Agencies
You generate the leads. Something still has to answer them.
Agencies own the top of the funnel and get blamed for the bottom of it. SetMore AI closes the gap your clients complain about, the hours between a lead arriving and a human replying, and turns it into booked calls on the client's own calendar. On the Agency plan every client gets its own sub-account, and the portal they sign in to carries your brand on your domain.
What's actually costing you appointments.
Clients hire an agency to generate leads, then complain when nobody follows up on them fast enough to close.
Hiring a human setter for every client account does not scale, and the quality varies by whoever you can find and afford that month.
Leads arrive at night, on weekends, and in the middle of a client's busiest hour, which is exactly when neither the agency nor the client is staffed to answer.
Every text a client's business sends is a compliance surface. A STOP request that gets missed, or a nudge sent at 11 PM, is the client's number and the agency's reputation on the line.
Every client wants their own number and their own reporting, not a shared inbox where their leads sit next to somebody else's.
Proving retainer value gets harder every renewal cycle. A screenshot of ad spend and impressions does not answer the only question a client actually cares about, how many calls got booked and how many of those turned into revenue.
From first message to booked call.
- 1
Put a dedicated number on the client's funnel
The workspace gets its own dedicated iMessage number with SMS fallback. Point the client's ads, forms, and site at it, and a lead who texts gets a real answer in seconds, at 2 AM on a Sunday as readily as on a Tuesday morning.
- 2
Qualify before anyone's time is spent
The agent asks the client's own qualification questions in natural conversation, records what the lead says, and scores fit. Your client stops taking calls with people who were never going to buy.
- 3
Book into the client's calendar
The agent reads the client's Google Calendar or its own availability rules, offers real open times inside the thread, and can only book a slot it actually offered. No booking link, no double booking, no invented times.
- 4
Chase the quiet ones automatically
A lead who goes quiet gets up to three paced nudges, at 24 hours, then 48, then 48 again, and then the agent stops. Quiet hours and STOP are enforced in the database, not left to a spreadsheet or a setter's memory.
- 5
Report on what the retainer bought
Reply rate, show rate, cost per booking, and bookings by lead source, exportable as CSV. You can hand a client the number of calls their spend produced instead of a vague activity summary.
Agencies
hi saw your ad for the kitchen remodel financing, how does that work
Hey! Thanks for reaching out to Ridgeline Renovations. Happy to walk you through financing, first, what's the rough scope, full kitchen or a partial update?
full kitchen, cabinets counters floors everything
Got it, that's usually a project in the $30 to $60k range depending on finishes. Do you have a rough budget in mind, or are you still exploring what's possible?
around 40k I think, is that realistic
That's a solid range for a full remodel. Our design lead can map out exactly what that gets you on a free consult. I've got Tuesday 4pm or Wednesday 11am, which works?
Common questions before you start.
Will the client's leads know they are talking to a tool I resell?
The lead sees the client's business name on the client's own number, because that is how the agent introduces itself and where the reply comes from. No infrastructure vendor is named anywhere in the conversation. The portal your client logs into carries your branding on your own domain, not ours: add a hostname under Settings, point one DNS record at us, and your name, logo, and colors are what your client sees.
Texting leads feels risky from a compliance angle.
The agent replies to people who messaged the business first. STOP is enforced at the database level rather than in a prompt, an opt-out is permanent, and anything the agent starts on its own is held outside 8 AM to 8 PM in the lead's local time.
We already have setters. Why replace them?
Most agencies do not replace their setters, they extend them. The AI covers the instant first response and initial qualification around the clock, and hands warm, ready leads to a human for the parts that need judgment.
Managing this across dozens of clients sounds like overhead.
The Agency plan is built for it. Each client is a sub-account you create from your dashboard, with its own agent, calendar, and data. Sub-accounts are free and unlimited; a client answers on its own CRM number, or on a SetMore number billed to your agency at $149 a month. You set your client's price. You see the roster and its status in one place. Signing in to a client's workspace still needs that client workspace's own login, and a roll-up of every client's numbers on one screen is not built yet.
Questions about this use case.
Can I run this for several clients under my own brand?
Yes, on the $397 Agency plan, billed from day one. Each client is a free sub-account: its own workspace, its own agent, and its own data, isolated at the database level. A client answers on its own CRM number, or on a SetMore inbound number billed to your agency at $149 a month; you set your client's price. Your clients sign in on your domain under your brand. Numbers can be added once your first payment has gone through, which happens the day you subscribe. Your own workspace runs on a two-way number: it answers leads who message first and starts conversations from a lead list. Outbound campaigns for a client are a $297 a month two-way number per workspace.
Can each client have a different AI personality?
Yes. Tone, industry, qualification criteria, and what the agent is allowed to commit to are all set per workspace, so a med spa client and a home services client do not sound the same.
Do clients need their own calendar and phone number?
Each workspace gets its own dedicated iMessage number, and connects its own Google Calendar or uses built-in availability rules, so bookings land directly on the client's schedule, not yours.
What does the client see versus what the agency sees?
Every workspace is isolated: a client's conversations, contacts, and analytics are readable only from that workspace. Your Sub-accounts screen lists every client workspace, its owner, and its status. A roll-up of every client's reply and booking numbers on one screen is coming soon.