• Getting Started with SDR Agent

  Overview The SDR Agent in Outplay is designed to help you automate and scale your outbound sales efforts using AI. With features like AI-powered lead search, persona generation, and sequence automation, SDR Agent can streamline your workflow and boost productivity. Who is it for? Sales teams, SDRs, and revenue leaders looking to save time on prospecting and focus more on closing deals. How to Access the SDR Agent Log into your Outplay account. Navigate to the left-Few readers

• Inbox, Outbox & Mailbox Settings in SDR Agent

  Overview SDR Agent features a built-in mailbox to manage your communications. It includes inbox and outbox views, similar to the Engagement module in Outplay. Accessing the Mailbox Go to the SDR Agent tab. Click on Mailbox to switch between Inbox and Outbox. Inbox View Shows all incoming emails from prospects Grouped by agents who initiated the outreach Allows filtering by date, sender, and subject Outbox View Displays all emails scheduled,Few readers

• Settings & Configuration in SDR Agent

  Overview SDR Agent settings allow you to fine-tune how agents, sequences, mailboxes, and ICPs behave. Most configurations mirror the Engagement module, making it familiar and easy to use. Accessing Settings Navigate to the SDR Agent tab. Click on Settings (top right corner or gear icon). Key Settings Available Stages: Define deal or sequence stages. Triggers: Automate actions based on lead behavior. Schedules: Set sending windowsFew readers

• Managing ICPs (Ideal Customer Profiles) in SDR Agent

  Overview ICPs in SDR Agent define your ideal target audience. They guide the AI in finding the right leads and creating relevant sequences. You can create ICPs using either filter-based or lookalike search. Accessing ICPs Go to the SDR Agent tab. Click on the ICP sub-tab. Types of ICPs Filter-Based ICPs: Created using specific attributes like revenue, industry, job title, etc. Lookalike ICPs: Created using reference URLs of companies or profileFew readers

• Using Reports & Leaderboards in SDR Agent

  Overview Reports and leaderboards help you analyze performance across agents, sequences, meetings, and overall engagement. These insights guide data-driven decision-making for your outbound efforts. Accessing Reports Go to the SDR Agent tab. Click on Reports to open the analytics dashboard. Tabs Available in Reports Overview Total Emails Sent, Opened, Replied Meetings Booked Engagement Lead-level interactionsFew readers

• Providing Business Info & Service Offerings in SDR Agent

  Overview After the lead preview and persona generation, you’ll move to the Business Info & Service Offering step. This allows Outplay’s AI to understand your business and tailor outbound messaging accordingly. How It Works Click Continue after reviewing personas. Enter your Company Website or Product URL. The AI will analyze the site and generate: Business Description Value Propositions Common Pain Points Persona-specificFew readers

• Using Lookalike Search in SDR Agent

  Overview Lookalike Search allows you to find leads similar to companies or individuals you're already targeting. By submitting up to three URLs (such as company websites or LinkedIn profiles), Outplay's AI analyzes and returns a list of lookalike leads. How to Use Lookalike Search Go to the SDR Agent tab. Choose the Lookalike Search option. Enter up to three URLs: LinkedIn company or individual profile links Official company websitesFew readers

• Reviewing Sequences & Emails in Copilot Mode

  Overview In Copilot mode, SDR Agents require user approval before sending out emails or launching sequences. The Pending Review tab centralizes all drafts that need attention. Accessing Pending Reviews Go to the SDR Agent tab. Click on the Pending Review section. Tabs in Pending Review Emails View all emails waiting for approval. Columns include: Lead Name, Company, Sequence, Agent, Step Due Date. Click on a row to previeFew readers

• Managing Sequences in SDR Agent

  Overview Sequences are automated outreach campaigns that include multiple steps such as emails, SMS, and LinkedIn messages. In SDR Agent, sequences are AI-generated based on personas and can be tracked in real-time. Accessing Sequences Tab Navigate to the SDR Agent tab. Click on the Sequences sub-tab. Sequence List View Shows: Sequence Name Total Active Leads Leads Due for Steps Finished Leads Emails Delivered / Opened / Clicked /Few readers

• 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 NameFew readers

• Using Filter-Based Search in SDR Agent

  Overview Filter-Based Search lets you find highly targeted leads by specifying detailed criteria such as job titles, industries, company size, and more. It's ideal for users who have a clear ICP (Ideal Customer Profile) in mind. How to Use Filter-Based Search Navigate to the SDR Agent tab. Choose the Filter-Based Search option. Select from the available filters: Revenue Job Title Contact Location Department InduFew readers

• Dashboard & Performance Metrics in SDR Agent

  Overview The SDR Agent Dashboard provides an at-a-glance view of your outreach performance. From lead engagement to agent productivity, this dashboard helps you track key metrics in real-time. Accessing the Dashboard Navigate to the SDR Agent tab. Click on the Dashboard sub-tab. Metrics Displayed Leads Engaged: Number of leads contacted Meetings Booked: Total meetings scheduled Emails Sent: Total emails delivered Pending RevFew readers

• Lead Preview and Persona Auto-Generation in SDR Agent

  Overview Once you complete a Lookalike or Filter-Based Search, Outplay’s SDR Agent shows a Lead Preview and automatically generates Personas with tailored messaging. This helps you align your outreach strategy instantly. Lead Preview Breakdown The Lead Preview screen displays: Lead Name Job Title LinkedIn URL Company Name & Logo Location Revenue & Funding Number of Employees This allows you to review the quality of leads before proceeding. PersFew readers