How it works
- Reply classification — Inbound replies are classified by AI (interested, not_interested, meeting_booked, etc.)
- Assignment — A positive reply is assigned to an SDR via
POST /v1/replies/:replyId/assign, creating a prospect thread in the SDR’s inbox - Draft generation — The SDR (or an agent) calls
POST /v1/sdr/drafts/generateto produce an AI-suggested reply - Review and send — The draft can be edited via
PATCH /v1/sdr/drafts/:draftId, then sent through the SDR’s connected Gmail withPOST /v1/sdr/drafts/:draftId/send - Follow-up automation — Follow-up tasks are scheduled automatically based on admin-configured rules, and can be managed via API
Authentication
SDR endpoints require an API key withrole: "sdr" and a linked sdrId. Create one in the dashboard under Settings → API Keys, specifying the SDR profile to link.
Gmail connection
SDRs send replies through their own connected Gmail account via Composio. Check connection status withGET /v1/sdr/gmail/status. Gmail OAuth setup is currently browser-only — the SDR must connect their Gmail through the dashboard.
Thread lifecycle
Thread status transitions are validated against a state machine. Invalid transitions return a 400 error with the allowed transitions.