Personalized Email & SDR Agent
Writes hyper-personalized outreach using LinkedIn, company news, job postings, and CRM context, and replies to inbound from selected leads.
A sequencing tool sends the same template to 500 people. This agent writes one email this person will actually answer, then logs the reply when it lands.
What it does
Most outreach tooling automates the send, not the thinking, so reps either blast a generic template or spend twenty minutes a head researching by hand. The Personalized Email and SDR Agent reads the person and account off the identity-resolved context layer, drafts a first touch in the rep's own voice grounded in a real reason to reach out, and stays on the thread to handle inbound replies and log every touch back to CRM.
- Researches the person and company in seconds
- Drafts outreach in the rep's own voice
- Replies to inbound and logs every touch
Runs under Safe Autonomy. Every move is proposed, approved on your terms, committed, and reversible in one click.
How it works
Trigger to committed action. Every step is logged, and the final write is reversible.
- 1Trigger
A lead is queued for outreach
A rep adds a lead to a sequence, or an inbound reply arrives from a selected prospect. The agent picks them up already resolved to a known person and account on the context layer.
- 2Step 01
Research in seconds
It pulls the person's LinkedIn, recent company news, open job postings, and the account's CRM history, then isolates the one or two facts worth opening on.
- 3Step 02
Draft in the rep's voice
It writes a short first touch matched to the rep's tone and the prospect's actual context, not a merge-field template, with the reason-to-reach-out front and center.
- 4Step 03
Handle the reply
When inbound lands from a selected lead, the agent reads the thread, drafts a context-aware response, and flags anything that needs the rep before it sends.
- 5Commit
Sends through the engagement tool, logs to CRM
The agent pushes the draft into the sales engagement tool and writes the activity to CRM. Every send and reply is logged; the rep can edit or pull any draft before it goes out.
In practice
A rep has 60 names to work and a template that opens with 'I hope this finds you well.' Personalizing each one by hand means an hour of tab-switching, so most go out generic and get ignored.
The agent researched all 60 off the context layer, drafted each opener on a real trigger like a new VP hire or a recent funding round, and queued them in the rep's voice for a one-pass review.
The rep approves the batch in ten minutes instead of writing for an hour, and the replies that come back get answered in-thread the same day instead of going cold in an unread inbox.
More SDR & Sales agents
Put the Personalized Email & SDR Agent to work
It ships on the stack you already own and starts proposing moves the week it goes live. You approve the first few. It earns the longer leash from there.