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Learn Charlie

Master Charlie in minutes.

Video tutorials, step-by-step guides and the full manual — everything you need to get your AI employee working at full speed.

Coming soon
Start here · Full walkthrough
Meet Charlie: your first day with an AI employee

A complete tour — from creating your workspace to your first morning briefing. Everything Charlie can do, in one sitting.

First videos land here this week

Video tutorials

Coming soonGetting started
Set up Charlie in minutes

Create your workspace, tell Charlie about your business and bring your data with you — live the same day.

Coming soonWorking with Charlie
Automations & talking to Charlie

Set what Charlie handles on its own, then ask anything about your business — prices, clients, stock — and approve changes with one click.

Coming soonCalls
How Charlie answers & books calls

Watch a real call: greeting, qualifying, and booking straight into the calendar.

Coming soonFollow-ups
Automating quote follow-ups

Set the cadence once and let Charlie chase every quote until it converts.

Coming soonIntegrations
Syncing your CRM & calendar

Two-way sync so leads, jobs and notes update automatically.

Coming soonBriefing
Reading Charlie's morning briefing

Understand your overnight summary and act on what needs you.

Guides & manual

Questions? Read the FAQ →
🚀Getting started
Quick-start setupConfiguring Charlie's voice & toneSetting your business hoursGoing live checklist
📞Calls & booking
How call answering worksBooking rules & availabilityHandling multiple locationsCall transfers & escalation
💸Follow-ups & invoicing
Quote follow-up sequencesInvoice reminder cadencesPayment links & receiptsRecovering cold leads
🔗Integrations & data
Connecting your CRMCalendar syncSMS & email setupExporting reports & insights

The written guides are on their way — the videos above cover everything to get started today.

Ready to meet your AI employee?

Charlie gives every business an employee that never sleeps.

Try Charlie LiveBook a Demo