Skip to main content
When a campaign reply is classified as positive, assign it to an SDR to create a prospect thread. Follow-up tasks are scheduled automatically based on admin-configured rules.

List SDRs

Before assigning, check which SDRs are available and whether their Gmail is connected:

Assign a reply

This forwards the reply email to the SDR, creates an MQL handoff record, and creates a prospect thread in the SDR’s inbox. Returns 409 if already forwarded.

List due follow-ups

Complete a follow-up

Skip a follow-up

Reschedule a follow-up

Schedule a thread follow-up

If dueAt is omitted, the next due date is calculated from admin-configured follow-up rules.