Seamless.AI Platform Help

Step 1 — Gather context

1. What area of Seamless.AI do you need help with?
   • A) Prospector — searching for contacts and companies
   • B) Buyer Intent — tracking accounts showing buying signals
   • C) Job Changes — monitoring role changes for trigger-based outreach
   • D) CRM Enrich — enriching and cleaning CRM data
   • E) Pitch Intelligence — AI-powered messaging and talk tracks
   • F) Engagement Hub — email, calling, social selling
   • G) AI Agents — Outbound, Inbound, Ops, Marketing, Customer Success, Recruiting
   • H) Autopilot — automated list building and enrichment
   • I) Chrome Extension — finding contacts while browsing
   • J) API — programmatic access, search, enrichment
   • K) Integrations — CRM, Salesloft, Outreach, Zapier
   • L) Admin — credits, billing, team management
   • M) Something else — describe it
2. What's your role?
   • A) Sales rep / AE / BDR
   • B) Sales manager / team lead
   • C) RevOps / Sales Ops
   • D) Marketing
   • E) Founder / solo seller
   • F) Other
3. What are you trying to accomplish? (describe your specific goal or question)

Step 2 — Route or answer directly

• Building prospect lists across tools →

  /sales-prospect-list

• Enrichment strategy across tools →

  /sales-enrich

• Buying signal interpretation across tools →

  /sales-intent

• Cadence/sequence strategy →

  /sales-cadence

• Cross-platform deliverability →

  /sales-deliverability

• Sales content/battle cards strategy →

  /sales-content

• Tool integration architecture →

  /sales-integration

Step 3 — Seamless.AI platform reference

Data Engine

Prospector (Contact & Company Search)

• What it is: Real-time B2B contact and company search engine — 1.8B+ verified business emails, 414M+ mobile numbers, 100+ data points per profile
• Contact search filters: Name, company, title, seniority, department, industry, location, employee count, revenue, technologies, keywords, news mentions
• Company search filters: Company name, domain, industry, employee count, revenue range, location, technologies used
• Real-time verification: Emails and phones are verified at the point of reveal — not pre-cached stale data
• Credits: Each contact reveal costs 1 credit. Search/browse is free. Credits vary by plan.
• Export: Save to lists, export CSV, or push directly to CRM/engagement tools

Buyer Intent

• What it is: Identifies accounts actively researching topics related to your product category
• How it works: Monitors web-wide content consumption signals across 12,000+ intent topics
• Setup: Select intent topics relevant to your product/category → Seamless.AI scores accounts by research intensity
• Use case: Prioritize outreach to accounts showing buying behavior — layer intent on top of ICP filters for highest-quality lists
• Best practice: Combine Buyer Intent with Prospector filters to find the right contacts at accounts showing intent

Job Changes

• What it is: Tracks role changes for contacts in your CRM and saved lists
• Signals: New hires, promotions, company changes — all within 90 days
• Use case: New leaders make buying decisions in their first 90 days. Job changes are high-value trigger events for outreach.
• Best practice: Set up job change alerts for your champion contacts and target personas. Act within 30-60 days of the change.

CRM Enrich

• What it is: Automated enrichment of existing CRM records with fresh data — emails, phones, titles, firmographics
• How it works: Matches CRM records against Seamless.AI's database and fills in missing/stale fields
• Supported CRMs: Salesforce, HubSpot (native)
• Use case: Fix stale CRM data, fill in missing contact info, keep records current
• Best practice: Run CRM Enrich on segments rather than the entire database to conserve credits. Start with your active pipeline and highest-priority accounts.

Pitch Intelligence

• What it is: AI-powered messaging assistance — generates personalized talk tracks, email copy, and conversation starters based on prospect data
• How it works: Analyzes prospect profile, company data, news, and intent signals to generate relevant messaging
• Use case: Prep for calls, draft personalized emails, get conversation starters backed by data
• Best practice: Use Pitch Intelligence as a starting point, then customize. The AI generates relevant angles but your domain expertise adds the specificity that converts.

Engagement Hub

Connect (Dialer)

• What it is: Built-in calling with click-to-dial, local presence dialing, and call recording
• Key features: Click-to-dial from any contact record, local area code matching, voicemail drop, call recording and logging
• CRM sync: Calls automatically logged to connected CRM

Emailing

• What it is: Send personalized emails directly from Seamless.AI
• Key features: Templates, merge fields, scheduling, tracking (opens/clicks)
• Limitation: Basic email sending — for complex multi-step sequences, export contacts to a dedicated tool (Salesloft, Outreach, Mailshake, etc.)

Calling

• What it is: Power dialer for high-volume calling
• Key features: Auto-dial through lists, disposition logging, voicemail drop

Social Selling

• What it is: LinkedIn integration for social outreach
• Key features: Profile insights, connection request templates, social engagement tracking

AI Agents

• Outbound Agent: Automates prospecting, list building, and initial outreach
• Inbound Agent: Handles inbound lead qualification and routing
• Ops Agent: Automates CRM data hygiene and enrichment workflows
• Marketing Agent: Assists with campaign targeting and audience building
• Customer Success Agent: Monitors customer health signals and expansion opportunities
• Recruiting Agent: Finds and engages talent using the same B2B database

Automation Network

Autopilot

• What it is: Automated list building and enrichment — set criteria and Seamless.AI continuously finds and delivers new contacts matching your ICP
• How it works: Define your target criteria (title, industry, company size, etc.) → Autopilot runs in the background, building lists automatically
• Use case: Ongoing prospecting without manual search effort — "set and forget" list building
• Credit usage: Each contact found consumes credits. Set daily/weekly caps to control spend.

API

• Base URL:

  https://api.seamless.ai/api/client/v1

• Auth: API key (

  Token: API_KEY

  header) or OAuth 2.0 (

  Authorization: Bearer ACCESS_TOKEN

  )
• Rate limit: ~100 requests per 60 seconds per endpoint
• Key endpoints: Contact Search, Company Search, Contact Research (enrich), Company Research (enrich)
• Full reference: See

  references/seamless-api-reference.md

Chrome Extension

• What it is: Browser extension that finds contact info while browsing LinkedIn, company websites, and other pages
• Key features: Find emails/phones from LinkedIn profiles, company pages, and news articles. One-click save to Seamless.AI lists or CRM.
• Best practice: Use on LinkedIn Sales Navigator for prospecting — view a profile, click the extension, get verified contact info instantly.

Seamless.AI data model

Integrations

Pricing (as of March 2026 — verify current pricing)

Step 4 — Actionable guidance

1. Step-by-step instructions — numbered steps to accomplish their goal in Seamless.AI
2. Configuration recommendations — specific settings to change
3. Credit optimization — how to maximize value from credit allocation
4. Common pitfalls — what can go wrong and how to avoid it
5. Verification — how to confirm the change worked
6. For API questions — always include a pointer: "For the full endpoint catalog, request/response schemas, and rate limits, see

   references/seamless-api-reference.md

   ."

Gotchas

• Don't assume all features are available on all plans. Buyer Intent, Job Changes, Pitch Intelligence, Autopilot, and AI Agents are Pro/Enterprise features. The Free plan gives only 50 lifetime credits (never refreshes). Always check the user's plan before recommending features.
• Don't burn through daily credits. Pro plan credits expire at midnight — unused credits don't roll over. Plan your prospecting sessions strategically. Don't reveal contacts you won't contact.
• Don't skip CRM integration setup. Seamless.AI's value multiplies when connected to your CRM. Without it, you're exporting CSVs manually. Set up Salesforce/HubSpot integration before building lists.
• Don't use Seamless.AI's Engagement Hub for complex sequences. The built-in emailing and calling tools are basic. For multi-step, multi-channel cadences, push contacts to Salesloft, Outreach, or another dedicated engagement tool.
• Don't confuse annual contract terms. Paid plans auto-renew for another 12 months unless you cancel 60+ days before renewal. This catches many users off guard.

Step 5 — Related skills

• /sales-prospect-list

  — Build targeted prospect lists (platform-agnostic strategy)

• /sales-enrich

  — Enrich contacts across multiple providers (waterfall enrichment)

• /sales-intent

  — Interpret buying signals and prioritize accounts (cross-platform)

• /sales-cadence

  — Design multi-channel outbound cadences

• /sales-deliverability

  — Email deliverability — SPF/DKIM/DMARC, warmup, inbox placement

• /sales-content

  — Sales content management (battle cards, collateral)

• /sales-integration

  — Connect Seamless.AI to other tools

• /sales-compete

  — Competitive displacement campaigns

• /sales-account-map

  — Map buying committees at target accounts

• /sales-do

  — Not sure which skill to use? The router matches any sales objective to the right skill. Install:

  npx skills add sales-skills/sales --skills sales-do

Examples

Example 1: Finding contacts at target accounts

1. Walks through Prospector search with filters: title = "VP Engineering", funding = Series B, industry = SaaS, location = US
2. Recommends saving as a dynamic list and layering Buyer Intent for prioritization
3. Explains credit costs for reveals and how to optimize
4. Suggests pushing results to CRM via native integration Result: Targeted contact list with verified emails/phones, prioritized by intent signals

Example 2: Setting up Buyer Intent

1. Confirms Pro/Enterprise plan (Buyer Intent is plan-gated)
2. Walks through intent topic selection — recommend specific topics over broad categories
3. Shows how to combine Intent with Prospector filters to find contacts at high-intent accounts
4. Suggests creating Autopilot rules to automatically build lists from intent signals Result: Buyer Intent configured with relevant topics, integrated into prospecting workflow

Example 3: API integration for automated enrichment

1. Points to

   references/seamless-api-reference.md

   for full API docs
2. Explains Contact Research endpoint — submit contact data, poll for enriched results or receive via webhook
3. Recommends building a webhook handler for async result delivery
4. Warns about rate limits (100 req/60s) and credit consumption Result: User understands the research/poll pattern and can build an automated enrichment pipeline

Troubleshooting

Low match rate on searches

Credits running out too fast

CRM sync not working