AI SDRs inside iMessage.
Qualify leads, collect answers, and move buyers toward booking inside the thread.
These AI SDRs turn an active conversation into a sequence of qualification steps. Define each stage, the prompt, the fields to collect, how the lead enters, and which custom tools the bot can rely on. Tuco keeps the thread moving until the lead is qualified, handed off, or done.
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Set the objective.
Each stage carries its own outcome, prompt, and turn limit so the AI SDR knows what a qualified next step looks like.
Capture what matters.
Ask for budget, timing, team size, or any other field the closer needs before the handoff or booking step.
Check outside systems.
An AI SDR can use saved tools to check lifecycle, credit, inventory, or any other system before it decides what to ask next.
Start from the right trigger.
Enroll manually, from a campaign handoff, from API flows, or from a tag trigger when the CRM says it is time.
AI SDR thread
Qualify. Collect. Advance.
Goal bot enrolled from campaign handoff · Goal: book a demo call
We use HubSpot today. Mostly wondering if this can route replies to the right AE.
Inbound reply
Yep. It can route by owner and log the reply back to HubSpot.
Stage reply
How many reps would need access on day one?
Collect field: team_size
Manual, campaign handoff, API-driven entry, or tag-triggered enrollment.
Every stage can define what to qualify, how to ask, and how long the AI SDR should stay there.
Choose human approval for tighter control or let safe flows run automatically.
Ask for required details inside the conversation instead of dumping the lead into a form.
Saved workspace tools can feed the AI SDR extra truth before it advances, routes, or exits.
Qualify. Route. Book.
An AI SDR is not one endless prompt. Each stage has a concrete qualification objective so the conversation can move with intent.
Prompt for the fields that matter, mark them required when needed, and keep the thread natural while you gather them.
When an outbound campaign earns a response, an AI SDR can step in and keep the conversation moving toward qualification or booking.
Run in copilot when a human should review the reply first, or autopilot when the stage is safe enough to move now.
The AI SDR can evaluate the conversation, move to the next stage, complete the qualification flow, or exit cleanly when the fit is wrong.
On complete or abandon, add the right tag, trigger the next workflow, or clear the bot so the rep sees a clean state.
Use saved workspace tools so the AI SDR can inspect outside systems before it chooses the next question, branch, or handoff.
Workflow
How it runs.
Start the conversation in the right stage. Let the AI SDR qualify and route from there.
Define the qualification goal.
Pick the outcome you want, like qualifying the lead, collecting buying signals, or booking a demo.
Build the stages.
Give each stage an objective, prompt, turn cap, and any fields the AI should collect.
Choose entry and mode.
Start manually, from a campaign, from the API, or from a tag. Then choose copilot or autopilot.
Advance on progress.
As the lead replies, Tuco evaluates the stage, updates collected data, and moves the thread toward completion.
Related
Best with.
Put the AI SDR to work.
A good AI SDR does not just answer. It qualifies the lead, collects the missing answers, and moves the conversation toward the next real step.