Verified Meta Tech Partner
Works with:
Claude
ChatGPT
Calendly
GoHighLevel
iClosed
Hyrosand more
The AI setter for financial advisors.
You advise, it fills your calendar.
Setor AI replies to DMs on 
Instagram and 
Messenger, asks about their goals, qualifies and books meetings. Even while you meet clients or sleep.
Don't take our word for it. Take theirs.
Rated 4.8 from 16 customer reviews
Using Setor for my sushi restaurant
I'm using Setor for my sushi restaurant, it's responding to all inquiries with AI intelligence. Set & forget, recommend!
Matt K.
Incredibly useful
I recently started using Setor AI, and it's been incredibly useful. I've completely replaced ManyChat and now sell my products through fully automated DMs. Well-designed, easy to use, and most importantly, effective.
Rafael B.
For my Instagram and Facebook
I'm using Setor AI for my Instagram and Facebook automations, the support always helps and the best part is it's generating leads, qualifying them and providing me the necessary notifications.
Martina K.
Alex is a tech genius
Alex is a tech genius - Setor further proves this point. Now that it's fully shipped I'm shocked how accurate this tool is. Highly recommend others also give Setor a try.
Michael Gardiner
Really happy with Setor AI
Really happy with Setor AI so far. It's easy to use and saves me a lot of time. The automation works great and everything feels well thought out. Awesome having Alex and Mat around whenever I need help.
Gabriella P.
The only thing you need
Every time a lead asks me on a call, “Have I been talking with you on IG?” and I tell them it was Setor, they're amazed at how good it is. Don't overthink whether it's good - just test it and you will never want to change it.
Paul Z.
A genuinely well thought-out product
It's not just another AI chatbot or automation tool - it's a complete business platform. Every feature feels like it was built to solve real business problems, and it does a great job of turning leads into paying customers.
Anna K.
Saved us a lot of time and money
This app saved us a lot of time, also money as it performed better than a person that was a setter before. Thanks to Setor we were able to cancel two different subscriptions as they have other options built in too.
Atypical Trader
Real messages from clients, some translated, with private details hidden. Results depend on your offer, account and traffic.
What is an AI appointment setter for a financial advisor?
Software that runs a financial advisor's DMs: it replies, qualifies and books the meeting, but never advises.
- 182booked meetings in one advisor's best 30 days
- 139booked meetings in a second advisor's best 30 days
- 49for a third advisor at the same firm
- 727booked meetings across three accounts
Data as of Oct 31, 2026.Three advisor accounts at one firm, working from April to July 2026.The accounts do not log sale amounts.
Stories of our clients in financial advice.
Financial advisors who use an AI setter to answer Instagram and Messenger DMs and book meetings. Verified numbers from the Setor dashboard.
From a follow to a meeting in a few messages
new followerSetor is replyingA sample conversation, built like real oneshey, can I ask you something? 🙂
sure
- 1
we send everyone a free household budget sheet, want it? 😊
sure, send it
here you go 🙌 what do you want to save for in the next few years?
I want to save for my own place, then start saving for retirement
- 2
got it. what's holding you back the most right now?
there's some left over every month, but then it's gone and I don't know where
have you tried planning your budget before?
I made a spreadsheet once, lasted a month
- 3
that's really common. I'd like to invite you to a free 30 min online meeting to go through your situation and goal. does Tuesday 6pm or Thursday 7:30pm work?
tuesday
booked 🙂 see you then!
Try it yourself. Below you can click through a dashboard with a sample account.
From the first message to the sale.
What Setor does for you
Replies in your tone
Understands voice notes, reels, stories, videos. Follow-ups within hours, while it's warm.
Qualifies your way
You say who you want at a meeting. Setor books only those who fit.
Books and reminds
Real open slots from Calendly, GoHighLevel or Cal.com, online or at your office. Rescheduling happens in the same thread.
Turns comments and stories into conversations
A comment or story reply opens a DM. AI Setter takes over on reply.
Welcomes new followers
First DM to every new person. Test variants and see which one brings clients.
Shows which reel brings clients
Every meeting and sale shows source, advisor, amount and recording. Know what to post.
Does not give financial advice
Does not recommend products or promise returns. When a question needs an advisor, it asks you.
An assistant, ManyChat or Setor
| Assistant | ManyChat | Setor | |
|---|---|---|---|
| What it does | Replies and books meetings | Automations and Manychat AI | Runs conversations through to the calendar |
| Nights and weekends | Depends on the schedule | Yes | Yes |
| Setup | Hiring and training | You build it | A consultation with a person |
| Billing | Salary or contract | Base plan + pay per contact | Growth $499/mo excl. tax |
| Best for | An office with an in-person front desk | A free resource without a meeting | An advisor with DM traffic who wins clients through a meeting |
Run it on your own numbers
$2,160 revenue a month. 15 booked meetings. 4 new clients. clients pay for the plan: 1
This is an estimate based on your numbers, not a promise.The starting values are examples, enter your own.
Ultra: $1,000/mo excl. tax, 10,000 AI tokens, 1:1 calls, a dedicated success manager.
See pricingAll it takes is one consultation
Pick a plan
Monthly billing, cancel anytime.
Onboarding consultation
We connect your Instagram and calendar, set the script, style and who you want at meetings. Setor learns from your past conversations or your website.
Go live
Usually live in a few hours. We read the first chats together and improve the instructions.
Questions from financial advisors
Everything you need to know about Setor AI, onboarding, and how your AI Setter works day to day.
Setor AI is an AI appointment setter: software that runs Instagram and Messenger DMs. For a financial advisor it replies to messages, asks about their goal and situation, qualifies the lead and books the meeting in a connected calendar, or sends a booking link. It does not advise. On three advisor accounts at one firm it booked 727 meetings, working from April to July 2026.
Reply to every message fast, ask about the person's goal and situation, and offer two real open slots. Setor AI does this in Instagram and Messenger DMs, and follows up a few hours later when a conversation stalls. The advisor runs the meeting. See how one advisor booked 182 meetings in their best 30 days.
No. Setor does not give financial advice, recommend products or promise returns. It takes the conversation to a meeting, and when a question needs an advisor, it asks you before replying.
Setor learns your offer, your tone and how you run a conversation, and we set this up with you during the onboarding consultation. You can read conversations, adjust the instructions and take over any conversation by hand at any time.
Yes, if clients start in your DMs and the first step is a meeting. Setor asks about their situation and books the meeting, and you set in the instructions what it asks and what it never says.
Setor handles traffic but does not create it. It pays off when clients start slipping through your DMs and the revenue from one client is worth more than the plan. With a few messages a week you can handle it yourself.
Yes, at any time. You take over the conversation by hand, and you still run the meetings.
ManyChat is good at sending lead magnets and replying to keywords. Setor costs more and is built for sales: it qualifies, books and shows how much money came out of it, with onboarding run by a person.
Setor is a Verified Meta Tech Partner, and the app passed Meta's review. We set everything up with you during onboarding. We are not responsible for manual actions or other tools on your account.
Yes, Setor is AI Act compliant by default. The agent introduces itself as an AI assistant, so the client knows who they are talking to, which is what the AI Act requires of chatbots. You can change this in the settings, but then compliance is your responsibility.
Growth costs $499 a month excl. tax and Ultra $1,000. There is no free trial, you can cancel anytime, and most setups go live within a few hours of the consultation.
Still have questions?
Our team is here to help.