Edit with AI: the Config Assistant

Setting up an AI setter means a lot of fields — tone, offer, goals, links, voice settings, Q&A. The Config Assistant lets you skip the forms: open a chat on the AI Setup page, say what you want in plain English, and it drafts the exact changes for you to approve.

Find it on AI Setup → Edit with AI (top right).

01How it works

1. Say what you want. "Make my AI more casual and let it use emojis." "Switch my goal to a webinar, Thursdays at 7pm." "Add a question about budget before booking."
2. Review the card. The assistant answers and shows a Proposed changes card — every setting it wants to touch, with the current value and the new value side by side, and a one-line reason for each.
3. Untick anything you don't want. Each change has its own checkbox.
4. Hit Apply. Only then does anything save. Dismiss the card and nothing changes at all.

Nothing is ever changed behind your back — the assistant can only propose, and every apply goes through the same checks as saving the forms by hand. If a change can't go live (say, turning the AI on before its goal has a destination), you'll see exactly why, right in the chat, and you can fix it in the same conversation.

02What it's good at

• Tone & personality — casual/professional, emoji use, how natural the texting feels.
• Your offer and goal — what you sell, where ready leads get sent, switching between booking calls, webinars, websites, trials, or a physical location.
• Playbook building — adding Q&A answers, do's & don'ts, objection responses, qualification questions. Tell it the situation; it writes the entry.
• Voice notes — frequency, energy, languages, background scenes (on a specific profile).
• Coaching — you don't need to know which setting to blame. Say what's wrong ("my AI feels robotic", "leads keep ghosting", "I'm not booking enough calls") and it diagnoses your current setup, gives you short Coach tips on what actually works in DMs, and drafts the changes that put those tips into practice — all in one card.
• Keyword automations & greeters — ask for a comment keyword ("when someone comments GUIDE, DM them my lead magnet link") or new Instagram greeter questions, and it drafts them for your review. Heads up: an applied keyword rule goes live immediately.
• Sanity checks — ask "what's my setup missing?" and it reads your current config and tells you. If your setup has gaps, the Edit with AI button shows a count badge before you even open it.

03Fixing a real conversation

Open any conversation in your Inbox and hit Fix with AI. The assistant reads that exact conversation plus the system's own record of what happened behind the scenes, so it can tell you honestly which of three things went on:

1. A settings issue — the reply was off; it proposes the fix right there.
2. A platform rule — for example, Instagram closes the messaging window 24 hours after the lead's last message. No setting changes that, and the assistant will say so instead of letting you chase it.
3. Something on our side — it tells you it wasn't your configuration.

You can also attach a screenshot (the 📷 button in the chat) if the evidence lives outside SetterStack — a DM someone forwarded you, or something you saw in the Instagram app.

04Seeing a change in action

When an applied change affects how your AI talks, a "See it in action" button appears — it runs your setter against a sample question with the new settings and shows you the reply it would send. Nothing is sent to a real lead.

It also keeps related settings aligned: switch your goal to a webinar and it will ask about the day and time; ask it to turn the AI on and it checks your goal has somewhere to send people first.

05Profiles and teams

The assistant edits whatever the sidebar's profile selector points at. On a specific profile it can change that profile's persona, links, schedule, and voice. On All profiles (the shared team template) personal settings like voice are off-limits — pick the profile first, and it'll remind you if you forget.

06What it won't touch

Flows (multi-step sequences), the Brain, connecting accounts, and billing live on their own pages — the assistant will point you to the right place instead of guessing. And only workspace owners and managers can use it, same as the settings forms themselves.