- 1
Open the SDR Config tab
In the campaign builder, click the Email Drafter step, then open the SDR Config tab. This is where the AI agent's writing behavior is set — the callout at the top says it plainly: “Configure the SDR persona and email drafting preferences. The AI agent uses these settings to craft emails that match your sales style.”
- 2
Write SDR Setup Instructions
Fill in the SDR Setup Instructions textarea with your SDR's role, target audience, value proposition, and any specific instructions for outreach. This box is applied as top-priority guidance before every structured setting below it — it's the one place a single rule overrides everything else.
- 3
Pick a Quick Preset (optional)
Choose a starting point from Quick Preset — Custom, Consultative SDR, Direct Closer, Friendly Networker, or Technical Advisor — then click Apply. A preset pre-fills every field below; all of them stay editable afterward.
- 4
Set Persona & Voice
Under Persona & Voice, choose a Tone (Professional, Friendly, Casual, Consultative, Authoritative) and a Writing Style (Concise, Detailed, Story-driven, Data-driven). Use the Custom Instructions textarea for persona or style nuances that don't fit a dropdown.
- 5
Shape Email Structure
In Email Structure, pick an Email Length — Short (2–3 sentences), Medium (1 paragraph), or Long (2–3 paragraphs) — and toggle the checkboxes that control what each email contains: Ask questions in emails, Include statistics / data points, Reference case studies, and Include a P.S. line.
- 6
Configure Follow-Up Strategy
Under Follow-Up Strategy, choose a Follow-Up Approach — New angle, Build on previous, or Urgency escalation — and decide whether to Rotate value proposition each follow-up and Reference the previous email as the sequence progresses.
- 7
Choose a CTA Style
In CTA Preferences, set the CTA Style — Question-based, Direct ask, or Soft suggestion — to match how hard the close should push for this audience.
- 8
Apply and verify
These settings persist to the campaign automatically. Send a test draft or launch the campaign to see the AI apply your tuned tone, structure, follow-up strategy, and CTA to real emails.
Pro tips
Hard-won shortcuts that keep warm-up on track.
Presets are starting points, not locks
Apply loads values then leaves every field editable — treat a preset as a fast baseline, not a final answer.
Setup Instructions beat field toggles
The top textarea is applied as top-priority context ahead of every structured setting — put your one non-negotiable rule there.
Two instruction boxes, two jobs
SDR Setup Instructions carries strategy and context; Custom Instructions carries persona and style. Don't duplicate the same guidance in both.
Match structure to list temperature
Short length with questions works for cold outreach; longer length with statistics and case studies works better once a prospect is warm.
Frequently asked questions
What's the difference between SDR Setup Instructions and Custom Instructions?
SDR Setup Instructions is top-priority context — role, audience, value prop, applied before every other setting. Custom Instructions lives under Persona & Voice and adds finer style or tone notes on top of Tone and Writing Style.
Do presets overwrite my custom fields permanently?
No. Clicking Apply on a preset pre-fills the fields, but every field remains editable afterward — you can change anything a preset set.
Which tone should I pick for cold outbound?
There's no single right answer in the product — pick the Tone that matches how your team actually talks to strangers. Professional or Consultative are common starting points for B2B cold email.
How do I make emails shorter?
Set Email Length to Short (2-3 sentences) under Email Structure. Turning off Include statistics / data points and Reference case studies keeps them tighter too.
Can I stop the AI from asking questions in every email?
Yes — uncheck Ask questions in emails under Email Structure.
How does “Rotate value proposition each follow-up” change my sequence?
With it on, each follow-up in the sequence leads with a different value proposition instead of repeating the same one, keeping the thread from feeling repetitive.
What does CTA Style actually change in the email?
It changes how the ask is phrased: Question-based ends with a question, Direct ask states the request plainly, and Soft suggestion proposes the next step without pressure.
Is this the same as the campaign “Instructions”/Learning tab?
No. SDR Config is the GA tuning surface documented here. The Learning/Instructions tab is a separate Beta feature — don't confuse the two.
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