Getting started

1. Check your services and questions

1. Open Services & AI. Each service is something you sell, like Roofing or Gutters.
2. For each service, add the questions the AI should ask before booking (for example, “Is this a repair or a full replacement?”).
3. Under Also matches, add the words your lead sources use for that service. Angi might send “Roof Leak Repair” for your “Roofing”. If a lead’s wording matches nothing, it goes to Needs a human instead of being called.
4. Set your calling hours and timezone. The AI only calls inside those hours.

2. Add your sales agents

1. Open Sales agents → Add sales agent.
2. Pick the services they do, the ZIP codes or radius they cover, their working hours, how long a visit takes and the travel time between visits.
3. Add their login email. They get an email to set their own password.
4. Optional: paste their own calendar link so the AI never books over a job they already have. How to find it.

Each new lead goes to the agent who does that service, covers that ZIP and has the soonest opening.

3. Connect your lead sources

Leads reach the AI from Angi, Thumbtack, Porch, Facebook or your own website form. Most take five minutes: you forward the lead emails to your HelloSetter address. Step-by-step for each source.

4. Add your office team (optional)

1. Open Team & Access to add a manager or a call-center login.
2. Call-center logins only see Needs a human and call summaries. What they do.

What happens to each lead

1. A lead arrives and the AI calls within seconds (inside your calling hours; outside them it calls when they open).
2. It asks your questions and books a visit in the agent’s calendar. The homeowner, the agent and you get a confirmation email.
3. No answer: the AI tries again over the next weeks, up to 16 calls, and leaves voicemails.
4. If the homeowner wants to think, declines, asks for a person or the AI runs out of tries, the lead moves to Needs a human and you get an email.
5. Anyone who asks not to be called again is never called again.

Your day-to-day

1. Dashboard: today’s bookings and how many leads the AI handled.
2. Leads: every lead by stage: New, AI calling, Needs a human, Booked, Closed.
3. Appointments and Calendar: who is going where, and when.