Live AI sales floor for high-intent leads

The #1 AI setter for Agencies

Qualify every lead in seconds, route serious buyers, and book sales calls from SMS, Instagram, WhatsApp, and your CRM without adding another setter.

No credit card required. Launch your first agent in under 30 minutes.
Today’s pipeline Live
New leads284
Qualified118
Booked43

Maya R. wants a demo this week

Booked 2:30 PM

Atlas Media passed qualification

Budget confirmed

Jordan K. needs nurture

Follow-up queued
8 sec median first reply
37% qualified-to-booked rate
24/7 coverage across channels
1.2M+ lead conversations handled

Trusted by top teams

AutomateClients ScaleHouse GrowthOps Pipeline Co. CoachLab
Inside the product

Give your team a control room, not another chatbot widget.

Every conversation, score, booking decision, and follow-up is visible in one place so operators can trust the automation.

Conversation intelligence Qualified lead
92 score

Intent: Wants 30 booked consults/month

Budget: $4,000+ ad spend confirmed

Timeline: Ready to start within 14 days

Routing

Send the right buyers to the right calendar.

Meta Lead Qualified Senior Closer
Experimentation

Test offers, prompts, objections, and follow-up timing.

A: Direct booking 31%

B: Soft qualifier 24%

Built for operators

Not just an AI chatbot. A revenue ops layer for agencies.

SetterOS is designed for teams running many offers, clients, sub-accounts, channels, and sales motions from one system.

01

GHL-native first

Connect sub-accounts, pipelines, conversations, calendars, tags, workflows, opportunities, and reporting without duct-tape setup.

02

Operator-scale architecture

Built to support many brands, client accounts, locations, niches, or internal business units with controlled access.

03

No-link booking

Move prospects from interested to booked inside the conversation instead of pushing them through a cold scheduling link.

04

Built-in testing

Test prompts, offers, objections, follow-up timing, lead criteria, and booking scripts until each agent improves.

05

Human takeover

Hand hot, confused, angry, or high-value prospects to a human before automation costs you the deal.

06

Lead memory

Remember pain points, objections, budget, timeline, last touch, preferred channel, language, and buying intent.

07

No-show recovery

Confirm attendance, send reminders, recover missed bookings, reschedule prospects, and reactivate quiet leads.

08

Template marketplace

Launch niche-ready agents for med spas, real estate, coaching, roofing, solar, insurance, dentists, gyms, and SaaS demos.

Outperforms human setters

Replace manual follow-up with a faster, always-on sales assistant.

01

Increase conversions

Human average 10-20%

AI setter average 30-40%

02

Reduce expenses

1 human setter$2,000/mo
AI setters$297/mo
03

Maximize capacity

150 leads/day handled manually

10,000+ leads/day through automation

Savings calculator

See what better response speed can do to your month.

Annual savings $20,436
Extra appointments/month +250
Additional revenue/month $312,500
Revenue intelligence

Show the money behind every AI conversation.

Track conversations to qualified leads, booked appointments, show rate, closes, and revenue so the dashboard proves what the AI created.

Agent Performance $48,320 created this month
Booked calls126
Show rate82%
Closed revenue$31.4k

No-show recovery flow won back 17 appointments

Human takeover triggered for 9 high-value leads

Follow-up memory surfaced 42 budget objections

“We consistently book hundreds of appointments from the same lead flow now that qualification and scheduling happen instantly.”

James Manley Agency owner, AutomateClients
I have openings at 11am, 2pm, or 3pm. Which works best?
Friday at 11 is perfect.
Great, that is booked in. Looking forward to speaking then.
Booked: Friday 11:00 AM
Conversational booking

Book directly onto your calendar with conversational AI.

Say goodbye to booking links, and hello to conversational booking.

Human-like scheduling

AI guides prospects to book naturally through conversation.

Real-time calendar sync

Knows your availability and confirms instantly.

Zero-friction booking

From “interested” to “booked” in one conversation.

Why SetterOS

Why SetterOS Is the Go-To For AI Setting.

Everything you need to launch, optimize, and scale AI setters across your pipeline.

Accept free trial

Advanced analytics

Get actionable data and insights instantly.

A/B split testing

Split test and optimize AI Agents for maximum conversion.

Automated AI booking

Streamline your setting by booking directly through conversational AI.

Built-in follow up system

Win back and nurture leads without lifting a finger.

Scalable Sub-Accounts

Manage multiple clients with controlled sub-account limits and room to expand.

Multi-Language Support

Converse fluently in 17+ languages. No need to hire multilingual setters.

How it works

A complete appointment engine in four moves.

01

Capture

Pull leads from forms, ads, DMs, funnels, and CRM events the moment they arrive.

02

Qualify

Ask the questions your best setters ask, then score urgency, fit, budget, and timing.

03

Book

Find availability, confirm the call, send reminders, and reduce no-shows automatically.

04

Optimize

Review objections, winning paths, missed opportunities, and split-test improvements.

GHL CRM integration

Integrate with all major messaging platforms via GHL CRM.

Every channel connected. SMS, WhatsApp, Instagram, and Facebook Messenger in one place.

Direct GHL integration Native connection means setup in minutes, not hours.
Unified messaging hub Capture, qualify, and book leads without jumping between inboxes.
New integrations upcoming Further CRM integrations are launching very soon.
Accept free trial
GHL CRM
SMS WhatsApp Instagram Messenger
AI Setter Routes every conversation back to one pipeline
Template marketplace

Launch faster with 50+ niche-ready AI setter templates.

Start with proven qualification flows, booking scripts, objection handling, follow-up logic, and CRM routing for the markets your agency serves.

Local services Medical and wellness High-ticket offers B2B sales Professional services Home services Financial services Travel and hospitality
Consult flowMed SpaTreatment fit, consult booking, deposit prompts, no-show recovery
Buyer intakeReal EstateBuyer/seller qualification, listing inquiries, showing requests
Application setterCoachingPain discovery, budget fit, application review, call scheduling
Estimate flowRoofingStorm leads, estimate booking, insurance screening, urgency scoring
Homeowner screenSolarBill qualification, homeowner checks, appointment routing
Producer handoffInsurancePolicy intent, eligibility checks, quote requests, producer routing
New patientDentistsService matching, recall flows, appointment reminders
Demo bookingSaaS DemosICP fit, use case discovery, seat count, sales calendar booking
Lead responseChiropractorsCondition intake, care interest, visit booking, reminder sequences
Project intakeHome RemodelingBudget range, timeline, project type, estimate scheduling
Trial closeGymsGoal discovery, offer fit, trial booking, reactivation campaigns
Care intakeWellness ClinicsService matching, patient goals, consult booking, follow-up care
Program matchWellness CentersMembership interest, service fit, class booking, package follow-up
Care routingPrimary Care DoctorsNew patient intake, visit reason, insurance screen, appointment booking
Trip planningTravel AgenciesDestination interest, budget, travel dates, consultation booking
Client intakeFintechUse case discovery, compliance pre-screen, demo routing, sales handoff
Bookkeeping fitAccountantsEntity type, service need, tax timeline, consultation booking
Dispatch screenElectriciansIssue type, urgency, service area, estimate or emergency routing
Service callSeptic SystemsPump-out requests, emergency triage, property details, appointment booking
Legal intakeLaw FirmsCase type, urgency, jurisdiction, consultation handoff
Policy screenFinancial AdvisorsAssets, goals, timeline, compliance-friendly appointment routing
Policy intakeMortgage BrokersLoan goal, credit range, purchase timeline, lender handoff
Emergency triagePlumbersLeak severity, fixture type, service area, same-day booking
System quoteHVACRepair vs replace, unit type, urgency, estimate scheduling
Pest screenPest ControlPest type, property size, urgency, service booking
Claim intakeRestorationWater/fire damage, insurance status, urgency, inspection booking
Project consultLandscapingProject scope, budget, property type, estimate booking
Estimate flowFencingLinear footage, material interest, timeline, quote scheduling
Service quoteGarage DoorsRepair issue, door type, urgency, technician scheduling
Move intakeMoving CompaniesMove size, dates, locations, quote appointment
Event inquiryEvent PlannersEvent type, date, guest count, consultation booking
Venue tourWedding VenuesDate availability, guest count, budget, tour booking
Beauty consultHair SalonsService fit, stylist match, appointment booking, reminders
Session bookingPhotographersShoot type, date, package interest, deposit follow-up
Auto intakeAuto RepairVehicle issue, urgency, make/model, service appointment
Lead screenCar DealershipsVehicle interest, trade-in, finance intent, appointment booking
Placement callStaffing AgenciesHiring need, role type, urgency, discovery call routing
Candidate screenRecruitersRole fit, experience, availability, interview booking
Demo routingIT ServicesTech pain, company size, urgency, sales engineer handoff
Security consultCybersecurityRisk concern, environment, compliance need, consult booking
EnrollmentOnline CoursesGoal fit, experience level, budget, enrollment call booking
Donation callNonprofitsDonor interest, volunteer intent, event registration, follow-up
Student inquiryTutoring CentersSubject need, grade level, schedule, assessment booking
Childcare tourDaycare CentersChild age, schedule need, availability, tour booking
MembershipMartial ArtsAge group, goals, trial class booking, parent follow-up
Pet careVeterinary ClinicsPet issue, urgency, new client intake, appointment booking
Membership tourCoworking SpacesTeam size, office need, budget, tour scheduling
Resident tourSenior LivingCare level, timeline, payer type, tour booking
AssessmentHome CareCare needs, hours, location, family consultation booking
Treatment screenAddiction TreatmentNeed level, urgency, insurance status, admissions handoff
Case intakeTherapy PracticesConcern area, availability, insurance, therapist matching
Consult bookingPlastic SurgeonsProcedure interest, timeline, financing, consult scheduling
AssessmentWeight Loss ClinicsGoal, medical fit, program interest, consult booking
Estimate requestCleaning ServicesProperty type, square footage, frequency, quote booking
Tour flowProperty ManagersUnit interest, move date, budget, tour scheduling
Vendor intakeEvent RentalsEvent date, items needed, delivery location, quote follow-up
Custom buildYour NicheTurn your best setter script into a reusable agency template
Custom template builds available Bring your offer, questions, objections, and booking rules. SetterOS turns them into a reusable playbook for every sub-account. Request A Template
Pricing options

Choose the plan that suits your pipeline.

Best Value For Solo Businesses

Starter

$79/mo

Billed Monthly
  • Access 1 Sub-Account
  • Create 3 AI Agents
  • AI Conversational Booking
  • Automated Follow Ups
  • Internal License Only (No Reselling)
Start Starter Plan
Built for scale

Enterprise

Custom/mo

  • Advanced consultancy
  • Done-for-you setup
  • Account manager
  • Extra agents
  • Internal license options
  • Priority onboarding
Book A Call
Agency add-ons

Need more than 10 client accounts?

Add sub-accounts in simple monthly blocks. Every expansion is reviewed so serious agencies can scale without opening the door to platform abuse.

+10 Sub-accounts

$97/mo

+25 Sub-accounts

$197/mo

+50 Sub-accounts

$347/mo

Questions

Everything a serious team asks before switching.

How quickly can the AI agent go live?

Most teams can connect a CRM, import lead rules, and begin testing conversations the same day.

Can it qualify leads differently per offer?

Yes. Each agent can use its own questions, routing logic, follow-up tone, and appointment criteria.

Does it replace our existing CRM?

No. The agent layers onto your current system and updates records, tags, and workflows automatically.

Can a human take over a conversation?

Yes. Hot, sensitive, confused, or high-value leads can be routed to a human while the AI keeps context intact.

Can it help reduce no-shows?

Yes. Confirmation messages, reminders, rescheduling, missed-call recovery, and reactivation flows can run automatically.

Ready when the next lead lands

Turn your busiest channel into booked calls by tonight.

Start with one offer, one pipeline, and one AI setter. Then scale the plays that book.

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