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Your AI setter needs to know your offer inside and out. By connecting a Notion knowledge base, you give Setor AI access to the specific details it needs to answer common questions accurately — pricing, program structure, real results, and the objections you hear every day. Without it, Setor AI works from your AI instructions alone. With it, your setter can handle the hard questions with confidence instead of deflecting them.

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Why a Knowledge Base Matters

The difference between a good AI setter and an average one often comes down to product knowledge. When a lead asks “How long is your program?” or “What does it cost?” or “Can you show me some results?”, there are two possible outcomes:
  • The AI gives a specific, accurate, confident answer that moves the conversation forward.
  • The AI gives a vague, hedging, or incorrect answer that kills trust and stalls the conversation.
A knowledge base is what produces the first outcome. Setor AI uses the content you provide to answer specific questions directly, handle common objections, and qualify leads against your exact Ideal Customer Profile — not a generic one. Data from Setor AI accounts shows the median booked conversation runs 16 messages. Leads ask real questions. An AI that can answer them accurately is one that keeps the conversation going long enough to earn a booking.

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Supported Knowledge Base Formats

Setor AI currently supports the following formats for knowledge base content:

Notion Pages and Databases

The primary supported format. Share a Notion page or database link with your success manager and it will be synced directly into your Setor AI configuration. Works with both simple pages and structured databases.

Other Formats

If your content lives elsewhere — a Google Doc, a PDF, a Word file — share it with your success manager during onboarding. Additional formats can be incorporated during your setup process.

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What to Include in Your Knowledge Base

The more specific your knowledge base, the more confidently Setor AI can handle objections and qualify leads. Build it section by section using the categories below.
Describe your program or service in plain terms a lead would understand. Include:
  • What the program or service actually is
  • How it is delivered (1-on-1 coaching, group program, online course, done-for-you service, etc.)
  • How long it runs (8 weeks, 6 months, ongoing retainer, etc.)
  • What deliverables or outcomes a client can expect
  • What a typical week or engagement looks like
The more concrete this section is, the better Setor AI can represent your offer — and the less likely it is to say something inaccurate when pressed.
Include your full pricing, payment structures, and what is and is not included. Be specific:
  • Your price point (or price range if it varies)
  • Available payment plans (e.g., 3 monthly installments of $X)
  • What is included at each price point
  • Any guarantees or refund policies worth mentioning
If you do not want the AI to state exact pricing, tell your success manager during onboarding. The AI can be configured to qualify first and reveal pricing only at the appropriate stage.
Proof is one of the most powerful tools in a DM conversation. Include:
  • Specific client results with numbers where possible (“lost 12 kg in 8 weeks”, “booked 3 clients in the first month”)
  • Testimonials or quotes from past clients
  • Any aggregated results data (average outcomes, success rates)
  • Before/after stories that illustrate the transformation
Leads who ask “does this work?” deserve a specific answer. Give Setor AI the ammunition to provide one.
Write out the questions you hear most often, along with the answers you would give in a real conversation. Common categories include:
  • Objections about price (“Is it worth it?” / “I can’t afford it right now”)
  • Questions about the program structure or time commitment
  • Questions about your credentials or background
  • Questions about how the process works after signing up
The closer your FAQ answers are to how you actually talk — not how you write on a website — the more natural Setor AI will sound when using them.
Describe your Ideal Customer Profile in plain language. Be specific about:
  • Who gets the most from your offer (experience level, situation, goals)
  • What a good-fit lead typically looks like on Instagram (follower count, content type, bio signals)
  • The problems, desires, and language your ideal clients use
Setor AI uses this to qualify leads before investing conversation time in them — which means fewer wasted DMs and better calls on your calendar.
Disqualification is as important as qualification. Be direct about who your offer does not serve:
  • People who are not ready for the investment
  • Situations where your offer would not produce results
  • Profiles or account types you have learned are a poor fit
Giving Setor AI clear disqualification criteria means it stops conversations with bad-fit leads early — saving time for both you and the prospect.

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Setting Up the Integration

Your success manager handles the sync during your onboarding process. You just need to prepare the content.
1

Prepare your Notion page

Create a Notion page (or a set of pages) using the categories above as your structure. Write it in plain language — this is not a public-facing document, it is context for your AI. You do not need to make it beautiful, just complete and accurate.
2

Share the link with your success manager

Copy the shareable link for your Notion page and send it to your success manager before or during your onboarding call. Make sure the page is set to allow anyone with the link to view it.
3

Your success manager configures the sync

During onboarding, your success manager pulls the content into your Setor AI configuration and aligns it with your AI instructions and conversation prompts. The knowledge base and your instructions work together — they are not separate systems.
4

Test with a real offer question

Once the sync is complete, send a DM to your connected Instagram account asking a specific question about your offer — pricing, program details, or a common objection. Confirm that Setor AI answers with the specific information from your knowledge base, not a generic response.
Keep your knowledge base updated when your offer changes — new pricing, a new program structure, updated results. Contact your success manager to re-sync after any significant update. An outdated knowledge base is worse than none at all, because it produces confident but incorrect answers.
The more specific your knowledge base, the more confidently Setor AI can handle objections. Vague descriptions like “a comprehensive coaching program” produce vague AI answers. Specific descriptions like “a 12-week 1-on-1 coaching program for fitness coaches who want to hit their first $10k month” produce answers that sound like you.