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THE AGentIC EMAIL PLAYBOOK

10 Proven Strategies for Agentic Email with Piper the AI SDR Agent

Piper the AI SDR Agent doesn’t just generate pipeline on the website, she also works the email inbox. She understands each buyer’s journey and tailors every email to move them toward conversion. Wondering how you can use agentic email to unlock more pipeline? Check out the 10 key plays below.

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PLAY
1

Piper the AI SDR Agent Handles Inbound Lead Follow-Up

Piper follows up with qualified buyers over email as soon as they show interest. This bypasses manual workflows required of human SDRs and accelerates speed-to-lead from days to minutes.

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Message from Piper the AI SDR Agent to Amy Thomas confirming sales request with option to book time.
1
LEAD CAPTURE

Use forms across your website to capture and convert interested buyers into leads for your sales team.

2
MEETING OFFERED

Instantly qualify leads and offer to schedule a meeting to keep the buyer engaged.

3
EMAIL FOLLOW-UP

If no meeting is booked, Piper immediately sends a bespoke email with the option to book time.

PLAY
2

Piper the AI SDR Agent Engages High Intent Buyers

Piper knows when buyers are showing high intent signals based on recent browsing activity or website conversations. She then takes quick action to keep buyers engaged in the email inbox.

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Dashboard showing Amy Thomas, Facilities Director, SiriusXM, with lead and account activity details.
Email from Piper the AI SDR Agent to Amy Thomas about an on-demand webinar with a Book time button.
1
BUYER INTENT IDENTIFICATION

Piper observes browsing behavior and website conversations to detect high buying intent.

2
EMAIL FOLLOW-UP

Piper automatically engages high intent buyers in the inbox and works to get a meeting booked.

PLAY
3

Piper the AI SDR Agent Nurtures After Content Downloads

Piper harnesses valuable marketing content, like guides, ebooks, and webinars, to capture new leads then nurtures them in the inbox with personalized recommendations until they’re ready to convert.

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Three people having a discussion around a table with a laptop, next to an email sign-up form.
Stacked messages from Piper the AI SDR Agent to Amy Thomas about guide, webinar, and custom demo booking.
Booking interface greeting Amy to select a March date and 3:00 pm time slot for a custom demo.
1
LEAD CAPTURE

Piper uses content like ebooks, case studies, or whitepapers to capture emails of potential buyers.

2
EMAIL NURTURE

Piper sends a series of nurture emails with tailored content to move the buyer down the funnel.

3
MEETING BOOKING

When the buyer is ready to move forward, Piper books time with their dedicated sales team.

PLAY
4

Piper the AI SDR Agent Does Event Outreach

Piper does pre-event outreach to book time with known leads then follows up after the event with newly captured leads to keep the conversation moving forward. This is how you maximize event ROI.

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Email from Piper the AI SDR Agent to Amy Thomas inviting her to Spring Summit 2026 with a book time button.
Email from Piper the AI SDR Agent to Amy Thomas about Spring Summit 2026 with a Watch now button.
Chat interface with Piper AI SDR Agent scheduling a demo meeting for March 18 at 1 pm Pacific Time.
1
PRE-EVENT EMAIL

Piper reaches out to leads for upcoming events so your team can book time and connect in person.

2
POST-EVENT EMAIL

Load up post-event lead lists then have Piper automatically follow up over email to stay connected.

3
MEETING BOOKING

Piper proactively greets buyers on the website and works toward her goals to get a meeting booked.

PLAY
5

Piper the AI SDR Agent Accelerates Deal Cycles

Piper can pitch, present, and demo on the website to meet buyers in the moment. She can then email a meeting recap, answer buyer questions in the inbox, and get the next meeting scheduled instantly.

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Software dashboard showing asset distribution charts, critical alerts, and a chatbot conversation with AI agent Piper.
Email thread between Piper the AI SDR Agent and Amy Thomas about meeting recap and next steps with a link to schedule time.
1
PRESENTATION & DEMO

Piper gives a personalized sales pitch and product demo right on the website and in real time.

2
EMAIL FOLLOW-UP

Piper sends a meeting recap and answers additional buyer questions, right in the inbox.

PLAY
6

Piper the AI SDR Agent Activates Old Leads

Piper understands when buyers have been inactive for an extended period of time then triggers a personalized email experience to resume the conversation and bring buyers back into the fold.

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User profile of Amy Thomas, Facilities Director at SiriusXM, showing lead overview and content guide.
Three email previews from Piper the AI SDR Agent to Amy Thomas about webinars, podcasts, and an employee guide.
Chat interface with Piper the AI SDR Agent showing conversation about hybrid workplace metrics and resource guide.
1
BUYER INTENT IDENTIFICATION

Piper notices which buyers have been inactive for an extended period of time, like 30 days or more.

2
NURTURE EMAILS

Piper periodically sends fresh and personalized content to re-engage the buyer.

3
WEBSITE CONVERSATION

When the buyer returns to the website, Piper is there to seamlessly continue the conversation.

PLAY
7

Piper the AI SDR Agent Powers the PLG Engine

Piper manages the entire free trial experience, from sign-up to conversion, with minimal sales intervention. This gives your free trial leads a high-touch experience that maximizes revenue.

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Chat interface with Piper, an AI SDR Agent, showing a conversation about hybrid work solutions and booking a demo.
Stacked messages from Piper the AI SDR Agent to Amy Thomas about starting and expiring free trial with upgrade option.
Chat interface with Piper the AI SDR Agent helping schedule a meeting and book a demo.
1
FREE TRIAL SIGN-UP

Piper monitors website traffic, engages visitors, and facilitates free trial sign-ups around the clock.

2
FREE TRIAL NURTURE

Piper helps buyers get the most out of a free trial experience with personalized feature recommendations

3
FREE TRIAL CONVERSION

Piper guides buyers down their path to conversion when they’re ready to upgrade.

PLAY
8

Piper the AI SDR Agent Recovers Churned Accounts

Piper recognizes when a buyer from a churned account is showing renewed interest. She can reference the historical relationship and highlight relevant updates since the account was deactivated.

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Profile of Tom Jacobson, Workspace Planner at Rapid7, with a lead and account overview and scenario planning topic.
Email from Piper the AI SDR Agent to Tom Jacobson and Sam Raskin introducing Scenario Planning feature.
Email from Sam Raskin to Tom Jacobson about booking a demo for Scenario Planning with a black Book time button.
1
BUYER INTENT IDENTIFICATION

Piper sees when accounts are showing renewed interest and understands why they churned.

2
EMAIL FOLLOW-UP

Piper quickly sends an email to contacts on the account record sharing relevant product updates.

3
EMAIL HANDOFF

Piper loops in the assigned account owner to take over the conversation and deliver a VIP experience.

PLAY
9

Piper the AI SDR Agent Facilitates Customer Expansions

Piper works to expand into your existing customer base by amplifying product news and booking demos, giving your sales team more upsell opportunities that convert into revenue.

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OfficeSpace Quarterly Release February 2026 with people talking and walking in a modern office.
Email from Piper the AI SDR Agent to Simon Garcia about the Quarterly Release with a booking link.
Chat interface with AI agent Piper scheduling a demo meeting with user Simon about Desk Booking feature.
1
MARKETING CAMPAIGN

Promote new products and features to your existing customer base with a one-to-many campaign.

2
EMAIL FOLLOW-UP

Piper will follow up with each contact at each account on behalf of the assigned account manager.

3
DEMO BOOKING

When the customer is ready to learn more, Piper will answer questions and get a demo booked.

PLAY
10

Piper the AI SDR Agent Revives Dead Deals

Piper notices when buying intent from a closed/lost account is heating up. She takes swift action to engage the buyer over email and schedules time with their dedicated account owner.

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Profile of Amy Thomas, Facilities Director at SiriusXM, with lead and account overview and related content.
Email from Piper the AI SDR Agent to Amy Thomas sharing a customer story about Medtronic choosing OfficeSpace.
Chat interface with AI agent Piper welcoming user and scheduling a meeting on March 18 at 1 pm.
1
BUYER INTENT IDENTIFICATION

Piper sees when accounts from a closed opportunity are showing renewed interest and why the deal was lost.

2
PIPER EMAIL

Piper crafts bespoke emails for each buyer at each account and shares fresh content to renew their interest.

3
MEETING BOOKING

When buyers arrive on the website, Piper hooks them into a conversation and works to get a meeting booked.

Piper the AI SDR operates across both the website and email to engage prospects, capture leads, and convert buyers into pipeline around the clock. Ready to see how she can boost your pipeline?

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