The AI SDR that qualifies, schedules and knows when to hand off
Every business selling over WhatsApp hits the same bottleneck: leads arrive at any hour, but the sales team only answers during business hours — and interest cools in that gap. The SDRBOT.ai AI SDR takes that first conversation on its own: it reads budget and urgency, calculates a qualification score in real time and decides whether it is time to schedule a meeting or pass the lead to a sales rep. It does not replace the sales team — it makes sure only the leads already worth a conversation reach the table.
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An AI that qualifies, not one that only replies
Every incoming message is read by the AI SDR looking for qualification signals: what budget is available, who decides the purchase, how urgent the need is and on what timeline the lead intends to solve the problem. Those answers do not stay buried in the middle of the conversation — the AI SDR extracts them as structured information and updates the lead record automatically, without asking an agent to fill anything in afterward.
That same engine calculates a score that adds up how far the lead has engaged (products of interest mentioned, number of messages exchanged), how many buying-intent signals showed up in the conversation, and how much of the budget, authority, urgency and timeline qualification has already been confirmed. The result is a living score that climbs as the conversation develops — not a fixed number filled in once and forgotten.
It knows when to schedule and when to hand off
When the lead's score crosses a high threshold or the conversation piles up several buying-intent signals, SDRBOT.ai creates the transfer to a sales rep automatically, before even spending another AI call generating a reply — a fast, rule-based check that runs on every message received. If the lead asks to speak with a person, that request is honored right away, with no score involved.
On the other side, when the conversation turns to setting up a meeting, a dedicated scheduling mechanism steps in inside the chat itself — no other app to open, no link to switch to. The AI SDR understands that the lead wants to schedule, checks genuinely free times and confirms the appointment right there, in the same conversation window where it all started.
The same brain on any channel
The AI SDR that qualifies a lead on WhatsApp is the same one that answers on Instagram, Messenger, RCS or the site widget — there is no simpler version of it held back for a specific channel. The qualification rules, the products on file and the criterion for when to hand off apply identically, no matter which door the lead came through.
That means adjusting the qualification script or adding a new product in the account settings updates how the AI SDR behaves across every active channel at once — without repeating the setup channel by channel, and without the risk of one channel qualifying leads on an outdated rule.
Configurable, within the limits you set
You are not stuck with the default behavior: in the account settings you can record golden rules, limits on what the AI can and cannot promise, and the specific triggers that should fire a transfer — all of it goes directly into the instructions the AI SDR follows in every reply.
That gives you real control over the tone and the boundaries of the conversation without requiring anyone to rewrite the qualification logic every time the operation changes a commercial policy — you just update the text of the rule, and the next conversation already reflects the change.
What changes for your team
- Qualifies on its ownIt pulls budget, urgency and decision authority straight from the conversation.
- A living scoreThe score climbs as the lead engages, with nothing filled in by hand.
- Schedules or hands offIt decides on its own between setting a meeting and calling a sales rep.
- One brain, every channelThe same qualification rule on WhatsApp, Instagram, Messenger, RCS and widget.
Frequently asked questions
Does the AI SDR replace the human sales rep?
No. It takes the first conversation, qualifies the lead and decides the right moment to schedule or hand off — but closing the sale and keeping the relationship is still the sales team's job. The AI SDR exists so that only the leads already worth a conversation reach a sales rep's desk.
How does the AI SDR decide when to hand off to a person?
Through two paths: the lead explicitly asks to speak with a person, or the conversation accumulates enough score and buying-intent signals to justify the transfer — in that second case the check runs by rule, before the AI even generates a new reply.
Does the AI SDR set meetings too?
Yes, inside the conversation itself: when it identifies intent to schedule, it checks genuinely available times and confirms the appointment without leaving the chat. The full mechanics are detailed on the Automatic meeting scheduling page.
Can I adjust what the AI SDR is allowed to say?
Yes. You record golden rules, limits on what the AI can promise and the transfer triggers in the account settings, and that text goes straight into the instructions the AI SDR follows in every reply, without touching anything technical.
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