ“„ Hubspot: DM setter integration

Autobooking: Date & timezone interpretation Charlie now correctly handles relative dates like "tomorrow" when multiple days share time slots, offers new slots instead of retrying rejected ones, and accurately interprets timezone abbreviations. πŸ“„ Autobooking

Conversation engine. Fixed an issue where CTA step messages were resent after a correct response, and resolved a case where a Talk Later intent could incorrectly override a qualification-based disqualification.

Voice: Spelled-out information accuracy. Improved accuracy in voice calls for capturing spelled-out names, emails, and phone numbers. πŸ“„ Voice agents management

Data integrity in CRM & leads page. Fixed GHL webhooks not capturing BuyerIQ data, HubSpot webhooks receiving incomplete lead data, and the Booked filter on the Leads page incorrectly returning leads with branch movement history but no actual booking.

May 2026

Week of May 25, 2026 - May 29, 2026

Account-level management: Improvement BuyerIQ, HubSpot, and Calendly integrations can now be configured at the account level, providing centralized control over these settings across your account. πŸ“„ Integrations Overview

Call flow & action conditions in Voice agents: Resolved several issues in voice agent behavior: Charlie now consistently ends calls after disqualifying a lead, sends intro messages in the correct sequence, and triggers action conditions as configured. πŸ“„ Voice agents management

Context-aware booking accuracy: Charlie no longer books appointments when leads mention time slots in a rejection or complaint context, and affirmations to talk-later confirmations no longer trigger unintended bookings. πŸ“„ Autobooking

Message delivery after contact merge in Instagram Fixed message delivery failures that occurred following an Instagram auto contact merge in GHL. πŸ“„ GHL: Trigger Charlie in FB & IG

Week of May 18, 2026 - May 22, 2026

Conversational skills, packed with Custom instruction (New Release) Users can now define custom instruction packs that shape how Charlie writes responses, enabling more tailored and natural conversation styles per setter.

GHL: Workflow-level phone number Improvement When a GHL workflow has a phone number configured for sending messages, Charlie will now use that workflow-level number when a lead is activated through it.

Branch management A deleted branch was continuing to trigger in active conversations. Branch deletions now take effect immediately across all ongoing interactions. πŸ“„ Actions and Branches

Conversation accuracy: Objections & banned phrases Knowledge base objections are now handled consistently whether phrased as statements or questions, and banned phrases are correctly blocked and enforced during conversations. πŸ“„ Objections

Voice: Fixed an issue preventing document deletion in Voice Knowledge settings, and resolved voice call recording URLs incorrectly displaying as "undefined" instead of the correct link. πŸ“„ Voice Setter overview

Leads page Intro response filter pagination

Fixed a pagination issue in the Intro Response filter that could show fewer leads than expected or return empty results on the first load. πŸ“„ Performance page overview

Week of May 11, 2026 - May 15, 2026

Voice agent performance Improvement Optimized voice agent latency, added new AI model provider options, and included a new range of voices, with realistic and ultra-realistic options, enabling faster and smoother voice conversations. πŸ“„ Voice Setter overview

Playground credits Improvement Playground conversations for the team admins won’t impact credit balance, making it easier to QA setters without impacting the account's credit balance. πŸ“„ Playground: Testing and Role-Playing with Charlie

Leads page: Resolved loading issues on the Leads and Overview pages for high-volume accounts, and fixed an export issue that prevented downloading leads from filtered results. πŸ“„ Leads' Management

Conversation accuracy:The engine now correctly enforces required objectives before proceeding to CTA.

Autobooking in Oncehub: Lead phone numbers are now correctly passed to OnceHub during the autobooking sequence, ensuring bookings capture the lead's contact information. πŸ“„ Autobooking

Week of May 04, 2026 - May 08, 2026

HubSpot: Timezone accuracy Improvement Timezone mapping errors in HubSpot have been resolved via a new configuration toggle, ensuring leads always see the correct scheduling times.

Booking managers (New Release) Booking managers final tickets have been completed, you now will be able to activate booking managers into your accounts. πŸ“„ Booking Managers: General Overview

Delayed intent notifications (New Release) You can now activate notifications in specific Slack channels to get alerted whenever a delayed intent is triggered, improving operational oversight in real time. πŸ“„ Delayed Booking intent notification

Talk later Adjustments: Two talk-later bugs have been resolved: Charlie no longer sends unintended messages to leads, and follow-up messages are now correctly ordered chronologically in the conversation view. πŸ“„ Lead Processing

Calendar availability Fixed an issue where OnceHub calendars were not rendering and Charlie was showing no available slots despite open times, it's now working correctly. πŸ“„ OnceHub: Calendar

April 2026

Week of April 27, 2026 - May 01, 2026

DM transcripts in your export Improvement The lead CSV export now includes a "DM Transcript" column with full conversation history, making it easier to review and analyze setter-lead interactions in bulk. πŸ“„ Leads' Management

BuyerIQ: Report data to CRM Improvement BuyerIQ report data can now be pushed to HubSpot, GHL, and Zapier for full CRM visibility. (including credit score, available credit, estimated income, and report date) πŸ“„ Buyer IQ Configurations

Custom value mapping for GHL (New Release) Charlie can now automatically pull information from GHL contact records and use it during conversations, thanks to the new custom value mapping for GHL. πŸ“„ GHL: In-Charlie settings

Performance lead list UI adjustment The lead list for Buyer IQ on the Performance page now shows a scrollbar on all screen sizes, and leads are sorted with the most recent at the top. πŸ“„ Buyer IQ Overview

Leads page: Date range filter accuracy. Fixed a misalignment in the date range filter. Activation, Create Date, and Status Update filters now return accurate results for the selected time period.

Week of April 20, 2026 - April 24, 2026

Custom instructions for Autobooks Improvement Users can now add custom instructions to Autobooks, giving more control over booking conversations and ensuring Charlie's responses align with each account's specific needs. πŸ“„ Booking settings

Metric accuracy in performance page Improvement Backend improvements to the Performance page ensuring setter performance metrics are tracked more reliably.

Voice setter performance UI Improvement "Select all" and "Clear selection" options are now available on the Voice Performance page, making it easier to manage multi-setter views at once. πŸ“„ Performance page overview

Edge case handling with New engine: Some edge cases in the new engine were identified and resolved. Remaining accounts will be migrated in a controlled rollout to ensure a smooth transition.

UI hunts The Hunts list was not updating correctly after deleting an entry. It now refreshes immediately to reflect the latest changes. πŸ“„ DM Hunts

Week of April 13, 2026 - April 17, 2026

New home page (New Release) . We now have a home page where you’ll see key information of your account. πŸ“„ Home page overview

BuyerIQ is fully polished Improvement. Two adjustments that enable to admins and owners to activate and use the integration, and branch routing for unqualified leads is now available. πŸ“„ Buyer IQ

Pricing accuracy Charlie occasionally generated inaccurate pricing references during fallback responses. Guardrails have been reinforced to ensure reliable information is delivered.

Navigation improvement. The "Go to Step" and "Switch to Branch and Step" actions were not working correctly. Both navigation features are now fully functional. πŸ“„ Actions and Branches

UI setter search. The chevron used to expand branches in setter search results was not appearing. It now displays correctly, restoring full navigation within search. πŸ“„ Ai Setter Overview

UI branch displayed incorrect assignment status. Assigned branches were showing as unassigned in the setter search. The correct assignment status is now reflected accurately.

Week of April 6, 2026 - April 10, 2026

Hunts Schedule customization Improvement The UI was improved. You'll now find it in theΒ ScheduleΒ section of the right-side settings menu for a cleaner layout. πŸ“„ DM Hunts

Smarter intent detection in Talk later. Improvement Charlie now correctly tells apart a lead re-engaging after a "follow up later" message from a genuine call to action, eliminating confusion around the talk-later flow. πŸ“„ Leads' Management

Voice setter: Autobooks calendar list. Fixed a rendering issue that prevented the list of available calendars from displaying correctly in the Voice setter Autobooks section. πŸ“„ Voice Setter overview

Handling scale questions for qualification. When a lead provides a non-numeric answer to a numeric scale question, Charlie now gives a brief acknowledgment and immediately re-asks in the correct format β€” instead of generating a lengthy conversational response.

Intro message cleanup for Long-term hunts. Dynamic long-term outreach was incorrectly adding acknowledgment phrases in introduction messages to leads who hadn't yet replied. Charlie no longer includes validation or filler language in that step. πŸ“„ DM Hunts

Week of Mar 30, 2026 - April 3, 2026

Buyer IQ Beta Program Now Open Buyer IQ enters controlled beta with limited access for select accounts. Early adopters will gain first-hand experience with advanced lead intelligence capabilities before the broader release, providing critical feedback to shape the final product experience. πŸ“„ Buyer IQ

Performance Attribution Enhanced - Multi-Setter Tracking The Performance page now accurately attributes leads activated through multiple setters by tracking Lead Activation Date alongside creation date. This resolves attribution gaps in complex workflows, providing precise visibility into which setter drove actual engagement versus initial contact. πŸ“„ Performance page overview

Post-Call SMS Delivery Restored Charlie now reliably sends configured SMS messages immediately after voice calls end. We've eliminated delays and cancellations that were preventing automated follow-up texts, ensuring seamless transition from voice to written communication without manual intervention. πŸ“„ Voice Setter overview

March 2026

Week of Mar 23, 2026 - Mar 27, 2026

Branch-Level Integration Configuration Added Improvement New setter branches now support independent integration configuration for CRM, Twilio, Calendly, and OnceHub. This enables branch-specific routing and booking logic without affecting parent setter settings, providing greater flexibility for multi-path conversation strategies. πŸ“„ Actions and Branches

Playground Pre-CTA Testing Flow Corrected The Playground no longer incorrectly triggers Talk Later when initiating test conversations before CTA completion. This resolves a testing challenge, enabling accurate pre-CTA sequence validation. πŸ“„ Playground: Testing and Role-Playing with Charlie

Long-Term Hunt Cancellation Logic Fixed Disabling long-term hunts now immediately halts and cancels all scheduled follow-ups. We've eliminated sequence inconsistencies that previously allowed scheduled hunts to continue after deactivation, ensuring immediate control over automated outreach timing. πŸ“„ DM Hunts

Zapier Duplicate Record Prevention Fixed Multiple form submissions from the same lead no longer create duplicate records. Maintaining clean data integrity across Zapier-triggered workflows.

Week of Mar 16, 2026 - Mar 20, 2026

Twilio Fallback Routing Corrected Twilio fallback now triggers only when Linqblue numbers are genuinely unavailable. We've eliminated premature fallback activation that was occurring even when Linqblue had sending capacity, ensuring optimal routing and preventing unnecessary provider switching during message delivery. πŸ“„ Phone number: Twilio

Training Data Step Selection Fixed The training data dropdown now displays valid default selections for all accounts. We've corrected inconsistencies that were causing invalid step defaults in certain configurations, ensuring reliable training data setup across your conversation flows. πŸ“„ Training Data

Integrations Tab Access Restored The Integrations tab now loads correctly without application errors. We've resolved a rendering issue that was blocking access to integration settings, restoring full visibility and configuration control across all connected platforms.

Week of Mar 09, 2026 - Mar 13, 2026

GHL Custom Field Updates Enabled Custom fields in GHL can now be modified and multi selected when creating property update rules within GHL Settings. Giving you full control over data mapping and CRM synchronization workflows. πŸ“„ GHL: Connecting the AI Setter

Zapier Integration Enhanced The updated Zapier app now allows setter activation without requiring a Twilio phone number. This simplifies integration setup. πŸ“„ Zapier: Integration

Autobooking Language Precision Improved Charlie now uses contextually accurate phrasing during booking conversations. We've eliminated instances where Charlie referenced "the time you wanted" when leads hadn't specified a preferred time, ensuring more natural conversation πŸ“„ Autobooking

Week of Mar 02, 2026 - Mar 06, 2026

Linqblue Inbound Message Sync Accelerated Inbound messages from Linqblue now display in Charlie's dashboard in real-time, matching GHL synchronization speed. We've eliminated the delay that was causing messages to appear in GHL before reflecting in Charlie, ensuring consistent cross-platform visibility without lag. πŸ“„ Phone number: Linqblue

Playground Talk Later Testing Flow Restored The Playground now executes complete setter sequences when Talk Later is enabled. We've resolved a blocking issue that prevented test scenarios from progressing past the pre-CTA step, enabling full end-to-end testing of your conversation flows. πŸ“„ Playground: Testing and Role-Playing with Charlie

Talk Later Booking Flow Interference Eliminated Talk Later functionality no longer incorrectly interrupts the booking schedule flow. We've fixed edge cases where Talk Later was triggering prematurely during active booking sequences, reducing unnecessary delays and streamlining the path to scheduled appointments. πŸ“„ Lead Processing

Slack Integration (New Release) You'll be able to connect your Slack workspace to Charlie for enhanced visibility and real-time notifications. Enabling faster response times and better collaboration across your sales operations. Will be released in the upcoming days.

February 2026

Week of Feb 23, 2026 - Feb 27, 2026

Talk Later Acknowledgement Handling Improved Charlie now correctly identifies acknowledgement messages following "Talk Later" confirmations and exits the conversation appropriately. This prevents unnecessary engagement after leads have confirmed their preferred follow-up timing, reducing message fatigue and respecting scheduling preferences. Talk Later

Playground Scenario State Preservation Fixed The Playground now accurately preserves conversation state and intent when recreating scenarios. We've resolved a state management issue that was incorrectly triggering Talk Later sequences instead of Autobooking flows during testing, ensuring reliable scenario validation before deployment. πŸ“„ Playground: Testing and Role-Playing with Charlie

HubSpot Property Format Validation Restored HubSpot property fields now enforce correct data format validation, preventing incompatible inputs like text in phone number fields. This ensures data integrity across your CRM and eliminates sync errors caused by improperly formatted property values. πŸ“„ Hubspot: In-Charlie settings

Registration Flow UI Fixed The registration page now properly completes the signup process. We've corrected a navigation error that was blocking new user onboarding, ensuring seamless account creation from start to finish.

Week of Feb 16, 2026 - Feb 20, 2026

Lead List Sorting Consistency Fixed The leads list now maintains correct chronological order by last activity date when loading additional results. We've resolved a sorting discrepancy that occurred after clicking "Load More," ensuring consistent lead prioritization across paginated views. πŸ“„ Leads' Management

Global Action Trigger Sensitivity Adjusted Global action conditions for Kill Switch and DQ operations now trigger with appropriate precision. We've recalibrated sensitivity thresholds that were causing premature or incorrect action executions, preventing unintended lead disqualifications and conversation terminations.

Post-CTA Conversation Flow Fixed Charlie now properly concludes conversations after CTA completion instead of continuing unnecessarily. We've eliminated a logic error that caused conversation loops beyond the intended endpoint, ensuring clean handoffs and preventing redundant follow-ups. πŸ“„ Post booking

Linqblue Phone Provider Integration (New Feature) Linqblue is now available as a phone number provider with full support for GHL integrations. This expands your telephony options and provides additional flexibility for voice-enabled workflows across your connected platforms. πŸ“„ Phone number: Linqblue

Week of Feb 9, 2026 - Feb 13, 2026

Autobooking Date Display Corrected We've resolved a display bug where Charlie showed incorrect alternate dates while offering and confirming valid alternative time slots. The issue was identified and fixed immediately with no impact to user bookings or lead experience. πŸ“„ Autobooking

Branch Configuration Access Restored Fixed an error that prevented access to branch configuration when clicking the branch icon. Users can now navigate directly to branch settings as intended without encountering error messages. πŸ“„ Actions and Branches

Lead Search by Phone Number Fixed The leads page search bar now correctly returns results when searching by prospect phone numbers. This resolves a query limitation that previously prevented phone-based lead lookup, improving search flexibility across all contact fields. πŸ“„ Leads' Management

HubSpot Inbound Message Sync Fixed Inbound messages now display correctly in both Charlie and HubSpot notes as intended. We've resolved a synchronization issue that prevented inbound conversations from appearing in both platforms, ensuring complete message visibility and context across your tech stack. πŸ“„ Hubspot: Lead's activation workflow

Conversation Tone Refinement Charlie's messaging now flows more naturally after addressing repetitive phrasing patterns. We've eliminated the robotic tone caused by overuse of identical introductory phrases from Custom Persona documents, restoring conversational fluency while maintaining your brand voice. πŸ“„ Custom Persona

Week of Feb 2, 2026 - Feb 6, 2026

Auto-booking Intent Detection Fixed We've resolved an issue where Charlie failed to detect Booking Intent or initiate the autobooking sequence after leads reached the CTA. The system now reliably identifies booking signals and transitions leads into the scheduling flow, preventing drop-offs at this critical conversion point. πŸ”—πŸ“„ Autobooking

HubSpot Calendar Availability Sync Restored Fixed a synchronization bug between HubSpot calendar integration and the autobooking function that was causing incorrect availability detection. Charlie now accurately verifies available booking slots and only displays no-availability messages when genuinely no valid time slots exist, eliminating false negatives that blocked legitimate bookings. πŸ”—πŸ“„ Hubspot: DM setter integration

Dynamic Hunt Personalization Corrected Charlie now correctly uses the lead's first name in dynamic hunts instead of mistakenly referencing the owner's name. We've eliminated a variable mapping glitch that occurred specifically in long-term hunt sequences, restoring proper personalization across all automated follow-ups. πŸ”—πŸ“„ How To Use Dynamic Hunts

GHL Dashboard Sync Restored Conversations now sync seamlessly between GHL and your dashboard. We've fixed a synchronization bug that caused conversations to appear in GHL without reflecting in the dashboard view, restoring complete visibility across both platforms. πŸ”—πŸ“„ GHL: CRM - DM setter integration

January 2026

Week of Jan 26, 2026 - Jan 30, 2026

Talk Later Scheduling Fixed We've resolved an issue where the "Talk Later" feature was incorrectly scheduling calls instead of queuing follow-up actions. The system now properly schedules follow-ups as intended, ensuring your leads receive timely outreach without unnecessary call bookings. πŸ”—πŸ“„ Lead Processing

Hunt Timing Default Restored Hunt timing defaults are now displaying correctly after a brief configuration issue. The system maintains the standard 20-minute interval after last engagement, with full customization available based on your workflow needs. πŸ”—πŸ“„ Lead Processing

Branch Logic Consistency Improved Charlie now maintains precise script adherence when navigating conversation branches. We've eliminated a logic gap that occasionally caused deviations from your intended conversation flow, ensuring consistent execution of your established branch hierarchy. πŸ”—

Transaction History Loading Enhanced Improvement The billing page now reliably loads your complete transaction history for the past 6 months. This resolves previous loading delays and ensures full visibility into your account's billing activity. πŸ”— πŸ“„ Billing page: Overview

Delayed Booking Intent (New Feature) Charlie now intelligently handles leads who are unavailable during your booking window by automatically setting their Booking Intent to "DELAYED." The system schedules follow-ups, logs context in the conversation, and seamlessly resumes normal flow when leads re-engageβ€”preventing lost opportunities from timing mismatches. πŸ”— πŸ“„ Autobooking