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:
- Add your product knowledge base. Connect feature docs, case studies, pricing guides, and competitor comparisons to the Research Context node. See Knowledge bases.
- 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.
- Publish and use it. Publish the workflow, then open the chat, paste prospect details, and generate a draft for each prospect.
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 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 — the
search_respondandrespondagent types, and connecting Tools. - Knowledge bases — connecting your sales content.
- Templates overview — the full curated template list and the clone flow.