Creating an Ai Setter

Begin by naming your AI Setter in a way that is easy to identify. Use a naming convention that reflects the purpose of the AI Setter.

Example: If you're working with a fitness brand and using the "SM3 Method," name it accordingly.

You can include a brief description to explain the purpose of this AI Setter.

Example: "This AI Setter is used for the SM3 Method fitness brand VSSL."

Ensure that the intro message flows with your overall marketing strategy. The messaging in the AI Setter should align with your ad copy, landing page, and opt-in form to maintain consistency.

Example: Reference the marketing angle used in your campaign. If you are offering a free SuperMom SM3 training, your intro message could be:

After the intro, ask a key qualifying question to gather information from the lead.

Example: "What is your biggest struggle in reaching your fitness goals?"

To increase engagement, provide sample answers to guide the lead. This helps them respond more effectively.

Example: "Is it nutrition? Exercise? Both?"

The objective is what Charlie needs to achieve from this question. In this case, the objective is:

Set the max tries (how many times Charlie will ask the question before moving on) to 2, which is the recommended default.

After the intro, add qualifying questions to learn more about the lead. These questions should focus on understanding the lead’s needs, goals, and challenges.

Example for a fitness brand:

For each qualifying question, define an objective that Charlie needs to accomplish.

Example: For the question about past diets or programs, the objective could be:

Set the max tries to 2, so Charlie asks the question twice before moving on.

You can leave instructions blank at the start. Add them later based on data collected from interactions.

Structure the conversation so that each question builds on the previous one. In a fitness setting, the flow might include:

Limit the total number of questions to 4-6. Asking too many questions can drag out the conversation and lose the lead's interest.

Focus on getting enough information to qualify the lead and drive them toward booking a call.

The CTA should be clear and direct, guiding the lead to take the next step, such as booking a call or completing a form.

Example: "Awesome, so to get started, go ahead and book a time that works best for you. It only takes a minute! Here’s the link: [Link]."

Make sure the CTA is easy to follow, and the lead understands exactly what to do next.

Hunts are follow-up messages that Charlie sends when a lead does not respond or take action (e.g., if they haven’t booked a call).

Example: "Hey [First Name], just wanted to check in and see if you had a chance to book your time. Here’s the link again: [Link]."

Set up multiple follow-ups for the intro and each qualification question. You can have up to 9 follow-ups for SMS, Instagram, and Facebook Messenger.

Example Hunt Timings:

Adjust the persona and tone of Charlie to match your brand’s style:

You can enable emojis if you want Charlie to use them in conversations.

You can also enable typos to make Charlie seem more human, but this is not recommended for formal industries.

If Charlie is using phrases that don’t align with your brand, you can add them to the ban list.

Provide details about your business, including your business name, the owner’s name, your industry, target audience, and services offered. This helps Charlie personalize responses.

Leave the main schedule off so Charlie works 24/7. This means Charlie can respond to leads whenever they opt-in, even at night.

Hunt Schedule: For follow-ups, enable a schedule to avoid sending messages at inappropriate hours (e.g., 3 AM). Set the hunt schedule to operate between 8 AM and 8 PM.

Use a time zone that aligns with your target audience. A good middle-ground is Mountain Time, as it’s between Pacific and Eastern time zones.