AI agents for conversations that delight

Upload your data as the agent’s knowledge source - a list of FAQs, a live product feed, etc. The AI agent will use this as its main source of truth.

Define your brand tone of voice and adjust the agent’s settings so that it always sounds like a member of your team. 

Extract zero-party data and preferences (shirt size, skin type, etc.) from your customer’s messages and save it to their profile automatically. 

Whether your customers message you in English, German, Italian, or other languages, the AI can respond in kind without any additional setup. 

Choose the LLM you’d like the AI agent to consult before it responds to your customers. 

Leverage multiple layers of safety precautions to ensure your AI agents are compliant and brand-safe. 

Choose when to hand the conversation off to a human. Keep a close eye on your AI agent’s conversations and seamlessly step in when a personal touch is needed. 

Get the full picture of your Agents' impact on both sales and customer experience. Track business metrics like revenue, CTRs, and orders placed, alongside conversation quality metrics.

Unify your customer profiles and orchestrate customer journeys. Sync contact/product data and audience segments with your tech stack to trigger automations and send targeted, personalized campaigns.

Integrate your shop system, CRM/CDP, and service tool with charles in just a few clicks. Share customer and engagement data between platforms in real time and unify your analytics.

Use the charles API and webhooks to build automated flows and journeys that integrate with your custom software solutions.

Import and export data between charles and your other tools, whether in real time or on a fixed schedule.

Speak to your customers via AI agents and scripted flows on any of our supported messaging channels. Track customer journeys across multiple channels with unified customer profiles and usage data. 

Our flagship platform; we’ve been writing the playbook on WhatsApp marketing for years.

Use WhatsApp’s multimedia support to combine creative marketing campaigns with AI agents and scripted flows.

We’ll help you set up a business phone number, and connect it to your WhatsApp business account, so you’re ready to message your customers in a compliant way. 

Engage with your customers via click-to-DM stories, newsletter invites, follow-up DMs, and more. Set up keyword triggers to start customer conversion flows via comments. 

Combine the huge reach of Messenger and Facebook to drive conversions. Set up click-to-Messenger ads to drive people into your marketing funnel.

Set up a web chat interface for your website and build customized AI agents to convert website visitors into customers and handle support tickets. 

Answer incoming chats with your customer service team. Integrate AI agents into your service flow to reduce easy tickets, with seamless human-in-the-loop handoffs when white-glove service is needed.

Assign incoming messages to your Customer Service staff with one click so your customer problems can be solved in no time.

Build out pre-defined messages in the Studios tab. Craft common responses for service and sales to save your team members valuable time. 

Assemble a cart with your products right from within charles and send your customers a checkout link with one click.

Spark consumers interest so that they want to start a conversation and learn more about your brand

Build scripted customer experiences in a no-code canvas. Craft messaging journeys, retention campaigns, and service flows. Make every conversation personal with collected customer data.

Set specific triggers for your messaging flows, from simple to complex. Follow up on abandoned carts, suggest related products after purchase, ask for product feedback, and more. 

Create conversation trees with drag-and-drop nodes. Our easy, no-code user experience lets you start using charles as fast as possi. 

Easily collect GDPR-compliant single- and double-opt-in’s from your customers directly on your messaging platform of choice. 

Offer your customers a hassle-free opt-out experience with quick-reply buttons and global (STOP) unsubscribe triggers. 

Build comprehensive customer profiles by collecting and saving their preferences and contact information, no matter which channel they use. 

Attach tags to users during journeys for easy segmentation in your campaigns or setting up conditional nodes. Record customer responses as custom properties for later use. 

Set up conditional flows that trigger when customers perform specific actions or satisfy specific criteria, (e.g. send a returning customer down a different journey than a first-time customer)

Send delayed messages to customers after pre-defined time windows. Follow up when customers stop responding to re-engage or ask for feedback. 

Test out different messaging options or journey experiences with automated A/B split nodes. Choose the split ratio (50/50, 60/40, 70/30, etc) and use tags to follow up with each group.  

Link to other platforms in your tech stack with easy no-code webhooks and pre-integrated nodes. 

Make every conversation personal with static variables (e.g. customer name) and dynamic variables (e.g. the last product the customer bought).

Monitor the performance of your journeys with revenue attribution and completion rates. See where customers are getting stuck or abandoning the flow. 

Monitor the performance of your AI agents and automated flows. See the revenue impact of your marketing campaigns in real time. 

See how many users opened your message, how many clicked through, and how many converted. 

See how much revenue can be attributed to your AI agents and journeys. 

Send unique discount codes to users via WhatsApp, then track their usage.

Integrate your Google Analytics with charles for unified data. 

Track your subscriber collection stats and trends, and view your WhatsApp Quality Rating. 

Collect subscribers and their data, then use it to build audience segments and lists for hyper-personalized campaigns and customer interactions.

Collect subscribers through multiple entry points (Click-to-chat, post-purchase, popup bubble, QR code, Wa.me link, etc.)

Collect and leverage your customers’ zero-party data (user preferences, clothing size, preferred sport, type of pet, etc.) and first-party data (name, email, phone number, purchase data, etc.).

Use tags, custom properties, behavioral data, and more to create advanced customer segmentation. Send highly targeted campaigns directly to the people who are most likely to convert. 

Import segments and lists from other software through our integrations, and seamlessly export your charles segments and lists to your CRM or other software tool. 

Easily duplicate your existing segments and lists for easy changes.  Test out your campaigns on multiple audiences and see where small differences can make a big impact. 

Send (timed) promotional campaigns and reminders to your customers that feed back into your automated revenue machine. Turn messaging apps into your highest-impact CRM channel. 

Send or schedule one-time promotional campaigns, or set up recurring campaigns to reactive your customers or send out newsletter content. 

Duplicate existing campaigns with just a click. Test out variations of your campaigns to zero in on your perfect strategy. 

Build templated campaigns for multiple uses. Craft common response messages for service and sales to save your team members valuable time. 

Send multimedia scrollable carousels via WhatsApp for easy product recommendation and information density.