An AI SDR that engages, qualifies and books meetings.
Nate works leads you capture, import or already own. The published foundation combines configured voice conversations with the Lead Management System; additional channels and actions are confirmed during implementation. You decide how autonomous he is, down to the workflow.
Run it fully automated, or with a human in the loop — your call.
Voice qualification, meeting booking and lead-record updates can be configured from the included Voice Agent and Lead Management System.
Email, SMS, WhatsApp, prospecting and other channels are not automatically included; their availability is confirmed during implementation.
See the complete product-status matrixWhat does AI SDR do?
Nate works leads you capture, import or already own. The published foundation combines configured voice conversations with the Lead Management System; additional channels and actions are confirmed during implementation. You decide how autonomous he is, down to the workflow.
Key workflow
- Intake the lead: Start with a customer-provided, captured or imported lead and the fields the workflow is permitted to use.
- Apply qualification rules: Use approved questions and scoring rules to determine fit and the next step.
- Assign the workflow: Choose the voice flow, approval points, calling windows and escalation path for this lead type.
From start to outcome.
Intake the lead
Start with a customer-provided, captured or imported lead and the fields the workflow is permitted to use.
Lead ManagementApply qualification rules
Use approved questions and scoring rules to determine fit and the next step.
Configured scoringAssign the workflow
Choose the voice flow, approval points, calling windows and escalation path for this lead type.
Workflow controlsRun approved outreach
Voice is available in the published foundation. Email and other channels require confirmed commercial and provider scope.
Voice · scoped channelsHave the conversation
Ask approved questions, retain confirmed answers and handle common objections within the configured knowledge and policies.
Streaming voiceBook & hand off
When the approved calendar workflow is connected, record the confirmed meeting and route the configured context to the right owner.
LMS · scoped calendarReview & improve
Review outcomes and, when QMS is included, score conversations against approved criteria.
QMS · plan-dependentHow to validate this workflow.
Treat the page as a workflow description, not a promised outcome. Confirm commercial availability, providers, permissions and human-review points before implementation.
Evidence to collect
- Record the current baseline and the business outcome that matters.
- Test representative inputs, exceptions, interruptions and escalation paths.
- Review accuracy, latency, failure handling and operator workload.
- Approve rollout only against written acceptance criteria.
Why AI SDR is different
Auto / Ask / Ping autonomy
For supported actions, set whether Nate acts, waits for approval or alerts a person.
Shared confirmed context
Configured workflows can reuse confirmed lead answers from the shared record instead of asking for the same fact again.
Configurable workflows
Define steps, approval points and supported channels for the deployment; channel availability is confirmed before purchase.
Configured roles
Qualification and booking roles are shaped around approved instructions, knowledge and escalation paths.
Approval queue
Where Ask mode is included, sensitive supported actions wait for a person's decision.
Pilot and test mode
Validate a workflow with representative test data before enabling live actions.
Testable variants
Compare approved workflow variants only after defining a success metric, sample threshold and review period.
Lead-to-handoff continuity
Keep intake, qualification, conversation outcome, ownership and the next step on one shared lead record.
Because Nate runs on One Record™, configured calls, outcomes and next steps stay in Lead Management and can be reviewed through QMS.
AI SDR questions, answered
An AI sales-development rep — Nate — that engages customer-provided leads, qualifies, handles objections and books meetings while keeping the lead record current.
The voice pipeline streams speech recognition, language-model output and speech synthesis, and supports interruption handling. Performance varies by provider, network and browser.
Set Auto / Ask / Ping per configured workflow and action. The exact approval controls and supported channels are confirmed during implementation.
Configure quiet hours, consent requirements and suppression checks per workflow and channel. Customers must validate their campaign and configuration for the applicable jurisdiction.
Yes. Nate can respond to an inbound enquiry, ask the approved discovery questions and route the lead with the confirmed answers and transcript.
Yes, when the approved calendar workflow is connected. Nate confirms the chosen time and contact information before completing the booking.
Plan the complete workflow.
What is an AI SDR?
Read the implementation, control and measurement guide.
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Read more →AI SDR vs human SDR
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Compare the published digital-worker and AI sales-agent operating models.
Read more →Culvion vs Artisan
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Read more →Put AI SDR to work today.
Choose the NATE capacity that fits your workflow — automated or with you in the loop.
Let’s make this
work for your team.
Bring your use case. We’ll discuss the workflow, what needs to connect and the scope of a practical pilot.
Or email sales@culvion.ai ↗Book a demo
Name and work email are required. We’ll contact you to arrange the demo.
