Overview
Agents are the core of SetterMaxer AI. Each agent has its own prompt script, calendar integrations, widget settings, and conversations. You can create multiple agents per organisation — one for each product, campaign, or sales team.Only organisation owners and admins can create agents.
Create a new agent
- Click New Agent in the sidebar
- Fill in the creation form:
AI-generated prompts
Click Create with AI to have SetterMaxer generate a prompt script based on your company and product details. The AI considers your integration type and language to create a conversation flow tailored to your business.Prefill from website
Click Prefill from website and enter your URL. SetterMaxer scrapes your website to extract your company name and product description automatically.Skip prompt generation
Click Skip to create a agent with a basic template prompt. Useful if you want to write the prompt from scratch.Manage agent settings
After creation, configure your agent through the settings pages:General
Rename, change icon/color, delete agent, manage team and member access.
Prompt
Edit the prompt script, manage versions, publish drafts, A/B test.
Widget
Configure the chat widget appearance, greeting, domain allowlist.
Agent access & permissions
Agents use a two-tier permission model:
Access is granted via teams (group access) or direct member access (individual). The effective role is the highest across all access paths. Org admins and owners always have implicit agent admin access.
Dashboard
Your organisation dashboard shows key metrics across all agents:- Leads — new contacts captured
- Appointments — bookings made
- Conversion rate — leads to appointments
- Messages — total messages exchanged
- Active conversations — ongoing chats
- Engagement rate — visitors who interact