> Source: https://builder.ema.ai/v2/templates/ai-sdr
> Title: AI SDR

# AI SDR

The AI SDR is built from the **Sales Development Rep** curated template (category: Sales). It is a chat AI Employee (AIE) that drafts personalized outreach: it researches your product knowledge for the features, case studies, and competitive advantages relevant to a prospect, then composes a concise, value-led message with a clear call to action. Every message is grounded in real product knowledge, so your team scales personalized outreach without sacrificing quality.

## Workflow

The template ships a two-agent workflow that runs left to right:

Node

Agent type

What it does

Research Context

`search_respond`

Searches your Knowledge base for product features, case studies, and competitive advantages relevant to the prospect's industry and pain points.

Compose Outreach

`respond`

Writes a personalized, conversational message from the research. Leads with value, stays concise, and includes a clear call to action.

A `start` node feeds the workflow input in, and a `publish` node exposes the drafted message. The edges run `start → research → compose → publish`.

The Compose Outreach node's Instructions cast the agent as a sales development representative and tell it to ground the message in the research context. You edit these Instructions to match your outreach tone and call-to-action style.

## Starting configuration

The template clones in with this configuration, which you can change in the builder:

-   **Model selection** — Let Fusion Pick (EmaFusion™ chooses the model per request).
-   **Optimization priority** — Most accurate.
-   **Conversation context** — enabled, so you can iterate on a draft across turns.
-   **Feedback** — enabled, with thumbs-up / thumbs-down reasons and free-text comments.
-   **Welcome message** — "Welcome! Paste prospect details and I'll craft a personalized outreach message."
-   **Conversation starters** — two buttons: "New prospect outreach", "Follow-up message".

**Recommended data sources:** connect your CRM data exports, company pitch decks, and case studies so the agent can personalize outreach messages.

## How to use

After you select **Use template** and the AI Employee opens in the builder:

1.  **Add your product knowledge base.** Connect feature docs, case studies, pricing guides, and competitor comparisons to the Research Context node. See [Knowledge bases](/builder/v2/core-concepts/knowledge-bases).
2.  **Customize the outreach style.** Edit the Compose Outreach node's Instructions to set your tone, message length, and call-to-action style. Upload past outreach examples to your Knowledge base so the agent can match your voice.
3.  **Publish and use it.** Publish the workflow, then open the chat, paste prospect details, and generate a draft for each prospect.

> [INFO]
> **What this template does and does not do.** The Sales Development Rep template drafts grounded outreach copy on demand inside the chat. It is not an autonomous sending pipeline — it does not source leads, send email, run multi-step sequences, or warm up inboxes on its own. To send or track outreach, connect Tools to your sending and CRM systems; see [Tools](/builder/v2/agent-reference) in the agent reference.

## Example queries

-   "Draft a cold outreach email for a VP of Engineering at a 500-person fintech who is evaluating workflow automation."
-   "Write a follow-up to a prospect who attended our webinar but hasn't replied."
-   "Personalize this message for a healthcare prospect, leading with our compliance case study."

## Related

-   [Agent reference](/builder/v2/agent-reference) — the `search_respond` and `respond` agent types, and connecting Tools.
-   [Knowledge bases](/builder/v2/core-concepts/knowledge-bases) — connecting your sales content.
-   [Templates overview](/builder/v2/templates) — the full curated template list and the clone flow.