Tool comparison · DM & Chat Automation
charles
Chat automation for online retail with WhatsApp, Instagram and Messenger
- EntryPrice on requestno list price published
- Free plannot specified
- Trial periodnot specified
- Interfacenot specified
- Hosting according to providernot specified
- Third-party rating4.8 / 5OMR Reviews · 84 Reviews
- Facebook Messenger
- Web app
- API
Classification
In brief
Summarised from the provider's information. Not a test verdict.
WhatsApp, Instagram and Messenger come together in one inbox with Social CRM and Helpdesk integration. Comment-to-DM, Chatbot flows, an AI chat agent with brand voice, lead capture, Handover to staff and WhatsApp newsletter are included. The provider is based in Germany.
SuitsFor online shops and Customer Service Teams that manage social channels with a chatbot and AI agent.
Watch outNo price can be found without contacting the provider.
Target audiences per provider
- Online shops & D2C brands
- Customer Service Teams
Source: hello-charles.com/solutions/customer-service · checked on 11/11/2026
Compared under
Sources: hello-charles.com/de-de/product, apps.shopify.com/charles-1 and 3 more · checked on 11/11/2026
Controlled vocabulary
Features
The same terms as in every other profile. Anything not listed has not been reviewed by us yet.
Planning & Publishing2Drafts & Templates · Bundle campaigns
- yesDrafts & Templates
- yesBundle campaigns
Sources: hello-charles.com/product, hello-charles.com/solutions/campaigns · checked on 11/11/2026
Team & Approvals1Assign tasks
- yesAssign tasks
Source: hello-charles.com/product · checked on 11/11/2026
Analytics2Social media ROI · Website traffic from social
- yesSocial media ROI
- yesWebsite traffic from social
Source: hello-charles.com/product · checked on 11/11/2026
Inbox & Community4Social Inbox · Reply to direct messages · Social CRM · Helpdesk integration
- yesSocial Inbox
- yesReply to direct messages
- yesSocial CRM
- yesHelpdesk integration
Sources: hello-charles.com/product, hello-charles.com/integrations · checked on 11/11/2026
Automation & Chat7Comment-to-DM · Chatbot flows · AI chat agent · Lead capture in chat …
- yesComment-to-DM
- yesChatbot flows
- yesAI chat agent
- yesLead capture in chat
- yesHandover to staff
- yesWhatsApp newsletter
- yesWebsite chat widget
Sources: hello-charles.com/product, hello-charles.com/solutions/subscriber-collecti… and 2 more · checked on 11/11/2026
AI Features3Brand voice for AI · AI evaluation · Choice of AI model
- yesBrand voice for AI
- yesAI evaluation
- yesChoice of AI model
Sources: hello-charles.com/product, hello-charles.com · checked on 11/11/2026
Ads1A/B tests
- yesA/B tests
Source: hello-charles.com/product · checked on 11/11/2026
Administration & Security1API access
- yesAPI access
Source: hello-charles.com/product · checked on 11/11/2026
3 networks
Networks
What charles can do per network, as described by the provider.
- WhatsAppInbox: MessagesDM automation
- InstagramInbox: MessagesDM automation
- Facebook MessengerInbox: MessagesDM automation
Show full matrix 3 networks × 2 capabilities
| Network | Messages in inbox | DM automation |
|---|---|---|
| yes | yes | |
| yes | yes | |
| Facebook Messenger | yes | yes |
Source: hello-charles.com/product · checked on 11/11/2026
According to the provider
Privacy & Security
We reproduce what the provider states. This is not a legal assessment.
- Provider's GDPR statementyesyes, per provider
- Data Processing Agreement (DPA)not specified
- Hostingnot specified
- EU-US Data Privacy Frameworknot specified
- ISO 27001 certificationnot specified
- SOC 2 reportnot specified
- Provider headquartered in the EUyesyes, per provider
- Provider from the DACH regionyesyes, per provider
Show all 26 criteria 23 not specified
- yesProvider's GDPR statement
- not specifiedData Processing Agreement (DPA)
- yesProvider headquartered in the EU
- yesProvider from the DACH region
- not specifiedHosting in the EU
- not specifiedHosting in Germany
- not specifiedChoice of server location
- not specifiedEU-US Data Privacy Framework
- not specifiedEU Standard Contractual Clauses
- not specifiedList of subprocessors
- not specifiedISO 27001 certification
- not specifiedSOC 2 report
- not specifiedBSI C5 attestation
- not specifiedSSO via SAML
- not specifiedUser management via SCIM
- not specifiedRegular penetration tests
- not specifiedTrust Center
- not specifiedMeta Business Partner
- not specifiedTikTok Marketing Partner
- not specifiedLinkedIn Marketing Partner
- not specifiedCustomer data not used for AI training
- not specifiedAccessibility statement
- not specifiedUS hosting
- not specifiedHosting in Switzerland
- not specifiedCISIS12 certification
- not specifiedMeta Tech Provider
Sources: hello-charles.com/hubfs/charles_Partner%20Progr…, hello-charles.com/imprint · checked on 11/11/2026
4 listed
Integrations
connections that the provider itself names.
- Zendesk
- Shopify
- Google Analytics
- Klaviyo
Source: hello-charles.com/product · checked on 11/11/2026
From third parties
Reviews
Social Rocket does not award a rating of its own. The values of other platforms are shown here, with retrieval dates.
- OMR Reviews4.8/ 584 Reviews · retrieved on 11/11/2026View at OMR Reviews
- G24.8/ 533 Reviews · retrieved on 11/11/2026View at G2
- Capterra4.4/ 521 Reviews · retrieved on 11/11/2026View at Capterra
DM & Chat Automation
Alternatives
Tools with the same main category, sorted by the number of features they share with charles.
Marketing platform with chatbots for Instagram, WhatsApp and Telegram
- Facebook Messenger
- Telegram
- TikTok
from €8.80per month · billed annually4.6 / 5, G2, 727 ReviewsMessaging platform for customer dialogue via WhatsApp, Instagram and Telegram
- TikTok
- Facebook Messenger
- Telegram
from US$79per month · flat rate · billed annually4.8 / 5, G2, 568 ReviewsGerman messaging inbox for WhatsApp, Instagram and Messenger
- Facebook Messenger
- Telegram
from €89per month · flat rate · billed monthly4.6 / 5, G2, 123 ReviewsChatbot builder for Instagram, WhatsApp and messengers, built for creators
- TikTok
- Facebook Messenger
- Telegram
from US$14per month · billed annually4.5 / 5, G2, 165 Reviews
No information available yet
We have not found verifiable information from the provider for these areas, or have not yet checked them. We do not enter anything we cannot back up with a source.
- Prices and plans
Status 11/11/2026
Sources
Every page this profile is drawn from, with the date it was checked. The status shown above is the oldest of this data.
14 sources, oldest check on 11/11/2026. hello-charles.com (10) · apps.shopify.com (1) · omr.com (1) · capterra.com (1) · g2.com (1)
Show all addresses with check date
| 01 | apps.shopify.com/charles-1?locale=deLanguages | checked on 11/11/2026 |
| 02 | omr.com/de/reviews/product/charlesReviews | checked on 11/11/2026 |
| 03 | capterra.com/p/229087/Charles/Reviews | checked on 11/11/2026 |
| 04 | g2.com/products/charles/reviewsPositioning, Reviews | checked on 11/11/2026 |
| 05 | hello-charles.com/Features, Costs & Plans, Billing | checked on 11/11/2026 |
| 06 | hello-charles.com/de-de/productLanguages | checked on 11/11/2026 |
| 07 | hello-charles.com/en-gb/productFeatures | checked on 11/11/2026 |
| 08 | hello-charles.com/hubfs/charles_Partner%20Program.pdfPrivacy & Security | checked on 11/11/2026 |
| 09 | hello-charles.com/imprint/Provider, Privacy & Security | checked on 11/11/2026 |
| 10 | hello-charles.com/integrationsFeatures | checked on 11/11/2026 |
| 11 | hello-charles.com/productNetworks, Features, Platforms, Integrations | checked on 11/11/2026 |
| 12 | hello-charles.com/solutions/campaignsFeatures | checked on 11/11/2026 |
| 13 | hello-charles.com/solutions/customer-serviceTarget audiences | checked on 11/11/2026 |
| 14 | hello-charles.com/solutions/subscriber-collectionFeatures | checked on 11/11/2026 |
Method
How to read this profile
- Every claim has a source
For every feature, price and privacy statement we store the page it comes from and the review date. Both are shown in the tool profile.
- Unknown stays unknown
If something is not stated by the provider, we show "no information". We do not guess and do not derive anything from advertising texts.
- Reviews come from third parties
Ratings come from OMR Reviews, G2 or Capterra, each with the number of reviews and the retrieval date. Each row in a list shows the same platform: the one on which most tools in the list are rated. Under 10 reviews, the rating is shown without a bar. Trustpilot and app stores rate the company or the app; they appear only in the profile. Social Rocket does not award its own rating.