Headless Jason AI SDRby Reply.io

Build an autonomous AI SDR

Give Jason a goal, knowledge, and guardrails — then supervise instead of operate.

Outcome: A self-optimizing outbound system - the AI SDR finds prospects, writes and sends outreach, handles replies, and books meetings, while your agent supervises through approval gates and performance data.

Availability: 3 of 8 steps coming soon — the rest is callable today.

The highest-altitude recipe: an agent configuring an agent. Instead of composing individual sends, your agent programs Jason — Reply’s AI SDR — and keeps a supervisory loop through approval gates and analytics. Today the knowledge/offer/playbook layer is callable; the autopilot loop is rolling out and labeled accordingly.

Step-by-step guide: docs.reply.io/guides/build-an-ai-sdr — the canonical per-surface instructions (MCP, CLI, Skills, API) for this workflow.

Steps

  1. Define the sales goal agent logic

    The user states the objective; the agent translates it into an offer, a target market, and success metrics.

  2. Build the knowledge base

    Create a knowledge base and upload product docs, links, reply handlers, and re-engagement cards — the facts Jason sells from. Uses AI SDR API (Jason) .

  3. Define offers and playbooks

    Create the offer (what's being sold, to whom) and the playbook (tone, structure, channels, style). Uses AI SDR API (Jason) .

  4. Point it at prospects Coming soon

    Use intent signals and Live Data search to define who the autopilot pursues. Uses Prospect Search API .

  5. Enable autopilot with approval gates Coming soon

    Create an AI SDR sequence, connect the knowledge base and playbook, set approval mode, and enable autopilot. Uses AI SDR API (Jason) .

  6. Supervise the queue Coming soon

    Review pending approvals — approve, regenerate, or reject drafts; submit feedback that tunes future generations. Uses AI SDR API (Jason) .

  7. Watch the conversations

    Replies flow into the unified inbox with AI categorization; escalate to a human when intent is high. Uses Conversations & Inbox API .

  8. Optimize on outcomes

    Read performance reports and the meetings ledger; refine the offer, playbook, and targeting based on what converts. Uses Analytics API .