AI TOOL PROFILE
SetSmart: AI Lead Qualification and Appointment Booking
- Sales
- Lead Generation
- Online Coaches
- Consultants
- Marketing Agencies
- Course Sellers
- Therapists
- Private Schools
Pricing
The Pro plan starts at $99/month and includes 1,000 messages, with additional costs per message thereafter. A 7-day free trial is available.
At a glance
- Best for
- Online Coaches, Consultants, Marketing Agencies, Course Sellers, Therapists
- Key use cases
- Automating DM Qualification, Webinar Attendee Management, Scaling Agency Lead Flow, E-commerce Cart Recovery
- Integrations
- Zapier, Make, Calendly, GoHighLevel, ClickFunnels
- Official website
- Visit setsmart official website
How AI is used
SetSmart is an AI-powered tool designed to handle initial lead qualification within messaging apps. It connects to Instagram, WhatsApp, and Messenger to engage prospects, ask qualifying questions based on a custom script, and book appointments directly into a calendar.
The tool is intended for online business owners, such as coaches, consultants, and agency owners, who manage numerous incoming messages. It helps identify ideal customers and filter out unqualified leads to reduce manual intervention.
Buyers should confirm that their primary lead flow occurs via Meta-owned messaging platforms, as the tool focuses on these channels. A compatible calendar tool is required for the automated booking functionality to work.
Setup is managed through a wizard that allows users to train the AI using existing website content, videos, and sales pages.
Key Features
Automatic Lead Qualification
Follows personalized scripts to ask qualifying questions and filter prospects.
Direct Appointment Booking
Suggests available time slots and books appointments directly within the chat.
Multi-Channel Support
Operates across Instagram DM, WhatsApp, and Facebook Messenger using official Meta APIs.
Pre-recorded Voice Messages
Supports sending audio messages using the user's voice to personalize conversations.
Automated Follow-ups
Sends scheduled reminders and follow-up messages to prospects.
AI Training Wizard
Supports training the AI using sources like YouTube videos and sales pages to learn business vocabulary.
Use Cases
Automating DM Qualification
Filtering Instagram and WhatsApp leads by asking qualifying questions before providing a booking link.
Webinar Attendee Management
Sending reminders to join WhatsApp groups and providing live links on the day of a webinar.
Scaling Agency Lead Flow
Managing incoming prospect messages for coaching or consulting clients.
E-commerce Cart Recovery
Engaging with customers via messaging apps to support cart recovery and sales.
Integrations
- Zapier
- Make
- Calendly
- GoHighLevel
- ClickFunnels
- Systeme.io
- iClosed
FAQ
Is SetSmart authorized by Meta?
- Yes, SetSmart uses official Meta Business APIs for Instagram, WhatsApp, and Messenger to follow platform guidelines.
How long does it take to set up the AI?
- Initial setup typically takes 15 to 30 minutes using the creation wizard to connect accounts and define qualification criteria.
What is the pricing for the Pro plan?
- The Pro plan is $99 per month and includes 1,000 messages; additional messages are billed at a decreasing cost per message.
Can I intervene in a conversation the AI is handling?
- Yes, users can manually disable the AI for a specific conversation or step in to chat personally at any time.
Source category: Sales
Source subcategory: Lead Generation
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