Command time
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Agency overview
Unlimited Client Operating System
Accounts
Subaccount Fleet
Signal map
Client Health and Workload
Control tower
Live Operations
Launch board
Go-Live Gates
Better than locked platforms
Limitations Removed
Unlimited subaccountsSeparate client data, teams, pipelines, calendars, and branding without a per-location ceiling.
Bring your providersSwap SMS, email, voice, AI, payments, and automation vendors without rebuilding the CRM.
Portable dataExport contacts, opportunities, conversations, and audit logs instead of trapping client history.
Agency controlsRole permissions, client billing, snapshots, templates, and safe demo/live write separation.
Subaccount dashboard
Workspace Command View
Client workspace
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Loading workspace controls.
Health
0%
Pipeline shape
Stage Distribution
Priority leads
Highest Intent
Migration vault
Imported Assets
Operator actions
Next Moves
Subaccount signups
Client Workspace Intake
New signup
Capture Client Request
Queue
Pending and Approved
AI Front Desk package
Phone, SMS, Email, WhatsApp, and Booking in One Offer
Client-facing offer
AI Front Desk
Loading package controls.
Package floor
$1,497 setup
30 days free maintenance included, then $497/mo
Selected subaccount
Front Desk Setup
Package blueprint
What Clients Get
Go-live gates
Launch Checklist
Fleet status
Subaccount Package Matrix
SetterOS product catalog
Tiered Pricing Built to Sell
Package the system as simple monthly operating plans.
Use these products to sell AI front desk, voice, migration, automation, and white glove setup without recreating the offer for every prospect.
Core offer floor
$1,497 setup
30 days free maintenance, then $497/mo
Products
Sellable Modules
Elite platform engine
Funnels, Triggers, Workflows, Pipelines, and Rebuild Control
12 rebuild titles
Platform Coverage
Funnel builder
Funnels Wired to Automation
Trigger library
Events Cockpit Can React To
Pipeline templates
Boards for Selling and Fulfillment
Sales operating system
Offer, Registration, Training, Deals, and Commission
Sales offer
What Reps Sell
Registration
Add Salesperson
Onboarding and training
30-Day Ramp Plan
Roster
Sales Team
Deal tracking
Log Sale or Proposal
Commissions
Owed and Paid
Claude client intelligence
AI Search for SetterOS, Cockpit, and FormsHQ
Ask across the business
Command Search Powered by Claude
Claude searches the selected site context, subaccount CRM, calls, front desk package, conversations, migration archive, and opportunities without exposing your API key.
Model
Claude Sonnet 4.6
Server key required
Domain setup
Claude Setup
Search preview
Ask Claude
Claude answers will appear here after the server API key is configured.
Domain matrix
Claude Site Coverage
Ask AI Assistant
Ask SetterOS Anything About This Cockpit
AI Studio
Build Pages, Forms, Workflows, and Calendars From a Prompt
Builder prompt
Create or edit an asset
AI Studio blueprints will appear here.
Templates
Launch assets
Production checks
Before publish
CRM
Pipeline, Contacts, Tasks
Unified inbox
SMS, Email, Voice, Chat, DM
Reply desk
Select a conversation
Retell AI voice layer
Calls, Qualification, Handoff
Demo mode
Outcome mix
Call Outcomes
Recent calls
Retell Call Log
Email per subaccount
Resend, Domains, Deliverability
Selected subaccount
Email Setup
Fleet status
Subaccount Email Matrix
Broadcast builder
Campaigns on Resend
Sequence builder
Automated Email Follow-up
Marketing library
Campaigns and Sequences
WhatsApp per subaccount
Messaging, Templates, Webhooks
Selected subaccount
WhatsApp Setup
Fleet status
Subaccount WhatsApp Matrix
Stripe per subaccount
Payments, Checkout, Subscriptions
Selected subaccount
Stripe Setup
Fleet status
Subaccount Stripe Matrix
Automation builder
Visual Workflows With Webhook Escape Hatches
Run log
Automation Result
Run a test lead to see scoring, routing, messaging, and audit steps.
Funnels and forms
Embeddable Capture Layer
Booking engine
Calendars Without Double Booking
Rules
Routing and Reminders
Reporting
Agency and Client Proof
Client-ready narrative
Loading report summary.
Migration importer
Bring GHL Exports Into SetterOS Cockpit
Upload
CSV Intake
No CSV loaded yet.
Field mapping
Normalize Columns
Preview
Safe Import Check
Upload a CSV to preview normalized rows and duplicate matches.
SetterOS stack settings
No Forced Vendor Box
Build path
This is a local-first prototype with clean module boundaries. The next production step is adding auth, a database, background jobs, live provider adapters, and per-account billing.