SDR Agent
Lead Conversion operating inside structured workflows, approvals, and connected systems.
Lead Conversion
Responds to inbound leads fast, qualifies fit, and books meetings for the sales team.
Sales meetings booked
7
Tasks completed today
19
Interactions today
26
Pending approvals
2
Active workflows
Inbound Lead Speed-to-LeadAppointment Confirmation & Reminders
Execution logic
SDR Follow-up
Connected apps
None linked yet
Connected systems
Systems this AI Employee uses to perform its role and keep work synchronized.
HubSpotGmailCalendly
Approvals & escalation
Approval checkpoints keep sensitive actions in review before anything is sent or executed.
Talk to your AI Employee
Issue instructions, request drafts, and approve actions from the portal.
Approvals pending: 2
Quick prompts
Give me a quick summary of today.
SDR Agent handled 26 interactions and completed 19 actions today. A few approvals are still pending.
Portal message
Portal interaction surface. Voice mode can be enabled for live deployments.
Recent activity
Operational work completed or routed in the last few hours.
Awaiting meeting confirmation approval
3/29/2026, 6:02:00 PM
Queued a personalized enterprise follow-up for approval before sending.
Qualified HVAC lead
3/29/2026, 2:16:00 PM
Responded in under 90 seconds and booked a consultation window.
Assigned approvals
Items waiting on human review before execution.
Approve enterprise SDR follow-up
High priorityWaiting on Sales manager• 12 min