Everything you need to run your AI setter.

Short, honest guides for every plan and every screen, with screenshots. Start at the top if you are new, or jump to the feature you are setting up.

Getting started

3 guides

Getting started

From signing up to an AI setter that answers your leads and books calls, in about fifteen minutes.

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Plans and what each one includes

Starter, Business, Outbound, Agency and Enterprise side by side: what each plan is for, what line it runs on, and what it costs.

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Starter: running on your CRM number

How the Starter plan connects to your CRM, which number and calendar it uses, and what stays on the CRM side.

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Walkthroughs

9 guides

Launch day checklist

Three jobs for the day your number goes live: text it yourself, read your first ten threads, fix one thing.

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Set up an agency client in 20 minutes

From your brand and domain to a client's first reply: every step in order, with what done looks like.

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Put the Text us button on your funnel

Copy one snippet from Settings, and every visitor who taps it opens a text to your setter, on most phones with Hi already typed.

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Webinar follow-up campaign, end to end

Turn a webinar registrant list into booked calls: confirm the list, write one opener, start it, and let the setter take the replies.

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Connect Google Calendar

Let the setter read your real free and busy time and put every booked call on your Google Calendar.

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Connect Calendly

Let the setter offer your real Calendly times and book every call straight onto your Calendly event type.

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Connect Zoom

Connect your Zoom account so every registrant of your webinar is texted their own personal join link. Read only: nothing in your Zoom account is changed.

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Connect Cal.com

Let the setter offer your real Cal.com times and book every call straight onto your Cal.com event type.

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What to do when your line is flagged

Read your line health, slow down before carriers filter you, and know what each warning means and who to email.

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Lead capture

6 guides

Every place to put your texting number

The setter answers every text that reaches your number and nothing that does not. A checklist of the places that send it leads.

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Add your texting number to your Google Business Profile

People who find you on Google can text you straight from your profile, and the setter answers, qualifies them and books the call.

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Capture leads after hours

What the setter does at 11pm, on a Sunday and while your team is on a job, and the three settings that decide it.

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Turn missed calls into text conversations

Most callers who hit voicemail never leave a message. Point them at your texting number and the setter picks up the conversation.

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Put your texting number in social profiles and ads

Your bio, your contact button and your ads can all end in a text to the setter instead of a form nobody finishes.

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Print your Scan to text QR code

Yard signs, trucks, business cards, flyers and booths: one QR code that opens a text to your setter when someone scans it.

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The AI setter

3 guides

Your AI setter

What the setter does on its own, how it decides what to say, when it hands a lead to you, and the limits it will not cross.

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Setter best practices

How to write qualification questions and an objection playbook that book calls, what to test before leads arrive, and the mistakes we see most.

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Compliance and consent

The rules the setter cannot break: quiet hours, message limits, STOP, links, and what stays your responsibility.

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Playbooks

18 guides

Playbook: coaches and consultants

Book strategy calls from webinar and ad leads without pitching the program by text. Questions, replies and settings to copy.

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Playbook: marketing agencies

Book sales calls with business owners, keep scope and price for the call, and let other agencies' pitches go unbooked.

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Playbook: med spas

Turn price questions into booked consults, with your ranges quoted and health questions left for the injector.

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Playbook: real estate

Book buyer and seller calls without giving valuations by text, and add a spouse to the invite in one message.

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Playbook: home services

Get a visit on the calendar fast for HVAC, plumbing, roofing and other trades, with prices left for the visit.

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Playbook: gyms and studios

Book tours for new and nervous leads, with your intro offer written down so the setter never invents one.

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Playbook: insurance agencies

Book quote calls before renewal without quoting a premium or asking for identification by text.

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Playbook: solar

Book home assessments with both homeowners on the invite, and keep savings promises and credit questions out.

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Playbook: dentists and orthodontists

Turn 'how much is a cleaning' into a booked visit, with health history and insurance detail left for the exam.

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Playbook: chiropractors and physical therapists

Turn pain and stiffness messages into booked exams, with health history and insurance detail left for the visit.

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Playbook: law firm intake

Book consultations from new matters without giving legal advice or assessing a case by text.

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Playbook: auto repair and detailing

Turn 'what's wrong with my car' messages into booked visits, with diagnosis and pricing left for the shop.

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Playbook: salons and barbers

Turn price-check texts into booked appointments, with deposit and no-show policy said exactly as you write it.

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Playbook: cleaning services

Turn price texts into booked first cleans, with your rates quoted and payment details left for the visit.

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Playbook: property management and leasing

Book showings from rental leads without promising approval, deposits or availability by text.

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Playbook: mortgage brokers

Book loan calls before closing without quoting a rate or asking about income or credit by text.

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Playbook: wedding and event vendors

Turn date and price questions into booked calls, with your packages quoted and availability confirmed live.

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Playbook: software demos

Book demo calls from software leads without quoting pricing you have not written or promising features by text.

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Messaging

1 guide

Your number, alerts and call forwarding

Getting your dedicated line, the scan-to-text code and website button, line health, forwarding calls to your phone, and getting alerts by text.

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Daily use

5 guides

Conversations

The inbox where every thread lives: reading a conversation, the fit score, taking over from the setter, and handing the lead back.

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Appointments and calendar

How the setter books a real slot without a link, how it knows when you are free, Cal.com, Calendly, Google and CRM calendars, rebooking, and the appointments screen.

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Contacts and importing a list

Everyone the setter has spoken to, what it records about them, opted-out contacts, and how to import a CSV.

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Outbound campaigns

Starting conversations from a list of opted-in leads: who can send, uploading a list, the consent confirmation, writing the first message, and what stops a campaign.

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Analytics

Reply rate, booked calls, show rate and cost per booking, split by where your leads came from, and how to export the rows.

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Account

3 guides

Did not find it? Email support with your workspace name and what you expected to happen.

Everything you need to run your AI setter.

Getting started

Getting started

Plans and what each one includes

Starter: running on your CRM number

Walkthroughs

Launch day checklist

Set up an agency client in 20 minutes

Put the Text us button on your funnel

Webinar follow-up campaign, end to end

Connect Google Calendar

Connect Calendly

Connect Zoom

Connect Cal.com

What to do when your line is flagged

Lead capture

Every place to put your texting number

Add your texting number to your Google Business Profile

Capture leads after hours

Turn missed calls into text conversations

Put your texting number in social profiles and ads

Print your Scan to text QR code

The AI setter

Your AI setter

Setter best practices

Compliance and consent

Playbooks

Playbook: coaches and consultants

Playbook: marketing agencies

Playbook: med spas

Playbook: real estate

Playbook: home services

Playbook: gyms and studios

Playbook: insurance agencies

Playbook: solar

Playbook: dentists and orthodontists

Playbook: chiropractors and physical therapists

Playbook: law firm intake

Playbook: auto repair and detailing

Playbook: salons and barbers

Playbook: cleaning services

Playbook: property management and leasing

Playbook: mortgage brokers

Playbook: wedding and event vendors

Playbook: software demos

Messaging

Your number, alerts and call forwarding

Daily use

Conversations

Appointments and calendar

Contacts and importing a list

Outbound campaigns

Analytics

Account

Billing

Account, team and security

Agency: sub-accounts and white-label