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SDR (Inbound)

The SDR handles inbound sales. When someone shows commercial interest, it qualifies the lead, asks the right questions, and — when set up — books the demo. Every reply goes through your approval.

Shared ingress

Section titled “Shared ingress”

The SDR shares the same email and WhatsApp ingress with Customer Support. Workasso reads each message and routes by intent: a support question goes to Customer Support; buying interest goes to the SDR. You don’t have to split the channels.

Conversion goal

Section titled “Conversion goal”

You define the SDR’s goal in four fields:

action     — what it should aim for (e.g. book a demo)
offer      — what it's offering
link       — where to send the lead (e.g. your Cal.com)
threshold  — the qualification bar before it acts

When a lead reaches the threshold, the agent moves to the defined action.

Booking via Cal.com

Section titled “Booking via Cal.com”

With Cal.com set up, the SDR books the demo straight through your scheduling link. You approve, and the lead gets the confirmation.

Leads board

Section titled “Leads board”

Every prospect shows up on the leads board, with each one’s stage in the funnel. That’s where you track qualification and follow-ups.

Follow-up

Section titled “Follow-up”

The SDR re-engages leads that stalled, always drafting a reply for your approval before it sends.