How a conversation runs
A lead texts your number. The setter reacts to what they wrote in a few words and asks the one thing it needs to know. From the lead's first answer on, the only question it asks is which of two times works. It offers two concrete times on different days, in the lead's time zone, from your real availability.
When the lead says yes, the call is booked in that same message and the setter asks for an email so the calendar invite can go out. It never sends a booking link. If the lead names a time of their own, it books that.
It writes like a sharp, quick friend who happens to book calls: one to three short texts per turn, contractions, no corporate filler. It reacts to the lead's messages the way people do on iMessage when that fits.
Industry playbooks and personality
A coach and a roofing company do not qualify a lead the same way, so the setter runs a playbook matched to your industry: coaching, agency, service, real estate, or custom. The playbook shapes what it asks and how it answers the objections common in your line of work.
Personality sets the register: professional, friendly, direct or warm. Your qualification questions and objection playbook sit on top of both. They are the source of truth when a lead asks something specific.
Objections and hard questions
When a lead pushes back on price, timing, trust or fit, the setter does not argue. Once per conversation it asks one short question that finds the real cause, then answers from your playbook in a sentence and offers times again. If your playbook has no answer, it says it will check with the team rather than guessing.
It never invents a price, discount, guarantee, availability or policy. It never claims a result is typical, never manufactures urgency, and never says the work is easy. If asked whether it is a person, it says plainly that it is your AI assistant and keeps helping.
When it hands off to you
The setter steps back and emails the workspace owners and admins when a lead asks for a human, is angry, threatens legal action, raises a billing problem, asks for a refund, makes a complaint, or asks something only you can answer. Its last message tells the lead a person is picking this up. Cancelling a booked call outright is also handed to you.
Follow-ups
A lead who goes quiet gets at most three follow-ups: after about 24 hours, then 48, then 48. Each is one short line that refers to the last thing they said, never a template and never a guilt trip. The last one says it is the last, and that they can reply any time. Follow-ups only go out between 8am and 8pm in the lead's time zone.
What it can and cannot do
The setter can send texts, react to a message, record a few facts about a contact (name, email, time zone, notes), book a call, add a guest the lead asked for, and hand off. That is the whole list. It cannot change settings, touch billing, delete anything, or see another lead's conversation.
There is one switch that stops it sending anything, for every conversation at once, on the Agent tab. It takes effect immediately. You can also take over a single thread without touching the others.
What a conversation costs
Every message the setter sends records what it cost to produce, and those costs roll up into your analytics as a cost per booking. A typical multi-message conversation costs a few cents. It is on for every account and visible on the analytics screen.
Questions people ask
- Will leads know they are talking to an AI?
- If they ask, yes. The setter never claims to be a person. Most leads do not ask, because it reads like a quick text from someone on your team.
- Can it quote my prices?
- Only prices you wrote into the objection playbook or qualification questions. Anything not written there, it says it will check with the team.
- Does it send booking links?
- No. It offers two times and books the one the lead picks, in the conversation.