Features
The AI appointment setter that
fills your estimate calendar.
The AI Appointment Setter calls every new lead in about 60 seconds, asks your questions and books the estimate into the right sales agent's calendar. Leads who don't answer get followed up for days and weeks.
Every new lead
Lead comes in
From Angi, Thumbtack, Facebook or your website form
AI calls
Within about 60 seconds, 8am to 9pm in the lead’s time zone
Your questions asked
Service, address and timing, objections answered
Booked with the right agent
Matched by service, area and soonest opening
On the call
Objections, handled.
Pick an objection to see how the AI answers it with your own answers and still books the estimate.
Handling High Quotes
When a lead raises price, the AI uses your own answers (warranty, materials, financing) to frame value before offering the estimate.
Everything it does
The whole product, on every plan.
Plans differ in booked appointments, follow-up depth, calendars and how many old leads the AI calls a day. See pricing.
Calls every lead in about 60 seconds
The AI calls the moment a lead arrives, asks your questions for that service and books the estimate visit.
- Your questions, per service
- Confirms the project address
- Books the estimate visit
- Answers when homeowners call back
Every lead source, one front door
All your sources feed one front door for your company, so no lead waits in an inbox.
- Angi, Thumbtack and Porch
- Facebook and Google LSA
- Website forms and Google Sheets
- An email if a source goes quiet for 7 days
Smart routing to the right agent
Each lead goes to the sales agent who fits the job and has the soonest opening.
- Does that service
- Covers that ZIP code or radius
- Is working at that time
- Visit length and travel time respected
Follow-up that keeps going
Leads who do not answer get called again over days and weeks, with a voicemail when nobody picks up.
- Up to 8 attempts per lead on Starter
- Up to 16 on Growth and Scale
- Leaves your voicemail
- Stops at the attempt cap
Your AI, your way
Make the AI sound like part of your team, and decide how hard it works each lead.
- Any name, any voice
- Your own voicemail message
- How many calls each lead gets
- Your own answers to objections
Needs a human queue
When a lead needs a person, it lands in one list for your team instead of slipping away.
- Declined or wants to think
- Asked for a person
- Out of attempts or outside your area
- An email every 15 minutes
Logins for your whole team
Everyone sees what they need and nothing more.
- Owner and manager
- Sales agents see only their own visits
- Call-center logins see the queue
- Call summaries for each lead
HelloSetter Calendar
Every booked visit in one calendar, on every phone, without double-booking.
- Subscribe in Google, Outlook or iPhone
- Connect each agent’s own calendar
- Google, Outlook, iCloud or Jobber
- The AI never double-books
Every call recorded
Know exactly what was said before you knock on the door.
- Recording of every call
- Full transcript
- AI summary of the call
- Outcome on the lead
Email when it matters
You hear about the things that need you, by email.
- New booking
- Cancellation
- A lead needs a person
- Billing
Calls the right way
Calling rules are built in, so the AI only calls when and whom it should.
- 8am to 9pm in the lead’s time zone
- Automatic do-not-call list
- Never says which site the lead came from
- Opt-outs honored on the call
Help when you need it
Get answers without waiting on a support ticket.
- Live chat
- 18 step-by-step guides
- Answered by AI
- A real person behind it
Call your old leads
The quotes that never booked are still worth a call. Upload them and your AI works through the list for you.
- Step 1
Upload any list
A CRM export or a spreadsheet. Only the phone number is required.
- Step 2
We clean it
Bad numbers, duplicates, do-not-call, and people who already bought are taken out before anyone is called.
- Step 3
Your AI calls and books
Up to 7 calls over 7 days: twice on days 1 and 2, then on days 3, 5 and 7. The ones still interested are booked into your calendar.
Bookings count toward your plan like any other booking.
Your plan sets the pace: Starter 100 calls a day on 1 campaign number, Growth 300 on 2, Scale 500 on 4.
Smart routing
Every lead goes to the right sales agent.
The AI confirms the project address, then books the agent who does that service, covers that area, is working then and has the soonest opening.
Service and area matched
Each agent has their own services and ZIP codes or radius. Leads outside every area go to your Needs a human list instead of the calendar.
Soonest opening, real travel time
Working hours, visit length and travel time between visits are respected, so nobody is double-booked or asked to be in two towns at once.
142 Oakridge Ave, Atlanta GA
Calling rules
Calls the right way, every time.
The rules are built in, so the AI only calls when and whom it should.
8am to 9pm, their time
Calls go out only between 8am and 9pm in the lead’s own time zone. If the time zone is unclear, it does not dial.
Automatic do-not-call list
Every number is checked against your company’s do-not-call list before a dial goes out.
Opt-outs honored
When a lead asks on the call not to be called again, they go on the list and are never dialed again.
Never names the source
The AI never says which site the lead came from, so it sounds like your office calling back.