How do I assign AI SDR inbox threads to specific salespeople?
Per-thread assignment to specific salespeople is a feature that has been requested by multiple users.
Per-thread assignment to specific salespeople is not currently available in the AI SDR inbox. The system uses the workspace call handler and, when set, the campaign's assigned salesperson.
Current options:
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Workspace default assignment: In Settings → AI SDR Agent, under Call Assignment, you can select one team member from the Assigned Call Handler dropdown to handle booked meetings by default. Only team members who have connected their calendar and meeting link appear in this dropdown.
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Campaign salesperson: On a campaign's Options tab, use Assigned Salesperson to route that campaign's leads and booked meetings to a specific person. If this is empty, the workspace default is used.
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Manual takeover: For individual threads, check the Disable AI SDR checkbox at the top of the thread. This moves the thread to the AI SDR Disabled folder where you handle it manually. The assigned salesperson can then reply directly from the inbox.
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Team coordination: Use the Star option from the three-dot menu to mark threads for follow-up. Starred threads appear in the Favourites folder for quick access.
The AI SDR does not have a per-thread assignment dropdown. Routing happens at the campaign or workspace level.