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Getting started

Connect a channel, teach the agent and operate your inbox.

Setterix receives conversations from connected Meta accounts, lets an AI agent answer and organizes every contact as a lead.

  1. Connect Meta — Open Settings → Integrations and connect the professional account you want to operate.
  2. Define the agent — Complete Identity, Voice, Knowledge, Conversation and Goals in AI Agent. Changes autosave.
  3. Load real knowledge — Add products, FAQs, objections and testimonials. Use Library for files and media.
  4. Configure meetings — Choose Google Calendar or a custom link, then set each member's availability and timezone.
  5. Test and activate — Use the simulator before enabling the Setter.
  6. Operate from Inbox — Watch live conversations, answer manually and update lead data.

Main areas

  • OverviewAccount snapshot, metrics, top leads and recent meetings.
  • InboxLive messages and the complete lead panel.
  • AI AgentBehavior, knowledge, follow-ups, qualification, memory and goals.
  • FlowsAutomations for DMs, Stories and comments.
  • LeadsKanban/list CRM with custom stages, import and export.
  • MeetingsCalendar, availability and team rotation.
  • AnalyticsAccount-level performance for a selected date range.

Verified against the product: 2026-09-13