AI & Inbox
AI SDR Assistant
The AI SDR is your on-demand sales assistant. Ask it questions about your pipeline, get daily lead recommendations, draft replies to prospects, and get qualification advice — all powered by Claude (Anthropic). Available on Growth plan and above.
AI Chat
Go to AI SDR → Chat. Type any question about your outbound. The AI knows:
- Your current pipeline stats (leads by status, reply rates)
- Your ICP definition
- Your product pitch
- Recent leads and their research briefs
Good questions to ask: "Why is my reply rate low?", "Which leads should I follow up with today?", "Write a follow-up email for a lead in fintech who opened my email twice."
Daily recommendations
The AI SDR tab shows a daily list of recommended actions: which leads to follow up with, which replies need a response, which leads to qualify today. Recommendations are generated each morning based on your pipeline state.
Draft outreach
Open any lead's detail panel → click AI Draft. The AI reads the lead's research brief and writes a custom outreach email from scratch — not a template. Review, edit, and send directly from LeadOS.
Qualification advice
On any lead, click AI Qualify. The AI analyzes the lead's profile, enrichment data, and engagement history and gives you a recommendation: qualify now, nurture, or disqualify — with reasoning.
AI credits consumed
| Action | AI credits |
|---|---|
| Chat message | 1 |
| Daily recommendations | 1 |
| Draft outreach | 1 |
| Qualification advice | 1 |
| Research brief | 1 |
| Deep research (with website scrape) | 5 |
| LinkedIn post generation | 8 |
| Productivity audit report | 1 |