Custom AI SDR Agent Development

The split mirrors the human roles. An AI SDR works inbound: it picks up leads who already raised a hand through a form, chat, or ad click, qualifies them, and books the meeting. An AI BDR works outbound: it researches accounts that match your ICP, finds the right contact, and opens a conversation cold. The underlying engineering is largely shared, so most teams start with the inbound AI SDR because the intent is already there and the payback is faster, then add outbound BDR sequences once the qualification logic is proven.

No, and the difference matters. Off-the-shelf AI SDR tools give you a fixed qualification flow, a fixed data provider, and a fixed set of CRM fields, and you adapt your process to fit. We build the agent against your ICP definition, your CRM schema, your routing rules, and your calendar logic, so it qualifies the way your best rep qualifies. You also own the code and the prompts at the end, rather than renting a seat and losing the workflow if you leave.

An AI SDR is software that handles your first response to a new lead. When someone fills out a demo request, contact form, or chat message, the AI SDR looks up the company in seconds. It then asks qualifying questions by email or text. If the lead is a good fit, it books a meeting straight onto an Account Executive's calendar.

The AI SDR responds in under 60 seconds, 24 hours a day, every day of the year. It works across email, text message, and website chat. The moment a form, chat widget, or ad page sends a signal, the agent starts working. That includes nights, weekends, and holidays, when your human reps are offline.

We set up the agent to follow the qualification method you already use. Two common ones are BANT (Budget, Authority, Need, Timeline) and MEDDPICC. The agent checks company size, the tools they already use, their location, and how soon they plan to buy. Your sales leaders set the exact rules during onboarding. The agent asks for this information through natural conversation, not a static form.

No. The AI SDR handles repetitive early-stage tasks: replying fast, asking qualifying questions, handling simple objections, and booking the meeting. This means your Account Executives only see leads that are already a good fit. Most teams find their AEs get back several hours a week that used to go to chasing bad leads. They spend that time on demos and closing deals instead.

We build two-way connections into HubSpot, Salesforce, Pipedrive, and Zoho CRM. The agent logs the full conversation, updates the deal stage, assigns the record owner, and fills in your custom fields automatically. Every update happens in real time through the CRM's own API, not a batch import. So your CRM shows the current status the moment a prospect replies, not hours later.

The moment a lead comes in, the agent looks the company up through Apollo, Clearbit, Clay, or ZoomInfo. These tools return employee count, revenue range, industry, and the software the company already uses. You pick the provider based on your existing data contract. We can also set up a second provider as backup, in case the first lookup finds nothing.

The agent connects to Google Calendar, Microsoft Outlook, Calendly, or Chili Piper. It checks which Account Executive is free right now, then books the meeting by territory, account size, or a simple rotation you set. If the prospect's first choice of time is taken, the agent offers the next three open slots right away. No email back-and-forth needed.

Yes. For fast-moving B2B teams and local service businesses, the agent can text or WhatsApp a lead within seconds of a form being submitted. It follows TCPA rules, the US law that governs text message consent, at every step. Every text thread logs to the same CRM record as email and chat. So an Account Executive sees the whole conversation in one place, not scattered across different tools.

We send outbound email from a dedicated secondary domain, not your main company domain. That domain is set up with SPF, DKIM, and DMARC records. These are technical checks email providers use to confirm a sender is legitimate. We monitor bounce rates and keep them under 1 percent. Your main domain never touches cold outbound, so a spam complaint on a sales email can't hurt the reputation your marketing team relies on.

A cadence is a set sequence of follow-up messages. It usually runs 3 to 4 touches over about 10 business days. It stops right away the moment a prospect replies, books a meeting, or asks to opt out. Each message takes a different angle instead of repeating the last one. A cadence never restarts on its own once someone has said no or gone quiet past your set limit.

The agent answers questions using your own sales materials: battlecards, whitepapers, case studies, and compliance documents. It handles standard technical questions on its own. For a custom pricing or contract question, it routes the conversation straight to your senior sales team. Because every answer comes from your real documents, not general guesswork, the agent won't invent a price or a promise it can't back up.

Yes. When it gets an out-of-office reply, the agent reads the return date and reschedules the follow-up on its own. It also understands plain requests like "I am busy today, can we do Tuesday at 2pm instead?" It pulls out the new date and time and rebooks the meeting itself. No one has to type it in by hand.

You do, completely. That covers the Git code repository, the prompt designs, every API connection, and the test suite we use to check accuracy. Everything runs inside your own private cloud account, with no per-seat license fees to a vendor. If you ever leave FactoryJet, the full codebase and documentation stay with you. It keeps running with no dependency on us.

A working AI SDR, connected to your lead sources, CRM, data tools, and calendar, takes 3 to 4 weeks from start to finish. Week one covers mapping your ideal customer and qualification rules. Weeks two and three cover building the connections and setting up email deliverability. Week four is testing against real past leads, before we send it any live traffic.

We run the agent through hundreds of real past inquiries and objections before it goes live. We measure how accurately it qualifies leads, whether its tone matches your brand, and whether it uses the right tool at the right time. It only goes live once it clears the accuracy bar you set. We run the same test again after any change, so a small fix can't quietly break something else.

You can book a direct 30-minute call with founder Bhavesh Barot. We'll look at how your team responds to leads today, review your CRM setup, and hand you a fixed-price roadmap for the build. There's no sales pitch and no upsell. You leave the call with a clear scope, a timeline, and a firm price, then decide if you want to move forward.

The agent pulls a target account list from Apollo or Clay. It looks up each contact's company details and buying signals, then drafts a 3 to 4 touch sequence. Each message points to something real about the account, a recent funding round, a new job posting, or a tool already in their stack, instead of opening with a generic template line.

Every inbound lead gets scored against your Ideal Customer Profile (ICP), using answers gathered during the BANT or MEDDPICC conversation. A lead that clears your minimum budget, authority, and timeline bar goes straight onto an Account Executive's calendar. A lead that falls short gets tagged with the exact reason and moved into a nurture track instead of dropped.

If nothing works within the time the prospect asked for, the agent offers the next three open slots on the assigned Account Executive's calendar. If none of those fit either, it logs the scheduling conflict in the CRM and flags the lead for a person to follow up by hand, instead of letting the conversation go cold.

For accounts on your target list, the agent watches for job postings that match your product. It also tracks executive job changes, funding news, and spikes in website visits from that company. Account-based marketing (ABM) means focusing outreach on a specific list of named companies instead of a broad market. When a signal crosses the threshold you set, the agent starts an outbound sequence or sends a Slack alert to the right Account Executive, while the signal is still fresh.

Yes. The agent watches the deal stage and last-activity date directly inside HubSpot or Salesforce. Once a deal passes your stale-deal threshold, it drafts a re-engagement email that references the earlier conversation. It logs the attempt on the CRM timeline. If there's still no reply after two tries, it flags the deal for an Account Executive to review.