SDR Agent
Qualifies inbound, books meetings, syncs to your CRM and routes to the right rep with full enrichment.
Each card is a real, scoped, deployable agent. Map one to your business — we'll quote the build, the integrations and the go-live in days, then hand it over to your team to run. The library is a starting point; every deployment is co-designed with our operators.
Qualifies inbound, books meetings, syncs to your CRM and routes to the right rep with full enrichment.
Personalized sequences, response handling, meeting booking — fully reviewed and never sent from a generic template.
Triages urgent calls in under 30 seconds, books jobs and dispatches the right person by SMS with arrival ETA.
Reads availability, books, reschedules and notifies — across calendars and teams. Confidence-gated changes go to your approval queue.
Asks for a Google review at the right moment — after a completed, paid, happy job. Never on a re-visit.
Checks drafts against your policy library, flags off-policy language with citations, and routes to a human reviewer before send.
Compiles every agent's actions, outcomes and exceptions into a weekly brief and a BI export — lands at 9am Monday.
If your queue isn't represented above, that's the start of the conversation. We'll scope it with you, build it to your business requirements, and hand it over to your team to run.
The library is uniform because every role is built on the same scaffold. When you scope a custom agent, these are the six fields we fill out with you. No generic prompts. No hidden tool calls.
What the agent does, what it explicitly does not do, and the queue it owns.
Persona, tone and refusal rules, versioned and reviewed in plain English.
The scoped REST and Omni-system actions it's allowed to call — nothing else.
Curated, retrieval-ready docs with access-aware reads. Citations on every answer.
When to hand off, to whom, with what summary — on confidence, policy or topic.
Rubric, sample rate, target score and reviewer rota. Visible to you on day one.
In one working session: