AiSDR Platform Help

Step 2 — Route or answer directly

Based on the user's need, either answer directly from the reference below or hand off to a more appropriate skill:

Step 3 — AiSDR platform reference

Platform overview

AiSDR is an AI-powered SDR that finds prospects, researches them individually, writes personalized cold email and LinkedIn outreach, and books meetings autonomously. Y Combinator-backed (2023), founded by Yuriy and Oleg Zaremba.

Core philosophy: Quality over quantity — AiSDR "targets pain and thinks before it sends" rather than blasting volume. Claims 1-3 meetings per 100 leads vs industry average of <1%.

Key modules

Pricing and limits

Best-effort from research — verify current pricing at aisdr.com/pricing.

Additional costs: extra domains $99/mo each.

Cost-per-message estimates: ~$0.75 (Explore), ~$0.56 (Grow). Cost-per-meeting: $140-$300 depending on execution quality.

Integrations

Campaign setup workflow

1. Connect email accounts — link Gmail or Outlook accounts that will send outreach
2. Enable warmup — turn on automated warmup for each connected account (allow 30-60 days for new domains)
3. Define ICP — set target persona filters (title, seniority, industry, company size, signals)
4. Build prospect list — use AiSDR's 700M+ database or import from HubSpot
5. Choose campaign type — cold outbound, inbound follow-up, trigger-based, or re-engagement
6. Configure AI Strategist — provide context about your product, value props, pain points
7. Set sending limits — daily email volume, LinkedIn connection limits
8. Launch and monitor — track opens, replies, meetings in the dashboard
9. Sync to CRM — all activity and outcomes flow back to HubSpot automatically

HubSpot integration deep dive

• Import: Sync HubSpot lists directly into AiSDR campaigns — no CSV exports needed
• Enrich: AiSDR enriches existing HubSpot records with additional data
• Personalize: Use HubSpot custom properties as personalization variables
• Log: All prospect interactions, lead insights, and engagement data sync back to HubSpot
• Score: AiSDR uses existing CRM data for lead scoring and campaign targeting

Step 4 — Actionable guidance

Based on the user's specific situation, provide:

1. Step-by-step instructions tailored to their AiSDR plan and use case
2. Configuration recommendations — sending volume ramp schedule, ICP filter strategy, AI Strategist prompts
3. Benchmark expectations — what "good" looks like for their plan tier and use case
4. Next steps — what to do after initial setup (monitoring cadence, optimization triggers)

For campaign optimization:

• If reply rate < 2%: review AI Strategist context — are you giving it enough info about your value prop and target pain?
• If open rate < 30%: check warmup status, sending reputation, and subject line patterns
• If meetings < 1 per 100 leads: review ICP targeting — too broad or too narrow?

Gotchas

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

• 30-60 day warmup period is mandatory for new accounts. Don't expect results in the first month — AiSDR ramps sending volume gradually. Rushing this tanks deliverability.

• No phone dialer. AiSDR is email + LinkedIn only. If your sales process requires phone touches, you'll need a separate tool (Aircall, Salesloft, Apollo) running alongside.

• $2,700 minimum upfront commitment. Quarterly billing at $900/mo minimum, no free trial. Ask for a demo and negotiate — annual contracts get 20% off.

• Message credits are not emails — they're AI-generated messages. 1,200 messages on Explore means 1,200 unique AI-written touchpoints, not 1,200 sends. Multi-step sequences consume multiple credits per prospect.

• Website visitor identification is Enterprise-only. If you need to see who's visiting your site, you'll need RB2B, Retention.com, or the Enterprise tier.

• Limited customization on pre-built playbooks. You can't build complex branching logic or custom signal-based triggers on Explore/Grow. If you need that level of control, evaluate whether AiSDR's AI-first approach fits or if you need a traditional sequence tool.

• "Replacing your SDR" is the pitch — augmenting is usually the reality. AiSDR handles the volume and research grunt work well. Complex deals, relationship building, and real-time objection handling still need humans.

• Salesforce and Pipedrive integration depth varies. HubSpot is the most mature integration. Verify current Salesforce/Pipedrive sync capabilities before committing.

• Self-improving: If you discover something not covered here, append it to references/learnings.md with today's date.

Related skills

• /sales-cadence — Design multi-channel outbound cadences with timing, A/B testing, and content
• /sales-deliverability — Email deliverability — SPF/DKIM/DMARC, warmup, inbox placement
• /sales-prospect-list — Build targeted B2B prospect lists using multiple data sources
• /sales-enrich — Enrich contacts and companies with verified data from multiple providers
• /sales-meeting-scheduler — Schedule sales meetings with routing, round-robin, and CRM sync
• /sales-lead-score — Design and tune lead scoring models
• /sales-coaching — Sales coaching, onboarding, and rep enablement
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do

Examples

Example 1: First campaign setup

User says: "I just signed up for AiSDR Explore. How do I set up my first cold outbound campaign targeting VP Engineering at Series B startups?" Skill does:

1. Walks through email account connection and warmup timeline
2. Configures ICP filters for VP Engineering + Series B + startup signals
3. Guides AI Strategist context input (product value prop, pain points)
4. Sets realistic expectations: 30-60 day warmup, then ~12 meetings per 1,200 messages at good execution Result: Complete campaign setup plan with warmup timeline and optimization checkpoints

Example 2: Low reply rates

User says: "My AiSDR campaigns are getting 35% open rate but only 1% reply rate. What's wrong?" Skill does:

1. Diagnoses the gap (opens work, messages not resonating)
2. Recommends AI Strategist context improvements — more specific pain points, better value prop framing
3. Suggests ICP filter refinement — may be targeting too broadly
4. Sets benchmark: 2-3% reply rate is good for AI-generated cold outreach Result: Prioritized optimization checklist

Example 3: HubSpot integration

User says: "How do I sync my HubSpot lists into AiSDR and make sure responses flow back?" Skill does:

1. Walks through HubSpot connection setup
2. Shows how to import HubSpot lists as campaign targets
3. Explains bi-directional sync — what data flows where
4. Covers using HubSpot custom properties for personalization Result: Working HubSpot ↔ AiSDR integration with data flowing both directions

Troubleshooting

Emails going to spam during warmup

Symptom: Low open rates and emails landing in spam folders in the first weeks Cause: Warmup not complete — sending volume too high too early, or domain reputation not established Solution: Check warmup dashboard in AiSDR. Don't send cold outreach until warmup shows healthy reputation (typically 30-60 days). If warmup stalls, verify SPF/DKIM/DMARC records for your sending domain. See /sales-deliverability for domain authentication setup.

AI-generated messages sound generic

Symptom: Prospects don't reply because messages feel templated despite "AI personalization" Cause: AI Strategist lacks enough context about your product, value prop, and target persona pain points Solution: Feed the AI Strategist more specific information: what exact problem you solve, for whom, with what result. Include customer case studies, specific metrics, and competitive differentiators. The more context you provide, the more specific the AI's research-based personalization becomes.

HubSpot contacts not syncing

Symptom: HubSpot list imported but contacts don't appear in AiSDR campaign Cause: Sync delay, filter mismatch, or missing required fields (email address) Solution: Verify the HubSpot list has email addresses for all contacts. Check AiSDR's HubSpot integration settings for sync status. Allow 5-15 minutes for large lists. If contacts have invalid or catch-all emails, AiSDR's bounce verification may filter them out before adding to the campaign.