How do I review the AI SDR end of day?
With End of day on, the AI SDR rereads the day's conversations at the chosen time and leaves suggestions in the Routine tab, under End of day. Nothing changes in the agent until a person approves.
Before you start:
- Role: a workspace member who can view AI agents. Approving or dismissing a suggestion also requires permission to edit agents.
- End of day turned on. See How do I turn on and set up the AI SDR routine?.
Steps
- Open My agents, click the agent and open the Routine tab.
- Click End of day. The number next to it shows how many suggestions are waiting.
- Each suggestion shows what the agent noticed and the conversation excerpts behind it. Click an excerpt to open the conversation in Live Chat. Decide by type:
- Knowledge: questions the agent could not answer. It suggests the question, never the answer. Write the answer and click Add to knowledge. The question and answer become an FAQ in the agent's Knowledge tab, named End of day with the date, and the agent uses it from the next conversation on.
- Objection: the objection that cooled conversations the most, with how the agent handled it and what it would change. Click Open Configuration to adjust the agent persona, then Mark as done.
- Review message: something the agent said that may be wrong, next to what the knowledge says. Click Open conversation to check and correct it with the contact, then Mark as reviewed.
- To discard a suggestion, click Dismiss.
Decided suggestions leave the list. With 60 suggestions waiting, End of day only creates new ones after you decide on these.
If the list is empty because End of day failed or has not run yet, the section shows its last run. With End of day off, the section says so and takes you to Set up routine.