C.A.R.L.

Description

C.A.R.L. is your AI counterpart inside EPX.

C.A.R.L. is designed to understand who you are, what you care about, what you are trying to accomplish, and what kind of people, knowledge, events, opportunities, and next actions could help you move faster.

C.A.R.L. is not just a generic chatbot or basic assistant. It becomes more useful as your Profile, Fine Tune settings, Needs and Goals, interests, business priorities, and platform activity give EPX better context. The goal is for C.A.R.L. to help bring the right network, knowledge, opportunities, and invitations to you instead of making you search for everything manually.

Where is it?

You can access C.A.R.L. from:

Main navigation > C.A.R.L.
The C.A.R.L. shortcut icon in the right rail / account area, where available
Basecamp, where C.A.R.L. briefings, signals, recommendations, and relevant next actions may appear
Related surfaces such as Events, Online Events, Adventures, Pods, Vault, or other EPX areas when C.A.R.L. has something relevant to recommend

Access may depend on your plan, permissions, account configuration, and whether the feature is enabled for your account.

What is C.A.R.L.?

C.A.R.L. is your AI counterpart in EPX.

You can think of C.A.R.L. as a personalized AI layer that helps represent your goals, interests, needs, and priorities inside the platform. It is designed to help you discover relevant people, opportunities, events, knowledge, resources, and follow-ups without having to manually search through the entire network.

C.A.R.L. becomes more useful when EPX understands:

Who you are
What you are building
What you need help with
What skills, partners, or services you are looking for
What kinds of events, experiences, or opportunities matter to you
What your business or personal goals are
What you have shared in Profile, Fine Tune, Needs and Goals, and Interests

How is C.A.R.L. different from a generic AI assistant?

A generic AI assistant usually waits for you to ask a question.

C.A.R.L. is designed to be more proactive and more personal. It uses your Profile, Fine Tune settings, business needs, interests, and priorities to surface things that may matter to you before you go looking for them.

A basic assistant may answer, “Here are some networking tips.”

C.A.R.L. should move closer to, “Here are three people, two events, one resource, and one possible next action that match what you are trying to accomplish.”

What does C.A.R.L. help with?

C.A.R.L. can help surface:

Relevant introductions
Potential mentors, partners, investors, clients, or collaborators
Experts who match your needs
Events, Online Events, and Adventures that align with your interests
Vault content, training, tactics, or resources
Pods or communities that may be relevant to you
Business opportunities or relationship signals
Follow-ups and suggested next actions
Basecamp briefings based on what matters to you

C.A.R.L. is designed to reduce noise and bring forward useful signal.

What does “bring the network to me” mean?

“Bring the network to me” means C.A.R.L. is designed to help surface the people, knowledge, events, opportunities, and resources that fit your goals.

Instead of manually searching through members, events, Pods, articles, resources, and programs, C.A.R.L. uses your context to help identify what may be relevant and bring it into your Basecamp feed, briefings, recommendations, or other EPX surfaces.

How does C.A.R.L. know what is relevant to me?

C.A.R.L. uses available context from your EPX experience, including:

Your Profile
Your Fine Tune settings
Your Needs and Goals
Your interests and communication preferences
Your location or frequently visited cities, where provided
Your business needs
Your selected skills, services, partners, or capital needs
Your activity, engagement, and relevant platform signals
Your plan and account permissions

The more complete and current this information is, the more useful C.A.R.L. can become.

How does Fine Tune affect C.A.R.L.?

Fine Tune helps teach C.A.R.L. what matters most right now.

For example, if you tell Fine Tune that you are looking for investors, HR support, marketing resources, AI events, product strategy help, or a specific type of partner, C.A.R.L. can use that information to surface more relevant introductions, content, events, and opportunities.

Fine Tune is not a one-time setup. Update it whenever your goals, business priorities, travel, service needs, or areas of focus change.

How does Profile affect C.A.R.L.?

Your Profile helps C.A.R.L. understand who you are.

Your Profile may include your bio, location, professional background, interests, passions, goals, social links, education, Pods, activity, and other personal or professional information.

Your Profile gives EPX your identity. Fine Tune gives EPX your current direction. Together, they help C.A.R.L. become more specific and useful.

What are C.A.R.L. Briefings?

C.A.R.L. Briefings are personalized updates that may appear in Basecamp or the member feed.

They may include:

Recommended introductions
Opportunities that match your goals
Relevant experts or members
Invites or experiences
Knowledge, tactics, or resources
Follow-ups and suggested next actions

C.A.R.L. Briefings are meant to be signal, not social noise.

Can C.A.R.L. take action for me?

C.A.R.L. can surface recommendations and suggest next actions.

In some cases, C.A.R.L. may be able to take an action when you command or approve it, such as helping with an introduction or RSVP flow, depending on platform permissions and account configuration.

C.A.R.L. should not be described as making major decisions for you automatically. You remain the decision-maker.

Does C.A.R.L. make decisions for me?

No.

C.A.R.L. is designed to surface relevant information, recommendations, opportunities, and possible next actions. You choose what to approve, ignore, pursue, or ask for help with.

Why am I not seeing C.A.R.L. recommendations?

C.A.R.L. needs enough information to understand what matters to you.

If recommendations are missing, too broad, or not useful, review and update:

Profile
Fine Tune
Needs and Goals
Interests and Communications
Location or city preferences
Business needs
Skills, partner, service, or capital needs
Pods, Events, Online Events, or Adventures you have joined or shown interest in

If you recently updated your information, allow time for the platform to reflect that context.

Why do my C.A.R.L. recommendations feel irrelevant?

Recommendations may feel off if your context is incomplete, outdated, or too general.

For example, “I need business help” is less useful than “I need introductions to fractional CFOs, healthcare marketing partners, and investors for a $500K raise.”

To improve relevance:

Be specific in Fine Tune
Add current business needs
Update your Profile
Select accurate interests
Add relevant locations or travel plans
Join the Pods and experiences that match your goals
Remove or update old priorities that no longer matter

Can other members see what I tell C.A.R.L.?

C.A.R.L. uses your information to help personalize your EPX experience. Profile-facing information may help other members understand who you are, but Fine Tune-style inputs are primarily used to guide relevance, recommendations, briefings, and platform support.

Do not enter sensitive personal, financial, health, legal, or confidential business information unless EPX specifically requests it through an approved secure workflow.

What should I do if C.A.R.L. is not working?

If C.A.R.L. is not loading, missing, or not showing expected recommendations:

Confirm your plan includes access to C.A.R.L.
Check whether you are signed in to the correct EPX account.
Try accessing C.A.R.L. from the main navigation and the right rail shortcut.
Review Profile, Fine Tune, Needs and Goals, and Interests.
Refresh the page or try another browser/device.
Contact support if the issue continues.

When contacting support, include:

Your account email
Where you tried to access C.A.R.L.
What you expected to happen
What actually happened
Any error message
A screenshot or screen recording, if possible

Why is C.A.R.L. valuable?

C.A.R.L. helps reduce the time and effort required to find the right people, opportunities, knowledge, and next actions.

Instead of forcing you to search manually, C.A.R.L. is designed to learn your direction and bring relevant signal to you. The more accurate your Profile and Fine Tune inputs are, the better C.A.R.L. can help EPX feel personalized, proactive, and useful.