AI SDR
Frequently Asked Questions
Common questions about the AI SDR - inbox management, scheduling, configuration, and the Knowledge Base.
Getting started
Knowledge Base
Where do I find the AI SDR knowledge base in the app?How do I add FAQ/escalation content to the knowledge base?Why does the AI SDR make up answers when the KB doesn't cover something?Why isn't the KB changing the reply tone/persona?Can I point the AI SDR at a docs URL instead of pasting entries?Can I support multiple knowledge bases for separate offers?
Inbox & Replies
How do I manually reply in the AI SDR inbox?How do I stop the AI SDR replying after I've escalated a thread?How do I re-enable the AI SDR after a human takeover?How do I reply to an escalation for a 'Not Interested' prospect?How do I clear or retrieve sample data from the inbox?How do I assign inbox threads to specific salespeople?Who receives escalation and booking notification emails?
Scheduling & Calendar
Why is the AI SDR booking meetings on the wrong calendar?How do I connect a client's Google or Outlook calendar?Why is it booking 30-minute events when I set 15 minutes?How do I set a Riverside/Zoom/custom booking link?How do I set the correct timezone?The AI SDR double-booked after I manually replied with CalendlyWhere do I enter my conference/meeting link?
Configuration
Why are my leads showing as "AI SDR Disabled"?How do I turn off the AI SDR auto-replies?How do I configure business hours only (Mon-Fri)?Can I prevent auto-booking and gate interested calls instead?Can I manually set/override when follow-ups are sent?Do I need to personally answer/join booked calls?