How to build an AI SDR agent with Claude and Merge

Merge describes how its Agent Handler can connect Claude to sales-enablement tools such as enrichment platforms, CRMs, email systems, calendars, and conversation intelligence software to support AI-assisted SDR workflows. The proposed approach divides work among research and writing agents, emphasizes source attribution, stopping enrichment searches once a reliable match is found, and preserving unknown information rather than guessing. It recommends restricting research agents to read-only CRM access, requiring human approval for CRM updates and sequence enrollment, and having representatives review and send concise, personalized outreach drafts themselves. Merge argues that this structure reduces repetitive retrieval, tab-switching, duplicate lookups, and manual data entry while leaving sales judgment and final communication decisions with human reps. The company also highlights workforce governance features including identity-based access provisioning, data-loss-prevention scanning, tool-call logging, and model routing intended to manage security and token costs.

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