AI Agents
Discovery Express

Revenue ops

Sales Development Agent

Researches accounts, writes the first message and books the meeting, with the CRM always up to date.

PilotInternal useReviewed September 3, 2026
Email · Sales Development
Demo data

  1. Prospect

    Interesting. We are looking at this for Q4, but I need to know pricing first.

  2. Agent

    Thanks, Laura. Pricing depends on scope, so the right next step is 25 minutes with Rodrigo. Does Thursday at 11 work?

  3. HubSpot · contact updated · sequence paused · slot held on the rep's calendar

  4. Handoff to a person

    Pricing question: thread routed to the rep. No claim on price or dates leaves the agent.

EmailHubSpotApolloBreeze
KPI it moves
Qualified leads per weekInternal pilot
Channels
EmailWhatsApp
Integrates
  • HubSpot
  • Apollo
  • Breeze
  • LinkedIn
  • Google Calendar / Outlook
A sales representative researching accounts on a laptop in a bright Mexico City office
Revenue ops

What it does

Every account researched. Every first message written for one person.

Where it lives

Your cloud, your repo, your IP.

1. Receives 2. Looks up 3. Decides 4. Acts 5. Escalates 6. Learns

Systems it integrates

  • HubSpot
  • Apollo
  • Breeze
  • LinkedIn
  • Google Calendar / Outlook

Sales Development Agent

03Decides

Channels

  • Email
  • WhatsApp

A person on your team

01

Receives

Takes the ICP and the target list from HubSpot or Apollo, plus the buying signals you care about.

02

Looks up

Researches each account: site, news, hiring, tech stack and the contacts that match the ICP.

03

Decides

Chooses angle and channel per contact and drafts a sequence in your voice, never from a template.

04

Acts

Sends inside the caps, handles replies, qualifies and books the meeting on the rep's calendar.

05

Escalates

Routes any reply with pricing, legal or objection content to the rep with the thread.

06

Learns

Reads replies and booked meetings, and reports angle performance every week.

KPI it moves

Targets set, being measured.

These are the numbers we sign in the KPI Contract, not results, until the pilot closes.

Proof Ledger
Pilot targets

Target, being measured

8 to 12%

Reply rate on the first sequence

Pilot target measured in the DaCodes internal deployment, Sep 2026

Target

Target, being measured

3 to 5

Meetings booked per week, per rep

Pilot target measured in the DaCodes internal deployment, Sep 2026

Target
Reviewed September 3, 2026

How it is governed

Every action has an owner, an eval and a limit.

Set in the Blueprint, enforced by the Govern layer of the platform.

Govern · Approval queue
Demo data

Waiting for a person

New sequence of 4 messages · fintech CFOs

212 accounts · waiting for sales

Weekly eval

Passing

Message quality against your voice guide

94.5%

Last 8 runs
91.4% → 94.5%

Bounce rate under the alert threshold

Limit, enforced

Daily send cap per domain

71% of today's ceilingAuto-pause

Human approvals

  • Every new sequence approved by sales before it runs
  • Sending domains, volumes and warm-up managed by your ops

Typical evals

  • Message quality scored against your voice guide
  • Qualification accuracy on booked meetings

Limits

  • Daily send caps per domain and per rep
  • No claims about pricing or delivery dates

Time to production

8 to 12 weeks

of pilot to production under a KPI Contract, after a Blueprint of 1 to 2 weeks

2 to 4 weeks of tuning on your ICP, voice and sequences inside the pilot. It runs internally at DaCodes today, so the platform side is ready.

DaCodes delivery standard, Sep 2026. Integration is the long pole, not the model.

How we deploy
The four phases
Commitment gate

  1. 01Discovery Express

    2 sessions, no cost

  2. 02Blueprint

    1 to 2 weeks

  3. 03Pilot

    8 to 12 weeks

  4. 04Scale & Managed

    Continuous

  • Pilot, first 8 weeks
  • Up to week 12 of the pilot
  • This agent: 2 to 4 weeks of tuning, inside the pilot
  • Commitment gate: the KPI decides Scale

Proof and demo

What backs the label.

Proof Ledger note

Pilot

Running today. The figures above are targets signed in the KPI Contract until the pilot closes.

Reviewed September 3, 2026

Where this agent sits on the maturity policy

  1. Reference architecture
  2. PilotToday
  3. In production

The Discovery Express shows this agent on your data, live. Two sessions, no cost.

See this agent with your data

Related agents

Same function or industry.

All agents

FAQ

Direct answers.

Not yet. It runs internally at DaCodes as a pilot for our own outbound, which is why it carries the label used internally at DaCodes. The targets on this page come from that deployment.

No. Send caps per domain, one sequence per contact at a time, opt-outs honored across channels, and every sequence approved by sales before it runs.

It drafts from your voice guide and your best-performing emails, and every sequence is reviewed before it runs. Message quality is one of the evals.

Which process do we automate first?

Two discovery sessions, no cost, and you leave with two or three quick wins whether or not you build with us.

We reply in under one business day.

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