In this article, we’ll walk through how to set up an AI SDR sequence. Let’s dive in!
Step 1. Open the AI SDR page → Jason AI SDR
Or go to Jason AI SDR under the New sequence button.
Step 2. Add your business information
Provide your website URL, then fill in key information about your company so the AI understands your offer, including:
Reason for outreach: the main purpose of your message, why you're reaching out to this audience now;
Pain points: the main challenges your product or service helps solve;
Value proposition: what makes your solution unique or effective;
Proof points: data or evidence showing your product works;
Case studies: examples of real success stories with your customers;
CTAs (Calls-to-Action): the next steps you want leads to take, like booking a call.
Jason AI will use this input to generate your company name, description, and Ideal Customer Profile (ICP), as well as one example for each of the following: pain points, value propositions, proof points, case studies, and CTAs.
You can add more of each by clicking the + button, and you can edit any of the AI-suggested options if they don't fully work for you.
Step 3. Add your Playbook, Offer, and Knowledge base
At this step, you can give Jason more detailed guidance on how to handle message creation and responses:
AI SDR Playbooks let you guide the tone, style, and messaging strategy Jason uses when writing to prospects.
Knowledge Base is where you add helpful content about your product, like features, descriptions, FAQs, or pricing, that Jason will use when replying to prospects.
Offers let you segment your audience and tailor your messaging, so Jason can create more relevant outreach.
Step 4. Choose Outreach Channels
Next, choose which communication channels Jason should use in your sequence. By default, AI SDR will generate conditional email steps. You can also add:
LinkedIn steps (connection requests, messages, profile views, likes, and more)
LinkedIn InMail (if you have a Sales Navigator subscription)
Call steps (Jason will generate a custom script for each call)
Other steps, such WhatsApp, SMS, or custom manual steps, can be added later once the first sequence draft is generated.
You can also configure how the messages are generated:
Whether to use a conditional sequence
Language
Tone of voice (e.g. confident, empathetic, straightforward)
Message length
Step 5: Select Your Target Audience
Jason AI suggests filters for your target audience based on your inputs. You’ll see a preview of some contacts, but not all of them. If you want a different audience, simply edit the filters and click Apply.
Autopilot will then automatically search for a new batch of contacts based on your filters in real time and add a set number of new contacts daily.
You can also upload your own contact list if you already have one.
When you move to the next step, AI SDR will generate a sequence for you. The steps will contain placeholder text, and each step will be personalized for each contact when it's scheduled to go out.
Step 6. Enable Automated Response Handling
Enable the Handle replies toggle if you want Jason to generate and send responses to incoming messages. You can either:
Let Jason send replies automatically
Save replies as drafts for you to review and approve
Step 7. Set Up Meeting Scheduling
Decide how meetings will be scheduled. You can:
Manage scheduling manually
Use Reply to handle scheduling automatically
Connect other tools
If you’re using Reply for scheduling:
Link your calendar in Settings → Meetings
Jason will check your availability and suggest meeting times
It will detect and respond to meeting-related replies automatically.
AI personalization settings
In the Jason AI → Settings tab, you can enable or disable personalization for emails and LinkedIn steps. You can also change your tone of voice, language, or business inputs in the Generation inputs tab.
Changes will only apply to contacts who haven’t yet received any steps. For more details on how personalization works, click here.
That’s it! Once saved, Jason AI will begin sending your personalized sequence based on your setup. If you have any questions, feel free to reach out to our support team via chat or email us at [email protected].