Inbound Setter Operations

What This Workflow Does

The Inbound Setter Agent is the text-based twin of the phone workflow.

It handles lead conversations in channels connected through GHL, such as:

• SMS
• email
• Instagram
• Facebook Messenger

What The Operator Owns

At the agency level, your job is to make sure the setter:

• uses the right channel
• follows the right goal
• captures the right information
• books or hands off correctly
• does not follow up in the wrong way

Before You Enable It

Confirm these first:

• GHL connection is healthy
• the right channel is enabled
• the system prompt matches the use case
• booking and pipeline stages are set
• follow-up timing makes sense
• handoff rules are clear

Best Launch Workflow

1. choose the use case
2. configure the channel path
3. test the first-message and reply flow
4. confirm booking or handoff behavior
5. then enable the workflow

What To Watch Closely

• messages that sound robotic or off-brand
• missed lead capture fields
• follow-ups that arrive at the wrong time
• conversations that should have handed off sooner
• quiet leads that never get the next step

Healthy Workflow Signs

• leads get a fast, relevant reply
• the right data gets captured
• bookings happen cleanly when the lead is ready
• human handoff happens when needed