Charlotte, the Challenge Concierge — Voice AI for 5-Day Challenges

Turn your 5-day challenge into a daily, done-for-you experience. Charlotte answers calls, delivers the day’s message, captures the participant’s action step, and triggers your follow-up—automatically.

Running Challenges just got... well... Less Challenging.

Charlotte runs your challenge like a pro. Participants call a single number each day, hear a 30-second to 2 minute teaching point, ask quick questions, and set one action step. Charlotte saves their answer on the contact record, updates their challenge progress, and hands off to workflows that send recaps, nudges, and completion messages. You get higher completion rates with less manual work.

What it does

• Routes every caller to today’s correct day based on their start date (no manual sorting).

• Delivers a short message (from your KB) in a friendly, natural voice.

• Asks for one action step or quick win; captures the response verbatim.

• Writes data to custom fields (Day X Answer, Current Day, Last Check-in).

• Hands off to workflows to send SMS recaps, missed-day nudges, stalled alerts, and a Day-5 completion sequence.

• Prevents skipping ahead—keeps participants focused and encourages “go bigger today” if they have extra time.

• Answers simple FAQs from your Knowledge Base and escalates out-of-scope questions to the coach.

Why it helps

• More completions, less chasing. Daily check-ins happen without your team on the phone.

• Cleaner data, clearer coaching. Every action step is saved on the contact for reporting and follow-up.

• Consistent participant experience. Same tone, same format, same next steps—every time.

• Scales any niche. Swap the 5-day content in your Knowledge Base; keep the same automations.

• Protects momentum. Friendly guardrails keep people on today’s task and moving forward.

How it works in 3 steps

1. Participants call your challenge number each day.

2. Charlotte delivers today’s message, captures the action step, and updates the contact.

3. Your workflows send the right SMS (recap, nudge, or completion) and notify the coach when needed.

What’s included

• Voice AI agent: “Charlotte, the Challenge Concierge.”

• Workflow wiring for recaps, nudges, stalled monitoring, and completion.

• A Knowledge Base framework with placeholders for your 5-day content.

• Custom fields, tags, and merge codes aligned to reporting and automations.

What you add

• Your 5-day content (teaching points + action options) in the KB.

• Your challenge dedicated phone number and calendar booking link as Custom Values.

• Optional audio files if you want a human-voiced message.

Ideal for

Coaches, consultants, and course creators who run 5-day challenges and want higher completion rates, clear daily actions, and automated follow-up—without adding team hours.