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

Navigate to the SDR Agent tab.
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

Click Create New Agent.

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)

Emailbox:

Connect the email box for sending emails

Calendar:

Connect a calendar (Google/Outlook)
Set a meeting link text

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