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Give your AI drafter standing SDR instructions

Give the AI drafter a standing brief about who you are and how you sell, saved per campaign — every AI email and booking reply reflects it.

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2 min read

Your AI email drafter does better work when it knows how you actually sell. A new SDR setup instructions field lets you write that brief once, per campaign, so every AI-drafted email and booking reply reflects it.

What changed

The email drafter's AI configuration now has an SDR setup instructions field on the SDR config tab. This is where you give the AI a standing brief about your sales setup — who you are, what you're selling, how you sell, and anything it should always keep in mind when writing on your behalf.

What you type is saved with the campaign, so it isn't a one-off you have to re-enter. Reopen the campaign and your instructions are hydrated back into the field exactly as you left them, and presets respect them rather than clearing them out.

The drafter now treats these instructions as a first-class input. It prioritizes them when constructing the initial email prompt, and again when building the context for the meeting and booking prompt — so both your opening outreach and your booking replies are shaped by the same brief. The instructions also count as a valid AI-mode drafting content source on their own, which means the AI can work from your standing brief, not only from the inputs you give it on a single email.

How to use it

  1. Open the campaign workflow and go to the email drafter's AI configuration.
  2. Open the SDR config tab.
  3. In the SDR setup instructions field, write your standing brief: who you are, what you sell, how you sell, and how the AI should represent you.
  4. Save the configuration.
  5. Reopen the campaign to confirm your instructions are still there — they're hydrated back into the field automatically.
  6. Let the AI draft as usual; your instructions now feed both the initial email and the meeting and booking replies.

Why it matters

Until now, getting the AI to sound like your sales setup meant re-explaining yourself every time you drafted. A standing SDR brief changes that: you describe your setup once, and the AI carries it into every email and every booking reply for that campaign. Because the instructions are saved, hydrated on reopen, and respected by presets, that context doesn't drift or quietly disappear between sessions. The result is more consistent, on-message drafting — outreach that reflects how you actually sell, without you re-typing the same background each time you sit down to write.

Availability

Available now per campaign, in the email drafter's AI configuration under the SDR config tab.

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Install with AI

Your coding agent sets up the FirstSales CLI and skills for you.

Prompt for Claude Code

I'm setting up FirstSales (https://firstsales.io), an AI outbound sales platform: campaigns, contacts, a reply inbox, deliverability and lead signals. Help me get my workspace sending real, good emails end to end, from Claude Code.

Read these first so you know how FirstSales works:
- Developer docs and API: https://developer.firstsales.io
- CLI: https://www.npmjs.com/package/@firstsales.io/cli
- Skills for coding agents: https://github.com/firstsalesio/firstsales-skills (read README.md and GUIDE.md)

Setup
1. Install the CLI: npm install -g @firstsales.io/cli
2. Install the FirstSales skills:
   claude plugin marketplace add firstsalesio/firstsales-skills
   claude plugin install firstsales@firstsales
3. Ask me if I already have a FirstSales account. If not, send me to https://app.firstsales.io to sign up.
4. Ask me to create an API key under Settings → API → API Keys, with only the scopes we need.
   Never ask me to paste the key into this chat. Tell me to run this in my own terminal, so the key stays hidden:
   read -rs FS_KEY && firstsales auth login --api-key "$FS_KEY"; unset FS_KEY
5. Run `firstsales whoami` and tell me which workspace and organisation we are connected to.

Then ask me about my business: what I sell, who I sell to (roles, company size, countries), my best customers, and what I use today for outbound (tools, lists, mailboxes). Walk me through:
1. Teaching FirstSales my business: website, offer, proof points and case studies in the knowledge base, so the AI writes like someone who knows the product.
2. Connecting my sending mailboxes and checking my sending domain: SPF, DKIM, DMARC and warm-up. If anything is unhealthy, tell me the exact DNS record to add.
3. Bringing in contacts: import my CSV or CRM export into a clean list, remove duplicates and bad emails, and block domains I must never email (customers, competitors, my own).
4. Building my first campaign: the right list, senders, steps and timing. Write the sequence with me, show me the drafts, and do not launch until I say yes.
5. Setting up Signals if it fits: find people engaging with LinkedIn posts about topics my buyers care about, and turn them into leads.
6. Inviting my team and giving each person the right access.

Once campaigns run, show me how to work the reply inbox from here: which replies need an answer, draft responses in my voice, and move good conversations into deals. If I use Cal.com, connect it so follow-ups can offer my booking link (not the first email).

Throughout, as you learn about my business, proactively suggest and help create:
- Reply templates for the questions and objections my prospects are likely to raise, based on my product, site and codebase if you can see them.
- Campaign ideas and segments worth testing, with the reason for each.

Safety rules:
- Show every change as a dry run (--dry-run) first and wait for my yes. Never send emails, launch campaigns or delete anything without my yes.
- Tell me before anything that spends credits, and how many.

Be opinionated. If the docs give a sensible default, just use it. Don't make me choose between five options.
Developer docs ↗npm: @firstsales.io/cli ↗GitHub: firstsales-skills ↗