AI-BDR combines a B2B sales operating system with company and contact prospecting tools.
Customers can use the platform in different ways, depending on the information they already have and the commercial work they need to manage.
B2B sales operating system
1. A customer already has their own database
A business may already have hundreds or thousands of companies and contacts collected through its own research, existing relationships, previous sales activities or other systems.
Those records can be brought into AI-BDR through file upload, supported integrations or manual entry.
From there, the user can:
- Organise companies and contacts in CRM.
- Prepare personalised messages using business and customer context.
- Send emails through a connected email provider.
- Track delivery status and incoming replies, according to the provider’s supported capabilities.
- Manage follow-ups, tasks and customer conversations.
- Develop opportunities and maintain the sales pipeline.
- Use My Day to see what needs attention and what to do next.
This workflow does not require Company Finder or purchasing external prospect data.
Feature access and usage depend on the selected plan. Free access is limited, some features require a paid subscription, and AI-assisted actions require sufficient AI credits. Check the current plan limits and credit requirements before choosing a setup for your sales workflow.
Prospecting tools + B2B sales operating system
2. A customer doesn’t have their own database
The customer first needs to obtain company and contact information before starting outreach.
AI-BDR provides access to Company Finder and Email Tools, which use external third-party data and verification services. These services have their own costs and credit requirements.
Depending on the function, access may require an eligible paid plan, purchased service credits or both.
AI credits used for AI-BDR’s own features are separate from the credits required for these external services.
Once suitable company and contact records have been obtained, the customer can continue through the same sales workflow described above.
Research Agent + prospecting tools + B2B sales operating system
3. A customer needs company discovery and deeper research
Research Agent is a separate application for company discovery, research and monitoring of relevant public information, including LinkedIn.
It is an additional paid product and is not required to use AI-BDR.
Customers can use the Agent to identify potential target companies, review collected research and send selected company profiles to AI-BDR’s Observer.
For ongoing LinkedIn monitoring, the Agent records changes and before-and-after evidence, then notifies the user through the configured notification channel. The user reviews those changes within the Agent and decides whether to act.
AI-BDR also includes Account Watcher, which monitors selected company website pages for meaningful changes. It is available even on the Free plan, subject to usage limits.
Account Watcher provides website-page monitoring within AI-BDR; the separate Research Agent additionally provides company discovery and LinkedIn research and monitoring.
Read the illustrated Research Agent guide →4. Different customers, different sales scenarios
A customer doesn’t necessarily start with company discovery.
Scenario A: A consultant already has 200 contacts and wants to organise outreach and follow-ups.
Scenario B: A small B2B company has an existing customer database but struggles to track conversations and sales opportunities.
Scenario C: A founder has identified ten target companies and needs to find relevant decision-makers, prepare personalised outreach and manage responses.
Scenario D: A sales representative has already contacted prospects and wants to organise replies, follow-ups, meetings and opportunities.
Scenario E: A business has no prospect database and wants to use discovery and contact services before starting its sales process.
Scenario F: A small sales team wants a central daily workspace showing which accounts, contacts, tasks and opportunities require attention.
All of these are valid ways to use AI-BDR. The platform supports different starting points while keeping sales activity organised and connected.
5. My Day — the central daily workspace
As users work with companies, contacts, emails, follow-ups, tasks and opportunities, they need to know what requires attention.
My Day brings actionable work together, helping users see what needs attention and continue from the relevant account, contact, conversation or opportunity.
This is a central part of the AI-BDR operating-system concept.
For users who need additional support with contextual messages and replies, Interpreter provides communication assistance, with human approval before sending.
Explore My Day →Full cycle: From LinkedIn company discovery to CRM contacts
Find a company using LinkedIn Discovery Agent, then select it for ongoing monitoring through LinkedIn Watcher → Monitor companies.
Send the company profile and collected research to AI-BDR → Observer.
From Observer, use Find Contacts to enrich the company’s information and find available email addresses through Domain Search, subject to the required paid-plan access and service credits.
Review the results and save the company and selected contacts to AI-BDR CRM. You can then continue with outreach, replies, follow-ups and opportunities.
Discover a company → set up monitoring → send its profile to Observer → find contacts → save the company and contacts to CRM → develop the relationship.
See the workflow in practice
Watch the video guides or review the available plans.