AI for Sales Development Representatives

Sales Development Representative

Generates qualified pipeline by researching target accounts, following up inbound leads, running outbound sequences and booking meetings for account executives.

What should stay human.

Keep and amplify

Research target accounts and contacts before reaching out

Write personalised outreach emails and messages

Follow up inbound leads quickly and qualify them

Automate

Book meetings for account executives and send confirmations

Log activities, outcomes and next steps in the CRM

Run follow-up sequences for prospects who have not replied

Tasks, by type of work.

Each task has an experience tag (CX, SX or BX), a verdict, and example agents that often help with this kind of work. Agent suggestions come from our editorial scores, not vendor claims.

Inbox

Automate CX · Customer experience

Run follow-up sequences for prospects who have not replied

Sequences can run automatically and stop when the prospect replies or opts out.

Example agents: ElevenLabs, OpenClaw, Retell AI

Bookings & calendar

Automate CX · Customer experience

Book meetings for account executives and send confirmations

Meetings can be booked from live calendars with confirmations sent automatically.

Example agents: Grok Bot, ChatGPT, Claude

Phone & voice

Amplify CX · Customer experience

Follow up inbound leads quickly and qualify them

An agent can respond instantly and capture basic details. The SDR handles the conversation that qualifies a real opportunity.

Example agents: ElevenLabs, OpenClaw, Retell AI

Keep human CX · Customer experience

Make prospecting calls and handle objections

Live conversations with prospects, and handling objections well, need a person.

Spreadsheets & data

Automate CX · Customer experience

Log activities, outcomes and next steps in the CRM

Calls, emails and meetings can be logged automatically from email and phone tools.

Example agents: n8n, Grok Bot, ChatGPT

Amplify BX · Business experience

Report on activity, meetings booked and pipeline created

An agent can build the report from the CRM. The SDR and manager decide what to change.

Example agents: n8n, Grok Bot, ChatGPT

Research

Amplify BX · Business experience

Research target accounts and contacts before reaching out

An agent can gather company news, roles and signals quickly. The SDR decides which accounts are worth pursuing and why now.

Content

Amplify CX · Customer experience

Write personalised outreach emails and messages

An agent can draft messages from the research. The SDR checks they are relevant and sound human.

Example agents: Grok Bot, ChatGPT, Claude

Time freed, and where it goes.

Work an agent can take on

What comes off the desk.

  • Book meetings for account executives and send confirmations
  • Log activities, outcomes and next steps in the CRM
  • Run follow-up sequences for prospects who have not replied

Where those hours should go

Back into people, and the business.

  • CX —Write personalised outreach emails and messages
  • CX —Follow up inbound leads quickly and qualify them
  • CX —Make prospecting calls and handle objections
  • SX —Staff experience: more time for the work that needs a person
  • BX —Research target accounts and contacts before reaching out
  • BX —Report on activity, meetings booked and pipeline created

Seen at

Business types where this role often appears, with a note on how it shows up there.

Want this set up for you?

If you would like someone to build these sales development representative flows in your business, tell us a little and we can match you with an agency. We don’t list agencies on this site.

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