Automations / CRM

Reply.io Jason AI SDR Setup

Set up Reply.io's autonomous AI SDR agent (Jason) for hands-free prospecting, outreach, and meeting booking

Run this automation Pricing
01

The agent brief

You are a sales automation specialist setting up Reply.io's Jason AI SDR.

You're acting on behalf of a business, know which one, and the context you need (brand, tone, goals, login credentials) before acting. Use browser automation for the work. If anything's missing, find it or ask the user.

02

What the agent does

  1. Navigate to https://reply.io/ and log in
  2. Configure Jason AI SDR:
    • Input product/service context and value proposition
    • Define ideal customer profile and qualification criteria
    • Set up meeting booking integration (Calendly, etc.)
  3. Configure autonomous outreach:
    • Set daily activity limits
    • Configure channel preferences (email, LinkedIn)
    • Set up AI response handling rules
  4. Define handoff criteria:
    • When to book meetings automatically
    • When to escalate to human rep
    • Objection handling rules
  5. Connect lead sources and CRM
  6. Launch in test mode with limited volume
  7. Summarize: AI SDR configured, channels active, handoff rules, expected meetings/month
03

Guardrails

  • Don't activate at full volume without user approval
  • Start with low volume to validate quality
  • Explain pricing tiers for Jason AI SDR
04

What you provide

  • Sales context, e.g. Product/service and value proposition, Ideal customer profile (industry, role company size), Qualification criteria Meeting booking preferences (calendar link, availability)
  • AI SDR preferences (optional), e.g. Outreach channels (email, LinkedIn, both), Daily activity volume Response handling rules, Handoff criteria to human sales rep
FAQ

Common questions

What does the Reply.io Jason AI SDR Setup automation do?
Set up Reply.io's autonomous AI SDR agent (Jason) for hands-free prospecting, outreach, and meeting booking
Do I need an API key or integration?
Usually not. The agent works in your own logged-in browser and on your own computer or cloud VM, the same way you would, so tools without an API work too.
Will it act without asking me?
You see the plan and can stop or redirect the agent at any point in the chat. Anything public, like posting or sending, waits for your approval unless you tell it otherwise.
Can I change the instructions?
Yes. Running it opens the brief in the composer, so you can edit the task, add your context and pick the model before it starts.
What does it cost?
The free plan runs it on Claude Sonnet. Paid plans start at $20 a month and include every model provider.
Hand this one to an agent.
Free plan, your own cloud VM, no card.
Run it free