# Workflow: Build an autonomous AI SDR

> Give Jason a goal, knowledge, and guardrails — then supervise instead of operate.

**Outcome:** A self-optimizing outbound system - the AI SDR finds prospects, writes and sends outreach, handles replies, and books meetings, while your agent supervises through approval gates and performance data.

**Availability:** 3 of 8 steps coming soon — the rest is callable today.

The highest-altitude recipe: an agent configuring an agent. Instead of composing individual sends, your agent programs Jason — Reply's AI SDR — and keeps a supervisory loop through approval gates and analytics. Today the knowledge/offer/playbook layer is callable; the autopilot loop is rolling out and labeled accordingly.

## Steps

1. **Define the sales goal** (agent logic)
   The user states the objective; the agent translates it into an offer, a target market, and success metrics.
2. **Build the knowledge base** — uses [AI SDR API (Jason)](https://headless-jason-ai-sdr-7ajjk.ondigitalocean.app/apis/ai-sdr.md)
   Create a knowledge base and upload product docs, links, reply handlers, and re-engagement cards — the facts Jason sells from.
3. **Define offers and playbooks** — uses [AI SDR API (Jason)](https://headless-jason-ai-sdr-7ajjk.ondigitalocean.app/apis/ai-sdr.md)
   Create the offer (what's being sold, to whom) and the playbook (tone, structure, channels, style).
4. **Point it at prospects** (Coming soon) — uses [Prospect Search API](https://headless-jason-ai-sdr-7ajjk.ondigitalocean.app/apis/prospect-search.md)
   Use intent signals and Live Data search to define who the autopilot pursues.
5. **Enable autopilot with approval gates** (Coming soon) — uses [AI SDR API (Jason)](https://headless-jason-ai-sdr-7ajjk.ondigitalocean.app/apis/ai-sdr.md)
   Create an AI SDR sequence, connect the knowledge base and playbook, set approval mode, and enable autopilot.
6. **Supervise the queue** (Coming soon) — uses [AI SDR API (Jason)](https://headless-jason-ai-sdr-7ajjk.ondigitalocean.app/apis/ai-sdr.md)
   Review pending approvals — approve, regenerate, or reject drafts; submit feedback that tunes future generations.
7. **Watch the conversations** — uses [Conversations & Inbox API](https://headless-jason-ai-sdr-7ajjk.ondigitalocean.app/apis/conversations-inbox.md)
   Replies flow into the unified inbox with AI categorization; escalate to a human when intent is high.
8. **Optimize on outcomes** — uses [Analytics API](https://headless-jason-ai-sdr-7ajjk.ondigitalocean.app/apis/analytics.md)
   Read performance reports and the meetings ledger; refine the offer, playbook, and targeting based on what converts.

HTML version: https://headless-jason-ai-sdr-7ajjk.ondigitalocean.app/workflows/autonomous-ai-sdr