Agents that don't just talk, they book, tag and update your CRM
ReplySetter's agents carry real tools. They check calendar availability and book the slot, save each answer to the right contact field, move the deal to the next stage, tag the contact, add a note and drop them into a workflow, all inside the conversation and all on the record.
A closer look at CRM actions & booking
From “does Thursday work?” to booked, in one reply
Agents check availability, book, reschedule, cancel and look up existing appointments. Mention a calendar in a step's instructions and the agent knows which one to use, so one agent can book a trial class on one calendar and a consultation on another.
- check_availability, book, reschedule, cancel, get_appointments
- Calendar mentions pick the right calendar per conversation
- Custom values resolve per sub-account
- Optionally restrict a step to its own calendars, enforced in the tools
Every answer lands in the right field
Write “Ask if they have insurance and save their answer in @Insurance status” and the step can write that field, even without the full update tool on. The agent saves a short summary as soon as it's given, and updates it if the contact changes their mind. Dropdown and checkbox fields show their options, and invalid values are refused.
- Save answers with a simple mention
- Re-saved when the contact adds or corrects details
- Dropdown and checkbox options enforced
- Load contact fields and custom values as context
Tags, deals, notes, tasks and workflows
Agents can tag and untag contacts, load and update deals, add notes, create tasks, add contacts to workflows, opt them out and hand off to a teammate. Pipelines, stages, workflows and users are matched by name in each conversation's own sub-account, so one agent can serve many locations.
- Add and remove tags, including new ones
- Move deals between pipeline stages
- Notes, tasks and workflow enrolment
- Opt-out and human hand-off
The details
Conversation tools
send_reply, create_draft, send_email, mark_read, archive, take_exit, save_objective.
Contact tools
add_tag, remove_tag, load_contact_fields, update_contact_field, opt_out.
Deal tools
load_deal and update_deal across your pipelines and stages.
Team tools
add_note, create_task, add_to_workflow, handoff_to_human.
Calendar tools
check_availability, book, reschedule, cancel and get_appointments.
Context tools
search_knowledge, get_thread_history, set_follow_up, send_webhook, search_products.
Who it's for
Gyms and studios
Book trial classes on one calendar and consultations on another from the same agent.
Home services
Qualify, save the address and job type to fields, book the estimate and move the deal.
Clinics
Reschedule and cancel without staff, and tag no-shows for a recovery workflow.
CRM actions & booking: common questions
Which CRM does ReplySetter support?
The CRM and calendar tools work with GoHighLevel. Other inboxes get labels, categories and webhooks.
Can one agent work across several GoHighLevel sub-accounts?
Yes. Pipelines, stages, workflows, users and calendars are matched by name in each conversation's own sub-account.
What stops an agent from writing a bad value to a dropdown field?
Dropdown and checkbox fields show the agent their options, and a value that isn't one of them is refused so it picks a valid one.
Can I require approval before booking?
Yes. With suggest autonomy every action waits in Approvals; with draft only sends wait.
Works hand in hand with
Visual job flows
Design agents on a canvas: steps with objectives, AI conditions, switches, scenarios and exits.
Explore OperateApprovals & autonomy
Suggest, draft or auto autonomy, an Approvals queue, business hours and follow-up sequences.
Explore DevelopersCustom tools
Connect any HTTP API as a tool. The AI fills the parameters; you choose what it sees.
ExplorePut it to work on your own inbox
Connect an inbox, describe the job, test it in a sandbox and go live with exactly the autonomy you're comfortable with.