Frequently Asked Questions

Everything you need to know about Rocket Agents.

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Getting Started (20 Questions)

Q1: What is Rocket Agents? Rocket Agents is an AI-powered lead engagement platform. It automatically follows up with leads via SMS, email, and voice calls, qualifies them, and books meetings on your calendar.

Q2: How do I sign up? Go to rocketagents.com and click "Start Free Trial." You'll get a 3-day trial with 500 credits, no credit card required.

Q3: Is there a free trial? Yes. 3-day free trial with 500 credits. No credit card required to start.

Q4: How long does setup take? Basic setup takes about 15 minutes. Full setup with SMS (including A2P 10DLC approval) can take 2-3 weeks due to carrier compliance requirements.

Q5: What do I need to get started? At minimum: a Rocket Agents account and a calendar connection. For SMS, you'll need a Twilio account with A2P 10DLC registration.

Q6: Do I need technical skills? No. The platform is designed for non-technical users. Setup is guided and straightforward.

Q7: Can I import my existing leads? Yes. Import via CSV or connect lead sources. CSV import supports flexible column mapping.

Q8: How many leads can I have? Unlimited. All plans include unlimited leads.

Q9: Can I have multiple team members? Yes. All plans include unlimited team members at no extra cost.

Q10: What industries does Rocket Agents work for? Any industry with lead follow-up: real estate, insurance, solar, home services, SaaS, professional services, and more.

Q11: Is my data secure? Yes. We use encryption in transit and at rest, and follow security best practices.

Q12: Can I cancel anytime? Yes. Cancel anytime. No long-term contracts.

Q13: What happens when my trial ends? You'll be prompted to choose a plan. Your leads and data remain available.

Q14: Do you offer demos? Contact us through the website to schedule a personalized demo.

Q15: Is there mobile app? The web app is mobile-responsive. Native mobile apps are coming soon.

Q16: Can I white-label Rocket Agents? Enterprise plans offer white-label options. Contact sales.

Q17: What's the difference between plans? Plans differ primarily in monthly credits. All features are available on all plans.

Q18: Can I change plans later? Yes. Upgrade anytime (immediate). Downgrade at next billing cycle.

Q19: Do you offer annual billing? Yes. Save 20% with annual payment.

Q20: Where is my data stored? Data is stored securely in US-based cloud infrastructure.

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Leads (25 Questions)

Q21: How do I add a lead manually? Go to Leads → Add Lead. Enter name, phone, email, and any other details.

Q22: How do I import leads from a CSV? Go to Leads → Import CSV. Upload your file and map columns to our fields. Flexible mapping supports any CSV format.

Q23: What lead stages are available? NEW, CONTACTED, ENGAGED, QUALIFIED, SCHEDULED, MEETING_COMPLETED, NURTURE, WON, LOST, BAD_PHONE, BAD_CONTACT.

Q24: Can I customize lead stages? Not currently. Stages are optimized for the lead conversion workflow.

Q25: What's the difference between Lost and Bad Contact? Lost = lead declined or went elsewhere. Bad Contact = you couldn't reach them (bad phone, bad email, unresponsive).

Q26: What triggers the Bad Phone stage? Multiple failed SMS attempts, invalid number detected, or carrier rejection.

Q27: How does lead scoring work? AI assigns scores based on engagement, fit, and readiness. Higher scores = more likely to convert.

Q28: Can I see all my leads in one view? Yes. The Leads page shows all leads with filtering and sorting options.

Q29: Can I filter leads by stage? Yes. Filter by any stage, source, agent, or date range.

Q30: Can I search for specific leads? Yes. Search by name, phone, email, or any lead field.

Q31: How do I view a lead's details? Click any lead to open their detail view with full conversation history.

Q32: Can I add notes to leads? Yes. Add notes manually or AI adds notes automatically based on conversations.

Q33: Can I delete leads? Yes. Delete individual leads or bulk delete from the leads page.

Q34: Can I export leads? Yes. Export to CSV from the leads page.

Q35: What happens when a lead replies? The reply is added to their conversation. AI responds (if enabled) or you're notified to handle manually.

Q36: Can leads go backward in stages? Yes. If a scheduled meeting cancels, they might go back to Engaged.

Q37: How long does Nurture last? Until the lead re-engages or you mark them Won or Lost. Could be weeks or months.

Q38: Can I assign leads to specific team members? Yes. Assign leads to any team member for manual follow-up or oversight.

Q39: What's the difference between lead source and agent? Lead source is where the lead came from (form, webhook, CSV). Agent is the AI that handles their conversations.

Q40: Can one lead have multiple conversations? Typically no. Each lead has one unified conversation thread across all channels.

Q41: How do I move a lead to Won? Open the lead, click the stage dropdown, select WON. Or update after a completed meeting.

Q42: What is a qualifying checklist? Criteria that determine if a lead is qualified. AI checks items off as information is gathered in conversation.

Q43: Can I bulk update lead stages? Yes. Select multiple leads and use bulk actions.

Q44: Do lead stages affect AI behavior? Yes. Different stages trigger different conversation modes and messaging strategies.

Q45: How do I find new leads? Use Lead Search to find and enrich new leads by title, industry, and location.

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AI Agents (25 Questions)

Q46: What is an AI agent? An AI agent is your automated sales rep. It handles conversations, qualifies leads, and books meetings.

Q47: How do I create an agent? Go to AI Agents → Create Agent. Enter your business details and conversation preferences.

Q48: Can I have multiple agents? Yes. Create different agents for different services, industries, or campaigns.

Q49: What settings can I configure? Identity, business context, qualifying questions, tone, message length, outreach mode, escalation settings, and more.

Q50: How do I customize the agent's personality? Edit the agent's Tone setting (professional, friendly, casual) and provide style guidelines in business context.

Q51: Can the agent discuss pricing? If you include pricing in the business context, yes. Otherwise, tell it to direct pricing questions to you.

Q52: What are outreach modes? SMS_ONLY, EMAIL_ONLY, VOICE_ONLY, or BLENDED (multi-channel escalation).

Q53: What is Blended mode? AI uses multiple channels, escalating from email to SMS to voice when leads don't respond.

Q54: How does escalation work? Configure time or attempt thresholds. After X hours or Y attempts with no response, AI switches channels.

Q55: What is the confidence threshold? AI assigns confidence scores. Below threshold (default 70), leads get flagged "Needs Attention."

Q56: Can I lower the confidence threshold? Yes. Lower = AI handles more autonomously. Higher = more human review.

Q57: What triggers "Needs Attention"? Low AI confidence, complex questions, angry leads, or explicit requests for human help.

Q58: How do I assign an agent to leads? When creating a lead source, select which agent handles its leads. Or assign manually per lead.

Q59: Can I change a lead's assigned agent? Yes. Edit the lead and select a different agent.

Q60: What's in the business context? Information about you, your business, services, FAQs, objection handling, areas you serve.

Q61: How much context should I provide? More is better. If a new employee would need to know it, include it.

Q62: Do agent updates affect ongoing conversations? Yes. New messages use updated context immediately.

Q63: Can I see what the agent knows? Yes. All context is visible in agent settings.

Q64: What if the AI says something wrong? Add clarification to business context: "Never say X. Instead say Y."

Q65: Can the AI book meetings? Yes, if you've connected your calendar and provided your booking link.

Q66: What is a qualifying checklist? Criteria the AI gathers before considering a lead qualified. Budget, timeline, decision maker, etc.

Q67: Can I require all checklist items? Yes. Configure "all required" in checklist settings.

Q68: What are opener templates? Pre-defined first messages for different scenarios (new lead, re-engagement, referral).

Q69: Can the AI handle objections? Yes. Define common objections and suggested responses in agent settings.

Q70: Does the agent learn from conversations? It uses your provided context. Continuous learning/fine-tuning is on the roadmap.

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Conversations (20 Questions)

Q71: Where do I see conversations? Go to Conversations to see all active conversation threads.

Q72: Can I see both SMS and email in one thread? Yes. All channels (SMS, EMAIL, VOICE, LINKEDIN) appear in a single unified thread.

Q73: How do I know if AI sent a message? AI messages have a clear badge indicating they were AI-generated.

Q74: Can I see AI reasoning? Yes. Click the info icon on any AI message to see what it was thinking.

Q75: Are conversations stored permanently? Yes. Full history from day one across all channels.

Q76: Can I search conversations? Yes. Search by lead name, phone, email, or message content.

Q77: Can I send a manual message? Yes. Open any conversation and type your own message.

Q78: What happens when I send a manual message? It's sent immediately. AI pauses until you resume it.

Q79: How do I resume AI after sending manually? Click "Resume AI" in the conversation or lead detail view.

Q80: What are conversation states? ACTIVE (AI handling), PAUSED (AI stopped), ATTENTION (AI needs help).

Q81: What is "Needs Attention"? AI flagged the conversation for human review due to low confidence or complexity.

Q82: How do I handle attention items? Go to the Needs Attention queue. Review the situation and respond or resume AI.

Q83: Can I export conversations? Yes. Export individual or bulk conversations to CSV.

Q84: Will I know when a lead replies? Yes. Real-time in-app notifications and optional email/SMS alerts.

Q85: What do message status badges mean? Sent, Delivered, Read (when available), Failed. Shows delivery status.

Q86: Can I see voice call transcripts? Yes. Click "View Transcript" on any voice call in the conversation.

Q87: Are voice calls recorded? Optional. Enable recording in voice settings. Check local laws.

Q88: What conversation modes does AI use? INTAKE (initial contact), QUALIFY (gathering info), NURTURE (follow-up), CLOSE (push for meeting), RESPOND (react to inbound).

Q89: Can I filter conversations by status? Yes. Filter by Active, Paused, Attention, or by channel.

Q90: How do I pause AI on a conversation? Open the conversation and click "Pause AI."

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Meetings & Calendar (20 Questions)

Q91: Which calendars are supported? Cal.com (recommended), Google Calendar, Outlook/Microsoft 365.

Q92: Is calendar connection required? For AI to book meetings, yes. Without it, AI can only qualify leads.

Q93: How does AI know my availability? AI reads your connected calendar to see free/busy times.

Q94: Can AI book directly on my calendar? Yes. Once a lead confirms, the meeting appears on your calendar.

Q95: Can I connect multiple calendars? Yes. AI checks all connected calendars for conflicts.

Q96: How do I set my availability? Configure in your calendar settings (Cal.com, Google, or Outlook).

Q97: What is Cal.com? A scheduling platform. Recommended for advanced booking features and booking pages.

Q98: Do I need Cal.com? No. Google or Outlook work too. Cal.com offers more scheduling features.

Q99: Can leads reschedule meetings? Yes. They can use the calendar link or ask AI to reschedule.

Q100: Does AI send meeting reminders? Yes. Automated reminders before scheduled meetings. Each costs 2 credits.

Q101: What if a meeting is canceled? Lead moves back to Engaged stage. AI can attempt to reschedule.

Q102: Can I see all scheduled meetings? Yes. View in the Meetings section or on your connected calendar.

Q103: What information does the meeting invite include? Lead name, contact info, and any notes from the conversation.

Q104: Can I customize meeting types? Yes, through your Cal.com or calendar settings.

Q105: What time zones are used? AI handles time zones automatically based on lead location.

Q106: Can AI offer specific time slots? Yes. AI sees your availability and offers open times.

Q107: What if the lead's time doesn't work? AI offers alternatives. Back-and-forth continues until a time is found or lead becomes unresponsive.

Q108: Can team members have separate calendars? Yes. Each team member connects their own calendar.

Q109: What happens after the meeting? Lead moves to MEETING_COMPLETED. You mark as WON or LOST based on outcome.

Q110: Can I disconnect my calendar? Yes. Go to Settings → Calendar → Disconnect. Existing meetings remain.

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Billing & Pricing (25 Questions)

Q111: How much does Rocket Agents cost? Starter: $149/mo (2,000 credits), Growth: $349/mo (6,000 credits), Scale: $699/mo (15,000 credits).

Q112: What uses credits? AI-generated messages (2 credits each), voice calls (5 credits each), lead search (1 credit/lead).

Q113: Do manual messages cost credits? No. Only AI-generated outbound messages cost credits.

Q114: What is the cost per AI message? 2 credits per AI-generated message, regardless of channel (SMS, email).

Q115: How much do voice calls cost? 5 Rocket Agents credits per call, plus Vapi per-minute charges.

Q116: How much does lead search cost? 1 credit per lead found. Additional 1 credit each for email and phone enrichment.

Q117: Do credits expire? Yes. Monthly credits reset each billing cycle. Use them or lose them.

Q118: Can I buy more credits? Yes. Purchase credit packs anytime in Settings → Billing.

Q119: Is there overage billing? If you exceed your plan, you can purchase additional credits at the plan rate.

Q120: Can I see my credit usage? Yes. View in Settings → Billing → Usage.

Q121: Can I see credits used per lead? Yes. Each lead shows credits consumed in their detail view.

Q122: What's free? Manual messages, importing leads, viewing conversations, creating agents, dashboard, analytics, qualification (AI thinking), meeting booking.

Q123: Do inbound messages cost credits? No. Only AI-generated outbound messages cost credits.

Q124: If AI thinks but doesn't send, does it cost? No. Only sent messages cost credits.

Q125: How do I upgrade my plan? Settings → Billing → Upgrade. Takes effect immediately.

Q126: How do I downgrade? Settings → Billing → Change Plan. Takes effect next billing cycle.

Q127: Can I pause my subscription? Yes. Pause anytime and resume when ready.

Q128: Is there annual billing? Yes. Save 20% with annual payment.

Q129: What payment methods are accepted? Credit/debit cards via Stripe.

Q130: Do you offer refunds? Contact support for refund requests.

Q131: Is there enterprise pricing? Yes. Contact sales for volume discounts, white-label, and custom SLAs.

Q132: Do I need separate Twilio billing? Yes. Twilio (for SMS) is separate. You pay Twilio directly.

Q133: Do I need separate Vapi billing? Yes. Vapi (for voice) is separate. You pay Vapi directly.

Q134: What's included in all plans? Unlimited leads, unlimited team members, all channels, all integrations, API access.

Q135: Are there any hidden fees? No. Just plan cost + credits used. External services (Twilio, Vapi) are separate.

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Integrations (20 Questions)

Q136: What integrations are available? Cal.com, Google Calendar, Outlook, Twilio (SMS), Vapi (voice), IMAP (email), webhooks.

Q137: Is Twilio pre-configured? No. You must configure your own Twilio account for SMS.

Q138: Why do I need my own Twilio? You own your phone numbers, control billing, and comply with A2P 10DLC requirements.

Q139: What is A2P 10DLC? US carrier requirement for business SMS. You must register your brand and campaigns.

Q140: How long does A2P approval take? Brand: 1-7 days. Campaign: 1-14 days. Total typically 2-3 weeks.

Q141: Can I use SMS without A2P? Messages will be blocked or filtered without A2P 10DLC registration.

Q142: How do I connect Cal.com? Settings → Calendar → Connect Cal.com → Authorize.

Q143: How do I connect Google Calendar? Settings → Calendar → Connect Google → Authorize.

Q144: Can I use Zapier? Yes. Use webhooks in Lead Sources to receive leads from Zapier.

Q145: Do you have a CRM integration? Coming soon. Use webhooks to sync with your CRM now.

Q146: What about API access? Yes. API access is available on all plans.

Q147: How do I set up voice calls? Settings → Voice Calls → Enter Vapi API key → Configure.

Q148: Can I use my own email domain? Yes. Configure custom domain in Settings → Email Setup.

Q149: What is IMAP monitoring? AI monitors your email inbox for lead replies via IMAP connection.

Q150: What about bulk email? Use our warmed mailboxes for high-volume sending. Settings → Bulk Email.

Q151: Can I disconnect an integration? Yes. Settings → Integrations → Find service → Disconnect.

Q152: What if an integration breaks? Check connection status in Settings. Reconnect if needed.

Q153: Can I use multiple phone numbers? Yes. Each number needs its own A2P campaign.

Q154: What email providers work with IMAP? Gmail, Outlook, Yahoo, and any IMAP-compatible provider.

Q155: Do I need both calendar types? No. Choose one: Cal.com, Google, or Outlook.

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Voice Calling (15 Questions)

Q156: Does Rocket Agents support voice calls? Yes. AI can make and receive phone calls via Vapi integration.

Q157: What is Vapi? Third-party AI voice platform. Provides natural-sounding phone conversations.

Q158: Do I need a Vapi account? Yes. Create an account at vapi.ai and get an API key.

Q159: How much do voice calls cost? 5 Rocket Agents credits per call + Vapi per-minute charges.

Q160: Can AI leave voicemails? Yes. Configure voicemail behavior in Vapi settings.

Q161: Are calls recorded? Optional. Enable in voice settings. Check local recording laws.

Q162: Can I listen to call recordings? Yes, if recording is enabled. Find in the conversation thread.

Q163: Can I see call transcripts? Yes. Full transcripts saved to the conversation automatically.

Q164: Can AI transfer calls to me? Yes. Configure warm handoff settings in Vapi.

Q165: What voices are available? Multiple AI voices: male, female, various accents. Configure in settings.

Q166: Does AI sound robotic? No. Vapi uses advanced AI voices that sound natural and conversational.

Q167: Can leads call my AI back? Yes, if you configure inbound handling on your Vapi number.

Q168: When should I use voice? High-value leads, no response to SMS/email, complex conversations.

Q169: How does voice fit in Blended mode? Voice is the final escalation after SMS and email attempts.

Q170: What if there's a connection issue? Check Vapi account status, verify API key, confirm number is active.

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Lead Search & Prospecting (15 Questions)

Q171: What is Lead Search? Find new leads by job title, industry, company, and location.

Q172: How do I find new leads? Leads → Find New Leads → Set criteria → Search.

Q173: What can I search by? Job title, industry, company size, location, company name, keywords.

Q174: How much does lead search cost? 1 credit per lead found. Enrichment is additional.

Q175: What is enrichment? Getting email addresses and phone numbers for leads.

Q176: How much does enrichment cost? 1 credit for email, 1 credit for phone, per lead.

Q177: What's the enrichment success rate? Email: ~85%. Phone: ~60%. Only charged for successful lookups.

Q178: Can I search for consumer leads? Lead Search is designed for B2B. Use other sources for consumers.

Q179: Can I save search criteria? Yes. Save searches for repeated prospecting.

Q180: Can I export search results? Yes. Export to CSV before or after import.

Q181: What happens after import? Leads enter your pipeline. Assigned agent starts outreach automatically.

Q182: Is there a daily search limit? No hard limit. Large searches process in batches.

Q183: Where does the data come from? Professional data providers. Business contact information only.

Q184: What about GDPR/privacy? Data sourced from public business profiles. Complies with regulations.

Q185: What if I get a bad email? Unverified emails aren't charged. Report bounced verified emails to support.

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Team & Settings (15 Questions)

Q186: How do I add team members? Settings → Team → Invite Member → Enter email.

Q187: Are there user limits? No. All plans include unlimited team members.

Q188: What roles are available? Admin (full access) and Member (limited settings access).

Q189: Can team members have separate calendars? Yes. Each member connects their own calendar.

Q190: How do I remove a team member? Settings → Team → Find member → Remove.

Q191: Does Rocket Agents support 2FA? Yes. Enable in Settings → Account → Security.

Q192: What are passkeys? Passwordless login using biometrics or hardware keys. More secure than passwords.

Q193: Can I change my password? Yes. Settings → Account → Change Password.

Q194: How do I set operating hours? Settings → Organization → Business Hours.

Q195: What are operating hours for? AI respects business hours for outreach. Won't send messages outside set times.

Q196: How do I update billing info? Settings → Billing → Update Payment Method.

Q197: Can I change my organization name? Yes. Settings → Organization → Edit Details.

Q198: How do I delete my account? Contact support for account deletion requests.

Q199: How do I get support? Use the chat widget, email support, or visit our help center.

Q200: Is there a knowledge base? Yes. You're reading it! Browse docs.rocketagents.com.

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Pilot Assistant (15 Questions)

Q201: What is Pilot? Pilot is a built-in AI assistant for managing your Rocket Agents platform through natural language.

Q202: How do I open Pilot? Click "Pilot" in the sidebar, press Cmd+I (Mac) or Ctrl+I (Windows), or use the Command Palette (Cmd+K).

Q203: What can Pilot do? Check lead status, search messages, view mailbox health, generate reports, assign leads, create agents, and more.

Q204: Does Pilot cost extra credits? No. Pilot is included in your plan at no extra cost.

Q205: Can Pilot change my data? Yes, but only with confirmation. Action commands (assign leads, create agents) ask for approval first.

Q206: Is Pilot the same as the AI Agents that contact leads? No. Pilot helps you manage the platform. AI Agents handle lead conversations.

Q207: Can I ask Pilot about a specific lead? Yes. Try "Show me lead John Smith" or "Search leads named Sarah."

Q208: Can Pilot book meetings? Pilot can show you meetings but doesn't book them directly. AI Agents book meetings with leads.

Q209: Does Pilot remember context? Yes. Within a conversation, Pilot remembers what you've discussed. Ask follow-up questions naturally.

Q210: Can I have multiple conversations with Pilot? Yes. Each conversation is saved as a thread. Start new or continue previous ones.

Q211: How do I clear my Pilot history? Delete individual threads from the thread list, or archive them to hide.

Q212: What if Pilot doesn't understand me? Try rephrasing. Be specific about what you want. Example: "Show QUALIFIED leads" instead of "show good leads."

Q213: Can Pilot generate reports? Yes. Ask for pipeline reports, performance reports, or leads reports. Some export as CSV.

Q214: Is Pilot available on mobile? Yes. Pilot works on mobile through the responsive web app.

Q215: Can I customize what Pilot can do? Not currently. Pilot has fixed capabilities optimized for platform management.

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Quick Reference

Most Common Questions

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Still Have Questions?

If your question isn't answered here:

1. Search the docs — Use search at the top
2. Chat with support — Click the chat widget
3. Email us — support@rocketagents.com
4. Book a demo — Get personalized help