Agentic AI sales agent

Turn inbound leads, DMs, and lead magnets into booked sales calls.

SETTEROS AI Sales Agent responds faster than a human SDR, identifies intent, qualifies the lead, sends the right resource, captures contact data, routes to the correct calendar, and updates your CRM.

Built for businesses, agencies, coaches, and multi-offer operators.
Agent builder

Build the agent from a website, offer, and goal.

The agent starts by analyzing the business website, understanding the offer, and turning that context into a usable sales conversation flow.

01

Analyze the business

Company name, website, offer, audience, lead source, and booking objective become the agent brief.

02

Choose the conversion goal

Book appointments, send a resource, answer questions, route to a sales calendar, or trigger a custom CRM action.

03

Generate the conversation

SETTEROS drafts the first message, qualification questions, objection handling, follow-ups, and appointment ask.

04

Test before launch

Use the test environment to pressure-test questions, objections, rushed leads, wrong-fit leads, and calendar booking.

Inbound routing

One inbound agent can split questions, keywords, and buyers into the right next step.

Instead of treating every DM the same, the agent detects what the person wants and moves them through the best flow.

Inbound message
General questionAnswer from the knowledge base, then qualify and invite to book.
Lead magnet keywordConfirm intent, ask one qualification question, send the resource, then continue the sales path.
Ready buyerGo direct to availability, collect email and phone, and book the correct calendar.
CRM updated + calendar booked
AI tasks and segmentation

Every important phrase can trigger a useful business action.

Tags, fields, notes, calendars, handoffs, and follow-ups can change automatically based on what the lead says.

Keyword trigger

“agent” or “energy”

Move the lead from a general inbound agent into the correct lead magnet delivery flow.

Segment trigger

Homeowner vs business

Add the right CRM tag and route to the calendar or salesperson responsible for that segment.

Contact extraction

Email and phone

Extract contact details from conversation and update the CRM before sending calendar invitations.

Sales intelligence

Summary and objections

Log pain point, budget, urgency, objections, and next step so a human closer has context.

Template package

Start with install-ready agent templates instead of a blank prompt.

Use these as reusable agency assets for different offers, lead magnets, and inbound channels.

OutboundQuote Recovery AgentReaches opted-in leads who did not book and pushes them to the correct sales calendar.
InboundIntent Router AgentAnswers questions, detects keywords, qualifies the lead, and assigns the next agent.
Lead magnetResource Delivery AgentConfirms the requested resource, asks a qualification question, sends the asset, then books.
OperationsCRM Task AgentExtracts email, phone, segment, summary, calendar intent, and follow-up status.
AI sales agent cockpit

Give every offer its own automated SDR.

Launch one agent for your own business, then package the workflow for clients.