Everything your agent does, in detail.
HeySetter does six things inside WhatsApp: it books appointments against your real calendar, collects the payment with Stripe or Bold, follows up with leads who go quiet at 2, 8 and 48 hours, learns from you over WhatsApp through Coach Mode, hands the conversation to a human in one click, and sends Schedule and Purchase events to Meta so your ads optimize for buyers.
How does an AI agent book an appointment?
The agent reads your real availability before it opens its mouth. Working hours, appointment types, how long each one takes, buffer time between them, and the minimum notice you accept are all yours to set, and every slot it offers respects them.
Inside the chat, availability arrives as a native WhatsApp interactive list, so the customer taps a time instead of typing one. The appointment is written into your Google Calendar immediately, in both directions, which means a block you add from your phone closes that slot for the agent within the same sync.
Reminders go out automatically 24 hours before and again on the day, with buttons to confirm, reschedule or cancel. When someone reschedules, the original slot is released and the new one is held, and you get notified either way, on WhatsApp and by email.
What it will not do: invent a time. Dates, time zones and open slots are computed on our servers, not by the language model.
Getting paid before the appointment, not after it
If your business takes a deposit or charges up front, the agent sends a payment link the moment the appointment is agreed, while the intent is still hot. The link comes from your own payment provider, Stripe or Bold, and the money goes from your customer straight to you. It never passes through WhatsApp and it never passes through us.
The system tracks each payment as pending, paid or expired, with a deadline you configure. When the provider's webhook confirms the charge, the appointment is confirmed, you get notified, and the deal moves to Won in your pipeline. If the customer says they paid, the agent can accept a manual confirmation, but the provider is always the source of truth.
This is also the honest answer to no-shows: a confirmed deposit is a commitment in a way that a "see you Thursday" never is.
What happens when a lead goes quiet?
Three follow-ups, at 2 hours, at 8 hours and at 48 hours, each one written by AI for that specific conversation instead of pulled from a canned sequence. The one at 48 hours goes out as an approved template, because by then the 24-hour WhatsApp service window has closed and Meta only allows templates.
The sequence respects quiet hours, which default to 8 PM through 8 AM and are yours to change. It cancels itself the moment the person replies or books, so nobody gets a "still interested?" after they already paid.
You can see, per stage, how many follow-ups turned into replies and into bookings, which is the number that tells you whether the second message is worth sending at all.
Coach Mode, or how the agent stops guessing
Every AI agent eventually meets a question its knowledge base cannot answer. Most of them improvise, which is exactly the failure mode that makes business owners distrust this category.
HeySetter does the opposite: it sends you the question on WhatsApp and waits. You answer in one line, the way you would answer an employee, and the answer is stored and used from then on. If you do not know or do not want to answer, you reply "skip" and the lead is escalated to you instead.
It also knows when not to bother you. If it answered the customer well despite low confidence in its own knowledge base, it resolves the question on its own rather than sending you a notification you did not need.
One click and you are in the conversation
Any conversation can be taken over from the dashboard. The agent stops replying, you speak to the customer directly with the full history in front of you, and when you are done you hand control back and the agent picks up where you left it.
It also escalates on its own when a conversation calls for a person, and notifies you on WhatsApp and by email so you find out while it still matters.
The pipeline stays in sync throughout. Stages are yours to rename, reorder and recolor, leads move through them automatically as the conversation progresses, and nothing lands in Won on a feeling.
Why your pixel should learn from buyers, not clicks
If you run Meta ads, your pixel optimizes for whatever signal you feed it. Feed it clicks and it finds you clickers.
HeySetter sends Schedule events when an appointment is booked and Purchase events when a payment is actually confirmed, through the Meta Conversions API. Those are server-side events tied to real outcomes, which is the strongest signal you can hand to the algorithm and the one most WhatsApp setups never send at all, because the conversion happens in a chat the pixel cannot see.
The trust block
Built so it does not make things up
Scheduling is computed, never guessed. Dates, time zones and open slots are calculated on our servers against your real calendar, so the model cannot offer a Tuesday that does not exist.
Guardrails are code, not prompts. The actions the agent can take are validated programmatically before they run, so a badly phrased instruction cannot produce a booking that breaks your rules.
A deal is won only when the money is in. Nothing moves to Won because the conversation felt good. It moves when your payment provider confirms the charge.
Every decision leaves a trace. Each message, tool call, booking and payment is logged with its outcome, so when you ask why the agent did something, there is an answer.
Also included, without an upgrade
Unlimited knowledge base with PDFs, DOCX, text files and URLs read by an automatic crawler. Native WhatsApp catalog with photos and prices for up to 30 products, AI product recommendations and order processing with inventory checks. Automatic English and Spanish, detected per message. Full analytics: funnel, activity heatmap, follow-up effectiveness and the agent's autonomy rate. Daily email summary. Outbound webhooks and a read-only REST API. Editable WhatsApp templates. All of it is in the $350 plan, because there is only one plan.
Frequently asked questions
Yes, as long as that number is not currently active in the regular WhatsApp app. HeySetter runs on the official Meta Business API, so the number, the brand and the conversation history stay yours. Setup step 3 walks you through the connection.
Yes. It shows a native WhatsApp catalog with photos and prices for up to 30 products, recommends items based on what the customer describes, and processes orders with an inventory check. Booking and selling can run in the same agent.
Three sources: the instructions you write during setup, the knowledge base you upload, and Coach Mode, which adds whatever you teach it over WhatsApp. If none of the three covers a question, it asks you instead of improvising.
Every conversation is visible in the dashboard in real time, with the actions the agent took and how they turned out. You can read, take over, or escalate at any point. Nothing happens in a black box.