Charles

Playbook: Smart AI Continuity - Handling Sensitive Topics Without Breaking Conversation Flow

Playbook: AI to Human Handoff - Using Intents for Smooth Customer Escalation

Playbook: Stay GDPR Compliant with Intents

Playbook: Growing your subscriber base with intents

This article walks you through every step of setting up your FAQ Agent, from initial configuration to going live on WhatsApp.

Setting Up Your AI FAQ Agent

This article explains why defining a clear AI personality and tone of voice is essential for creating consistent, trustworthy, and brand‑aligned customer interactions.

AI Agent’s Personality & TOV

Customer Intents

This article walks you through how to configure escalation settings for your AI agent in charles, so the right conversations always reach the right person at the right time.

Setting Up Escalation for Your AI Agent

This document describes the new Escalation Settings for AI agents, explaining how to automatically escalate conversations to human agents based on specific triggers.

Agent Escalation Settings

This article walks you through the full configuration of the AI Product Finder — a powerful AI agent that helps your end users discover the right products through a conversational…

AI Product Finder Configuration

Learn how to connect your product catalogue to charles and activate it as an AI Knowledge Base for the AI Product Finder — via Shopify integration or URL import.

AI Product Finder Knowledge Base

This article helps you understand how to properly test your AI agent before going live. You’ll learn what to check, how to validate responses, and how to ensure the agent…

AI Agent Testing

Learn how to deploy your AI agent on WhatsApp with charles — explore the Global AI Agent and Journey Flow Agent options to find the right setup for your business.

Deploying Your AI Agent - Global vs. Journey Flow

Discover how to use the AI Agent Analytics interface in charles to track and optimise the performance of your AI FAQ Agent and AI Product Finder.

Monitor AI Agent Analytics

AI agents that sell and support on WhatsApp - personalized recos, instant answers, brand-safe and GDPR-ready

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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