AI SDR agent that books meetings across email, calls, and SMS
Our AI SDR (Sales rep) agent sends cold emails, makes cold calls, and sends text messages at scale until a meeting, demo is booked, or a sign-up is achieved. It also handles inbound communication, so your prospects get timely responses without waiting for your human team.
How our AI SDR agent automation platform works:
From cold outreach to booked meetings in 4 simple steps
1. Hire Agent & Set Up Sales Strategy
- Hire AI SDR Agent
- Set up sales playbook
2. Set Goal & Add leads
-
Set goal
(meeting, demo, signup) - Upload targets or sync from CRM
3. Customize Outreach Campaign
-
Customize email,
SMS & call sequence - Do a dry run
4. Launch & Optimize
Mission
- Review results
- Close interested prospects
AI SDR (Sales Development Rep.)
Emails, calls, texts, until a meeting is booked, a demo is scheduled, or a signup is complete.
Sets up email sequences, sends emails, and engages email responses.
Cold calls and converses based on the emails sent.
Texts your pitch, manages replies.
AI SDR software that fills your pipeline with no human effort
Our AI SDR (Sales Rep) agent automatically engages prospects with email responses, SMS responses, and phone conversations until the goal is reached. Your human SDRs become account executives to convert your prospects by attending the demos and meetings booked by the AI SDR.
What the AI SDR automates
1. Outreach
It contacts your cold/warm prospects via a multi-channel cadence comprising email, phone, and text. You can personalize outreach scripts to maximize initial engagement rates
2. Follow-up
The AI handles follow-ups for all your contacts simultaneously. It refers to your sales playbook and previous conversations to fine-tune scripts, such that subsequent interactions stay relevant and natural.
3. Qualification
It engages with your contacts to gather more information & answers questions about your company. Based on the conversation, the AI qualifies the lead, so your human staff spends time only on high-intent prospects.
4. Meeting booking
It automatically coordinates with qualified prospects and books meetings directly to your calendar, eliminating the time-consuming back-and-forth scheduling bottlenecks.
5. CRM update
The AI SDR features a two-way integration with popular CRM platforms. It automatically syncs contact details and updates their status (eg., interested) based on their response.
AI SDR vs. Traditional email automation vs. Human SDR
| Feature / Capability | AI SDR Agent (e.g., Squirrels.ai) | Traditional email automation tool | Human SDR |
|---|---|---|---|
| Multi-channel outreach (email, phone, text, and WhatsApp) | Yes | No | Yes |
| Personalized and playbook-referenced outreach | Yes | No | Yes |
| Real-time response handling and query resolution | Yes | No | Yes |
| Lead qualification | Yes | No | Yes |
| Autonomous meeting booking | Yes | No | No |
AI SDR platform integrations :CRM and Sales intelligence Apps
You can integrate the AI SDR with popular CRMs, such as HubSpot, Freshworks, Zoho CRM, Follow Up Boss, Zapier, and many others.
Who it’s for
Healthcare and medical practices
Automates patient recall campaigns, schedules appointments, and follows up on patient inquiries.
Manufacturing and distribution
Automates outreach to regional distributors, qualified procurement managers, and wholesalers.
Professional services
Automates qualified lead generation for accounting firms, legal practices, and consulting agencies.
Real estate
Automatically engages cold property databases, follows up with FSBOs, and nurtures past buyers.
SaaS and technology
Powers outbound pipeline generation for software, hardware, and tech startups.
Staffing and recruiting
Automates passive candidate sourcing and corporate client business development.
Who it’s for
Staffing and recruiting
Automates passive candidate sourcing and corporate client business development.
Healthcare and medical practices
Automates patient recall campaigns, schedules appointments, and follows up on patient inquiries.
Professional services
Automates qualified lead generation for accounting firms, legal practices, and consulting agencies.
Manufacturing and distribution
Automates outreach to regional distributors, qualified procurement managers, and wholesalers.
SaaS and technology
Powers outbound pipeline generation for software, hardware, and tech startups.
Real estate
Automatically engages cold property databases, follows up with FSBOs, and nurtures past buyers.
Frequently Asked Questions (FAQs)
An AI SDR (Sales Development Representative) agent is an autonomous AI that handles the early stages of your sales process by sending cold emails, making cold calls, and texting prospects on your behalf. Squirrels.ai's AI SDR keeps reaching out across all three channels until it achieves a specific goal you set, like booking a meeting, scheduling a demo, or getting a signup, all without any human involvement in the outreach itself.
A human SDR can only handle a limited number of prospects per day and needs time off, training, and management. An AI SDR works around the clock at scale, contacting hundreds of prospects simultaneously while keeping context across emails, calls, and texts. Your human team can then focus on closing the deals the AI SDR warms up.
Yes, modern AI SDR platforms fully support email, phone, and SMS integrations, allowing you to build cohesive, multi-channel outreach campaigns. Rather than running isolated, single-channel drip sequences, platforms like Squirrels.ai utilize all three channels for prospect outreach. To get started, you simply upload your existing sales playbook and company collateral directly to the software, and the AI autonomously trains itself on your brand voice, product details, and objection-handling strategies to accurately respond to prospects' questions in real time across all three channels.
You can set a very specific goal, whether that is booking a meeting, scheduling a product demo, or driving a free trial signup. The AI SDR then tailors its outreach and engagement strategy to achieve that exact outcome.
Yes, our AI SDR/Sales Rep agent also handles callbacks and inbound replies from your target contacts. For instance, when a target contact calls back, the AI agent manages the conversation, moving it closer to the mission goal. Alternatively, you can enable call forwarding inside the mission setup. This will let our platform route all incoming calls to your human team member.
Yes. Squirrels.ai’s AI SDR agent is built to integrate with your CRM and sales intelligence apps, so your existing workflows and data stay connected. You are not starting from scratch or managing a separate disconnected tool.
The AI SDR works well across a wide range of industries, including SaaS and technology companies, staffing and recruiting firms, professional services like legal and accounting, healthcare, real estate, manufacturing or distribution businesses or even educational institutions. Essentially, if your business relies on outbound prospecting to generate new business, an AI SDR can help.
The AI SDR is trained on your company's specific processes, products, and sales playbook so its outreach is personalized and contextual rather than robotic or generic. How you position it to prospects is up to you and your sales strategy.
The setup process follows four straightforward steps: hiring the agent and setting up your sales playbook, adding your leads and setting a goal, customizing your outreach sequence, and doing a test before launching the outreach. Most businesses can get their AI SDR launched quickly without needing a technical team. It typical take any where from 30 minutes to an hour to launch an outreach using an AI SDR agent. It might take longer if you are new to the outbound selling process or if you like to do target more than 100 contacts a day, as this may require setting up of multiple emails and phone numbers for AI SDR to use.
It is not designed to replace your closers. Think of the AI SDR as handling all the top-of-funnel grunt work so your human sales reps can step in once a prospect is already interested and ready to talk. Your team attends the meetings and demos the AI books, which means they spend their time on high-value conversations rather than cold outreach.
You can either upload a list of target prospects directly or sync them from your existing CRM. Once your leads are in, the AI SDR takes over the outreach, so you do not need to manage follow-up sequences manually. Squirrels.AI’s AI SDR automatically does all the outreach based on the sequence confirmed by you and autonomously responds to emails, SMSs, and engages in phone conversations until your specific goal is met. Ex. Booking a meeting or demo with humans, or signing up for a trial, etc.
Yes, absolutely. It is designed to assist your human SDR team, not to replace them. From executing multi-channel outreach and managing persistent follow-ups to answering FAQs and qualifying leads according to your playbook, the AI handles the time-consuming grunt work. This lets them focus on high-value demos, build deep buyer relationships, and close deals.
Traditional AI sequencers (first sequence only) are campaign automation tools. They send rigid outreach templates but stop immediately when your prospect replies, handing the message off to a human staff member to handle manually. On the other hand, modern AI SDRs don’t just stop at a reply; they answer questions by referring to your knowledge base/sales playbook, handle objections (like pricing or integration queries), and directly book meetings in your calendar. Squirrels.ai’s AI SDR handles outreach not just by email but by phone and SMS as well.
Our AI SDR is built to function as an autonomous member of your sales team, handling the heavy lifting of outbound prospecting and lead nurturing. It integrates with your CRM (such as HubSpot, Salesforce, GoHighLevel, PipeDrive, Zoho, Fres Sales, FollowUp Boss, etc.). It engages with your contacts in a conversational tone, updates status, and logs conversation transcripts, eliminating manual data entry. When a prospect replies, the AI uses your custom sales playbook to handle objections and answer questions until they are ready to book a meeting. You can check the pricing here or book a demo.
When evaluating AI SDR tools, you should look for native CRM integrations that support bi-directional data syncing, multi-channel outreach capabilities spanning phone, email, and text to ensure cohesive follow-ups, and a playbook-driven knowledge base that empowers the AI to handle complex questions. Choosing a tool that ticks these boxes (like Squirrels.ai) ensures your outreach runs automatically, keeping your CRM pristine while consistently booking qualified demos on your calendar.
You simply upload your sales playbook, FAQs, and company collateral directly to our software’s knowledge base, and the AI will train itself on your unique brand voice, product details, and objection-handling strategies to accurately respond to prospects' replies in real time. By referring to your uploaded knowledge base, the AI performs a multi-channel, highly personalized outreach that automatically nurtures leads towards your goal.
Automating your SDR workflows with AI starts by uploading your existing sales playbooks to an autonomous platform like Squirrels.ai, where the AI trains itself on your unique brand voice to handle prospect objections and answer questions dynamically. From there, you set up a customized, multi-channel sequence (email, SMS, and voice). Finally, you upload contacts or connect the AI to your CRM via an API. It will automatically engage with your contacts and book meetings onto your calendar when a prospect is interested.
What customers say about our AI SDR
We’re proud to help businesses save time, boost productivity, and focus on what matters most. But don’t just take our word for it; see what our customers are saying about Squirrels.ai.
The AI SDR platform transformed our outreach—what used to take hours of manual work now runs automatically. We can instantly launch refinancing campaigns and event-based outreach, and it costs a fraction of hiring a dedicated assistant. It integrates seamlessly with our existing systems and has significantly improved our engagement metrics
Squirrels AI's platform transformed our outreach, handling phone calls, emails, and texts automatically while we focused on delivering our specialty resinous flooring services. Within months, we rebuilt our pipeline and are well on our way back to our $4M revenue target, all without hiring additional staff.
For a year, our outsourced leads were not converting. We had no CRM, no real follow-up cadence, and no clarity on what was working. Squirrels.ai built us a real outbound motion on top of a simple spreadsheet, with a dashboard that finally tells me which prospects to focus on.
The AI SDR platform transformed our outreach—what used to take hours of manual work now runs automatically. We can instantly launch refinancing campaigns and event-based outreach, and it costs a fraction of hiring a dedicated assistant. It integrates seamlessly with our existing systems and has significantly improved our engagement metrics
Squirrels AI's platform transformed our outreach, handling phone calls, emails, and texts automatically while we focused on delivering our specialty resinous flooring services. Within months, we rebuilt our pipeline and are well on our way back to our $4M revenue target, all without hiring additional staff.
For a year, our outsourced leads were not converting. We had no CRM, no real follow-up cadence, and no clarity on what was working. Squirrels.ai built us a real outbound motion on top of a simple spreadsheet, with a dashboard that finally tells me which prospects to focus on.
The AI agent transformed how we handle leads for our high-end garage storage business. What used to require manual follow-ups on nights and weekends is now handled automatically through intelligent text and email qualification. We've cut our pre-qualification time in half while maintaining the personal touch our affluent clients expect.
We've seen our conversion rates improve to over 80%, and the cost savings from automating what used to require 12-15 staff members is substantial. The seamless CRM integration means all lead data flows directly into our system, and we get detailed analytics on what channels work best. Squirrels.AI didn't just solve a problem, it scaled our operation efficiently.
The platform's email campaigns, combined with our Smartsheets integration, helped us systematically contact superintendents, principals, and facilities managers. Within the first month, we saw meaningful engagement and were able to focus our sales team on qualified leads. The two-week pilot proved the concept, and we've since expanded our market share in the K-12 segment significantly.
The AI agent transformed how we handle leads for our high-end garage storage business. What used to require manual follow-ups on nights and weekends is now handled automatically through intelligent text and email qualification. We've cut our pre-qualification time in half while maintaining the personal touch our affluent clients expect.
We've seen our conversion rates improve to over 80%, and the cost savings from automating what used to require 12-15 staff members is substantial. The seamless CRM integration means all lead data flows directly into our system, and we get detailed analytics on what channels work best. Squirrels.AI didn't just solve a problem, it scaled our operation efficiently.
The platform's email campaigns, combined with our Smartsheets integration, helped us systematically contact superintendents, principals, and facilities managers. Within the first month, we saw meaningful engagement and were able to focus our sales team on qualified leads. The two-week pilot proved the concept, and we've since expanded our market share in the K-12 segment significantly.
The AI SDR platform transformed our outreach—what used to take hours of manual work now runs automatically. We can instantly launch refinancing campaigns and event-based outreach, and it costs a fraction of hiring a dedicated assistant. It integrates seamlessly with our existing systems and has significantly improved our engagement metrics
Squirrels AI's platform transformed our outreach, handling phone calls, emails, and texts automatically while we focused on delivering our specialty resinous flooring services. Within months, we rebuilt our pipeline and are well on our way back to our $4M revenue target, all without hiring additional staff.
For a year, our outsourced leads were not converting. We had no CRM, no real follow-up cadence, and no clarity on what was working. Squirrels.ai built us a real outbound motion on top of a simple spreadsheet, with a dashboard that finally tells me which prospects to focus on.
The AI SDR platform transformed our outreach—what used to take hours of manual work now runs automatically. We can instantly launch refinancing campaigns and event-based outreach, and it costs a fraction of hiring a dedicated assistant. It integrates seamlessly with our existing systems and has significantly improved our engagement metrics
Squirrels AI's platform transformed our outreach, handling phone calls, emails, and texts automatically while we focused on delivering our specialty resinous flooring services. Within months, we rebuilt our pipeline and are well on our way back to our $4M revenue target, all without hiring additional staff.
For a year, our outsourced leads were not converting. We had no CRM, no real follow-up cadence, and no clarity on what was working. Squirrels.ai built us a real outbound motion on top of a simple spreadsheet, with a dashboard that finally tells me which prospects to focus on.
The AI agent transformed how we handle leads for our high-end garage storage business. What used to require manual follow-ups on nights and weekends is now handled automatically through intelligent text and email qualification. We've cut our pre-qualification time in half while maintaining the personal touch our affluent clients expect.
We've seen our conversion rates improve to over 80%, and the cost savings from automating what used to require 12-15 staff members is substantial. The seamless CRM integration means all lead data flows directly into our system, and we get detailed analytics on what channels work best. Squirrels.AI didn't just solve a problem, it scaled our operation efficiently.
The platform's email campaigns, combined with our Smartsheets integration, helped us systematically contact superintendents, principals, and facilities managers. Within the first month, we saw meaningful engagement and were able to focus our sales team on qualified leads. The two-week pilot proved the concept, and we've since expanded our market share in the K-12 segment significantly.
The AI agent transformed how we handle leads for our high-end garage storage business. What used to require manual follow-ups on nights and weekends is now handled automatically through intelligent text and email qualification. We've cut our pre-qualification time in half while maintaining the personal touch our affluent clients expect.
We've seen our conversion rates improve to over 80%, and the cost savings from automating what used to require 12-15 staff members is substantial. The seamless CRM integration means all lead data flows directly into our system, and we get detailed analytics on what channels work best. Squirrels.AI didn't just solve a problem, it scaled our operation efficiently.
The platform's email campaigns, combined with our Smartsheets integration, helped us systematically contact superintendents, principals, and facilities managers. Within the first month, we saw meaningful engagement and were able to focus our sales team on qualified leads. The two-week pilot proved the concept, and we've since expanded our market share in the K-12 segment significantly.
The AI SDR platform transformed our outreach—what used to take hours of manual work now runs automatically. We can instantly launch refinancing campaigns and event-based outreach, and it costs a fraction of hiring a dedicated assistant. It integrates seamlessly with our existing systems and has significantly improved our engagement metrics
The AI agent transformed how we handle leads for our high-end garage storage business. What used to require manual follow-ups on nights and weekends is now handled automatically through intelligent text and email qualification. We've cut our pre-qualification time in half while maintaining the personal touch our affluent clients expect.
Squirrels AI's platform transformed our outreach, handling phone calls, emails, and texts automatically while we focused on delivering our specialty resinous flooring services. Within months, we rebuilt our pipeline and are well on our way back to our $4M revenue target, all without hiring additional staff.
We've seen our conversion rates improve to over 80%, and the cost savings from automating what used to require 12-15 staff members is substantial. The seamless CRM integration means all lead data flows directly into our system, and we get detailed analytics on what channels work best. Squirrels.AI didn't just solve a problem, it scaled our operation efficiently.
For a year, our outsourced leads were not converting. We had no CRM, no real follow-up cadence, and no clarity on what was working. Squirrels.ai built us a real outbound motion on top of a simple spreadsheet, with a dashboard that finally tells me which prospects to focus on.
The platform's email campaigns, combined with our Smartsheets integration, helped us systematically contact superintendents, principals, and facilities managers. Within the first month, we saw meaningful engagement and were able to focus our sales team on qualified leads. The two-week pilot proved the concept, and we've since expanded our market share in the K-12 segment significantly.
The AI SDR platform transformed our outreach—what used to take hours of manual work now runs automatically. We can instantly launch refinancing campaigns and event-based outreach, and it costs a fraction of hiring a dedicated assistant. It integrates seamlessly with our existing systems and has significantly improved our engagement metrics
The AI agent transformed how we handle leads for our high-end garage storage business. What used to require manual follow-ups on nights and weekends is now handled automatically through intelligent text and email qualification. We've cut our pre-qualification time in half while maintaining the personal touch our affluent clients expect.
Squirrels AI's platform transformed our outreach, handling phone calls, emails, and texts automatically while we focused on delivering our specialty resinous flooring services. Within months, we rebuilt our pipeline and are well on our way back to our $4M revenue target, all without hiring additional staff.
We've seen our conversion rates improve to over 80%, and the cost savings from automating what used to require 12-15 staff members is substantial. The seamless CRM integration means all lead data flows directly into our system, and we get detailed analytics on what channels work best. Squirrels.AI didn't just solve a problem, it scaled our operation efficiently.
For a year, our outsourced leads were not converting. We had no CRM, no real follow-up cadence, and no clarity on what was working. Squirrels.ai built us a real outbound motion on top of a simple spreadsheet, with a dashboard that finally tells me which prospects to focus on.
The platform's email campaigns, combined with our Smartsheets integration, helped us systematically contact superintendents, principals, and facilities managers. Within the first month, we saw meaningful engagement and were able to focus our sales team on qualified leads. The two-week pilot proved the concept, and we've since expanded our market share in the K-12 segment significantly.
Our clients
Our AI SDR agent mission is simple
Book meetings, get demos and achieve sign up to your services and products with no human efforts.
