Customer: Is this a good fit for us? Agent: How big is the team? Customer: About twelve. Agent: That's a fit. Want me to book a call?
Is this a good fit for us?
Your best reps are still qualifying the wrong leads.
It asks your questions over SMS or email, and only hands over the ones ready to talk.
Customer: Is this a good fit for us? Agent: Happy to check. How big is the team? Customer: About twelve. Agent: Nice. Who looks after new leads today? Customer: Me and one other rep. Agent: Sounds like a fit. Want me to set up a call? Customer: Yes, this week if you can. Agent: Love it. I'll pass you to a person now.
Goal, questions, and what the agent must not say
Write the qualification goal and the instructions: who is writing, which questions to ask, and what to avoid. Insert CRM fields with @ so the opener can use the contact’s name and company. If the first name is missing, the step tells the model not to invent one.
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A person takes over when the lead is ready, or the chat drifts
The model can mark a turn as a handoff when a person should continue. You can also force a handoff after a max number of turns or a streak of off-topic replies. That exit is a normal workflow branch: assign the contact, notify the rep, and move the deal.
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Start from a form, a list, a stage change, or a new contact
An AI SDR in NinjaPipe runs when your workflow runs. Capture a lead on a form, move a card, or add a contact, then let the agent open the thread. Create the contact first when the sender might not exist yet.
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Reply, outcome, and turn count are available to the next step
Each run stores the reply text, the outcome, and how many turns happened. Later steps can write those onto the contact, open a task with the summary, or branch again. Opt-out still ends the chat. A daily cap keeps the volume inside the limit you set.
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FAQ
Common questions
What is an AI SDR in NinjaPipe?
An AI SDR here is the conversation agent aimed at qualification. It messages one contact over SMS or email, follows the goal and script you write, and hands the thread to a person when the lead is ready, the chat goes off topic, or the turn limit is hit.
Does the AI SDR replace a sales rep?
It covers the back-and-forth before a person should step in. Hand off is a workflow exit. The next steps can assign an owner, create a task, and move the pipeline stage for a rep to continue.
Can an AI SDR book the meeting too?
Yes. Put your booking link on the step and set the goal to get the meeting booked. The booking page checks the calendar. The agent sends the link and keeps the thread moving until they book or the workflow should stop.
What channels does the AI SDR use?
SMS from your Twilio number and email from a verified mailbox. Automatic mode picks from the phone or email already stored on the contact.
How do I stop it from emailing someone who opted out?
STOP, unsubscribe, and stop all exit on Opted out. You can apply an opt-out tag. If the contact already has that tag, the step sends nothing and takes the opt-out branch.
A reliable CRM for my law firm, clear interface, regular updates, and performance that matches how legal practice actually works day to day.
CEO · Leggado.Digital