B2B Outbound (SDRConvert)

Where it is: Home → Your apps → SDRConvert (at the top of the screen the module shows as B2B Outbound) Address: /app/modulos/sdrconvert

What it's for

Almost everything AutoAgency does is wait for the customer to show up: the ad runs, the person calls, you answer. This module does the opposite. It goes after companies that could buy from you and starts the conversation first. That has a name in the market: outbound prospecting — instead of waiting for the phone to ring, you knock on the door.

Here's how it works. You say what kind of company interests you (for example: "restaurants and bakeries, 10 to 50 employees, in Goiânia, talking to the owner or the manager"). The system builds a list of companies with that profile, looks up each one's email and phone number, and sends a sequence of messages over several days. Anyone who replies lands in an inbox in here, so you can answer and book the meeting.

A day-to-day example: you're a gas fitter and you want a standing contract with a condominium. On your own, you'd have to find the buildings, figure out who the building manager is, call, fail to reach them, call again, forget to call the third time. The module does that chasing for you: the first email goes out today, the second three days from now, and the call is scheduled for day six. You only step in when someone replies — and that's where the sale is.

Three names show up on the screens all the time. They're this module's agents (assistants):

Important: nothing goes out automatically without rules. Email to a leadership role stops in your approval queue before it goes out, anyone who replies makes the sequence stop right away, and every message carries an unsubscribe link in the footer.

Before you start

• The B2B Outbound module has to be active on your account. Without it, the screens say "The SDRConvert module is not active on this tenant." (tenant = your company's account).
• The first time you open the module, an invitation appears at the top of the screen to set it up by chatting with Laís. It's optional: the tabs below already work, and each reply from the specialist uses AI credits. Click Chat with Laís so Laís gets to know your company (when you're done, click Complete setup) or Dismiss to remove the invitation without chatting.
• Required: describe your ideal customer on the Settings tab (sectors, company sizes, regions and roles). The list of companies comes from there.
• Required to send email: a sending domain just for prospecting. It's not the email you already use — it's a separate address (for example envio.suaempresa.com.br). You'll need to make a change once in the panel of the place where your domain was registered (Registro.br, the Brazilian domain registry, Hostinger, GoDaddy…). After that, the system "warms up" that domain for a few days, sending just a little each day, before releasing the normal volume.
• Optional: the closing WhatsApp number. It's the number the message sends the hot lead to. Without that number, the sequence step that uses the WhatsApp link is not sent.
• Optional: calls made by a voice agent. They only happen if your account already has a voice persona created in the voice campaigns — the agent reuses the same one. With none, the call isn't made.
• There's nothing to ask AutoAgency for. Until September 4, 2026 there was, besides your domain, one last sending switch that only AutoAgency turned on. It was turned on on that date, all at once, for all accounts — there's no longer a release queue or anything to request. Today the only thing that decides whether email goes out is your sending domain: while it isn't verified and warmed up, the screen answers "Sending still disabled (activation pending)." — you can set everything up, but nothing goes out. The way forward is to finish the domain on the Settings tab and wait for the warm-up to finish; there's no one to contact.

Getting started

The Panel itself guides you: as long as something is missing, the How to get started box appears right below Laís's note and the numbers, with the sentence "5 steps for SDRConvert to start prospecting on its own." and a Go button on each step that hasn't been done yet. The five steps in the box are: 1. Ideal customer profile, 2. Sending domain, 3. Target list, 4. Message cadence and 5. Cadence enrollment. The walkthrough below goes through the same five, in more detail:

1. On Home, under Your apps, click SDRConvert. If the invitation to the setup conversation appears, chat with Laís and click Complete setup, or click Dismiss. The tabs work either way.
2. Go to the Settings tab and fill in the Ideal customer profile (ICP): Sectors, Company sizes, Regions and Target roles, separated by commas. Also fill in the Tone of voice and the Closing WhatsApp number. Click Save.
3. Still in Settings, in the Sending domain box, type the address of the domain you'll use only for prospecting and click Connect. The screen shows what you need to create at your domain provider. Once that's done, verification happens on its own within a few hours.
4. Go to the Prospecting tab and build the list. You have three paths: Build list (Laís), Find real (Maps) or Import CSV (if you already have a list ready). You can also add companies one by one with Add target.
5. Click Enrich pending so the system looks up the email and phone number of the companies on the list, and then Qualify (Sandra) so each one gets a score.
6. Go to the Cadences tab and create the sequence of messages. If you prefer, click 🤖 Bento builds it for me, write what the goal is and review what he proposed.
7. Go back to the Prospecting tab, check the companies you want to approach, choose the cadence in the Choose sequence… box, click Enroll in sequence and confirm.
8. Done. From there, follow the Conversations tab — that's where replies, calls to make and messages waiting for your "go ahead" arrive.

Panel tab with Laís's note, the five prospecting numbers, the "How to get started" box (5 steps) and, beside it, the chat with Laís, Bento and Sandra

Three words you need to understand

Target. It's each company on your list. A target has the company's name and, when the system manages to find them, the person's name, role, email and phone number.

Cadence. It's the sequence of attempts over the days. It's not a single message: it's a polite chasing plan. For example: email today, another email 3 days later, a call on day 6, a last email on day 10. Each of those lines is a step, and each step has a Day. Day 0 is the day the company enters the cadence.

Enroll. It's putting the chosen companies inside a cadence. Before you enroll, nothing is sent to anyone. Once you enroll, the queue starts moving.

Two more buttons have strange names:

• Enrich — go looking on the internet for the data that's missing for that company (mainly the email, which Google Maps never returns). Without an email, the cadence has nowhere to send.
• Qualify (Sandra) — give the company a score from 0 to 100, looking at the contact's role, the company's size, whether the sector matches what you asked for and whether there's an email and phone number. The score becomes a label: 🔥 Hot, 🟡 Warm or 🔵 Cold.

How a cadence really works (read this first)

This is the part that prevents surprises later:

• The system runs once a day, in the morning. It's not minute by minute. If you enrolled someone this afternoon, the first email goes out in the next day's round, at the round's time.
• It only goes out on business days. Weekends and national holidays don't count: the step waits for the next Monday (or the next business day). Nothing is lost, it just goes out later.
• Never two touches on the same day to the same company. And the interval between one step and the next is counted from the last send, not from the enrollment date — that is, if the queue fell behind because of a holiday, it doesn't "catch up" by sending everything at once.
• Bento rewrites each message for each company before sending it, using the text you wrote as a base and that contact's data. The text you write is the anchor, not a straitjacket.
• Every message carries an unsubscribe footer. Whoever clicks it leaves your list right away and receives nothing more.
• Email to a leadership role doesn't go out on its own. If the contact's role contains one of these words — owner, proprietor, partner, founder, president, vice president, director, head, CEO, CFO, CTO, COO or CMO —, the message stops in the Conversations → Approvals tab waiting for you to read it, edit it and release it.
• Whoever replies makes the cadence stop. As soon as a reply arrives (except an automatic out-of-office reply), that company stops receiving the next steps. From then on, you're the one talking.
• Whoever says "I'm not interested" leaves the list. Sandra marks them as lost and removes them from sending.

The tabs, one by one

Panel

/app/modulos/sdrconvert/painel

• What you see here:
  • At the top, Laís's note about how your operation is doing, with a button that takes you straight to what's missing, and five numbers: Active cadences, Being prospected, Sending domain health, Asked to opt out and Days since the last reply. Below, when there is one, the What's been done here box.
  • The How to get started box, with the 5 steps and the Go button. A finished step gets a ✓ and loses its button. The box disappears on its own when all five are done.
  • The Waiting on you box, which only appears when there's something for you to do: Pending approvals, Pending calls and Hot replies. Clicking any of them takes you to the right tab.
  • Four big numbers: Targets, In contact, Qualified and Meetings booked.
  • The Funnel box, with a little bar for each stage and the percentage of the total.
  • Beside it, the Talk to the specialist chat, with the little buttons to switch between Laís, Bento and Sandra.
• What you can do: look, click the shortcuts and chat with the agents. There's no form on this tab.
• Empty state: with no company registered, you see "No targets yet — the funnel fills once you add targets in the Prospecting tab."

The six funnel stages:

Prospecting

/app/modulos/sdrconvert/prospeccao

This is where your list of companies lives.

• What you see here: at the top, the Add target box (click Expand to open it) and the Import CSV button. Below, the Targets (N) list, one row per company. In the right-hand column is the same Talk to the specialist chat from the Panel tab, with Laís, Bento and Sandra — in this module it appears next to every tab.
• What you can do: build the list, filter to find a company, look up missing data, score companies, enroll them in a cadence, fix them and delete them.

The four buttons above the list:

What the screen answers after building the list: a short sentence next to the Import CSV button, for example "Laís added 12, 3 already existed". It also warns you when a company was left out for already being your client, and when Google Maps didn't recognize the city or state you wrote.

Step by step — adding a company by hand:

1. On the Prospecting tab, click Add target (it opens and closes; the text beside it switches between Expand and Collapse).
2. Fill in at least Company * — it's the only required field.
3. Fill in whatever you know: Tax ID, Contact (the person's name), Role, Email, Phone, LinkedIn, Sector, Company size and Region.
4. Click Add.

Step by step — importing a list you already have (CSV):

1. Save your spreadsheet in CSV format (in Excel or Google Sheets: "Save as" → CSV).
2. Check the header row. The screen says which columns it understands: "CSV columns: empresa/company (required), nome/name, cargo/role, email, telefone/phone, setor/sector, porte/company_size, regiao/region, cnpj."
3. Click Import CSV and choose the file.
4. The Import report opens, saying how many rows came in and how many were skipped. If there's a problem, the Skipped lines box shows which row and why (a row without a company is discarded; a misspelled email is saved without an email).
5. Click Close.

Step by step — enrolling companies in a cadence:

1. Check the box next to each company you want to approach. To check them all at once, use the checkbox next to the Targets heading.
2. A gray bar appears saying "N selected".
3. In the Choose sequence… box, choose the cadence. Only Active cadences appear.
4. Click Enroll in sequence.
5. The screen asks: "The selected contacts join the sequence and will start receiving touches once sending is enabled. Confirm?" Click Confirm.
6. At the end the result appears, for example "38 enrolled, 2 already in the sequence.".

If you select a lot of people at once, the system does the job in rounds. If a round fails halfway, the message says how many have already gone in and asks you to select the ones that are missing — never redo everything from scratch on your own.

The other buttons on the selected bar: Enrich, Qualify (Sandra) and Delete (this one asks "Delete the selected contacts? This can't be undone."; it deletes at most 100 at a time and warns you when it cut off).

Each row in the list shows:

• The company name (clickable — opens the dossier).
• The score label: 🔥 Hot, 🟡 Warm or 🔵 Cold. When you hover over it, the 0-to-100 score appears.
• Contact, role and email, when they exist. If there's nothing, a dash (—) appears.
• Source: where that data came from (Laís's list, Maps, the CSV, manual entry).
• The Edit and Enrich buttons, the stage box and Delete.

About the stage box: every new company starts at Possible customer (the first stage: it entered the list and hasn't received anything yet). The box lists the six stages, but the system doesn't let you skip stages ahead: the ones you can't reach from the current stage appear grayed out, with no click. Move one at a time. Lost can be marked at any time; and a lost company can only go back to Possible customer.

The list filter: right above the targets there's a search field — "Filter by company, person, email, sector, region or phone". Type a piece of what you're looking for (from two letters on) and the list rebuilds itself, searching those six fields. The counter next to Targets starts saying how many there are in this filter, and the Clear filter button brings back the whole list.

Three things worth knowing:

• The search runs across your whole base, not just the ones on screen. That's why it's the way to reach companies that were left out of the cap notice, right below.
• If you had companies checked and changed the filter, the check only stays valid for those that still appear. That's on purpose: nobody enrolls or deletes in bulk what they can't see.
• With a filter and no results, the screen says "No target matches this filter" — which is different from "No prospecting targets yet", which only appears when your list is truly empty.

When the list is big: it shows 100 at a time, with a Load more (X of Y) button at the end. Past a thousand companies, the notice "Showing the 1000 most recent contacts. Use the filters to reach the rest." appears — the filter in the paragraph above is exactly that way.

The target dossier (opens when you click the company name): shows the full data (email, phone, LinkedIn, sector, size, region), the score label, the stage and the Interaction history — every email sent, every reply, every call, in order. At the bottom are Close, Edit and Enroll. If nothing has happened yet, it shows "No interactions yet".

The dossier is where you read WHY something didn't happen. When a step doesn't go out — an email that wasn't sent, a voice-agent call that wasn't made —, the history row carries, right below the title, a sentence explaining the reason. For example: "The voice-agent call didn't happen: this account doesn't have a voice created in the voice campaigns yet.", "The step wasn't sent because this lead has no value for {{cargo}}." or "Waiting for this contact's email — the step goes out as soon as it's found." It's the only place on the platform where that reason shows up: the queue on the Conversations → Calls tab shows only the calls in I call mode, which are the ones waiting for you.

Prospecting tab with the Add target box and the Import CSV button at the top, the Targets (3) list with the four buttons and the filter, the "2 selected" bar open, three companies with the Cold, Warm and Hot labels and the stage box on Possible customer, and the chat with Laís, Bento and Sandra in the right-hand column

Cadences

/app/modulos/sdrconvert/cadencias

• What you see here: at the top, the form to create (or edit) a cadence. Below, the Cadences (N) list with the ones you already have.
• What you can do: build the sequence of messages step by step, or ask Bento to build it; pause, reactivate, edit and delete.

Step by step — creating a cadence from scratch:

1. On the Cadences tab, type the name in the Cadence name field (for example "Condominiums – first approach").
2. The first step already comes ready on the screen. Fill in:
   • Day — how many days after enrollment that step happens. The first one is normally 0 (the same day).
   • The middle box — Email or Call.
   • Message… — the text. For a call, it's the basis of the script Bento will build.
3. To put the person's and company's name inside the text, use the little buttons above the form: {{nome}}, {{empresa}}, {{cargo}}, {{wa_link}} and {{setor}}. They're the "Variables auto-filled per lead". Click the button and the code goes into the text of the step you were writing.
4. Click + Step to add the next attempt. Repeat as many times as you like. To remove a step, click Remove.
5. Click Save cadence. It's born active.

Each field explained:

Careful with variables: if you use {{cargo}} (or {{setor}}) and the system doesn't know that data for that person, that step isn't sent to them — instead of sending an email with a hole in the middle, the system holds it back. The reason is written in the target's dossier, on the Prospecting tab.

Step by step — asking Bento to build it:

1. Click 🤖 Bento builds it for me.
2. Answer "What's the goal of this cadence?" — for example "book a technical visit with condominium managers".
3. Click Generate (while he works, the button says "Bento building…").
4. His cadence appears filled in on the screen, with the orange notice "Bento's draft — review before saving". Nothing has been saved yet.
5. Read it, fix whatever you like and click Save cadence.

If there's a Call step, an extra box appears, Who calls?:

• Our agents call (AI voice) — a voice agent calls in your place. When you choose this, the Style box appears, with three options: Converses and qualifies (it talks and tries to work out whether it's worth it), Opens and transfers (it opens the conversation and passes the call to a human) and Leaves a voicemail (it leaves the message and hangs up).
• I call (queue + WhatsApp alert) — the call goes into your queue, on the Conversations → Calls tab, and you get an alert on the WhatsApp connected to the account. This is the option that comes selected by default.
• Deadline to resolve (days) — how many days the system waits for you to log that call's outcome before considering the matter overdue. It comes with 3; it accepts from 1 to 30.

The cadence list shows, on each row:

• The name and the Active (green) or Paused (gray) label.
• The steps as little bubbles: D0 ✉️, D3 ✉️, D6 📞 — the D is the day, the envelope is email and the phone is a call. When you hover, you read the beginning of the message.
• That cadence's numbers: enrolled · done · replies · qualified.
• The Edit, Pause (or Reactivate) and Delete buttons — the last one asks for confirmation in Confirm delete?.

Pause is the handbrake: the cadence stops sending the next steps and disappears from the choice list when enrolling. Nobody loses their place.

Conversations

/app/modulos/sdrconvert/conversas

This tab is your work inbox for the day. It has three buttons at the top, and each one shows a little number when something is waiting for you: Replies, Calls and Approvals. Each has its own address:

• Replies — /app/modulos/sdrconvert/conversas?aba=respostas
• Calls — /app/modulos/sdrconvert/conversas?aba=ligacoes
• Approvals — /app/modulos/sdrconvert/conversas?aba=aprovacoes

Replies

• What you see here: Inbox (N) — everything the companies replied, from newest to oldest, with the sentence at the top explaining: "Lead replies and what Sandra did with each. You answer replies here — Sandra never replies on her own."
• Each reply shows the company, the email, the subject, the text the person wrote, a classification label and a line starting with Sandra: saying what she's already done.

The labels and what Sandra does with each:

Step by step — replying to someone:

1. On the Conversations tab, click Replies.
2. Find the conversation and read what the person wrote.
3. If you want help getting started, click Sandra's draft — she writes a suggestion inside the text field. It's a suggestion: delete it, fix it, rewrite it.
4. Write your reply in the "Write your reply to the lead…" field.
5. Click Send reply. Sent. appears beside it when it worked.

The reply goes out in the same thread as the original email, so the person receives it as a continuation of the conversation.

• Empty state: "No replies yet" — and the hint that the cadences are what generate replies.

Calls

• What you see here: Call queue (N) — the calls the cadence scheduled for you to make, with the company name, the person and the phone number, and the script Bento prepared. Further down, the History of calls already resolved.
• What you can do: make the call (from your own phone) and log what happened.

Step by step — logging a call:

1. On the Conversations tab, click Calls.
2. Call the number shown on the row, using the script as support.
3. Click Log the call.
4. Choose one of the outcomes: Answered, No answer, Voicemail, Booked meeting, Not interested, Wrong number or Asked not to contact.
5. If you like, write what was discussed in Notes (optional).
6. Click Save outcome.

What each outcome does to the target:

• In the History, when the call was made by a voice agent, the Recording and Transcript links appear.
• Empty states: "No calls yet" (none of your cadences has a call step) or "No pending calls" (queue cleared).

A voice-agent call doesn't show up in this queue — the queue is only for I call mode, which is the one waiting for you. If you set Our agents call (AI voice) and don't see any call happening, open the Prospecting tab, click that company's name and read the Interaction history in the dossier: that's where the reason is written (for example, that the account doesn't have a voice created in the voice campaigns yet).

Approvals

• What you see here: Pending approvals (N) and the explanation: "Emails paused because the lead is a senior decision-maker. Nothing goes out until you release it."
• Each card shows the company, the person, the role, the email, the Senior decision-maker label and the exact text that would go out — with the name and company already filled in, inside a box you can edit.

Step by step — releasing a send:

1. On the Conversations tab, click Approvals.
2. Read the text in the box.
3. Change whatever you like. What's written there is what will go out, word for word.
4. Click Approve & release.

Attention: approving releases that contact's entire cadence. Their next steps no longer stop in this queue. It's written on the card itself: "Review the text before releasing. Approving unlocks this contact's whole cadence."

To not send it, click Reject — that send is canceled.

If the cadence was changed after the message stopped here, an orange notice appears saying the step no longer exists and asking you to write the text you want to send.

• Empty state: "Nothing awaiting approval".

📷 This screen has no photo — when the cadence builds an email for a senior decision-maker, it waits for your approval in this sub-tab: a card with the "Senior decision-maker" label, the text you can edit and the Approve & release / Reject buttons.

Settings

/app/modulos/sdrconvert/config

There are three boxes.

1. Ideal customer profile (ICP) — "Comma-separated. This is what the agents use to build the target list."

Click Save. A green Saved appears beside it.

2. Sending domain — "A dedicated domain just for prospecting — never your main one. We set up SPF, DKIM and DMARC and warm it up gradually before the first send."

Step by step — connecting the domain:

1. In the Connect domain field, type the address (the example on the screen is envio.suaempresa.com.br).
2. Click Connect.
3. The box "One step left at your domain provider" appears, with two paths. You choose one of them:
   • Option 1 (simplest): point the domain's nameservers to the two addresses the screen shows. After that, AutoAgency takes care of the rest.
   • Option 2: keep the DNS where it is and create, in your provider's panel, the records the screen lists (the table brings the Type, Name and Value of each one — it's copy and paste).
4. Save it there at the provider. "After saving, verification happens on its own within a few hours — the three badges above turn green."

What the domain row shows:

The Pause sending and Resume sending buttons are on that same row. Pausing stops everything on that domain without deleting anything.

3. CRM and approvals — a fixed note: "Approvals live in the Conversations tab. Qualified leads automatically enter your CRM (SalesFlow module)." — it's the same SalesFlow that appears in the menu.

How to use

/app/modulos/sdrconvert/como-usar

Every module has this tab at the end. It's the module's manual inside the system itself.

How to read the numbers

In Laís's note (top of the Panel):

• Active cadences — how many of your sequences are switched on. A paused one doesn't count.
• Being prospected — how many companies are inside some cadence right now.
• Sending domain health — a 0-to-100 score of your domain's technical readiness. When there's no domain at all, a dash (—) appears, not zero. A low score shows in an alert color: sending a lot with a poorly prepared domain burns your deliverability.
• Asked to opt out — how many people clicked unsubscribe.
• Days since the last reply — how many days it's been since anyone replied. It's there so you get suspicious when "Hot replies" shows zero: it may be that nobody really replied, or that the inbox stopped receiving.

In the four big numbers:

• Targets — the size of your list.
• In contact — how many have already received the first email.
• Qualified — how many have already replied with interest, already booked a meeting or already gone to the CRM.
• Meetings booked — how many have a meeting scheduled (including those that have already gone to the CRM).

In the funnel: each row carries the number of companies and the percentage of the total. If the giant bar is Possible customers, it's because your list exists but nobody has been enrolled. If it's In contact and nothing moves forward, the problem is in the cadence's text.

In each target's label: the score goes from 0 to 100. From 70 up it's 🔥 Hot; from 40 to 69 it's 🟡 Warm; below 40 it's 🔵 Cold. It goes up with a leadership role, a bigger company, a sector that matches what you asked for, and having an email and phone number.

In the cadence list: "12 enrolled · 5 done · 3 replies · 2 qualified" — enrolled is who went in, done is who went through all the steps, replies is how many people answered and qualified is how many were worth it.

In the sending domain: the Today's limit grows on its own as the warm-up advances — it starts low in the first week and keeps rising up to the normal ceiling. That's not a defect: it's what makes your email reach the inbox instead of spam.

Frequently asked questions

Isn't this spam? The difference is in the safeguards: the message goes to the business address the company itself publishes, every email carries the unsubscribe link in the footer, whoever clicks leaves right away, whoever replies "I'm not interested" is removed, and sending is gradual, from a domain separate from your main email. Even so, write like a person: a message with "promotion", "unmissable", "click here", lots of exclamation marks or ALL CAPS is blocked before it goes out.

Why do I need a separate domain? Can't I use my usual email? No, and it's for your own good. Cold prospecting always generates some complaints, and complaints damage the reputation of the address that sends. If that happens on your main domain, the quote you send to an existing customer could start landing in spam. The separate domain protects your work email.

I enrolled the companies and nothing went out. Is it broken? Probably not. Check, in this order: (1) the round happens once a day, in the morning; (2) weekends and holidays don't count; (3) the domain has to be Warming up or Ready to send; (4) the target has to have an email — without an email, it waits for enrichment; (5) if the contact is a leadership role, the message is waiting for you in Conversations → Approvals.

What happens if the person replies? The cadence stops right away for that company. The reply lands in Conversations → Replies, Sandra classifies it and does the obvious (books the meeting, moves the stage or takes them off the list), and you're the one who writes the reply. Sandra never replies on her own.

Do I have to keep pressing "Enrich" every day? No. The daily round already looks up the missing data before sending. The button is there for when you're in a hurry with a specific target.

How many companies does Laís build per click? Fifteen at a time, both in Build list (Laís) and in Find real (Maps). Click again to bring more.

What's the difference between "Build list (Laís)" and "Find real (Maps)"? Laís suggests companies that match your profile — they're hypotheses, and sometimes one doesn't exist under that exact name. Maps brings real companies, with phone and website, but it uses up balance and never brings an email (the email comes later, in enrichment).

Does the qualified lead go into my CRM on its own? Yes. When the company reaches "Qualified" or "Meeting booked", it's handed to the SalesFlow module (the platform's CRM) with the dossier included (company, contact, role, phone, sector, size, score and the meeting date, when there is one).

When something goes wrong