TL;DR
Five steps: connect mailbox, define ICP, pick template, set daily budget, toggle Live. With prerequisites in place, deployment is ~10 minutes and the agent starts working within 5 minutes of Live.
Prerequisites checklist
- CRM connected and Golden Records built.
- Sending mailbox connected with Health: Good.
- ICP rubric saved and previewed against your database.
- Brand voice configured in workspace settings.
The five steps
Agents → Deploy → AI SDR. The wizard walks five steps — most defaults are fine for a first deploy.
- Open the deployment wizard. The wizard walks five steps.
- Choose a template. Signal-triggered outbound (recommended for first deploy), ICP-driven volume, Named account 1:1, or Hybrid. Signal-triggered gives the highest reply rates because it engages prospects when the timing is right.
- Configure budget and limits. Daily account budget: 20 for week 1. Maximum sends per mailbox per day: leave default. Maximum follow-ups per prospect: 5. These are the safety rails.
- Set guardrails. Brand voice: select from your saved voice configs. Claim restrictions: list anything the agent can't claim (specific pricing, head-to-head competitor language). Escalation rules: when the agent passes to a human (default: positive reply triggers human review).
- Deploy and toggle Live. Review the summary screen, click Deploy, and toggle to Live. The agent runs within 5 minutes and you'll see actions in the Agent Timeline.
Related
Deploy your first AI SDR in 10 minutes→When does the agent escalate to a human?→Tune the agent's daily budget→
Did this answer your question?
