charles Features
Messenger (5)
Sequencing
Mapped-out responses for conversations.
AI
Artificial intelligence (AI) and chatbot involvement.
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Video Chat
Chat with your counterparts over the video in real time
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Customization Interface
Quality of interface for designing and customizing conversation maps.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Channels (4)
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
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Website
Conversations enacted through embedding or pop-ups on websites.
Other
Conversations enacted through other channels.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Customers (7)
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Profiles
Creation and modification of customer profiles based on conversations.
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Analytics
Reporting based around specific and overall conversation results.
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Lead Gathering
Capture and organization of leads from conversations.
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Sales Conversion
Success rate of conversations leading to customer purchases.
Customer Service Analytics
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Visitor Behavior (2)
Targeting
Ability to target website visitors based on behavioral patterns
Guided Selling
Adapt the selling process to each visitor, including content and pricing
Templates (3)
Library
Provide a library of templates for various purposes such as website engagement or e-commerce
Customization
Allows users to customize templates and use them on multiple channels easily
Optimization
Track the performance of different versions of templates and suggest optimizations
Personalization (5)
Recommendation
Recommend products based on order history and online behavior
Content
Provide custom content to website visitors based on their online behavior
Cart Abandonment
Deliver messages targeted at buyers who are about to leave an online store
A/B Testing
The ability to test various configurations and recommendations to determine which are most successful with customers.
Personalized Messaging
Tools to create personalized messaging based on customer data collected from purchases or viewing history.
Multichannel (2)
Web
Integrate personalized content and recommendations on websites
Mobile
Include personalization features that are mobile-friendly and responsive
Administration (4)
Marketing Campaigns
The ability to create and customize marketing campaigns based on user data.
Reports & Analytics
Easily digestible visual representations of data collected by the platform.
User Data
Data collected from customers to be analyzed by analytics tools or other e-commerce software.
Integrations
The ability to integrate with a variety of e-commerce software platforms in order to share data and other functionality.
Omnichannel Features (7)
Retail Management
The ability to manage the operations of a retail storefront and integrate storefront operations with other channels.
POS Integration
The ability to integrate with a POS system in order to facilitate the integration of brick and mortar channels with other channels.
Social Media Integration
Tools to integrate social media channels with other commerce channels to create a seamless experience for customers.
Customer Service Integration
The ability to integrate customer service into all channels.
Marketing Tools
The ability to integrate marketing tools into all channels.
E-commerce Integration
Tools to combine e-commerce channels with other channels in order to create a seamless experience across channels.
ERP Integration
The ability to integrate with ERP systems in order to unite customer-facing channels with back-end channels.
Reporting (2)
Reports & Analytics
Tools to present data collected from various channels in a digestible way to help business owners make informed decisions.
Data Transfer Tools
The ability to transfer data between channels in order to streamline operations.
WhatsApp Messaging - WhatsApp Marketing (6)
Transactional Messages
Allows users to establish automated workflows and triggers to deliver transactional WhatsApp messages and notifications
Bulk WhatsApp Messaging
Enables users to send mass WhatsApp marketing campaigns
Conversational Messaging
Facilitates two-way WhatsApp messaging to encourage subscriber engagement and loyalty
Personalization
Offers features for personalizing WhatsApp messages based on customer information or past behavior
Promotional Messages
Allow users to share promotions with subscribers via WhatsApp
Automated Replies
Provides automated WhatsApp message replies to recipients
WhatsApp Business Platform - WhatsApp Marketing (4)
Segmentation
Deliver tailored promotions to specific audience segments
API Integration
Facilitates the integration of WhatsApp messaging into existing business applications through WhatsApp Business API
WhatsApp Commerce
Allow customers to browse, discover, research, purchase, and complete payment in real-time
Analytics
Provides analytics on opt-ins, open and delivery rates, and click-throughs
Agentic AI - E-Commerce Personalization (2)
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Conversational Marketing (9)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Additional Functionality (41)
Customizable Fields
Customize data fields to support various needs and use cases
API
Application programming interface that allows for integration with other systems/databases
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
Human Handover
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Product Recommendations
Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
SMS Messaging
Send messages via SMS
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Chat/Messaging
Communicate using direct chat or messages within the system
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Lead Distribution
Route and distribute your leads to third party buyers
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Data Import/Export
Import and export data to and from software applications
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Real-Time Data
Receive data and information in real time
Real-time Conversations
Send and receive messages in real-time via an online communication channel
Customizable Branding
Add customized logos and colors to align with company branding
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Autoresponders
Create and automatically send premade copy in response to customer messages
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Customer Segmentation
Process of dividing customers into groups based on common characteristics
One-to-One Messaging
Send personal messages to clients or attendees
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Lead Capture
Automatically identify and save contact information of potential customers
Appointment Scheduling
Schedule appointments via a calendar
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Group Messaging
Group messaging lets multiple people carry on a group conversation
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Email Automation
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product