Scale the Sales Development agent across teams (preview)

[This article is prerelease documentation and is subject to change.]

After you validate your agent, scale it across product lines, territories (English speaking and US only), or teams. Each instance can have its own configuration while still following organization-wide compliance rules.

Important

• This is a preview feature.
• Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.

Best practices for scaling:

• Start small; test with fewer than 25 prospects before expanding.
• Review engagement summaries and tweak your configuration regularly.
• Keep playbooks and guidelines current as products and markets evolve.
• Create more instances for new products, regions, or campaigns.
• Maintain separate CSV files for each outreach wave.
• Review summaries weekly to ensure guardrails are followed and tone remains consistent.

Management capabilities:

• Pause outreach: Immediately stops all active engagement.
• Reassign leads: Forward hot leads or escalations to specific sellers (if defined in your prospect file).
• Handle unsubscribes: Automatically records opt-outs and ensures no further contact.

When an outreach wave is completed, you get a summary message with the full status breakdown (sent, pending response, and unsubscribed).