Solutions · Sales development
AI SDR agents for B2B teams
An AI SDR is an agent that contacts new leads, answers their first questions, asks the qualification questions your company defines and books meetings with your reps. It works well when the qualification criteria, cadence and scripts are already written down.
What an AI SDR agent does
- First contact as soon as a lead fills in a form or sends a message
- Answers to early questions about the company and the offer
- Qualification questions on budget, authority, need and timing
- Meeting booking on the account executive's calendar
- Follow-up with leads who haven't replied, within the agreed cadence
- Logging each conversation and qualification result in the CRM
When an AI SDR goes wrong
Most problems appear when the agent is configured before the process. It qualifies against vague criteria, keeps pushing leads who aren't a fit, promises things the company doesn't deliver and leaves the rep without context in the meeting. Each of these problems is solved in the playbook, before implementation.
Why the tool alone isn't enough
AI SDR software is easy to buy. The hard part is deciding what it should ask, when it should hand a lead to a person and what to do with leads who aren't a fit. Without those answers, the agent has plenty of conversations and books the wrong meetings.
How we set up an AI SDR
- 01
Assessment
We review real sales development conversations, lead sources, current response times and the reasons leads are disqualified.
- 02
Process design
We define the ideal customer profile, qualification questions, contact cadence and the exact point of handoff to an account executive.
- 03
SOPs and playbooks
We document scripts, answers and rules in the sales development playbook.
- 04
AI implementation
We configure the agent with the company's knowledge, connect it to email, chat or WhatsApp, the calendar and the CRM, and review the first conversations with a person in the loop.
- 05
Team training
We train SDRs and account executives to take over the conversations the agent hands off and to review its performance every week.
Frequently asked questions
What is an AI SDR?
An AI SDR is software that does the early work of a sales development rep: reaching out to leads, answering first questions, qualifying them and booking meetings. Its quality depends on the playbook it follows.
Will AI replace SDRs?
It takes over first contact, initial qualification and follow-up, which are the most repetitive parts of the role. In higher-value sales, human SDRs remain important for complex conversations and spend their time on leads that fit.
How much does an AI SDR cost?
It depends on the platform, conversation volume and the integrations required. During the assessment we compare options against your real lead volume before recommending one.