Articles on: SDR Agent

Creating & Managing Agents in SDR Agent

Overview Agents are the heart of the SDR Agent feature. You can create multiple AI-powered agents (Autopilot or Copilot mode) and assign them to outreach sequences based on ICPs.


Accessing Agents Tab


  1. Navigate to the SDR Agent tab.
  2. Click on the Agents sub-tab.


Default Agent


  • The user setting up the SDR Agent is added as the default agent.


Creating a New Agent


  1. Click Create New Agent.
  2. Fill in the Agent Profile:


  • First Name & Last Name
  • Title
  • LinkedIn Profile URL
  • Email ID & Password
  • Choose Autopilot (fully automated) or Copilot (review before sending)
  1. Emailbox:
  • Connect the email box for sending emails
  1. Calendar:


  • Connect a calendar (Google/Outlook)
  • Set a meeting link text
  1. Signature:


  • Add one or more email signatures


Agent Activities


  • View agent activity via the ellipsis menu
  • Filter by event type: Emails, Meetings, SMS, Sequences


Why Use Agents?


  • Distribute workload evenly
  • Personalize outreach at scale
  • Track performance by individual agent


Updated on: 15/04/2025

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