Managing Agents

How to Add a New AI SDR

1. Click the Add Agent card or the empty state "Add Your First AI SDR" button.
2. The Add AI SDR popup opens.

Adding Yourself as an AI SDR

If you enter your own email address:

Field	Required?	Details
Email	Yes	Your business email address. Must be a valid email format.
LinkedIn URL	Yes	Your personal LinkedIn profile URL. Must be in the format https://linkedin.com/in/your-username. Company page URLs are not accepted.

• As you type the LinkedIn URL, Wyra validates it in real-time (with a short delay while you type).
• A green checkmark appears next to the field when the URL is valid and available.
• A red error appears if the URL is already in use by another agent, or if the format is wrong.
• Click "Submit" to activate yourself as an AI SDR.

Inviting a Team Member

If you enter someone else's email address:

• No LinkedIn URL is needed at this stage.
• The button text changes to "Invite Team Member".
• Click it to send an invite. The invitation expires in 7 days.
• Once the team member accepts the invite, they'll appear as an agent card.

How to Edit an Agent's Profile

1. Click the green pencil icon on the top-right of any agent card.
2. The Agent Detail popup opens in edit mode.

Editable Fields

Field	Details
Profile Photo	Upload a photo (drag & drop supported). A preview shows your upload.
First Name	Required.
Last Name	Required.
Email	Cannot be changed after creation. Shown but disabled.
Professional Title	Max 100 characters (e.g., "Senior Account Executive").
Company	Your company name.
Location	Where this agent is based.
Phone	International format with country code validation.
LinkedIn URL	Cannot be changed after creation. Shown but disabled.
Meeting Scheduling Link	Your Calendly or HubSpot scheduling URL.

Click "Save" to update. The button stays disabled until you make actual changes.

How to Add a Calendar Link

Your AI SDR needs a meeting scheduling link so it can book meetings with prospects.

1. On any agent card, click the Calendar icon at the bottom.

   • If a calendar link already exists: It opens the link in a new tab (your scheduling page).
   • If no calendar link exists: The Add Meeting Scheduling Link popup opens.

2. In the popup:

   • Paste your Calendly, HubSpot, or any other scheduling link.
   • Click "Save".

3. Once saved, the calendar icon turns green and shows "Connected".

Deleting an Agent

info

Only users with the Owner role can delete an agent.

1. Navigate to Settings → Invite Team Member tab
2. Locate the agent you want to delete in the team members list
3. Click the Delete option under the Actions column
4. Confirm the deletion

caution

Deleting an agent will disconnect all associated LinkedIn and email accounts. Active campaigns using this agent will be paused.

Tips for Getting the Most Out of AI SDRs

1. Set up the profile completely. A real photo, professional title, and location make the AI SDR's outreach feel human.
2. Connect LinkedIn immediately. The agent can't do LinkedIn outreach until LinkedIn is connected.
3. Add a calendar link right away. If a prospect wants to book a meeting, the AI SDR needs somewhere to send them.
4. Be patient during warmup. The 2-week warmup period protects your sending reputation. Don't rush it.
5. Monitor Leads Engaged. This is your scoreboard. Check it regularly to see how each agent is performing.
6. Use the invite flow for team members. If a colleague should be an AI SDR, invite them via email — they'll get a 7-day invitation to activate.
7. Keep your LinkedIn credentials secure. The 2FA Secret Key is encrypted and securely stored. Never share it outside of Wyra.

Quick Troubleshooting

Problem	Solution
LinkedIn connection failed	The status bar shows "Retry Connecting to LinkedIn." Click the LinkedIn icon again and double-check your credentials (especially the 2FA Secret Key).
Can't find the 2FA Secret Key	When connecting LinkedIn, click "How to get your 2FA Secret Key?" for step-by-step instructions.
LinkedIn URL rejected in Add modal	Make sure you're using a personal profile URL (linkedin.com/in/...), not a company page URL.
"Subscribe to AI SDR" message	You need an active subscription. Go to Settings > Billing.
"Permission Denied" error	Your account doesn't have access to AI SDRs. Contact your admin.
Agent shows "--" for Leads Engaged	This is normal for new agents. The count will update as the agent starts outreach.
Warmup banner won't go away	Dismiss it by clicking the close button. It only reappears if a new agent enters warmup.
"Need more" card appears	All your agent slots are used. Upgrade your plan or contact sales for more.