Our latest product line up has arrived. Experience the difference
Our latest product line up has arrived. Experience the difference
As an email archiving solution, getting email into Charlie in a way that is efficient and robust is an important part of the puzzle.
Someone, somewhere, sends an email to a member of your team (or a member of your team sends an email out), and that email arrives at the server of your mail provider (Gmail, Office365, etc).
As soon as the email arrives at your email provider (and before it even hits your inbox), a copy of it is sent to Charlie for processing, while your email provider keeps doing its own thing.
Charlie analyses the email to see how it connects to your client base, what it's about, it's sentiment and tone, and the attachments it contains, among other things. After analysis, the email is tagged up appropriately and filed away for you.
Before the email becomes visible in Charlie, Charlie determines what level of privacy it should be treated with and applies this throughout the app. Public emails will be visible to the entire team, sensitive emails to a select group of team members and private emails to only the original recipients.
At this point, the email can now be found in Charlie (assuming you have permission to see it) by using Charlie's standard search filters.
By this point, your email provider has routed the email to the team member's inbox, and it can be dealt with in the inbox as usual. Charlie already has a copy of it, stored away safely, which means you're free to simply delete it from your inbox when it's been actioned, safe in the knowledge that Charlie has you covered.
Understanding how Charlie determines the privacy of messages is an important part of feeling secure with a collaborative email archive.
Without Charlie, you only have access to those messages for which you are a recipient. This is just a small portion of your team's total communications
With Charlie, we start with the assumption that you should see nothing. Access to communication is then carefully rolled out to create a more collaborative experience…
To start, you are given access to see any message in the system where you are a recipient.
Access is not granted to any messages that do not involve you and which have not been sufficiently tagged (for example, where the Client Group could not be determined).
Access to a message marked as Private is also denied.
Sensitive messages which you are not entitled to see are also restricted.
Sensitive messages which you are entitled to see are made visible.
Having dealt with privacy considerations, all other messages in the system are considered public and made visible to you.
Charlie dramatically increases access to non-private communications, enhancing organisational knowledge and collaboration.
Got a question about Charlie? We've got you covered.
If you're still relying on people manually filing their email you not only have an efficiency problem, but a major risk on your hands as well. People are fallible and things get missed. Even when they don't we've all got a lot better things to do with our time than filing that umpteenth email of the day.
Email clients like Gmail and Outlook are great tools for drafting and reading emails, but they all suffer from the fatal flaw - they are my email or your email, but never our team's email.
In order to get a truly holistic understanding of the communication our team has with clients, we need a solution that acts as the team's single source of truth. Charlie fills this gap, acting as a collaborative, highly-searchable, team-wide email archive.
Absolutely not!
Charlie has been designed to compliment and work along side whatever email client you already use. Think of your inbox as your email, and Charlie as your team's email.
If your team uses GSuite, you don't need administrator access to get going. Just sign up, connect your account and start seeing how Charlie simplifies things for you.
If you're running your own email server or using another email provider, we can work with your team to make sure Charlie gets properly configured.
We've designed Charlie to be as robust as possible, and we hate downtime as much as you do, so we try to avoid it at all costs. However, in the event of a service interruption to Charlie, there is no impact on the delivery (inbound or outbound) of your team's email. You can keep on using email as normal and when Charlie recovers, it'll start import everything it's missed in the meantime.
You can always keep an eye on whether or not Charlie is up and running by checking out the Charlie status page.
We hate to see you go, but in the event that you decide Charlie's not right for you, we're always happy to provide you with a bulk dump of your email data. Your emails are your data, Charlie just makes them easier to manage!
If you need to arrange for a bulk dump of emails, feel free to contact us.
