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Learn how to get the most out of AI SDR to create highly personalized outreach and target your ICP

AI SDR

Learn how Jason AI SDR can boost your outbound strategy with real-time LinkedIn data and multichannel automation

Overview of Jason AI SDR

Step-by-step guide to building an AI SDR sequence

How to create and launch an AI SDR sequence?

Generate new outreach ideas with AI Strategist

AI Strategist

Review and approve AI-generated messages before they're sent

Approval mode

Getting Started

Set up Autopilot mode to automatically add contacts to your AI SDR sequence

Autopilot mode

Add prospects automatically based on signals that show buying interest

Buying intent signals

Find contacts using a simple prompt instead of Autopilot filters

AI web search

Discover the different sources you can use to automatically add leads to your AI SDR sequences

Contact Sources

Help Jason AI SDR create accurate replies by adding product guides and FAQs

Knowledge base

Create automated responses to handle common inquiries

Reply handling

Use re-engagement to send follow-ups to leads who've stopped replying

Re-engagement

Set up your Knowledge Base with product guides, add answers to FAQs, and re-engage leads who have gone silent

Knowledge Base

Set up your guide for AI SDR to generate messages that match your style and strategy

Playbooks

Playbooks: Tips & best practices

Use Offers to tailor your outreach and connect with the right audience

Offers

How AI personalizes messages using your business context and scraped contact data

Personalization with Jason AI SDR

Advanced options for deeper, research-based personalization

Personalization points

See how contacts fit your offer and engage on LinkedIn

ICP and LinkedIn Activity scores

Learn how AI SDR turns your message edits into rules for future AI-generated messages

AI Learnings [Beta]

Find out how to make your outreach more effective with personalization, tailored offers, and playbooks.

Personalization & Messaging

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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