An AI SDR a person signs off.

Researches the account, drafts the outreach, runs the sequence a rep approved from the rep's own mailbox, stops on reply, books the meeting. It can phone too.

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Reminders

Projects

Recent

Renewals at risk

Board pack, October

Supplier terms review

Churn post mortem

Which accounts are at risk this month, and draft the outreach.

Worked for 41s · 6 steps · $0.12

Read9 accounts renewing

Read14 open tickets

Comparedusage against the last two quarters

Drafted7 messages, held 2 for a person

Nine accounts renew inside 30 days and three of them are the ones to worry about. Their ticket volume is up while usage is falling, which is the pattern that preceded every churn last quarter.

Salesforce

Zendesk2 sources, permission aware

Message Daciel

Sends from the mailbox and CRM your reps already use.

One record behind every sequence

Library

Everything the work produced, with who owns it and who can read it.

AllDocumentsSheetsFrom runs

Renewal brief, Acme

Document · Priya · Deal team

Q3 pipeline review

Sheet · Marcus · Sales

Supplier terms summary

Document · Ana · Private

Churn post mortem

Document · Marcus · Everyone

Board pack, October

Deck · Priya · Leadership

Access review

Sheet · Tom · Admins

Turn the renewal brief into an email to the deal team

Renewal brief, Acme

Chat

One composer, on every surface.

Vendor reviews

Q3 onboarding

Support desk

Website rebuild

Everything the renewal touched: the thread it started in, the artifacts it produced, and who is allowed to see them.

148 artifacts

Keep

Acme renewal

Payroll migration

Hiring: sales

Said once, kept for good

Any answer becomes an artifact, with an owner and a permission.

Slack

Gmail

Outlook

Google Drive

Notion

Salesforce

HubSpot

Zendesk

Jira

GitHub

Linear

Stripe

Zoom

Asana

Airtable

Dropbox

Box

Confluence

Intercom

Google Calendar

Monday

ClickUp

Figma

DocuSign

Trello

Slack

Gmail

Outlook

Connected from day one

The systems you already run, readable in one place.

Runs this week

RunOutcome and traceWhat it producedCost

1Renewal outreachApprovedRead the nine accounts renewing this quarter in Salesforce, compared each one's usage against the last two quarters, drafted seven messages and held two back for a person. 41s, 6 steps, $0.12...7 draftsTotal$0.12Model$0.09Tools$0.03

2Invoice chaseHeldMatched fourteen overdue invoices in Stripe against the support thread for each account, then stopped before sending: two of them are in an open dispute and the policy says a person decides...14 invoicesTotal$0.08Model$0.06Tools$0.02

3Monday briefingApprovedPulled every run from the last seven days, grouped them by workspace, and wrote the briefing into the Library with the trace attached to each claim so any line can be opened...1 briefingTotal$0.21Model$0.17Tools$0.04

4Access reviewApprovedListed every connection holding a write scope, checked each against the role that owns it, and flagged three that now outlive the person who created them. Nothing was revoked without asking...3 flaggedTotal$0.05Model$0.04Tools$0.01

Runs

Every step, every tool call, every cost, and who approved it.

Approved once, run on time

A rep approves the list, the sequence and the window. The SDR runs it from the rep's mailbox, personalised per account from the record and public signals, and stops the moment a reply arrives. Hard stops on do-not-contact and existing customers are enforced regardless.

Queued6+⋯

RUN-2085

Chase the 14 overdue invoices

RUN-2094

Summarise every ticket Acme opened

RUN-2092

Check which renewals slipped a quarter

RUN-2200

Rewrite the onboarding mail sequence

Planned10+⋯

RUN-2211

Renewal quote for Acme, send held

Salesforce

Priya approves

RUN-926

Renewal outreach, nine accounts

Salesforce

Gmail

RUN-2088

Weekly briefing into the Library

Slack

RUN-924

Reconcile Stripe against the tickets

Stripe

RUN-1882

Tag the inbox by account

Outlook

Running3+⋯

RUN-1487

Pull usage for the at-risk accounts

4 steps

RUN-1028

Answer the RFP security section

Confluence

RUN-2187

Flag connections holding write scope

Waiting on Priya6 steps

Done48+⋯

RUN-2074

Monday briefing, written and filed

Library$0.21

RUN-1912

Churn post mortem for Q3

$0.14

RUN-1951

Board pack pulled together

$0.31

RUN-1960

Access review, three flagged

Approved$0.05

RUN-1991

Supplier terms summarised

Thread in #renewals

Marcus Hale9:12 AM

Acme wants a renewal quote. Their contract is up in three weeks.

Ana Duarte9:12 AM

Ticket volume has climbed every month this quarter. Read that before we price it.

Marcus Hale9:13 AM

So someone pulls usage, open tickets and the last two invoices. Three systems.

Priya Raman9:14 AM

And most of an afternoon. Hand it over and hold the send until one of us reads it.

Marcus Hale9:14 AM

@Daciel draft the Acme renewal from usage and tickets, hold the send

Two jobs it does on day one

Outbound sequences

Drafted per account, approved per sequence, sent from the rep's mailbox, stopped on reply.

Get started

Conversations

7 open · 4 answered without a person

Acme CoWhere is invoice 4417?Agent

NorthwindRefund for the duplicate seatAgent

StarlightCan we move the renewal date?Held

MeridianAPI keys stopped workingWaiting

BrightlineInvoice address is wrongAgent

KestrelDo you support SSO?Agent

HalcyonExport stopped at 10k rowsWaiting

Follow-up calls

Quiet leads called from a number Daciel holds, inside an approved campaign, transcripts on the lead.

See outbound calling

Renewals

9 inside 30 days · 7 drafted, 2 held

Brightline$14kDrafted

Kestrel$9kSent

Halcyon$6kHeld

What is an AI SDR?

An AI SDR does the sales development representative's job: builds and researches a list, writes outreach, sends it in sequences, handles the first replies and books meetings for account executives. It is judged on qualified meetings, and its main risk is brand damage from bad sends at volume.

How the AI SDR works

List and research

Accounts from Find leads and Signals, deduplicated, researched from the record and public sources.

Draft per account

Not a template with a first name. The draft cites what it found.

Rep approves the sequence

List, steps and window, with an expiry. Hard stops enforced regardless.

Send and stop on reply

From the rep's mailbox. A reply stops the sequence and routes the thread to the rep.

Book and log

Meetings into the rep's calendar; every touch on the lead, deal and account.

AI SDRs, compared

Packaged SDRs and CRM agents, compared on channels, who signs the send, and price.

	Best for	Channels	How a person stays in control	Published pricing
AiSDR	B2B teams that want researched outbound at volume	Email and LinkedIn	Approve campaigns; replies routed to a rep	Monthly plans by lead volume; published on their site
Artisan (Ava)	Outbound teams that want a packaged AI SDR with its own data	Email and LinkedIn outreach	Review sequences before launch	Not published; sales-led
Salesforce Agentforce	Companies already running Sales Cloud	Email and chat inside Salesforce	Salesforce permissions and flows	Per conversation on top of Sales Cloud seats; published on their site
Clay	RevOps teams that want to enrich and build lists from many data sources	Data, not outreach; pushes to your sequencer	None needed; it does not send	Credit-based plans; published on their site
HubSpot Sales Hub	Teams that want a conventional CRM with AI features layered on	Email and calling inside HubSpot	Workflows and sequences; reps send	Free CRM, then per seat by hub tier; published on their site
Dacielthis site	Teams that want leads found, qualified and followed up by email and phone from one pipeline, with a person signing every send	Email from the rep's own mailbox, phone from a number Daciel holds, records in its own ledgers or your CRM	Every sequence approved by a named person or a rule they signed; hard stops on do-not-contact	Contact Daciel for business plan availability and pricing.