AI SDR
AI SDR that turns sales signals
into drafted, ready-to-send action.
You approve. It sends.
An AI SDR that watches your inbox, calls, and CRM for buying signals, drafts the personalized follow-up, updates the record, and hands you the next move — with a human approval step before anything goes out.
Code 3MONTHFHALF50% off your first 3 months on Cloud. Applied automatically at checkout.
- Reviewed, not missed
- Every signal
- You approve before send
- Draft-first
- Inbox, CRM, calendar
- Your stack
- Your AI keys
- BYOK
How a day runs
Yesterday's signals, today's drafted pipeline.
Every morning the agent turns what happened into reviewed, ready-to-send work.
- 01
Observe
Yesterday's replies, opens, calls, and CRM changes
- 02
Draft
Personalized follow-ups and updated lead briefs
- 03
Review
You approve, edit, or skip — in one place
- 04
Send / update
Outreach goes out, CRM and next actions are logged
What the AI SDR does
An SDR's daily motion — observed, drafted, handed off.
It doesn't blast cold email. It watches for signals, prepares the next move, and gives you a clean handoff with a human checkpoint.
Watch for buying signals
Monitors replies, opens, website visits, and CRM changes to spot the accounts worth acting on today.
Draft personalized follow-up
Writes the next touch using the prior conversation, the account's context, and the signal that triggered it — not a template.
Build lead briefs
Summarizes who the lead is, what they care about, and the recommended angle before you reply.
Keep the CRM clean
Proposes stage changes, logs activity, and flags stale or duplicate records so the pipeline reflects reality.
Triage inbound replies
Reads incoming replies, classifies intent, and drafts the response or routes it to you when a human should take it.
Summarize the pipeline
Delivers a daily digest of what moved, what needs your approval, and the next actions worth taking.
Setup
Connected to your stack in minutes.
No engineering. Connect your tools, point it at your pipeline, and set the approval rules you're comfortable with.
- 01
Connect inbox, CRM, and calendar
Link Gmail, your CRM (HubSpot, Notion, Sheets), and Calendar. The agent reads context and prepares work — no code, no Zapier.
- 02
Set ICP and approval rules
Describe your ideal customer and decide what the agent can do on its own versus what needs your sign-off.
- 03
Review and send
Each day it drafts outreach and CRM updates. You approve in one place; it sends and logs the rest.
What it observes
Inputs the AI SDR reads in.
It works from your real sales context — not a generic prompt.
Inbox & replies
Incoming and sent email, reply sentiment, opens, and clicks across your threads.
Call notes
Notes and transcripts from discovery and follow-up calls when you connect them.
CRM records
Stages, owners, last-touch dates, and deal notes from HubSpot, Notion, or Sheets.
Lead lists
Imported lists and inbound signups that need qualification and a first or next touch.
Enrichment & research
Company size, role, tech stack, and recent news pulled from public sources.
Prior conversations
The full history with an account, so every follow-up picks up where the last one left off.
What it produces
Outputs the AI SDR hands you.
Finished, reviewable work — not suggestions you have to assemble.
Follow-up drafts
Ready-to-send emails and LinkedIn messages, personalized to the account and the triggering signal.
Lead briefs
A one-glance summary of who the lead is, what they need, and the recommended angle.
CRM updates
Proposed stage changes, logged activity, and notes that keep the pipeline accurate.
Next actions
A prioritized list of who to contact next and why, ready for your approval.
Pipeline summaries
A daily digest of movement, risks, and the work waiting on your sign-off.
Works with your sales stack
- HubSpot
- Salesforce
- Gmail
- Slack
- Google Sheets
- Notion
- Zoom
- Pipedrive
- Calendly
- Google Calendar
- Airtable
Human approval boundary
It prepares the work. You decide what ships.
The agent never sends or commits on its own unless you allow it. By default, anything that touches a prospect or the record waits for you.
Runs on its own
- Monitors signals across inbox, CRM, and calendar
- Researches and enriches accounts
- Drafts follow-ups, briefs, and CRM updates
- Prioritizes the day's next actions
Waits for your approval
- Sending any outreach to a prospect
- Committing meetings or calendar invites
- Writing changes back to the CRM
- Anything you mark as approval-only
Use cases
Where teams put the AI SDR to work.
Warm follow-up
Never let an engaged lead go cold — the agent drafts the next touch the moment a signal fires.
Outbound research
Qualifies and enriches new lists, then drafts a tailored first touch for the ones that fit your ICP.
Reply handling
Reads inbound replies, drafts the response, and escalates the ones that need a human.
CRM hygiene
Keeps stages, activity, and notes current so forecasts reflect what's actually happening.
AI SDR vs an SDR tool vs doing it manually
Not another sequencer. A teammate that does the work.
Sequencing tools automate sending. A freelancer or manual rep does the thinking but not at scale. An AI SDR agent does both — and stops at your approval line.
| Factor | SDR tool / manual | Orchestra AI SDR |
|---|---|---|
| Reads your signals | You set the triggers | Watches inbox, CRM, and calendar for you |
| Writes the follow-up | Templates or your time | Personalized to the conversation |
| Updates the CRM | Manual, often skipped | Drafted after every action |
| Human approval | All-or-nothing automation | Built-in review before send |
| Ramp time | Weeks to hire, or tool setup | Minutes |
| Cost | $60K+ rep or per-seat SaaS | Flat monthly fee |
FAQ
Common questions about AI SDRs.
What is an AI SDR?
An AI SDR (Sales Development Representative) is an AI agent that handles the top-of-funnel motion — watching for buying signals, drafting personalized follow-up, qualifying inbound replies, and keeping the CRM current. Orchestra's AI SDR is draft-first: it prepares the work and a human approves anything that goes to a prospect or writes to the record.
Is an AI SDR just an automated cold-email tool?
No. Cold-email and sequencing tools automate sending on triggers you configure. An AI SDR agent reads your real context — inbox, calls, CRM, prior conversations — decides what's worth acting on, drafts the personalized next step, and hands it to you for approval. It's the thinking and the drafting, not just the sending.
Does the AI SDR send emails without me?
Only if you let it. By default the agent drafts outreach and CRM updates and waits for your approval before anything reaches a prospect or changes a record. You set the boundary — fully review-first, or auto-send for specific low-risk actions.
What does an AI SDR agent integrate with?
Gmail and Google Calendar for outreach and scheduling, HubSpot, Notion, or Google Sheets as your CRM and lead source, and Slack or Telegram for notifications and approvals. It reads enrichment and public research to personalize each touch.
Will it replace my sales reps?
It removes the repetitive prep — signal monitoring, drafting, CRM hygiene — so your reps spend time on live conversations and closing. Most teams use it to expand capacity, not cut headcount.
Turn today's signals into drafted pipeline.
Spin up a free account and deploy your AI SDR — or book a demo and we'll set it up with you.