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:

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

ActionAI credits
Chat message1
Daily recommendations1
Draft outreach1
Qualification advice1
Research brief1
Deep research (with website scrape)5
LinkedIn post generation8
Productivity audit report1