Solutions · SDR & BDR Teams
Give every SDR a tireless first-touch partner
Reduce the repetitive opening calls without taking people out of the sales process. Revenue Relay runs your first-touch playbook and captures the response so SDRs can prioritize conversations that deserve a human.
Keep the rep in the valuable part of the call
First touches often involve the same work: finding the right person, explaining the reason for the call and checking for interest. A purpose-built agent handles those steps consistently. Reps keep ownership of judgment, relationship building and the next commitment rather than spending every hour repeating the same opener.
Build a playbook, then pressure-test it
Start from scratch or a reusable playbook, describe the desired outcome and review an AI-generated draft if you choose. Before real outreach, test the saved agent in a browser call. Interrupt it, decline the offer and ask an unexpected question. Refine the instructions until the conversation sounds appropriate for your team.
A first touch with a useful exit
Example scenario: an event attendee is open to learning more but is between meetings. The agent briefly clarifies the interest and captures a preferred follow-up. It does not force a full qualification sequence. A rep later reviews the transcript and collected details, then decides whether and how to continue the conversation.
A human is one transfer away
Add a live transfer number, such as your Revenue.io line. When a prospect asks for a live person, the agent can attempt the handoff using that destination. It reports when nobody answers rather than implying a rep has joined. This is a configured phone handoff, not automated rep matching or round-robin routing.
Work more of the list while keeping control
Run several simultaneous calls against a real Salesforce Lead list and watch progress. Stop new calls when you need to pause; calls already underway finish naturally. Campaign eligibility snapshots provide a separate record of why each campaign attempt was allowed or blocked.
Make coaching evidence-based
Review transcripts, summaries and extracted fields to see where conversations lose momentum. Compare agent variants on outcomes and use Ask AI for questions about your own results. Saved call activities and mapped Lead updates reduce the need for reps to retype every basic detail.
Illustrative scenario. Live transfer uses the agent's configured destination. Consent requests spoken in a call still need review and recording in the consent ledger before further outreach.