How It Works

Three steps toclean AI outbound

SDR Copilot sits between your AI SDR tool and the outbox. Every email is scanned against your CRM data, compliance rules, and brand tone before it reaches a prospect.

STEP 01

Connect Your AI SDR

SDR Copilot installs as a quality layer between your AI SDR tool and your email outbox. No code changes, no workflow disruption.

Works with any email-based AI SDR tool — Artisan, AiSDR, Clay, 11x, Apollo, and more

Connects via API or email relay in minutes

Your existing SDR workflows stay exactly the same

SDR Copilot intercepts drafts before they reach the outbox

STEP 02

Set Your Quality Rules

Configure the quality gates that matter to your team. SDR Copilot enforces them automatically on every email.

CRM context checks — never email churned customers, closed-lost deals, or competitors

Tone compliance — enforce brand voice, formality level, and messaging guidelines

Factual accuracy — catch references to deprecated features, wrong pricing, or outdated case studies

Churned contact blocking — automatically prevent outreach to customers who've left

Compliance rules — GDPR, CAN-SPAM, and internal policy enforcement

STEP 03

Every Email Scanned

Each AI-generated email runs through your quality gates. Clean emails send automatically. Risky ones get flagged. Bad ones get blocked.

Auto-approve — emails that pass all checks send immediately, no human needed

Flag for review — borderline emails go to your team with specific issues highlighted

Block — emails with critical issues (churned contacts, compliance violations) never leave your outbox

Your team reviews exceptions, not every email — cutting QA time from hours to minutes

The Result

Every email sorted in milliseconds

Auto-approve

Passes all checks — sends immediately

Flag for review

Borderline — queued for human review

Block

Critical issue — never leaves outbox

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