What Charlie can help with
Charlie can help across multiple areas of your agent.- Prompt edits
- Call control
- Call Outcomes
- Conversation analysis
Tell Charlie what to change in the agent’s prompt and it drafts the edit for you.
- Rewrite or restructure a specific section
- Apply a tone change across the whole prompt, like making the agent friendlier or more confident
- Insert the right variable or tool reference without having to look up the syntax
- Adapt the prompt based on a transcript or example you share
How to talk to Charlie
Charlie understands both specific instructions and general feedback. Use whichever fits the change you have in mind.- Specific instructions
- General feedback
Useful when you know exactly what you want changed.
“Shorten the greeting and add a goodbye line at the end.”
“Replace the word ‘reservation’ with ‘booking’ everywhere in the prompt.”
“Add a step asking the caller for their order number before transferring.”
When to use Charlie vs edit directly
Charlie isn’t a replacement for editing the prompt by hand. Some changes are faster to do yourself.Best practices
- Bring real call transcripts into the chat so Charlie can refine the agent based on conversations that actually happened, not just imagined cases.
- Use checkpoints when experimenting. It’s faster to roll back than to manually undo a stack of changes.
- Accept changes a few at a time if you’re not sure about all of them. Reject the rest and ask Charlie to try again with more guidance.
- Start with Charlie on new prompts. Have it draft a structure for you, then refine the details by hand.
Good to know
- Charlie’s edits appear as inline diffs — accept or reject each one on its own, or apply them all at once. Checkpoints are created automatically, so you can roll back to any earlier state in one click.
- The chat accepts file uploads (a transcript, a script document, a sample message) and voice input for longer instructions.
- Charlie never publishes your agent. Changes stay as a draft until you click Publish.
- Charlie can also access and edit other agents if you ask it to. This is great for applying changes to multiple agents at once
- The chat remembers what you said earlier in the same session, so you can keep iterating without re-explaining context.