Knowledge
It qualifies against the knowledge base you attach, such as your ICP. It cannot change any knowledge base.
AI SDR
AI SDR agent that researches each new inbound lead, checks it against your ideal customer profile (ICP) and drafts a reply and a first proposal. SDR stands for sales development representative, the sales role that qualifies new leads before a salesperson takes over. Nothing goes to the lead until sales approves.
The problem
Demo requests get a slow answer, or none. Some come from people with no real intent, so someone has to filter them first. Leads also get lost between marketing tools and the CRM, or between marketing and sales. The agent does the first pass on each lead and leaves the decision to sales.
How it works
Write down your ICP
Describe your best-fit customers in a knowledge base and attach it to the agent. It reads the knowledge base and cannot change it.
Connect your CRM
Connect HubSpot or Salesforce so the agent can read and update the lead records.
Connect email and chat
Connect Gmail or Outlook for the reply. Connect Slack, Microsoft Teams or Telegram for the alert to sales and for approvals. Connect Notion if sales reviews drafts there.
Switch on web access
Turn it on when you create the agent so it can research each company.
A lead reaches the agent
Four things start the agent. Mention it in Slack or Microsoft Teams, in a channel it is invited to or in a direct message. Set a scheduled run that checks the CRM for new leads. Let a website form send the lead through an incoming webhook. Or let it start by itself when a new lead lands in the CRM.
It researches and qualifies the company
It looks up the company on the web and checks it against your ICP.
It drafts the reply and alerts sales
It writes a reply and a first proposal as drafts for sales to read, then posts the alert in Slack, Microsoft Teams or Telegram.
Sales approves
Nothing goes to the lead until sales approves. Sales approves in one of four ways: a button on the Slack alert, so the agent sends through Gmail or Outlook; a draft saved in Gmail or Outlook; a reply to the agent in Slack, Microsoft Teams or Telegram; or a review in Notion or a spreadsheet.
What it uses
- Knowledge base (your ICP)
- Web search
HubSpot
Salesforce
Gmail
Outlook
Slack
Microsoft Teams
Telegram
Notion- Webhook
- MCP server
What the agent can reach
Tools
It reads and updates lead records in the HubSpot or Salesforce account you connect. It alerts sales in Slack, Microsoft Teams or Telegram. In Slack and Microsoft Teams it picks up a lead only when mentioned in a channel it is invited to or messaged directly, so it does not watch channels unprompted. It sends email only through the Gmail or Outlook account you connect, after sales approves. It changes an existing document in Notion only when you ask. It can send the lead summary to your own system through a webhook or an MCP server you connect.
Network
It researches companies on the web. Web access is off by default, so switch it on when you create the agent.
Retention
Message text is kept for 30 days, encrypted, to measure answer quality. Keeping conversations longer is your choice.
Questions
Does the AI SDR agent send emails on its own?
No. Nothing goes to the lead until sales approves. Sales approves from a button on the Slack alert, a draft saved in Gmail or Outlook, a reply in Slack, Microsoft Teams or Telegram, or a review in Notion or a spreadsheet.
Can an AI SDR agent replace a human SDR?
No. The agent does the first pass on an inbound lead: it researches the company, checks it against your ideal customer profile (ICP) and drafts a reply. Your sales team decides what goes to the lead.
How is an AI SDR different from a chatbot?
A chatbot replies to a visitor in a live chat. The AI SDR agent does not talk to the lead at all until sales approves. It works on the lead record: it researches the company on the web, checks it against your ICP and drafts a reply for sales.
What is the difference between an AI SDR and an AI BDR?
Teams often use BDR, short for business development representative, for outbound prospecting and SDR for inbound leads. This agent works on inbound leads and demo requests that reach you. It does not find new prospects. To find new companies that fit your customer profile, use the lead finder.
How does the AI SDR agent start?
Four things start it: a mention of the agent in Slack or Microsoft Teams, a scheduled run that checks your CRM for new leads, a website form that sends the lead through an incoming webhook, or a new lead landing in the CRM, which starts it by itself. In Slack and Microsoft Teams it works in a channel it is invited to or in a direct message.
Does the AI SDR agent work with HubSpot and Salesforce?
Yes. You set up an AI SDR agent on Commt from a ready template. It reads and updates lead records in HubSpot or Salesforce. Email goes through Gmail or Outlook. Sales gets the alert in Slack, Microsoft Teams or Telegram. You connect your own accounts and adjust the agent's instructions.
Does the AI SDR agent book meetings?
No. It drafts the reply and a first proposal. Once sales approves and the reply goes out, your sales team takes the conversation from there.
Does the AI SDR agent edit my CRM records or documents?
It reads and updates lead records in the HubSpot or Salesforce account you connect. In Notion it changes an existing document only when you ask. It cannot modify any knowledge base.
Related solutions
Lead qualifier
Scores leads against your ICP and says why, in your CRM or in chat.
Lead finder
Finds companies that match your ideal customer profile and returns a lead list.
Customer support
Answers customers from your product docs in Slack, Teams, WhatsApp, Zendesk, Gmail and more.
Start with the AI SDR
Create an AI SDR agent from this template, write your ICP and connect your CRM.