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Frequently Asked Questions

How do AI SDRs improve prospecting and lead generation?

AI SDRs use real-time data, automation, and prioritization to find and engage the right leads faster and more effectively than manual prospecting.

Alta’s top-performing AI sales assistant, Katie, excels at:

  • Real-time lead discovery: Katie monitors 50+ data sources to identify high-intent prospects based on hiring trends, funding events, tech stack adoption, and more.
  • Smart lead prioritization: She ranks and scores leads based on fit and buying intent, helping your team focus only on the most promising opportunities.
  • Automated multi-channel outreach: Katie engages prospects through personalized emails and LinkedIn messages, ensuring fast follow-up and maximizing lead coverage without extra manual effort.

Using AI SDR tools like Katie, sales teams can build a stronger, more efficient pipeline and stay competitive in 2025’s evolving sales environment.

What tasks can AI sales agents automate for sales teams?

AI sales agents can automate the most time-consuming parts of the sales process, allowing your team to spend more time closing deals and building relationships.

Leading AI SDR tools like Alta’s top-performing sales agents, Katie and Alex, take care of:

  • Outreach: Katie handles personalized emails, LinkedIn messages, and even calls — ensuring consistent, multi-channel engagement.
  • Prospecting: Katie identifies and prioritizes high-intent leads using over 50+ data sources, including hiring trends, tech adoption, and social signals.
  • Calling & qualification: Alex, Alta’s AI Calling Agent, makes outbound calls, qualifies leads in real-time, answers prospect questions, and books meetings directly into calendars.

By automating these critical tasks, AI sales assistants like Katie and Alex help your team generate more pipeline, boost efficiency, and save over 20 hours per rep each week — making them essential for modern sales teams preparing for 2025 and beyond.

How are AI sales agents different from traditional sales tools?

AI sales agents go beyond traditional sales tools by acting like real teammates, not just automation software.

Alta’s top-performing AI sales agents, Katie and Alex, stand out by taking full ownership of sales tasks - from sending messages and making calls to booking meetings. They use real-time data from 50+ sources to decide who to reach, when to reach them, and what to say, ensuring precise targeting and higher conversion rates.

With 24/7 availability and real-time optimization, AI SDR tools like Katie and Alex ensure no lead slips through the cracks, even when your team is offline. As sales agents for 2025 and beyond, they help maximize efficiency, streamline workflows, and drive better sales outcomes.

How do AI SDRs improve sales processes?

AI SDRs improve sales processes by automating outreach, identifying and prioritizing high-intent leads, and optimizing engagement based on real-time data.

Alta’s AI SDR, Katie, stands out as a top-performing sales assistant designed to drive results. Katie streamlines prospecting using over 50+ data sources, from hiring trends to tech adoption and social signals. She crafts personalized email and LinkedIn outreach, fine-tuning messaging based on past performance and engagement. With real-time action and optimization, Katie instantly reacts to buyer signals, launching perfectly timed outreach and boosting conversion rates.

By leveraging the right AI SDR tools, like Katie, sales teams can reach the right prospects faster, maximize efficiency, and stay ahead in 2025’s competitive sales landscape.

How does Alex adapt to my specific business needs?

Alex learns from your playbook, historical data, and successful interactions to continuously improve and align with your unique business requirements and communication style.

Can Alex handle complex conversations?

Yes, Alex can manage sophisticated conversations, understand context, and make data-backed decisions while knowing when to escalate important matters to your team.

How secure is Alex?

Alex prioritizes security, employing enterprise-grade encryption and following strict data protection protocols to keep your business information safe and confidential.

What analytics does Alex provide?

Alex provides comprehensive analytics including conversion metrics, sentiment analysis, conversation patterns, and performance tracking across all interactions, helping you make data-driven decisions.

How does Alex maintain conversation quality?

Alex uses advanced AI to maintain natural, contextual conversations while following your specific guidelines and playbook. All interactions are monitored and analyzed for quality assurance.

How long does it take to set up Alex?

Setup is quick and straightforward. Simply share your playbook, connect your tools, and Alex can start handling calls within hours, continuously learning and improving from your data.

Can Alex integrate with my existing tools?

Yes, Alex seamlessly integrates with your CRM, calendar, and other tools. Unlike other solutions, Alex can directly book meetings into your calendar and update your CRM in real-time.

How does Alex handle different languages?

Alex is multilingual and can communicate fluently across multiple languages, adapting tone and cultural context to match your target market.

What kind of tasks can Alex handle?

Alex can manage a wide range of tasks including lead qualification, meeting scheduling, customer support, and sales outreach. Alex adapts to your specific use case and business needs.

Why is Alta better than competitors?

Alta offers a more data-driven approach by leveraging AI to analyze your data and identify the best ICP based on past successes. Unlike other tools like 11x, Artisan and others, Alta taps into over 50+ data sources to create hyper-personalized messages, targeting the right audience with precision. Alta also excels in generating lookalike audiences and offers more robust personalization through AI, ensuring higher engagement and better results from your outreach efforts.

Can Katie manage multi-channel outreach?

Absolutely. Katie automates outreach across multiple channels, including email and LinkedIn, ensuring you reach your target audience wherever they are most likely to engage.

Can Katie help improve the win rate?

Yes. By identifying the best ICP through your past data and automating personalized, high-impact messaging, Alta's AI SDR increases your chances of closing deals, ultimately improving the win rate.

What makes Katie's messaging more effective?

Katie leverages AI to craft the best-performing messages, drawing from past campaign performance and industry standards. Additionally, we use over 50+ data sources to further personalize each message, ensuring it resonates with your audience, improving response rates and increasing booked meetings.

How does Katie identify the best ICP?

Katie uses AI to analyze your data, including past wins and successes, to identify your Ideal Customer Profile (ICP). It ensures you target high-potential prospects by creating a lookalike audience based on this data, making your outreach more effective.

How does it help increase the win rate?

It helps increase the win rate by identifying the best ICP based on data, ensuring you focus on high-potential prospects.

What data does it use?

It leverages data from your CRM, including past wins, to improve response rates and the number of meetings booked. Additionally, it uses AI to leverage data from previous campaigns and industry best practices combined with research data to create hyper-personalized messages that optimize outreach and enhance lead quality.

How does it find and target prospects?

Katie analyzes your CRM or CSV data and 50+ data sources, using real-time data to adjust targeting and reach the right leads.

What does the AI SDR do?

It find the best prospects and automates outreach, personalises messages, and meeting scheduling—streamlining your sales process.

What types of data can be monitored and analyzed using Alta?

Alta platform can monitor and analyze a wide range of data, it has over 50 seamless most common CRMs, ERPs, billing platforms and can analyze their customer behavior, sales and revenue, performance metrics, and more. It also has the ability to integrate and analyze data from multiple sources.

Go to integrations

Can I use Alta although I already have a BI set up?

Absolutely, incorporating Alta into your existing Business Intelligence (BI) setup can significantly augment and enhance its performance.

Alta seamlessly integrates with your current BI systems to enrich data analysis and visualization capabilities. By leveraging advanced predictive analytics and machine learning algorithms, Alta enhances data completeness and accuracy, enabling you to derive more profound, actionable insights.Moreover, Alta offers extensive customization options, allowing you to tailor the system to meet your specific business needs and challenges.

This level of personalization ensures that your BI system is not just a tool for data analysis but a strategic asset that aligns with your organizational goals, driving improved decision-making and operational efficiency.

What's the difference between Alta and BI tool?

Alta distinguishes itself from traditional BI tools through its specialized focus on AI-driven revenue forecasting and actionable insights tailored specifically for revenue optimization.

It's designed with a user-friendly interface for swift adoption across all company levels, ensuring that actionable data insights are accessible to everyone, not just data specialists.

Unlike BI tools that often require extensive setup and specialized knowledge to build custom dashboards and metrics, Alta offers prebuilt sales metrics, data models, and dashboards, enabling rapid deployment and immediate value to revenue teams. While BI systems offer a broad spectrum of analytics capabilities, they can be complex and time-intensive to implement, often leading to data bottlenecks.

In contrast, Alta streamlines the process, allowing teams to quickly leverage data for strategic decisions, making it a crucial tool for any organization aiming to enhance its data-driven revenue growth strategies efficiently.

What makes Alta different from other revenue platforms?

Alta stands out in the revenue platform market with its seamless data integration, making complex analytics accessible through a user-friendly interface. Powered by AI, it delivers deep insights and forecasts, complemented by extensive features like Slice & Dice, Sankey visualization, and a vast metrics library.

Continuously evolving, Alta expands its capabilities to meet emerging needs, emphasizing customer-oriented support to maximize user benefits.

This blend of innovation, comprehensive functionality, and dedicated support positions Alta as a premier choice for businesses seeking to leverage data for strategic advantage.