AI Sales Development Rep
Handles outbound prospecting, lead qualification, and pipeline progression.
An AI sales development rep is an autonomous agent that prospects, qualifies leads, and progresses deals through the pipeline. In Helm, the SDR has access to contacts, deals, and email, runs on Claude, and can operate in observe, suggest, or auto modes.
What an AI Sales Development Rep owns.
Tune every dimension of how the agent works.
Roles, tools, autonomy, memory, schedules, budgets. Every agent ships with the same configuration surface.
Pre-built or custom roles
Start from a Project Manager, Account Manager, or other template. Or define a custom role with its own name, color, and defaults.
Scoped tool access
Enable specific tool groups (tasks, projects, billing, calendar, analytics, memory, and more). Toggle read or read-write per group. Add 300+ external integrations.
Three autonomy levels
Observe (watch silently), Suggest (draft and wait for approval), or Auto (execute directly). Flip levels as trust builds.
Per-channel autonomy override
A fully autonomous agent can still require approval on email. Rare in AI tools, essential for client-facing work.
Custom instructions and skills
Layer your own instructions on top of the role's defaults. Enable skill modules for domain expertise and house style.
Memory
Agents remember past decisions, scoped to workspace, account, or project. Searchable. Optional. Disable per agent.
Schedules
Run agents on a daily, weekly, or monthly cadence with a custom prompt. Output to Slack, in-app notifications, or a task comment.
Spending limits
Set a monthly USD cost cap per agent. Runs pause automatically when the budget is hit. Usage is tracked per run and per month.
Full audit trail
Every agent run is logged with the tools called, inputs, outputs, success/failure, tokens, and cost. Browse history per agent.
Lives inside the rest of the platform.
Same records your team uses. No separate database, no sync lag.
Plus the tools this agent reaches for.
Connected once at the workspace level. Scoped per agent with read or read+write.
Reach the agent where you work.
Four channels. Each with its own permissioning and autonomy override.
In-app chat
Open the chat panel in Helm and talk to the agent directly. Page context comes along for free.
Reachable on any mailbox the workspace has connected. Replies route back through the agent.
Slack
@mention in any channel the agent is invited to, or DM the workspace DM handler.
Scheduled runs
Runs on a daily, weekly, or monthly cadence. Output to Slack, notifications, or a task comment.
Real work this agent runs.
Three modes. Override per channel.
You pick how much the agent decides for itself. And you can be stricter on channels that face clients.
Real prompts. Real replies.
Questions about the Sales Development Rep agent.
Is this a replacement for a human SDR?
It handles the qualification, first-touch, and follow-up work that human SDRs spend 80% of their time on, and does it faster with better personalization. Teams that run it pair it with a closer or AE for discovery and negotiation. Some solo founders use it to replace an outbound SDR entirely.
How does it write personalized outreach?
It reads your CRM for relationship context, your closed-won deals for what pattern works, and via Composio public data on the prospect (LinkedIn, company website, recent activity). Output references specific things, not "Hi {{firstName}}, love your work."
Can it send email directly, or only draft?
Both modes. Most teams run it in Auto for inbound qualification (reply speed matters), Suggest for outbound first-touches until they've tuned voice, then Auto for ongoing sequences. Every send is visible on the contact timeline.
What about LinkedIn outreach?
LinkedIn outreach runs via Composio. Supported actions: view profile, send connection, send message, post content. Like any outreach channel, deliverability and rate-limit hygiene matter. The agent respects them.
What plans include this agent?
Available on every plan. Outbound integrations (Gmail, LinkedIn, Apollo, Clay) require Pro or Business.
Hire your AI Sales Development Rep.
Included on every Helm workspace. Per-workspace pricing. No per-seat tax.