Close More Deals and Handle Replies Like a Pro with Instructions for Reply handling in AI SDR 

Close More Deals and Handle Replies Like a Pro with Instructions for Reply handling in AI SDR 

In sales, your replies matter just as much as your initial outreach. It’s not only about providing the information a prospect requests—it’s about presenting that information in a way that connects with them, builds trust, and nudges them toward taking the next step. 

With the recent addition of Instructions for Reply handling in AI SDR, you now have the power to guide Jason in crafting replies that are more than just informative—they are persuasive, personal, and effective in moving prospects down the sales funnel.

What Are Reply Instructions? (And Why You Care)

Instructions for Reply handling is a new feature within Jason AI SDR that allows you to teach Jason how to respond to prospects, not just what to say. Whether it’s tone, structure, or specific responses to objections, you can now customize Jason’s replies to reflect your best sales strategies. This goes beyond simply passing along information—it’s about presenting your solution in a way that resonates with the prospect’s needs and concerns.

Now, let’s explore how it works. While creating a Knowledge Base, go to the Reply Handling tab:

  1. Name the instructionGive the instruction a clear, descriptive name that Jason can reference, so he understands what topic the instructions correspond to (e.g., “Pricing Inquiry” or “Follow-Up Response”).
  2. Set your instructions Teach Jason your best sales techniques by giving him specific instructions on how to reply to different types of inquiries.
  3. Provide sample responses → By sharing examples of how you would reply, Jason will use them as models to craft replies that fit your style.
  4. Customize tone and length → Adjust the tone (confident, persuasive, witty, straightforward, emphatic) and decide how detailed or concise you want the responses to be.
  5. Attach files and resources → Jason will automatically include any relevant resources, such as product sheets, case studies, or demo links, to enrich your reply.

With Instructions for Reply handling, Jason doesn’t just send generic replies. Every time he receives a response to your cold email or LinkedIn message, he will analyze the message, consider the previous context, and identify the type of question being asked—without needing any specific keywords. Once Jason determines the topic, he will search your Knowledge Base for relevant materials and Instructions for Reply handling that you’ve set up.

Jason will then use both the information from your Knowledge Base and the instructions you’ve provided to craft the perfect draft for your response. If you’re using Copilot mode, this draft will be saved in your inbox for review before sending. If you’re using Autopilot mode, Jason will send the response automatically.

In cases where no specific Knowledge Base exists for the type of question, Jason will rely on the information from your website and general sales practices to craft a reply. While this can still be effective, we strongly encourage you to build as many Knowledge Bases as possible to cover all potential questions your prospects may have. 

One more important thing to mention is that Jason also references the history of your conversations, ensuring that every response is not only relevant but also informed by previous discussions. This makes your communication more personal, helping to nurture the relationship with your prospect and ultimately driving better results.

To make things even easier for you, we’ve prepared a library of pre-made Instructions. These are templates designed with proven sales strategies in mind. The templates cover a wide range of common responses and objections you’ll encounter when reaching out to prospects. 

This library allows you to get started quickly, using pre-built instructions tailored to different scenarios such as budget concerns, interest objections, follow-ups, and more. You can choose from these templates, customize them, or even create your own to suit your specific sales approach.

Want to close more deals? Start using Reply Handlers today to apply your best sales practices to every reply.

See Jason in Action

Best Practices for Handling Replies That Convert

When engaging with prospects, the quality of your responses will often determine the outcome. It’s essential to understand not only how to respond but also how to engage in a way that aligns with your goals: closing deals, gaining trust, and pushing your prospects to take action. 

Below are some of the most common replies you may encounter, along with practical tips on how to handle them in a way that is thoughtful and effective.

1. “Can you send me more information?”

This is one of the most common replies you’ll get. Prospects are asking for more details to understand your offering better, but don’t fall into the trap of just sending generic information. Instead, frame your response to engage and create curiosity.

How to handle it:

  • Be specific: Don’t send a broad, lengthy document that overwhelms them. Instead, pick the most relevant aspects of your solution that directly align with their needs. If they mentioned a pain point in your previous conversation, address that specifically.
  • Offer value: Don’t just provide a brochure—add an insight or a valuable takeaway, such as a case study or a unique approach.
  • Encourage a next step: Offer to schedule a call or demo for further discussion. Position the information as a preview of what’s to come in a more detailed conversation.

Example: “Thanks for asking! I’d be happy to send more information. Based on what we’ve discussed, I think our {{product feature}} could really help with {{specific problem}}. Here’s a case study that highlights how it’s helped companies like yours. Would you like to schedule a quick call to dive deeper?”

2. “We’re on a budget freeze.”

This is a common objection that many salespeople will encounter. Budget issues are real, but it’s your job to show that the value your solution brings justifies the cost—even in tough times.

How to handle it:

  • Acknowledge the concern: Recognize that budget constraints are a challenge, but don’t accept the objection passively.
  • Provide a reason for value: Share how your solution can drive a return on investment, save money, or enhance efficiency—helping them see the long-term value.
  • Offer alternatives: If possible, offer a scaled-down solution or payment plan that makes it easier to move forward within their current budget.

Example: “I completely understand—budget freezes can be tough. However, many of our clients in similar situations have found that our solution actually helps them save costs by {{specific benefit}}. In fact, I’d love to share a case study that highlights this. Would it help if I showed you how we can implement a smaller-scale solution for now?”

3. “I’m not the decision-maker.”

This is another common reply. The prospect might not be the one with final approval, but they could still be influential in the decision-making process.

How to handle it:

  • Clarify the decision-making process: Ask who the decision-makers are and if you can schedule a call with them directly.
  • Empower the prospect: Offer to provide them with materials or a demo they can use to bring the decision-makers into the conversation.
  • Continue the relationship: Don’t disengage—keep the conversation open and friendly so that when the decision-maker is brought in, you already have some rapport.

Example: “Thanks for letting me know! Could you let me know who the decision-maker is, and I’d be happy to schedule a time with them directly? In the meantime, I can send you some more information that you can share with them. We’ve worked with similar teams, and I think our solution would be a great fit.”

4. “Not interested.”

A short and direct response, but it doesn’t always mean they’re not interested—it could be a reflexive objection. This is an opportunity to turn the conversation around.

How to handle it:

  • Challenge the objection: Instead of accepting it, use a method like pattern interruption to break the prospect’s thought pattern. You can offer something unexpected, like an insight or solution that challenges their current perspective.
  • Share a valuable insight: Offer them a valuable takeaway or a unique piece of information that might get them thinking.
  • Reframe the value: Show them something they may not have considered—whether it’s a competitor’s approach or an industry trend.

Example: “I understand—many of our customers felt the same way before they saw how we could help them save {{specific metric}}. I’d love to share a quick insight on how competitors are leveraging our solution to stay ahead. Could I send you something interesting?”

5. “We already use {{Competitor}}.”

When a prospect mentions a competitor, it’s important not to bash their current solution. Instead, use this as an opportunity to show how your solution offers something extra.

How to handle it:

  • Acknowledge their current solution: Respect their existing choice, but highlight areas where your solution might be better suited to their evolving needs.
  • Position your strengths: Emphasize how your solution stands out, whether it’s better features, a more cost-effective plan, or better customer service.
  • Share case studies: Point out how others have successfully switched from the competitor and seen better results.

Example: “That’s great to hear you’re already working with {{Competitor}}! Many of our clients were using them before switching to us, and they found our [specific feature] gave them more flexibility and better results. Would it help if I shared a case study showing how we helped another company in your industry?”

Conclusion

Teach Jason the right sales techniques to handle each type of response, making every reply more effective and personalized. By setting clear instructions, providing sample responses, and using context-aware templates, you’ll be able to consistently deliver messages that align with your sales goals and create meaningful connections with your prospects. 

Remember, it’s not just about what you say—it’s about how you say it.

Book a demo and see how Jason handles your replies using relevant product information — no more wasting time writing the same responses.

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