Early access · Founding operators lock in launch pricing for life.Become a founding operator →
Docs / Studio

What you can ask Setell

Overview

Setell is your agent. You talk to it in Studio in plain English and it does the work — drafts quotes, revises them, writes follow-ups, finds jobs and customers, and tells you what's stalling. This page is the cheat sheet: the kinds of things you can ask, with examples you can copy.

You don't need to learn commands. Say it the way you'd say it to a coworker.

Where to ask

  • Studio in the left nav — the full-screen page, for when you want room to work.
  • The docked panel on any other page: press ⌘J (Ctrl+J on Windows), or click Studio in the top bar.

An empty Studio offers four starters to tap: "What quotes do I have out?", "Pipeline summary", "Show me stale jobs", and "Draft a follow-up for my oldest open quote".

What you can ask

Find things

  • "Show me everything for Northwest Fabrication."
  • "Which quotes haven't been opened yet?"
  • "What's in the pipeline right now?"
  • "Pull up the bracket job."

Draft a quote

  • "Quote 50 aluminum brackets for Northwest Fabrication."
  • "Start a quote for a new customer, Dana at Northwest Fab."
  • "Use my powder-coating template for this job."

Keep job details current

  • "The Henderson job is at 11 Advantage Ave in Omaha." (Setell saves the job address and prices that job for its local market.)
  • "Rename that job 'Smith residence'."

Revise a quote

  • "Drop the rush fee and add 10 more brackets."
  • "Bump the unit price to forty dollars."
  • "Take the second line item off."

Send (you confirm first)

  • "Send the bracket quote to Dana."
  • "Show me what'll go out before you send it."
  • "Schedule that to send tomorrow at 8am."

Follow up

  • "Follow up with Dana on the bracket job."
  • "Nudge anyone who's gone quiet."
  • "Write a friendly check-in on the Northwest Fab quote."

Pricing help (needs a paid plan — on Free, Setell says so instead of answering)

  • "What did I charge for powder coating last time?"
  • "Is this priced right?"
  • "What's normal pricing for Northwest Fabrication?"

Teach it your prices (needs a paid plan; attach the files first — see docs/import/past-work)

  • "Learn my prices from these old quotes."
  • "Here are last year's invoices — read them into my pricing."

Know your customers

  • "What do you know about Northwest Fabrication?"
  • "Remember that Northwest Fab always wants a PO number."

Offer options (good / better / best)

  • "Give Dana a good, better, and best option on this."
  • "Show me the option groups for the bracket job."
  • "Go with the premium option."

Triage your inbox (open Inbox first — Studio acts on the item you're looking at, it can't list the queue for you)

  • "That one's a real request — turn it into a job."
  • "That's spam, reject it."

Close the loop

  • "Dana said yes on the phone — mark it accepted."
  • "We lost that one on price. Mark it rejected."
  • "Invoice the bracket job."
  • "Dana paid by check — mark it paid."
  • "The deposit came in on the deck job."

Know your numbers

  • "What did I actually make on the bracket job?"
  • "How are my margins?"
  • "Which work is least profitable?"
  • "Is my pricing right overall?"

Your shop

  • "What does Setell know about my shop?"
  • "Add a second Haas VF-2SS to my machine list."

Write a proposal (needs a paid plan — docs/quotes/proposals)

  • "Write a proposal for the Henderson job."
  • "Rewrite the scope section — make it shorter."
  • "Publish that proposal to the deal room."

Build the parts list (needs a paid plan — docs/quotes/parts-list)

  • "What parts do I need for this?"
  • "Save that as my standard deck package."
  • "Drop the parts suggestion, I'll do it myself."

Change your settings

  • "Set my brand color to #1A73E8."
  • "My tax rate is 8.25%."
  • "My labor cost is $95 an hour."
  • "My service area is Omaha, NE." (docs/getting-started/service-area)
  • "Turn payments off on the Henderson deal room."

Set yourself up

  • "Set me up as a roofer." (applies the trade playbook — docs/playbooks)
  • "Save that quote as a template."
  • "Let follow-ups go out on their own." (changes your autonomy mode; hands-off follow-ups need Business or Pro — docs/autonomy/overview)
  • "Cancel that follow-up."

On site

  • "Here are my walkthrough notes: the panel is on the north wall, breaker is 200 amp…"
  • "Pull the Hover measurements for this job." (needs Hover connected — docs/integrations/hover)
  • "That roof is a 6:12." · "Look up the site data again." (docs/quotes/job-site-data)
  • "Send the crew the kickoff for the bracket job." (see docs/quotes/job-kickoff)

Roofs and territories (needs a paid plan and the Roof Intelligence add-on — docs/roof/overview)

  • "What's the roof like on the Henderson job?"
  • "Scan Brookside again and show me the worst ten."
  • "What are my top roof prospects this week?"
  • "Add a territory for the north side."
  • "What does the record say about that building on Oak Street?" (the full property record — docs/roof/property-record)
  • "Give me the roof report for that building." (the owner-facing PDF — docs/roof/recommendation-report)
  • "Find flat roofs in poor shape." · "Is 1501 Southern Rd on my list?" (the Territory list — docs/roof/territory)
  • "Start a quote on that roof." (previews the job and asks before creating it — docs/roof/start-a-quote)

Housekeeping

  • "Archive the old test job."
  • "Recall the quote I just sent — wrong price."
  • "What follow-ups are queued?"
  • "Is QuickBooks connected?"
Margin and cost numbers are for you, not your customer. Setell keeps them out of anything that goes out, and tells you plainly when it doesn't have enough cost data to give you a real margin instead of inventing one.

What happens next

Setell shows its work right in the chat — a drafted quote, a follow-up it wrote, a list of stalled jobs. Anything that changes a quote or a job opens up so you can see exactly what changed. A quote never goes to a customer without your OK (that's Watch mode — see docs/autonomy/overview); a nudge you asked for goes out as soon as you ask.

Troubleshooting

  • Setell asks which customer or job you mean. You have more than one match. Add a detail — the company name, or "the bracket job" — and it'll narrow it down.
  • Setell says it can't do something. A few things only happen through their own flow — the customer signing a contract, for one. Setell will point you to the right place.
  • Setell asks you to confirm before it acts. Sending a quote, invoicing, accepting, rejecting a quote or an inbound email, and marking a job paid all get restated back to you first — the job and the amount — and wait for a clear yes. That's on purpose, and it doesn't change with autonomy mode.
  • Two things don't stop to ask. Asking for a nudge or a follow-up is itself the go-ahead: Setell writes the note and sends it in the same turn. "The deposit came in" records the deposit straight away. Neither one is undoable, so say them when you mean them.
  • "You've hit your limit for this month." Drafting quotes is metered on every plan below Pro — Free, Solo, and Business each get an allowance. Free counts reset on the 1st; Solo and Business reset every billing period. See docs/account/plans.
  • Still stuck → docs/reference/troubleshooting.

FAQ

  • Do I have to phrase things a certain way? No. Plain English. "Nudge Dana" and "can you check in with Dana about the bracket quote" both work.
  • Can Setell send a quote without me? Not in the default Watch mode — it always shows you a preview and waits for your OK. You can let it run on its own later (see docs/autonomy/overview).
  • Is Studio different from the buttons? No — it's the same Setell underneath. Studio is just the fastest way to drive it.
  • Can I talk instead of type? Yes — tap the mic. See docs/studio/voice-input.

Related

docs/studio/meet-studio · docs/studio/draft-and-revise · docs/studio/follow-up · docs/studio/customer-memory · docs/autonomy/overview

Ready to try it on your own quotes?

Start free — no credit card. 14 days of unlimited Pro, then 3 free quotes a month.

← All docs