Sales Development Representative
MEDIUM RISKThe Sales Assistant AI worker manages leads, automates follow-ups, and supports your sales development activities. It helps qualify prospects, schedule meetings, and keep your pipeline moving.
🛡️Safety Model
Default Behavior
Requires human approval for all actions
Human Approval Required
Yes, always by default
Common Workflows
- 1Research prospects and enrich lead data
- 2Draft personalized outreach emails
- 3Qualify inbound leads based on criteria
- 4Schedule meetings and demos
- 5Update CRM records with engagement data
Permissions & Controls
✓Read prospect information from CRM
✓Draft outreach emails (requires approval)
✓Schedule calendar events
✓Update lead status in CRM
What This Role Does NOT Do
- ✕Negotiating pricing or contracts
- ✕Making commitments on behalf of the company
- ✕Finalizing sales or closing deals
- ✕Sending generic mass templates with no specific reason to engage now
- ✕Repeating the same value proposition across touches without a new angle