⌘ K
AM
Alex Morgan⌄
AI SDR - B2B prospect System · demo workspace

Operations workspace

Prospectos, conversaciones y oportunidades de crédito en un solo lugar.

DEMO DATAVista inspirada en Vocero: inbox, contactos, pipeline, agenda y resultados. Las integraciones reales se conectan en la siguiente fase.
Active prospects♙
—
↗ —% demo trend
ICP qualified✓
—
Human review required
Conversations↩
—
LinkedIn + email demo
Credit opportunities▣
18
6 needs documents
Pipeline value$
$4.8M
Fictional demo value
Inbox / next conversations
Human-in-the-loop queue
MC
Mariana Cruz · CFOGrupo Andina · Reply received 12m ago
Needs review
RG
Ricardo Gómez · FounderNova Industrial · Message generated
Draft ready
LS
Laura Silva · Finance DirectorDelta Retail · Meeting requested
High intent
Agenda
Upcoming conversations
10:30Discovery call · Grupo AndinaToday
14:00Credit needs review · Nova IndustrialToday
09:00Follow-up queue · 8 contactsTomorrow
Credit opportunity pipeline
Inspired by a configurable Kanban workspace · demo records
New signal12
Grupo AndinaICP 88 · manufacturingResearching
Nova IndustrialICP 82 · logisticsContacted
Conversation8
Delta RetailICP 91 · retailMeeting set
Faro EnergyICP 79 · energyReply received
Credit case6
Orbe Foods$650k · working capitalDocs requested
Vértice Tech$1.2M · equipmentNeeds review
Institution2
Demo caseMatch pendingNext phase
Recent activity
Automation and human decisions
Open agent →
AI
ICP scoring completed
42 qualified
↗
Message draft generated
8 need review
▣
Credit case opened
Docs requested
Originations readiness
What the next phase will add
Roadmap
Meeting & discoveryReady
Document checklistDemo
Institution matchingNext
Approval & disbursementNext
Contacts & companies
Demo records from the prospecting API · source of truth will move to the product database
ContactCompany / roleICPNext actionAdded
Loading demo prospects…
Tasks & follow-up queue
Today · operational handoff
To-do 3
Review new ICP leadsDue today
Request revenue dataCredit case
In progress 2
Prepare discovery callHuman owner
Review 7
Approve outbound draftsNeeds human review
Complete 12
Daily pipeline digestCompleted 09:00
Ready · waiting for a task
SDR Agent SDR
Prospecting, qualification, and thoughtful outbound follow-up
for your next best B2B conversations.
✦ AI SDR · Used by 14 teammates · 312K tasks last month
▧ Project▱ AppReady to help