AI CRM

An AI CRM for outbound sales, built around replies

Every reply on email, LinkedIn and WhatsApp is read, filed under your own lead categories and answered with a draft grounded in your knowledge base. The AI proposes. You press send.

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agentsdr.your-company.com/crm/actions

Action required

Every reply the AI has classified, with the answer it drafted. Approve, edit or reclassify.

In the queue

replies and follow-ups due

Drafts to review

written by your model

Follow-ups due

past their due date

Errors

nothing failed today

Queue

Newest reply first. Hover a reply or a draft to read it whole.

From reply to draft

Sorted, scored and answered before you open it

The CRM starts when someone replies. By the time a reply reaches you it is classified, the lead is in the right stage and a draft is waiting.

AI reply classification

Every reply filed under your categories

The AI reads the reply with the thread behind it, then picks one of four categories and usually a subcategory such as Meeting Requested. It records a confidence and a short reason you can read on the record.

Interested, Customer, Not interested or Other
Subcategories, descriptions and funnel stages are yours
Email, LinkedIn and WhatsApp replies on one record per lead

Confidence rules

Moves forward when sure, waits for you when not

A confident, forward move is applied. Everything riskier becomes a proposal you accept or reject: a low-confidence call, a step backward on the funnel, a new Customer. Do Not Contact is the one exception, applied the moment someone asks to stop.

85% confidence by default, as a threshold you can read
Backward and unnumbered moves are held
Every new Customer is reviewed

AI proposalsApply at 85% or more

Hannah WeissLumen FreightApplied
Information Requested Meeting Requested
94%
Forward move, confident
Tom OkaforBrightwellHeld for you
No stage yet Demo Request
71%
Below the 85% threshold
Priya NairFernhillHeld for you
Meeting Done Out of Office
92%
Backward move on the funnel
Diego AlvarezNorthbayHeld for you
Trial User Customer
97%
A new Customer is always reviewed
Sam ReyesQuillworksApplied
Meeting Requested Do Not Contact
99%
Asked to stop: applied at once

Grounded drafts

Drafts that quote your own facts

Pricing, scheduling and objection answers come from the knowledge base you wrote, not from the model's memory. Under each draft, Knowledge used lists the excerpts it relied on, so you can see where a claim came from.

Documents by kind: pricing, FAQ, scheduling, objections
Standing instructions for tone, length and sign-off
Approve & send, edit, regenerate with a note, or discard

Reply sequences

Follow-ups that start when a lead answers

Attach a sequence to a subcategory and a reply starts a run: an immediate reply, then timed follow-ups if the conversation goes quiet. You write a goal for each step, the AI drafts it from the conversation, and you approve each message.

Up to 30 steps, with waits in minutes, hours or days
A new reply from the lead cancels pending follow-ups
Skip a step, pause or snooze a single lead

The rulebook

Exactly when the AI acts and when it holds

The rules are deterministic and written down. The AI never decides whether to ask you, the policy does.

When the AI applies a classification and when it holds it for a person
If	The AI	Why
Confidence is at or above the threshold and the move is forward or level The default threshold is 85%. Level means the same funnel stage number, such as Meeting Requested to Meeting No Show.	Applied	The default threshold is 85%. Level means the same funnel stage number, such as Meeting Requested to Meeting No Show.
Confidence is below the threshold Shown as AI suggests, with Accept, in Action required under Confirm classification.	Held	Shown as AI suggests, with Accept, in Action required under Confirm classification.
The lead is on a funnel stage and the proposal is lower, or has no stage number Going back a step is a judgement about the deal, not about one message. Meeting Done to Out of Office waits for you.	Held	Going back a step is a judgement about the deal, not about one message. Meeting Done to Out of Office waits for you.
The proposal is Customer Every new Customer is reviewed. A lead that is already a Customer is protected from AI changes.	Held	Every new Customer is reviewed. A lead that is already a Customer is protected from AI changes.
The proposal is Other Reviewed by default, since Other is where misreads hide.	Held	Reviewed by default, since Other is where misreads hide.
The reply asks to stop, or is classified Do Not Contact Suppression never waits in a queue. No draft is written and every channel is blocked.	Applied at once	Suppression never waits in a queue. No draft is written and every channel is blocked.

fixed categories, with subcategories you define: 4
default confidence needed to apply a move: 85%
steps in a reply sequence, at most: 30
messages sent until a person presses send: 0

Inside the CRM

A pipeline, a knowledge base and a paper trail

Everything that happens after a reply, in the same workspace as your channels and your lead database.

Pipeline board and list
Every open lead by who has to act next: Needs action, Waiting on them, Follow-ups exhausted. Filter by category and channel.
One record per lead
A reply on email and a later one on WhatsApp land on the same record, with one shared timeline.
Knowledge base
Documents of any kind, versioned on every edit. Mark short ones as always included in draft context.
Instructions
Standing guidance for drafting and for classification, such as tone, sign-off and edge cases the classifier keeps missing.
Move stage by hand
Record a call or a meeting that happened outside the thread, and choose whether to schedule follow-ups or draft the next message.
Do Not Contact
One flag stops email, LinkedIn and WhatsApp. Sending is refused until a person clears it on the record.
Reply stops other channels
A reply cancels the lead's pending email, LinkedIn and WhatsApp campaign steps and any draft that is now out of date.
Your model, your key
Classification and drafts run on any OpenRouter model with your own key, pinned to the provider you choose.
Activity history
An audit trail of decisions, drafts and delivery on every record, including why a classification was held.

Get started

What happens to a reply

01
Classify
The AI picks a category and subcategory, with a confidence and a reason.
02
Apply or hold
A confident forward move is applied. Anything else waits as a proposal.
03
Draft
A reply is written from the conversation, the sequence step's goal and your knowledge.
04
You decide
Send as written, edit, regenerate or discard, from Action required.
05
Follow up
After you send a step, the next one is scheduled and drafted when it is due.

FAQ

Questions, answered

What is an AI CRM for outbound sales?

A CRM that starts when a prospect replies. AgentSDR reads each reply from email, LinkedIn or WhatsApp, sorts the lead into your categories and funnel stages, and writes a draft answer from your knowledge base. A person reviews and sends every message.

Does the AI send replies on its own?

No. Drafts wait in Action required until someone sends them, as written or edited. The AI can move a lead forward in the pipeline when it is confident. A backward move, a low-confidence call and every new Customer are held for a person.

How does AI reply classification work?

The classifier sees your lead categories and their descriptions, your classification instructions and your knowledge base. It returns a category, a subcategory, a confidence and a short reason you can read on the record. Fix the wording of a description and later replies improve.

When does the AI move a lead and when does it wait?

It applies a classification when confidence is at least the threshold (85% by default) and the move is forward or level on the funnel. It holds the change when confidence is lower, when the move is backward or to an unnumbered outcome, when the proposal is Other, and when it is Customer. A lead that is already a Customer is never moved out by the AI.

Can I change the categories and stages?

The four categories are fixed: Interested, Customer, Not interested and Other. The subcategories under them are yours. Add, rename and re-describe them, give each a funnel stage number, and attach a reply sequence to any of them.

Which AI model does it use?

Any model on OpenRouter, with your own key. Classification and drafting run through the same bring-your-own-key setup, pinned to the provider you choose. There is no AgentSDR-hosted model in the middle.

What happens when someone asks to be removed?

An explicit request to stop, such as "unsubscribe me", is applied at once. The person is marked Do Not Contact, no draft is written, and the flag blocks email, LinkedIn and WhatsApp sends everywhere in your organization.

Answer every reply, fast and in your own words

Clone the repo, bring your own OpenRouter key and let the AI do the sorting while you keep the send button. No seats, no per-contact pricing.