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Outcome: a supervised, self-improving outbound system — Jason (Reply’s AI SDR) writes and sends outreach and handles replies, while your agent supervises through approval queues and performance data. The highest-altitude pattern: an agent configuring an agent.

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Best interface

MCP — the Jason toolset is richest there: 31 of the 70 tools drive knowledge bases, offers, playbooks, reply handlers, reengagement cards, and the approval queue. The REST API covers the knowledge/offer/playbook layer.

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Steps

1

Define the sales goal — available

Translate the objective into an offer, a target market, and success metrics. Draft offer content from a website with MCP reply_generate_offer_from_website (review, then reply_create_offer).
2

Build the knowledge base — available

reply_create_knowledge_base → add URL sources (reply_add_knowledge_base_source), reply handlers (how Jason answers pricing/security/… questions), and reengagement cards (win-back plays). See MCP tools → Jason AI SDR.
3

Define offers and playbooks — available

The offer says what’s being sold and to whom; the playbook says how (tone, structure, channels). reply_create_offer, reply_create_playbook, then attach both to the sequence.
4

Point it at prospects — partly coming soon

Enroll contacts you already have (Launch outreach).
Intent-signal targeting and Live Data sourcing are coming soon — see Find prospects.
5

Set the reply mode — available, gate it

reply_set_sequence_reply_mode → Review (Jason drafts, you approve) is the safe default. Autonomous (Jason sends without approval) is a high-stakes switch — verify offer/playbook/knowledge base first and confirm explicitly. Recipe: Switch Jason to Autonomous.
6

Supervise the queue — available

reply_list_pending_approvals → approve (sends immediately), regenerate with feedback, or reject (removes the contact from the sequence — irreversible). Recipe: Supervise Jason in Review mode.
7

Watch conversations and optimize — available

Replies flow into the unified inbox with AI categorization; escalate high-intent threads to a human. Read the meetings ledger and per-sequence stats; refine the offer, playbook, and targeting based on what converts (Analyze performance).

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Availability notes

  • Knowledge bases, reply handlers, reengagement cards, offers, playbooks, reply-mode control, and the approval queue: available today via MCP (and the AI SDR REST module).
  • Coming soon: intent-signal prospect targeting; full autopilot enrollment loops. Everything labeled available above is callable now.