AI SDR API (Jason)

Program Jason, Reply's autonomous AI SDR — feed it knowledge bases, offers, and playbooks today; run full autopilot sequences with approval gates soon.

Knowledge bases, offers, and playbooks are callable today; autopilot sequences, pending approvals, insights, strategist, and web search are still marked coming soon in Reply's reference as of 2026-07-05 (targeted July 2026).

Base URL
https://api.reply.io/v3
Official reference
docs.reply.io/api-reference/ai-sdr-knowledge-bases/create-a-knowledge-base
OpenAPI
ai-sdr.openapi.yaml
Markdown twin
ai-sdr.md
Scopes
ai-sdr:readai-sdr:write

What it does

This is the highest-altitude API in the platform. Instead of orchestrating individual APIs, your agent configures another agent — Jason, Reply’s autonomous AI SDR — and supervises it. The surface splits cleanly into what is callable today and what Reply’s reference marks as coming soon.

Callable today (scopes ai-sdr:read / ai-sdr:write):

  • Knowledge bases — create, get, list, update, delete, and duplicate knowledge bases; upload, list, and delete documents; add, list, and delete links. Reply handlers and reengagement cards (including media upload) are available in beta and may change without notice.
  • Offers — create, get, list, update, and delete the value propositions Jason pitches. Generate an offer, duplicate an offer, and attachment upload for generation are marked coming soon (targeted July 2026).
  • Playbooks — create, get, list, update, and delete playbooks; upload and delete a style file that sets Jason’s voice. Duplicate a playbook is marked coming soon.

Marked coming soon in Reply’s reference (targeted July 2026; re-verified 2026-07-05):

  • AI SDR sequences — create an AI SDR sequence, read and update its settings, attach or detach a playbook, connect or disconnect a knowledge base, set generated step types, set the approval mode, enable or disable autopilot, force-start an autopilot search, and preview autopilot results.
  • Pending approvals — list pending approvals, get the pending approval for a contact, send one or a batch, regenerate, reject, and submit feedback on a draft.
  • Sequence preview — personalize the preview for a contact and submit feedback on a preview step.
  • Insights — get AI insights for a contact.
  • Strategist — start a strategist run.
  • Web search — start an AI web search and list AI web searches for a sequence.

The problem it solves

Composing Prospect Search, Sequences, and Conversations yourself means your agent owns targeting, copywriting, follow-up logic, and reply handling — a lot of orchestration state to hold correctly. The AI SDR API moves your agent up one level of altitude: it programs Jason’s inputs (what Jason knows, what it sells, how it writes) and — once the autopilot surface ships — supervises Jason’s outputs through approval gates. Pending approvals plus feedback endpoints are the contract that makes agent-supervising-agent workflows safe. Nothing goes out unless the supervisor sends it, and every regenerate or feedback call tunes what Jason drafts next.

How an agent starts using it

With an API key holding the ai-sdr:write scope, create a knowledge base with POST /v3/ai-sdr/knowledge-bases, upload product documents and add links to it, create an offer, then create a playbook and upload a style file. Those three objects fully define Jason’s behavior. When the AI SDR sequence endpoints ship (targeted July 2026), the loop closes — create an AI SDR sequence, connect the knowledge base, attach the playbook, set the approval mode, and enable autopilot, then poll pending approvals and send, regenerate, or reject each draft.

Typical agent tasks

  • Create a knowledge base and load it with product documents and links so Jason writes from real source material
  • Create and update offers that define exactly what Jason pitches
  • Create a playbook and upload a style file so Jason matches your team's voice
  • Duplicate a proven knowledge base as the starting point for a new market
  • Review pending approvals and send, regenerate, or reject Jason's drafted messages (coming soon)

Inputs

NameTypeRequiredDescription
name string yes Name for the knowledge base, offer, or playbook (create endpoints).
documents file[] no Source files uploaded to a knowledge base via the Upload a document endpoint.
links string[] no URLs added to a knowledge base for Jason to draw on, via the Add a link endpoint.
styleFile file no Writing sample uploaded to a playbook to calibrate Jason's tone.

Outputs

NameTypeDescription
id string Knowledge base, offer, or playbook identifier — the handle an AI SDR sequence references.
documents Document[] Files and links indexed into a knowledge base.
pendingApprovals PendingApproval[] Jason's drafted outreach awaiting a send, regenerate, or reject decision (endpoints marked coming soon).

Authentication

API key as Bearer token. Send Authorization: Bearer <API_KEY> on every request. Get an API key in the Reply.io app under Settings → API Keyauthentication reference.

Rate limits

100 requests/minute and 3,000 requests/hour per user (shared across all of the user's API clients). On 429, honor the Retry-After header.

Example

Request — POST /v3/ai-sdr/knowledge-bases
curl -X POST https://api.reply.io/v3/ai-sdr/knowledge-bases \
  -H "Authorization: Bearer $REPLY_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "name": "Acme platform - product knowledge" }'
Response — 201
{
  "id": 314,
  "name": "Acme platform - product knowledge",
  "createdAt": "2026-07-04T09:15:00Z"
}
Error — 403
{
  "type": "https://docs.reply.io/api-reference/authentication",
  "title": "Forbidden",
  "status": 403,
  "detail": "This API key does not have the required scope: ai-sdr:write."
}

Related APIs

Modules are designed to chain — combining them is the point.

Frequently asked questions

What is the difference between a knowledge base, an offer, and a playbook?

A knowledge base is the source material Jason reads — documents, links, and (in beta) reply handlers and reengagement cards. An offer is the specific value proposition and call to action it pitches. A playbook is the strategy and voice — the outreach approach plus a style file that calibrates tone. An AI SDR sequence references all three once the sequence endpoints ship.

How does approval mode keep a human or supervising agent in the loop?

Per Reply's reference (marked coming soon as of 2026-07-05, targeted July 2026), each AI SDR sequence has an approval mode. With approvals on, Jason queues drafted messages as pending approvals instead of sending. A supervisor — human or agent — lists them, then sends one or a batch, regenerates, or rejects each draft, and can submit feedback that steers future generations.

When should an agent use this instead of composing the lower-level APIs itself?

Compose Prospect Search, Sequences, and Conversations directly when you need deterministic control of every step. Use the AI SDR API when you want to delegate execution — configure Jason once with a knowledge base, an offer, and a playbook, then supervise outcomes through approval gates instead of orchestrating each send yourself.