Follow-Up Resources
Add links to videos, PDFs, and other assets for the AI SDR to include in follow-up emails.
When a prospect stops replying, the AI SDR can send follow-up emails to re-engage them. You can attach resources (like videos, PDFs, or lead lists) to these follow-ups to provide extra value.
Where to find it
Resources are managed at the bottom of the AI SDR settings page. Go to Settings → AI SDR Agent and scroll down to the Resources section.
How follow-ups work
The AI SDR has two follow-up resource slots when a prospect goes quiet:
| Follow-up | When it sends | Purpose |
|---|---|---|
| Follow-up 1 - Evidence/proof (24h) | About 24 hours after the last reply | Evidence or proof. Attach something that backs up your claims. |
| Follow-up 2 - High-value gift (48h) | About 48 hours after follow-up 1 | A high-value gift. Attach something useful that the prospect can benefit from right away. |
Adding a resource
Click "Add Resource"
At the bottom of the Resources section, click the Add Resource button.
Fill in the resource details
| Field | What to type in | Required |
|---|---|---|
| Active | Toggle on to include this resource in follow-up emails. Toggle off to save it without using it. | Yes |
| Resource Name | A short name for this resource. Example: "Q1 Lead List" | Yes (3-100 characters) |
| Resource URL | The web address where the resource lives. Example: https://example.com/guide.pdf | Yes |
| Description | What this resource is and why it is valuable. Example: "A comprehensive video masterclass covering advanced advertising strategies." | Yes (10-500 characters) |
| Include in Follow-up | Pick which follow-up email should include this resource (Follow-up 1 or Follow-up 2). | Yes |
| Available in Campaigns | Leave empty to make this resource available in all campaigns. Or check specific campaigns to limit it. | No |
Click "Save Resource"
Your resource is saved. You can see a summary of it in the collapsed card view.
Managing resources
Each saved resource shows as a card with a summary of its details.
- Edit: Click the pencil icon to expand the resource and change its details.
- Delete: Click the trash icon to remove the resource.
- Active toggle: Turn the resource on or off without deleting it.
Campaign-specific resources
By default, a resource is available in all campaigns. If you only want it used for certain campaigns:
- Click the pencil icon to edit the resource.
- In the Available in Campaigns section, check the boxes next to the campaigns you want.
- Click Save Resource.
The resource will only be included in follow-ups for the selected campaigns.
Tips
- Use Follow-up 1 for proof (case studies, testimonials, data).
- Use Follow-up 2 for high-value gifts (free tools, guides, templates).
- Make sure your resource URLs work. Broken links hurt your credibility.
- Keep descriptions clear and specific. The AI SDR uses the description to introduce the resource naturally in the email.