Start with a researched prospect
Describe the businesses, area and service you want to explore. Review public information, fit and contact availability. Research limits and provider connections depend on your workspace setup.
AI SALES ASSISTANT & SDR
Find business prospects, prepare the next reply and keep follow-up connected to your CRM. Workden’s AI sales assistant helps with the work between the first introduction and the next meeting.
HOW WORKDEN HELPS
Describe the businesses, area and service you want to explore. Review public information, fit and contact availability. Research limits and provider connections depend on your workspace setup.
You write and approve the first prospect email. Set up the offer and questions the assistant can use. Replies can be prepared for review, or eligible replies can follow your configured automatic mode.
Check the exact message before approving it in review mode. A proposed discovery call still needs owner approval and a confirmed available time. Questions outside the supported scope can be handed back to you.
Keep the customer record, research and conversation together, so the next person can pick up with context.
See the CRMSDR stands for sales development representative. In Workden, the AI sales assistant supports prospect research and follow-up conversations, while your team controls the offer, first introduction and important approvals.
No. The first prospect email is owner-written and approved. Replies follow your workspace’s review or automatic setting and server rules. Booking a prospect discovery call still needs owner approval.
The website walkthrough uses fictional businesses and sends nothing. Watch the complete research, CRM, reply and booking example before discussing access to your own workspace.
PLANNING FOR A LARGER TEAM?
Bring your workflow, integrations and rollout requirements. We’ll work through the fit together.
Explore the product tour or tell us about your business.