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AI SDR Platform

AI-guided outbound prospecting platform for PubNub's SDR team. A comprehensive 6-step workflow: Target → Prospect → Research → Compose → Sequence → Track.

Overview

This platform streamlines the entire outbound sales development process using AI-powered automation and intelligent workflows. Built specifically for PubNub's SDR team to enhance prospecting efficiency and effectiveness.

Features

  • Intelligent Targeting: AI-powered prospect identification and segmentation
  • Smart Prospecting: Automated lead enrichment and qualification
  • AI Research: Deep prospect and company research automation
  • Content Generation: AI-powered email and message composition
  • Sequence Management: Automated follow-up campaigns and cadences
  • Performance Tracking: Comprehensive analytics and reporting

Tech Stack

  • Frontend: Next.js 14 (App Router) + TypeScript
  • Styling: Tailwind CSS + shadcn/ui components
  • API Layer: tRPC for type-safe API communication
  • Database: Prisma ORM + Supabase PostgreSQL
  • AI: Claude API for all AI workflows and content generation
  • State Management: TanStack Query for data fetching
  • Background Jobs: Inngest for asynchronous processing
  • Integrations: Salesforce, ZoomInfo, and other sales tools

Getting Started

Prerequisites

  • Node.js 18+ and npm
  • Supabase account and database
  • Claude API key (Anthropic)

Installation

  1. Clone the repository:
git clone https://github.com/PubNubDevelopers/aisdr.git cd aisdr
  1. Install dependencies:
npm install
  1. Set up environment variables:
cp .env.example .env # Fill in your API keys and database URLs
  1. Set up the database:
npm run db:push npm run db:generate
  1. Start the development server:
npm run dev

Open http://localhost:3000 to view the application.

Available Scripts

  • npm run dev — Start development server
  • npm run build — Create production build
  • npm run start — Start production server
  • npm run lint — Run ESLint
  • npm run db:generate — Regenerate Prisma client
  • npm run db:push — Push schema changes to database
  • npm run db:migrate — Create and run database migrations
  • npm run db:studio — Open Prisma Studio

Project Structure

src/ ├── app/(dashboard)/ # Main workflow pages │ ├── targeting/ # Target identification │ ├── prospecting/ # Lead prospecting │ ├── research/ # AI research workflows │ ├── compose/ # Content generation │ ├── sequences/ # Campaign management │ └── tracking/ # Analytics & reporting ├── server/routers/ # tRPC API routes ├── lib/ │ ├── ai/ # Claude API client & prompts │ ├── integrations/ # External API clients │ └── utils/ # Shared utilities └── components/ # React components 

Configuration

The application requires several environment variables. Copy .env.example to .env and configure:

  • Database: Supabase connection strings
  • AI: Claude API key and configuration
  • Integrations: API keys for Salesforce, ZoomInfo, etc.
  • Background Jobs: Inngest configuration

Contributing

  1. Fork the repository
  2. Create a feature branch: git checkout -b feature/amazing-feature
  3. Commit your changes: git commit -m 'Add amazing feature'
  4. Push to the branch: git push origin feature/amazing-feature
  5. Open a Pull Request

License

This project is proprietary software developed for PubNub Inc.

Support

For questions or support, please contact the PubNub Developer Relations team at devrel@pubnub.com.

About

AI-guided outbound prospecting platform for PubNub's SDR team. 6-step workflow: Target → Prospect → Research → Compose → Sequence → Track.

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