Troubleshooting

A lead wasn’t called

Look for the lead in Needs a human: the reason is shown on it. The usual causes:

1. Your AI isn’t live yet (“Not live yet”).
2. It arrived outside 8am to 9pm in the lead’s time zone. The AI calls when that opens.
3. The number asked not to be called again.
4. The service wording matched none of your services (“No matching agent”). Add the wording.
5. The address is outside every sales agent’s area (“Outside service area”).

The AI booked over a job

That sales agent’s own calendar isn’t connected, so the AI couldn’t see the job. Connect it in a few minutes.

A lead source stopped sending

Check the forwarding rule in that lead site or your email. Setup for each source. We also email the owner after 7 quiet days.

Someone can’t log in

1. They can reset their password at hellosetter.com/reset-password.
2. Or send them a new set-password link from Team & Access (or Sales agents for a sales agent).

Still stuck?

Ask in the chat bubble at the bottom right. The AI answers straight away, and a person from our team takes over when needed. You can also open a ticket from Support in your dashboard.