AI Sales SDR Agent
A Sales Development Representative (SDR) agent in SquadOS handles leads on WhatsApp, Telegram, or web chat, qualifies their interest, and sends information to the CRM — fully automatically.
What the agent does
Section titled “What the agent does”- Answers product questions based on your documentation and sales FAQs
- Collects qualification information (company, role, need, urgency)
- Integrates with HubSpot, Salesforce, or Zoho to create or update the lead
- Schedules demos via Calendly or Cal.com
- Escalates to a human salesperson when the lead is qualified and ready
Difference from a traditional chatbot
Section titled “Difference from a traditional chatbot”A SquadOS agent doesn’t follow a fixed “If A, then B” flow. It uses AI to understand the conversation and respond contextually — just like a human SDR would, but available 24/7 at no hourly cost.
Useful integrations for SDR
Section titled “Useful integrations for SDR”| Tool | What to integrate |
|---|---|
| HubSpot | Create/update contacts and deals |
| Salesforce | Sales pipeline |
| Calendly | Demo scheduling |
| Slack | Notify sales team when a lead qualifies |
| Gmail | Send follow-up email |
Next steps
Section titled “Next steps”- Creating Agents — configure your SDR agent from scratch
- System Prompts — write an effective sales prompt
- Tools & Skills — connect HubSpot and Calendly