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CONVERSATIONAL AGENTS
Integrate powerful AI agents into all stages of your customer journey. Attract and convert new customers while retaining and servicing your current ones.
AI AGENTS
Scale personalized interactions on WhatsApp and messaging platforms, driving customer acquisition and retention.
Knowledge source
Upload FAQs, product feeds or other data as the agent’s knowledge source; the AI will use it as truth.
Agent personality
Define your brand tone of voice and tune the agent’s settings so it always speaks like a member of your team.
Data collection
Extract zero-party info (size, skin type, etc.) from customer messages and auto-save preferences to their profile.
Multi-language
Whether customers message in English, German, Italian or other languages, the AI replies in kind with no extra setup.
LLM of choice
Choose the LLM you’d like the AI agent to consult before it responds to your customers.
Safeguards
Leverage multiple layers of safety precautions to ensure your AI agents are compliant and brand-safe.
Human in the loop
Choose when to hand a conversation to a human. Monitor AI chats and step in when a personal touch is needed.
AI Agent analytics
Get the full picture of your agents’ impact on sales and CX - track revenue, CTRs, orders and conversation quality.
PLATFORM OVERVIEW
Overview
Unify customer profiles and orchestrate journeys. Sync contact and product data plus audience segments to automate.
Shop, CRM, service
Integrate shop, CRM/CDP and service tools with charles in a few clicks; share data live and unify analytics.
API & webhooks
Use the Charles API and webhooks to automate flows and journeys integrated with your custom software.
Import & export
Import and export data between charles and your other tools, whether in real time or on a fixed schedule.
Knowledge source
Connect with customers through AI agents and flows on any channel, with unified tracking and profiles.
WhatsApp
Combine creative WhatsApp campaigns with AI agents and flows. Launch compliant customer messaging fast.
Instagram
Engage customers with click-to-DM stories, invites, and keyword-triggered flows from comments.
Messenger
Leverage Messenger and Facebook reach with click-to-Messenger ads that move users into your funnel.
Webchat
Add web chat to your site and build AI agents that convert visitors and handle customer support.
Automations overview
Build no-code customer journeys and service flows, personalized with data-driven insights.
Triggers
Set triggers for messaging flows -recover carts, suggest products, and request feedback automatically.
Conversation trees
Create conversation trees with drag-and-drop nodes. Our no-code UX helps you start with Charles fast.
Opt-in collection
Collect GDPR-compliant opt-ins from customers directly on your preferred messaging platform.
Opt-out
Offer your customers a hassle-free opt-out experience with quick-reply buttons and global (STOP) unsubscribe triggers.
Customer profiles
Build customer profiles by collecting and saving preferences and contact info across all channels.
Tags & custom properties
Attach tags to users for segmentation or conditional flows, and save responses as custom properties.
Conditions
Set up conditional flows that trigger on specific actions, guiding each customer down the right path.
Waits & delays
Send delayed messages after set time windows and follow up with customers to re-engage or get feedback.
A/B tests
Test messages or journeys with A/B split nodes, set ratios, and tag groups for tailored follow-ups.
Integrations & webhooks
Link your tech stack to other platforms using no-code webhooks and integrated nodes.
Dynamic personalisation
Make conversations personal with static variables like names and dynamic ones like last purchases.
User journey analytics
Monitor journey performance with revenue attribution and see where users exit or get stuck.
Analytics overview
Monitor AI agent and flow performance with real-time insights into campaign revenue.
Read & click-rates
See how many users opened your message, how many clicked through, and how many converted.
Revenue attribution
See how much revenue can be attributed to your AI agents and journeys.
Discount codes
Send unique discount codes to users via WhatsApp, then track their usage.
Google Analytics
Integrate your Google Analytics with charles for unified data.
Subscribers
Track your subscriber collection stats and trends, and view your WhatsApp Quality Rating.
Audiences overview
Collect subscriber data to build audience segments and lists for personalized campaigns.
Subscriber collection
Collect subscribers through multiple entry points like click-to-chat, popups, QR codes, and more.
Zero & first-party data
Collect and leverage zero- & first-party data like preferences, contact info, and purchase behavior for personalization.
Segments & lists
Use tags, properties, and behavioral data to segment customers and send targeted campaigns that convert.
Import & export
Import segments from other tools and export your charles lists seamlessly to your CRM or connected software.
A/B tests
Duplicate your segments and test campaigns on multiple audiences to identify high-impact differences.
Campaigns overview
Send timed campaigns that boost revenue and transform messaging apps into your most powerful CRM channel.
Scheduling & recurring campaigns
Send or schedule one-time promos, or set recurring campaigns to re-engage customers and share updates.
A/B tests
Duplicate campaigns with one click and test variations to find the strategy that delivers best results.
Template builder
Build reusable campaign templates and craft common replies for sales and service to save your team time.
Carousels
Send multimedia WhatsApp carousels for richer product recommendations and high-impact information sharing.
A/B tests
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.
Inbox overview
Handle incoming chats with your team and AI agents, using seamless handoffs for white-glove support.
Collaboration
Assign incoming messages to your service team with one click so customer issues get solved instantly.
Templates
Create pre-defined messages in Studios and craft shared replies for sales and service to save team time.
Carting
Assemble carts with your products in charles and send customers a checkout link instantly with one click.
VOICE OF CUSTOMERS
Anina Kistner, CEO
"This is the most exciting development I’ve seen in 15 years of CRM"
10MN
85%
10x
Johannes Kliesch, Founder
"Every D2C company must be on WhatsApp — there’s no discussion."
+6.6MN
150%
21 days
Michael Walter, Senior Direct Marketing Manager
"WhatsApp's interactivity is ideal to gather customer data for improved personalization."
90%
30%
+1000
