# F8 — AI SDR Agent

_Lead Generation_

Autonomous Sales Development Rep that runs daily at 8am: prospect → enrich → score → sequence → digest. Targets your F1 ICP (or custom Apollo filters), enriches new leads via the Hunter→Apollo waterfall, scores them, auto-enrolls qualifying contacts in an outbound sequence, then emails you a digest of what it did. Full autopilot.

## Steps
1. Go to Tools > Lead Generation > AI SDR (or /dashboard/leadgen/ai-sdr).
2. Configure the SDR (one per org): target ICP or custom Apollo filters, daily prospect cap (default 10), value proposition, tone (professional / casual / direct), guardrails (excluded domains, excluded titles, max emails/day).
3. Optional: link an existing OutboundSequence. If you don't, the SDR auto-generates one on first run from your value prop.
4. Optional: set a booking page slug for the CTA in generated emails.
5. Watch the Runs panel — each cycle shows what was prospected, enriched, scored, enrolled, and queued for review.
6. The 8am digest emails the SDR creator (you) with a 1-line Haiku-generated summary of yesterday's cycle.

## Tips
- F8 wraps F1 + F2 + F3 — you don't configure those again, the SDR config picks defaults from your ICP and creates its own sequence.
- Mailbox for sends: the F3 sequence the SDR uses pulls the SDR creator's active Gmail/Outlook (matches F3 mailbox policy).
- Guardrails are mandatory: maxEmailsPerDay clamps the worker so you can't accidentally send 1000 cold emails. Apollo daily cap also enforces this from above.
- Per-run history: AiSdrRun row per cycle with phase counters + Haiku summary + any error message. Surfaces under the SDR dashboard so you can tell exactly what happened on a given day.
- requireReviewBeforeSend toggle: when ON, the SDR enrolls contacts but flags every email for human review before send. Useful for the first week while you build trust in its picks.

## Example
A solo founder activates the SDR Monday. Config: ICP (already built), 15 prospects/day, value prop = "We help DevOps teams cut deploy times by 60%", booking page = /book/founder-call, max 30 emails/day. Tuesday 8am: SDR runs — finds 14 net-new leads from Apollo matching ICP, enriches with phones, scores them (4 above 80, 7 above 60), enrolls the top 10 in an auto-generated 4-step sequence. Sends 6 emails Tuesday (within daily cap), 8 Wednesday. Friday digest: 47 emails sent, 6 replies (3 booked discovery calls), 41 still in cadence. Zero hours of human SDR work.

## Troubleshooting
- **"No active mailbox for the SDR creator" on toggle Active** — The user who created the SDR config doesn't have an active Gmail or Outlook OAuth connection. Fix: Connect a mailbox under Settings > Communications > Connected Accounts. Then go back to the SDR config and toggle Active.
- **Apollo credits exhausted by the SDR** — Daily prospect cap × 30 days exceeds your monthly Apollo allowance. Fix: Lower dailyProspectLimit so cap × 30 ≤ your monthly allowance. E.g. Pro tier = 75/mo Apollo searches → cap at ~2 prospects/day if you want it to run every day, or run it 3 days/week instead.
- **Daily digest email isn't arriving** — The digest is sent to the SDR creator's primary email — check spam. Or the worker errored during the digest phase (see AiSdrRun.errorMessage for that day). Fix: Whitelist the sender. The digest body has a Haiku-generated summary so it's short — don't expect it in spam after the first one.

## Plans
Core (Lead Gen is included on every plan), but the SDR runs in two modes. Starter — simulate mode only: phases 1–2 (prospect + enrich) run so the user can see what the SDR would do, but no outreach is sent. Pro — full mode at 10 prospects/day. Max — full mode at 50/day. Custom — full mode (custom cadence). Marketing suite always promotes the SDR to full mode at 50/day regardless of the base plan. The mode + daily ceiling are sourced from getLeadGenLimits() and override the user-configured dailyProspectLimit. Apollo + AI tokens both drawn from your monthly allocations.