HelloSetter
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Platform Capabilities

Everything you need to
fill your estimate calendar.

Say goodbye to cold calling, unanswered lead sheets, and missed schedules. HelloSetter connects instantly with your prospects to book appointments directly into your CRM.

Booked while he was on-site

Automated Outbound Pipeline

1
Lead Comes In

From a Facebook ad or Google form

2
We Call

HelloSetter calls in 60 seconds

3
Questions Answered

Confirms the address, answers questions, keeps them on the line

Booked

Goes straight to your calendar and CRM

Dialogue Intelligence

Objections, handled.

Select an objection below to see how our voice model resolves common barriers to lock in the appointment.

Handling High Quotes

When a lead raises price objections, the AI explains warranty coverage, payment plans, and frames value before offering a consultation.

LeadLook, I got another estimate for roofing that was almost $3,000 cheaper.
AI AgentI completely understand. Price is important. What most homeowners find with us is that we use premium GAF shingles with a lifetime warranty, which means you won't pay for repairs again. Would you be open to having our estimator take a quick look to see if we can match that scope?
LeadWell, if you can match the warranty, I'd consider it.
AI AgentPerfect. We have a slot tomorrow at 10 AM or 2 PM. Which one works better for you?

Detailed Features

Built for professional teams.

AI Conversational Voice

Voice AI that speaks with human cadence, natural pauses, and adapts script flows dynamically based on lead answers.

  • Ultra-low latency responses
  • Natural breathing & conversation pacing
  • Pre-loaded industry terminology
  • Multi-variant script testing

Smart Calendar Dispatch

Coordinates availability across multiple technicians, checking service zones, travel radius, and booking windows in real-time.

  • Sync any calendar via a link (Google, Outlook, Apple, Jobber…)
  • Driving buffers & time offsets
  • Optimized territory routing
  • Technician skill matching

CRM & Lead Auto-Sync

Syncs with your lead source — the moment a new lead lands, HelloSetter is already calling.

  • Google Sheets
  • Webhook / API
  • CSV import

Real-Time Call Analytics

Watch active bookings, read instant transcripts, listen to recordings, and analyze conversion performance on your dashboard.

  • Live call transcription logs
  • Conversion & ROI dashboards
  • Call outcome tagging
  • Custom export capability

TCPA Compliance Locks

Strict localized call window safeguards and automated DNC checks are built directly into the system to guarantee peace of mind.

  • Timezone-locked dialing windows
  • Automatic opt-out registration
  • Do-not-call list checked before every dial
  • Attempt caps — calling stops automatically

Never Lets a Lead Go

If a lead doesn't answer, HelloSetter leaves a short professional voicemail and automatically calls back on a smart schedule over the following days — until they pick up.

  • Detects voicemail, leaves a brief message
  • Retries spaced over hours and days
  • Respects call hours and do-not-call
  • Stops automatically at your attempt cap

Smart Scheduling

Books inside your service area.

HelloSetter's AI knows your service zip codes and confirms the project address on every call — out-of-area leads get flagged instead of booked.

Address confirmed on every call

The AI reads back the project address before anything else — no bookings at the wrong house.

Out-of-area leads flagged

Leads outside your zip codes get flagged instead of booked — your team only drives to jobs you actually cover.

Technician checking his route on a dashboard tablet inside a service van
Territory Booking FilterIN-ZONE

142 Oakridge Ave, Atlanta GA

Service areaIn zone
CalendarAvailability checked
ResultBooked

Safety & Compliance

Safe-calling compliance is built in.

We take TCPA regulations and do-not-call rules seriously. HelloSetter keeps your calling compliant automatically.

Do-Not-Call Screening

Every number is checked against your do-not-call list before a single dial goes out.

Calling-Hour Windows

Calls only go out inside the calling hours you set — never at night, never at the wrong time.

Opt-Outs Honored

When a lead asks not to be called, they're marked and never dialed again.

Attempt Caps

Calling stops automatically at your configured maximum — no endless redialing.

Ready to fill your booking calendar?

Book a personalized 15-minute demo, listen to live audio recordings of calls in your industry, and see how HelloSetter will grow your sales team.