Rollset is a command center your own AI agent can run. Connect the AI you already pay for and let it work your leads, follow-ups, deals, proposals, websites and social posts. You decide what it can touch.
Plans from $39 a month. No AI subscription to buy: bring your own.
Leads · Follow-up · Deals · Proposals · Invoices · Products · Sites · Social
Rollset keeps your pipeline, today's bookings, new leads, review requests, one inbox for texts, email and social messages, and invoices paid through Stripe in one workspace, and your own AI agent works all of it through a key with the permissions you choose.
Rollset is built agent-first. Your AI agent works the same contacts, deals and pages you do, with only the permissions you give it, so you spend less time behind a dashboard and more time on the work that matters.
Leads, follow-up, deals, proposals, invoices, products, websites and social posts all live on the same records, so your agent can carry work from one step to the next and you can see exactly what it did.
01Leads and deals
Your agent adds and updates leads, tags and sorts them into smart lists, and moves each deal through your pipeline. You see every step on a board or in a table.
02Follow-up
Your agent answers and follows up by text and email, and every message lands on the contact’s thread next to Messenger, Instagram, website chat and calls. Opt-outs and do-not-contact rules are checked before anything is sent.
03Close and get paid
Your agent books the call and prepares the proposal, contract and invoice, ready for your review. Clients sign online and pay by card through your own Stripe account.
04Sites and funnels
Ask your agent for a landing page, a funnel or a full website. Forms and booking calendars write straight to your contacts, and pages go live on your own domain when you allow it.
05Automations
Workflows handle the routine steps: when a form comes in, a deal moves or an invoice is paid, Rollset waits, branches, tags, sends the message or creates the task. Your agent can start them too.
06Social and reviews
Your agent drafts and schedules posts for the social channels you connect, and review requests go out after every visit. Social channels are rolling out one platform at a time.
Give each client a separate workspace with its own contacts, inbox and pipelines, put their brand or yours on all of it, and let your agent work across the clients you choose.
Separate contacts, conversations, users and settings for every business you serve.
Set the logo, colors, fonts and custom CSS for each brand you run.
Agency staff can work across clients. Client users only see their own workspace.
Roll-up dashboards show how every account is doing from one place.
Client workspaces
FFernwood Studio
Good morning.
Three consultations booked this week.
New leads
18
Booked
9
Paid
6
Sample client brands. Pick one to see the workspace take on its colors.
Rollset doesn’t sell you an AI plan. Connect the AI you already pay for, give it a key with only the permissions it needs, and let it work. You stay in charge of what gets sent.
Connect it from
Scoped key: “Sales follow-up agent”
contacts · deals · messages · proposalsStart a plan, connect the AI you already pay for, and decide what it handles. You can do everything yourself in the dashboard too.
Pick Solo, Studio or Agency. Your 14-day trial starts at checkout. Pay monthly, or yearly and get two months free.
Create a key for the AI you already use, then connect Stripe, your email, a texting number and your calendar. US texting goes live once carriers approve your A2P 10DLC registration.
Import your contacts, then tell your agent what to handle: follow-ups, proposals, pages, posts. Anything you want to send yourself stays with you.
Connect your AI and the accounts you run your business on. For anything else, send events out with webhooks or build on the API.
Every area of Rollset is in every plan, and your AI comes from the subscription you already have. Start with a 14-day free trial; billing starts when it ends.
One workspace for an independent operator.
$39a month
or $390 a year
A team workspace with room to grow.
$89a month
or $890 a year
An Agency Account that runs client workspaces.
$249a month
or $2,490 a year
Prices in US dollars. Messaging and phone carriers may require registration, such as A2P 10DLC for US texting.
Rollset is built so an AI agent can do the work alongside you. Your agent connects with a key you create, can only touch what that key allows, and every action it takes is logged. You can still do everything yourself in the dashboard.
No. Rollset doesn’t sell one. Connect the AI you already pay for: today that’s Claude (Desktop or Code), Cursor, or another AI app that can connect to an MCP server with an API key. Apps that only connect through a sign-in button, such as ChatGPT connectors, aren’t supported yet.
Your agent can text and email your contacts within the permissions you give it, and Rollset checks opt-outs and do-not-contact rules first. Proposals, contracts and invoices it prepares stay drafts until you send them, and publishing a website or social post needs its own permission.
Every plan starts with a 14-day free trial. You add a card at checkout, and billing starts when the trial ends.
Yes. You connect your existing Stripe account, and your customers’ payments go straight to it. Rollset adds no fee of its own; Stripe’s standard fees apply.
Yes, two-way texting is built into the inbox. In the US, carriers require businesses to register for A2P 10DLC before texts are delivered, so texting goes live once your registration is approved.
Yes. The Agency plan gives you an Agency Account with a separate workspace for each client, and you can put your logo, colors and fonts on every one of them.
Create an API key in Settings, choose its permissions, and add Rollset to your AI app using the MCP address https://rollset.app/api/mcp. Rollset shows copy-ready setup steps for each app, and you can revoke a key at any time.
Yes. Import contacts from a CSV file exported from your current CRM or spreadsheet, then sort them with tags, custom fields and smart lists.
Visit the Rollset support page to reach the team.
Start a 14-day trial, connect the AI you already pay for, and hand it the follow-ups, proposals, pages and posts.
