Email / LinkedIn / phone · typically Sales / SDR
Outbound prospecting
The seller-initiated first touch: research, sequence, reply, and book — before the buyer has raised a hand.
Job to be done: Reach the right people with a specific reason to talk, then get a meeting without sounding like a blast.
AI that fits here
CRM & sales
Clay
The research and enrichment layer under a sequence — not the AI SDR that runs the whole play.
Website agent
Tavus
Plausible as an AI SDR surface when the offer, list, and handoff are already governed.
CRM & sales
Salesforce Agentforce
Sales engagement from the CRM the team already opens — list, offer and handoff still need a human owner.
CRM & sales
Microsoft 365 Copilot Sales
Drafts outreach from CRM plus Graph context. The list and the offer still need a human.