Amanda NorthcuttFounder & CEO | Keynote Speaker, LevelUp · B2B sales as a solo is HARD. I’ve got you. I help consultants & coaches sell high-ticket services comfortably & confidently, while enjoying consistent, predictable revenue | Founder & CEO | Speaker |

How Charlie AI Works: Omni-Channel Lead Qualification & Sales Automation

14 Feb 2025 · 1 min

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In this product demo excerpt, Speaker A asks about the onboarding experience and the channels where Charlie AI operates. Speaker B explains that Charlie AI provides a hands‑on setup process to help users get started quickly, acknowledging that AI adoption can be daunting. The platform is described as omnichannel, currently supporting direct messages on Instagram and Facebook, with LinkedIn support in development. It can also be deployed as a live chat widget, SMS, email, and voice calls. Across all these channels, Charlie AI engages prospects, qualifies them, and schedules them onto the sales team’s calendar, streamlining lead qualification.

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the setup that y'all do, you know, sounds like there's a significant bit of handholding to get everyone up and running, which is, I'm sure, really, really helpful, especially since AI is still new and in this like rapid iteration improvement, you know, cycle for— that's just going to keep on going for I don't know how long. We don't know how far this is going to go. But, and so is this like, does it function as a chatbot on customers' websites? Is it in DMs on certain social platforms? Like, Where is Charlie AI happening?
Yeah, so it's omnichannel, right? So it could be DM right now on Instagram or Facebook page. We're working on supporting LinkedIn and other social media platforms. Um, but it can live as a, as a live chat or a chat widget, uh, SMS, email, and voice. So it can talk to people over the phone. It can talk to them via DM and then it can qualify them and get them onto your team's calendar.