Help
Short guides for each person on your team. Pick yours.
Getting startedFor ownersYour first week: services, sales agents, lead sources, and what the AI does with each lead.Services and the AIFor ownersYour services, the questions the AI asks, the words lead sites use, and the AI’s name and voice.Connect your lead sourcesFor ownersAngi, Thumbtack, Porch, Facebook and your website form: how leads reach the AI.Your leadsFor owners and managersWhat each tab means, how follow-up calls work, and why a lead needs a person.Appointments and calendarFor owners, managers and sales agentsSee, confirm, mark and cancel visits, and book one yourself.Connect a calendarFor owners and sales agentsFind the private link in Google, Outlook, iCloud or Jobber so the AI never double-books.Team and accessFor owners and managersWho sees what, adding a teammate, and passwords.Billing and plansFor ownersThe free pilot, paying, plans, and what happens if a payment is late.Emails and notificationsFor everyoneWhich emails we send, who gets them, and what to do if they don’t arrive.Sales agent quick startFor sales agentsWhere your booked visits are, your calendar, and what to do after each visit.Working Needs a humanFor call centerWhich leads need a person, how to call them back, and how to book a visit.For managersFor managersWhat a manager can do, and how it differs from the owner.TroubleshootingFor everyoneA lead wasn’t called, a double booking, a quiet source, or a login that won’t work.
Can’t find it? Ask in the chat bubble at the bottom right, or email team@hellosetter.com.