Teaching the AI your offer (AI Setup)

Your AI assistant is only as good as what you teach it. AI Setup is where you define who it is, what it sells, and how it talks.

01The two must-have fields

• Assistant name — the persona your leads talk to.
• Offer description — what you sell, to whom, and the outcome for the lead.

Until both are filled in, the AI stays generic. Everything else sharpens it.

02Your conversion goal — not everyone books a call

The AI's whole job is to move a ready lead to your next step, and that isn't always a booked call. In Personality, pick your primary goal for a ready lead:

• Book a call — drives to your calendar / booking link (the default).
• Visit a website — sends them to your site to explore.
• Free trial / sign-up — gets them to sign up or start a trial.
• Attend a webinar — drives to your live-session registration. Add the day and time and the AI can tell leads exactly when it runs.
• Visit a location / event — invites them in person. Add the street address, city, and hours, and the AI shares them — e.g. "come by 123 Main St, Saturdays 1–4 PM" — plus a map link if you have one.

Each goal asks only for what it needs — a website just wants a link, a location wants an address and hours — and a live preview shows exactly what your AI will say before you save. The AI never invents an address or time you didn't enter. Pick a goal, fill in its details, and the assistant stops trying to "book a call" — it qualifies exactly the same way, then confidently drives to the goal you chose. Set a workspace default during onboarding and override it per connected profile, and add an optional custom phrase ("start your free trial", "grab the guide") to control the exact words the AI uses.

03The five tabs

Personality — name, offer, tone of voice, and emoji preference (none / rare / match the lead / frequent). Write tone the way you'd brief a new setter: "casual, confident, short messages, no corporate speak."

Learn my voice — one click reads your own past DM replies and drafts a style guide (casing, emoji habits, favorite phrases, how you handle pushback) so the AI writes the way you write, not like a generic bot. You review and edit the guide before it applies, and you can clear it anytime. If the AI has handled most of your conversations so far, there may not be enough of your own typing to learn from yet — it will say so honestly.

Do's & Don'ts — hard rules the AI must follow. Good don'ts: "never quote a price in DMs," "never promise specific results." Good do's: "always ask what they do for work before pitching."

Q&A — frequently asked questions with your exact answers. The AI uses these verbatim-ish; it's the fastest way to stop it improvising on questions you get daily.

Playbook — objection handling: the pushbacks you hear ("too expensive," "no time," "is this a scam?") and how you want them answered.

Qualification — the criteria that make someone a real lead. The AI works these into conversation naturally and captures the answers onto the lead's record.

04Starting personas

Six one-click templates (coaching closer, e-com support & upsell, agency B2B booking, webinar registration, real-estate investor, general DM closer) pre-fill the whole configuration. Apply one, then edit — it's much faster than starting blank.

05Where the AI's deeper knowledge lives

Facts about your program, pricing context, testimonials, schedules — those belong in the Brain, not the offer description. AI Setup defines how the AI behaves; the Brain gives it what it knows.

06Testing before going live

Roleplay with your own AI before real leads do: in the test playground you play the lead, and every message continues the same conversation — so you can act out a full arc (curious → skeptical → objection → ready to book) and watch how the AI handles each turn. Load a real past conversation to pick up where it left off, restart anytime, and thumbs-rate replies as you go — ratings feed the Brain and improve future answers. Nothing in the playground ever sends a real message.

07Webinar vs. website destination

If your funnel books into a live webinar, set the destination toggle in AI Setup accordingly, along with your session schedule — the AI offers real upcoming times. If you sell via a website or booking page instead, choose that and the AI drives to your link. Leads who show clear buying intent skip the webinar path and get moved straight toward booking.