Outbound SDR

The Outbound SDR turns a contact list into qualified leads — without anyone on your team picking up the phone. Build a campaign once, point it at a list, and the AI dials each contact, runs a structured discovery, captures the outcomes, and hands warm leads back to a human.

What It Does

• Dials a list at scale — Upload a CSV, pick a CRM list, or pull from a saved segment. Hundreds or thousands of calls run in the background.
• Runs your script — Each call follows the system prompt you configure. Same opener, same qualification, same close — every time.
• Captures structured outputs — Define fields you want filled (interest level, decision-maker, budget, follow-up time). Each call returns a row of clean data.
• Routes warm leads — Configure outcomes (booked / interested / wrong number / DNC) and where each one goes — into your CRM, an email digest, or a webhook.
• Respects opt-outs — Honors DNC lists, suppresses already-contacted numbers, and stops a recipient on first refusal.
• Reports on every dial — Full transcript, recording, duration, outcome, and structured-output values per call. Aggregate stats per campaign.

Setup Guide

Step 1: Open Outbound SDR

Go to Growth → Outbound SDR in the agency sidebar. First-time setup walks you through provisioning a caller-ID number and connecting your default voice.

Step 2: Create a Campaign

Click New Broadcast. Name the campaign, write the opening line and the system prompt that guides discovery. The system prompt is the same shape as inbound SDR — describe the offer, the ideal customer, the qualifying questions, and what counts as a "warm" outcome.

Step 3: Define Structured Outputs

Add the fields you want every call to return. Common shapes: interest_level (1-5), decision_maker (yes/no), best_followup_time (datetime), budget_range. The AI fills these as part of the conversation and you get a clean table at the end of the run.

Step 4: Pick a Recipient List

Three sources are supported:

• CSV upload — name + phone at minimum, any extra columns are merged into the script.
• CRM list — any saved list from the CRM, including filtered segments.
• Manual paste — for small ad-hoc runs.

Step 5: Pick a Voice + Pacing

Choose the voice the AI uses (defaults to your agency's standard SDR voice). Set the pacing — how many concurrent calls and the gap between dials. Default pacing keeps you well under carrier rate-limits and respects time-of-day windows per recipient timezone.

Step 6: Test, Then Send

Run a Test Call first — the system dials a number you nominate (typically your own cell) so you hear the opener and answer the script the way a real recipient would. When you're happy, hit Start Broadcast.

Pacing & Compliance

Outbound SDR is built to respect the same compliance rules a human dialer must follow:

• Calls only run during the recipient's local business hours (9am-8pm by default).
• Recipients flagged as DNC or who explicitly opt out on a call are added to your suppression list.
• Each campaign respects per-number rate limits to keep your caller ID off carrier spam lists.
• Recordings and transcripts are stored only for the retention window you configure.

You're responsible for ensuring you have a lawful basis to call the people on your list — typically prior consent, an existing business relationship, or a legitimate-interest carve-out under TCPA.

Billing

Outbound SDR uses your shared fuel credits, billed the same way as inbound SDR:

• 25 credits/min ($0.25/min) per outbound call, 30-second minimum.
• 200 credits/mo ($2.00/mo) per provisioned outbound number.
• No charge for unanswered calls under 6 seconds (rings out to voicemail without engagement).

Auto-reload triggers automatically when your balance drops below your configured threshold.

Best Practices

• Open with a reason for the call — Recipients hang up on cold mystery calls. "Hi {name}, I'm calling about {specific thing}" lifts pickup retention by 3-5x.
• Keep the script under 90 seconds for the first ask — Long monologues tank pickup-to-booking. Get to the qualifying question fast.
• Test against 5 friendly numbers first — Before launching to a real list, run the campaign against 5 internal numbers, listen to the recordings, and tune the prompt.
• Match voice to audience — A warm conversational voice converts better on consumer lists; a measured professional voice converts better on B2B.
• Use structured outputs to score automatically — Don't read transcripts; let the AI fill the score field and route the top 20% to a human follow-up.

Where Calls Land

Every call writes a row to Call Analytics with full transcript, recording, duration, outcome, and the structured-output values. Warm leads also land in your CRM as a contact + activity, and (if configured) trigger a webhook to your downstream system. Use the Per-call Drawer to review individual conversations and refine your script.