Activate your AI sales agent
Review the SDR Agent that comes with your workspace, choose what needs your approval, and switch it on.
Every Scalry workspace starts with a few ready-made agents, including an SDR Agent. They all start paused, so nothing is sent until you switch one on. Open AI Agents in the sidebar to see them.
1. Check the instructions
Click the SDR Agent's Edit button. Review the Name, Job Title, Tone and the System Prompt. Leave Auto-enroll new contacts & deals on if you want new leads picked up automatically.
2. Choose skills and approvals
On the agent, open Setup > Skills. Pick your Ideal Customer Profile under Audience & ownership. In the Capability library, turn skills on or off, and use Human review to decide which actions wait for your approval. Sending an email needs approval by default. Click Save changes.
3. Switch it on
Click Edit again, set Status to Active and click Save Changes. The agent now works its enrolled contacts one step at a time during the working hours set in its guardrails.
Build a new agent instead
Click New agent, fill in the persona and instructions, and click Create & Configure Skills. New agents start as drafts until you set them to Active. You can also ask the dashboard copilot to "Build my first agent" and confirm the card it shows.
Agents send email through the mailboxes you've connected, so connect a mailbox first. Texts and calls from an agent need a paid plan and your own phone number.