How to Use the SDR Pipeline

Open Dashboard > SDR Pipeline. This is Kai's outbound desk. Every lead in your system gets sorted into a segment (fresh demo, trial ending, no-reply, churned, etc.) and Kai picks the right next action — call, email, SMS, or escalate to you.

The four cards across the top show: Leads in Pipeline, Actionable (ready for Kai to touch right now), Needs Review (escalated to you), and SDR Status (Active or Off).

When SDR is enabled, a Run Pipeline button appears in the top right — click it to fire the next round of touches immediately instead of waiting for the next scheduled run.

The default tab. Lists every lead in the pipeline with these columns:

• Lead — name and email or phone.
• Segment — color-coded label like Speed to Lead, Fresh Demo, Warm Demo, Cooling Demo, Trial Stuck, Trial Dark, Trial Ending, No Reply, Exhausted, or Churned.
• Score — lead score (green ≥80, yellow 50–79, gray <50).
• Touches — how many times Kai has reached out so far.
• Last Touch — relative time since the last contact.
• Next Action — what Kai plans to do next, or “Needs Review” / “Paused”.
• Actions — per-lead controls (see below).

Use the Search box to find a lead by name, email, or phone. Use the segment dropdown to filter the list to one segment at a time.

Each row has small icon buttons:

• Phone icon — queue a call to this lead now (only shown if they have a phone number).
• Mail icon — queue an email now (only shown if they have an email).
• Pause / Play icon — stop or resume automated outreach for this one lead. Useful when a deal is being handled manually and you do not want Kai to keep touching them.

A reverse-chronological log of every action the pipeline has taken — calls, emails, SMS, escalations, and skips. Each entry shows the action type, the lead name, the outcome (queued, sent, auto_approved, failed, etc.), notes if any, and how long ago it happened.

All the controls for how the pipeline behaves:

• Enable SDR Pipeline — master switch. Off by default. Turn it on to start working leads automatically.
• Auto-call, Auto-email, Auto-SMS — toggle each channel independently. Disable a channel and Kai will skip it in the cadence.
• Min gap between touches (hours) — minimum time Kai waits between touching the same lead. Default 24. Range 1–168.
• Max touches before escalation — after this many attempts, Kai stops auto-touching and flags the lead for your review. Default 5. Range 1–20.
• Business Hours Start / End — the hour window (24-hour clock) when Kai is allowed to call. Outside this window, no calls go out.

Click Save Settings to apply.

• Scheduled Calls — see and cancel the actual calls SDR queues up
• Follow-up Workflows — design the multi-step sequences SDR runs
• Manage Leads — the leads that show up in the pipeline