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AI SDR · FREQUENTLY ASKED QUESTIONS · INBOX REPLIES

How do I manually reply in the AI SDR inbox?

Steps to manually reply in the AI SDR inbox.

Manual reply from the AI SDR inbox works like any email client — open the thread, click Reply, write, send. What's unusual is what happens to the AI's role on that thread afterward: your reply counts as a takeover, so the AI goes quiet on that specific conversation.

How to reply manually

  1. Open AI SDR Inbox.
  2. Click the thread you want to reply to.
  3. Read the full history — the AI's past replies are visible so you know what's been said.
  4. Click Reply at the bottom of the thread view.
  5. Type your message. Keep formatting simple — complex HTML may not render the same for the recipient.
  6. Click Send.

What happens after you send

  • The thread moves out of the AI's active reply queue.
  • The Escalated / Needs Attention tag may stay if it was set. Use the X on the Escalated for Review banner to dismiss the escalation, and update the lifecycle status if the conversation is done.
  • The AI won't send follow-ups to this thread unless you explicitly re-enable it. See How do I re-enable the AI SDR after a human takeover?.

When to reply manually vs let the AI handle it

SituationWho should reply
Prospect is asking a standard objection the KB coversLet the AI handle it.
Prospect is warming up — "tell me more"Usually fine for the AI, unless you want a stronger personal touch for a high-value lead.
Prospect asks for custom pricing / scope / legalReply manually. This is what escalation is for.
Prospect has already booked — just confirming detailsReply manually so the invite doesn't have AI-SDR tone around it.
Thread is going sideways (anger, complaints)Reply manually and handle it yourself.

Read before you reply

The AI leaves the full thread history visible. Before you jump in, read what it already said — otherwise your reply will read as a jarring context break for the prospect.

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