Charles

Conversational AI and CRM platform

Marketing

Compliance CertificationsGDPRISO 27001

About Charles

A conversational marketing platform for brands that runs AI powered chat conversations across WhatsApp and other messaging apps. It automates messages, personalizes interactions, and anchors those conversations to CRM workflows to nurture customers. People use it to manage campaigns, monitor results and engage customers at scale.

What Cakewalk Does With Charles

Govern who on your team and which agents can access Charles. AI agents can act inside Charles with the permissions of the person who asked. Cakewalk checks each call against policy, holds risky actions for approval and writes an audit record for every one.

Integration Capabilities

Agent Connection

A Connection lets an AI agent act in Charles through Cakewalk instead of with its own API key. The agent operates with the permissions of the person who made the request, only for the duration of that task. Every call is checked against policy and written to the audit log.

Use Cases

Use Case	Description
Let an Agent Handle Charles TasksAgent Connection	A person asks their agent to do something in Charles, like find a record, update a field or pull a report. The agent does it through Cakewalk with that person's own access, not a shared key.
Every Action Checked and LoggedAgent Connection	Every agent action in Charles is checked against your access rules and written to the audit log. Safe actions go through, risky ones wait for approval or are blocked.