Charles enables businesses to automate customer service requests and marketing communications through WhatsApp by setting up personalized, event-triggered flows integrated with existing CRM and service systems. CRM teams benefit from GDPR-compliant automation tools that leverage customer data across channels to improve retention and revenue while maintaining consistent omnichannel customer experiences.
Vendor Description
charles
charles is a WhatsApp marketing platform made in Berlin. Its easy-to-use software enables businesses to drive revenue, retention and innovative customer experiences by complementing existing marketing channels with the reach and richness of WhatsApp. It does so by enabling CRM teams to set-up recurring flows and automations based on consumer specific events in a personalized manner. It supports them to stay GDPR-compliant and consistently iterate in this new channel while also integrating with select CRM, service and shop systems to leverage data from other channels for their omnichannel strategy.
Installation
Follow these instructions:
1 Insert your charles subdomain <<your-domain>>.hello-charles.com
2 Create or get your charles api_key from <<your-domain>>.hello-charles.com/settings/api-keys and insert it here
3. Go to <<your-domain>>.hello-charles.com/settings/integrations/marketplace
install zendesk and follow the further instructions in that box
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