AI Sales Development Representative (SDR)
Builds qualified pipeline by researching prospects, drafting outreach, and prioritizing the leads most likely to convert.
What it takes off your plate
- Research target accounts against the ideal customer profile
- Qualify inbound leads within agreed response-time targets
- Draft personalized outreach emails and call scripts for review
- Prioritize daily prospect lists by fit and intent signals
- Maintain accurate lead status and activity notes in the CRM
- Prepare meeting-ready briefs for account executives
- Track outreach sequence performance and suggest message improvements
- Flag disqualified leads with clear, documented reasons
Hand it work like this
Ask in plain words. Add “every Monday” and it becomes a scheduled task.
- Research a target account before outreach
- Score new inbound leads against ICP criteria
- Draft a three-step outreach sequence
- Summarize a prospect's likely pain points
- Build today's prioritized call list
- Log outreach activity and outcomes in CRM
How an AI Sales Development Representative (SDR) works with you
Grounded in your business
It starts from your company profile and the files you attach (16 file types), and remembers standing preferences in a private notebook.
Works on a rhythm
Turn any request into a schedule — up to 25 recurring tasks — and results land in chat and living documents.
You decide how far it goes
Ask for drafts and you get drafts; ask it to act and it acts. Work it starts on its own checks with you before anything destructive. Every reply carries a Transparency trail of the steps it took.
Where it’s strong
- Outbound prospecting
- Lead qualification frameworks
- Ideal customer profile analysis
- Personalized email outreach
- Cold call script structure
- Account research
- Buyer intent signals
- Sales cadence design
- Objection handling basics
- CRM lead management
- Meeting scheduling etiquette
- Top-of-funnel metrics
Tools it often uses
- HubSpot
- Salesforce
- Apollo.io
- Gong
- Gmail
- Google Calendar
Connect any of 1,000+ connectors and approve which teammate may use each one.
Works well alongside
Account Executive
Manages active deals end to end with discovery summaries, proposal drafts, stakeholder maps, and clean forecast hygiene.
Sales →
Sales Operations Analyst
Keeps pipeline reporting accurate and sales processes efficient through CRM data quality, funnel analytics, and forecast support.
Sales →
Sales Manager
Improves team quota attainment with pipeline reviews, coaching insights, forecast preparation, and deal-risk visibility.
Sales →
Proposal Writer
Produces persuasive, compliant proposals and RFP responses that reuse your best content and match each buyer's requirements.
Sales →
Questions, answered
What does an AI Sales Development Representative (SDR) do?
This teammate researches target accounts, qualifies inbound and outbound leads, and drafts personalized outreach sequences grounded in your ideal customer profile. Use it to keep pipeline generation consistent, keep lead follow-up fast, and hand your closers meetings that are actually worth their time. Typical work includes: research target accounts against the ideal customer profile; qualify inbound leads within agreed response-time targets; draft personalized outreach emails and call scripts for review.
Will an AI Sales Development Representative (SDR) act without my approval?
You decide how far it goes. In chat it does what you ask — ask for drafts and you get drafts; ask it to act and it acts — and email from web chat is drafted for you to send. Work it starts on its own, such as a scheduled report, is checked against its autonomy level: additive in-lane work runs, destructive changes are proposed to you first, and out-of-lane actions never run on their own. Every reply shows its steps.
Which tools can an AI Sales Development Representative (SDR) use?
Any of Kuvai’s 1,000+ connectors you connect and assign to it — for example HubSpot, Salesforce, Apollo.io, Gong. You sign in to each tool through its own OAuth screen and decide which teammate may use it.
How do I set up an AI Sales Development Representative (SDR)?
Add a teammate with a name and the job title “Sales Development Representative (SDR)”. Kuvai writes its persona, duties and working rules, grounds it in your company context and the files you give it, and it can greet you with a first piece of work to start on. It usually takes a minute or two.
Your AI Sales Development Representative (SDR) is one hire away.
Describe the job. Kuvai builds the teammate. You decide how far it goes.