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Seamless.AI Platform Help

Seamless.AI平台帮助

Help the user with Seamless.AI platform questions — from contact/company search and Buyer Intent through Engagement Hub, AI Agents, Pitch Intelligence, CRM Enrich, Autopilot, Chrome extension, and API integration.
为用户解答Seamless.AI平台相关问题——涵盖联系人/企业搜索、Buyer Intent、Engagement Hub、AI Agents、Pitch Intelligence、CRM Enrich、Autopilot、Chrome扩展以及API集成全场景。

Step 1 — Gather context

步骤1 — 收集上下文信息

Ask the user:
  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)
If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.
向用户询问以下信息：
  1. 你需要Seamless.AI哪个模块的帮助？
    • A) Prospector — 搜索联系人和企业信息
    • B) Buyer Intent — 追踪展示购买信号的客户
    • C) Job Changes — 监控职位变动，用于触发式触达
    • D) CRM Enrich — 补全并清理CRM数据
    • E) Pitch Intelligence — AI驱动的话术和沟通线索生成
    • F) Engagement Hub — 邮件、电话、社交销售
    • G) AI Agents — 外呼、进线、运营、营销、客户成功、招聘场景Agent
    • H) Autopilot — 自动化列表构建和数据补全
    • I) Chrome Extension — 浏览网页时查询联系人信息
    • J) API — 程序化访问、搜索、数据补全
    • K) 集成 — CRM、Salesloft、Outreach、Zapier
    • L) 管理 — 额度、账单、团队管理
    • M) 其他 — 请描述具体问题
  2. 你的角色是什么？
    • A) 销售代表 / AE / BDR
    • B) 销售经理 / 团队负责人
    • C) RevOps / 销售运营
    • D) 营销
    • E) 创始人 / 独立销售
    • F) 其他
  3. 你想要达成什么目标？（描述你的具体目标或问题）
**如果用户的请求已经提供了大部分上下文信息，可以直接跳转到对应步骤。**优先基于合理假设（需明确说明）给出你能力范围内的最优解答，最后只询问1-2个最关键的澄清问题——不要等收集完全部信息才给出回复。

Step 2 — Route or answer directly

步骤2 — 分流或直接解答

If the request maps to a specialized skill, route:
  • 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
Otherwise, answer directly from platform knowledge using the reference below.
如果请求匹配到专门的技能，请分流到对应路径：
  • 跨工具构建潜在客户列表 → 
    /sales-prospect-list
  • 跨工具数据补全策略 → 
    /sales-enrich
  • 跨工具购买信号解读 → 
    /sales-intent
  • 触达/序列策略 → 
    /sales-cadence
  • 跨平台送达率问题 → 
    /sales-deliverability
  • 销售内容/竞品卡策略 → 
    /sales-content
  • 工具集成架构 → 
    /sales-integration
否则，结合下方的平台参考知识直接给出解答。

Step 3 — Seamless.AI platform reference

步骤3 — Seamless.AI平台参考指南

Data Engine

数据引擎

Prospector (Contact & Company Search)

Prospector（联系人和企业搜索）

  • 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
  • 产品介绍：实时B2B联系人和企业搜索引擎——拥有18亿+已验证商务邮箱、4.14亿+手机号，每个档案包含100+数据维度
  • 联系人搜索筛选条件：姓名、企业、职位、层级、部门、行业、地域、员工规模、营收、使用技术、关键词、新闻提及
  • 企业搜索筛选条件：企业名称、域名、行业、员工规模、营收范围、地域、使用技术
  • 实时验证：邮箱和手机号在展示时会实时验证——不是预缓存的过期数据
  • 额度规则：每次展示联系人信息消耗1个额度，搜索/浏览免费，额度随套餐不同有所差异
  • 导出功能：保存到列表、导出CSV，或是直接推送到CRM/触达工具

Buyer Intent

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
  • 产品介绍：识别正在主动搜索你所属品类相关内容的客户
  • 运行逻辑：监控全网12000+意向主题的内容消费信号
  • 设置流程：选择和你的产品/品类相关的意向主题 → Seamless.AI会根据搜索强度给客户打分
  • 使用场景：优先触达展示购买行为的客户——在理想客户画像（ICP）筛选条件上叠加意向标签，获取最高质量的客户列表
  • 最佳实践：结合Buyer Intent和Prospector筛选条件，找到高意向客户企业内的对应联系人

Job Changes

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.
  • 产品介绍：追踪你的CRM和已保存列表内联系人的职位变动
  • 信号类型：新入职、晋升、换公司——覆盖90天内的全部变动
  • 使用场景：新管理者会在入职前90天做出购买决策，职位变动是高价值的触达触发事件
  • 最佳实践：为你的关键联系人和目标人设设置职位变动提醒，在变动发生后30-60天内发起触达

CRM Enrich

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.
  • 产品介绍：用最新数据自动补全现有CRM记录——包括邮箱、手机号、职位、企业基本信息
  • 运行逻辑：将CRM记录和Seamless.AI的数据库匹配，填充缺失/过期的字段
  • 支持的CRM：Salesforce、HubSpot（原生支持）
  • 使用场景：修复过期CRM数据、填充缺失的联系人信息、保持记录最新
  • 最佳实践：针对部分客户群体而非整个数据库运行CRM Enrich以节省额度，优先从你的活跃销售管道和最高优先级客户开始

Pitch Intelligence

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.
  • 产品介绍：AI驱动的话术辅助工具——基于潜在客户数据生成个性化沟通话术、邮件文案和聊天开场白
  • 运行逻辑：分析潜在客户档案、企业数据、新闻和意向信号，生成相关的沟通内容
  • 使用场景：通话准备、撰写个性化邮件、获取基于数据支撑的聊天开场白
  • 最佳实践：将Pitch Intelligence生成的内容作为起点，再做定制化调整。AI可以生成相关的沟通角度，但你的行业知识能带来促成转化的针对性内容

Engagement Hub

Engagement Hub

Connect (Dialer)

Connect（拨号器）

  • 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
  • 产品介绍：内置通话功能，支持点击拨号、本地号码展示、通话录音
  • 核心功能：任意联系人页面点击拨号、本地区号匹配、语音留言一键投放、通话录音和日志记录
  • CRM同步：通话记录自动同步到已绑定的CRM

Emailing

邮件功能

  • 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.)
  • 产品介绍：直接从Seamless.AI发送个性化邮件
  • 核心功能：模板、合并字段、定时发送、追踪（打开/点击）
  • 局限性：仅支持基础邮件发送——如果需要复杂的多步触达序列，请将联系人导出到专业工具（Salesloft、Outreach、Mailshake等）

Calling

通话功能

  • What it is: Power dialer for high-volume calling
  • Key features: Auto-dial through lists, disposition logging, voicemail drop
  • 产品介绍：适用于高通话量场景的智能拨号器
  • 核心功能：列表自动拨号、状态标记、语音留言一键投放

Social Selling

社交销售

  • What it is: LinkedIn integration for social outreach
  • Key features: Profile insights, connection request templates, social engagement tracking
  • 产品介绍：LinkedIn集成，用于社交触达
  • 核心功能：档案洞察、好友请求模板、社交互动追踪

AI Agents

AI Agents

Seamless.AI's AI Agents are purpose-built agents for specific sales/marketing functions:
  • 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
Note: AI Agents are a newer feature (launched 2025). Capabilities and availability may vary by plan. Check with Seamless.AI support for current agent capabilities.
Seamless.AI的AI Agents是为特定销售/营销场景打造的专用Agent：
  • 外呼Agent：自动化获客、列表构建和初步触达
  • 进线Agent：处理进线线索的 qualification 和分配
  • 运营Agent：自动化CRM数据清洁和补全工作流
  • 营销Agent：辅助活动定向和受众群体构建
  • 客户成功Agent：监控客户健康信号和增购机会
  • 招聘Agent：使用同一个B2B数据库寻找并触达人才
注意：AI Agents是2025年推出的新功能，能力和可用范围随套餐不同有所差异，可联系Seamless.AI支持人员确认当前Agent的能力范围。

Automation Network

自动化网络

Autopilot

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.
  • 产品介绍：自动化列表构建和数据补全——设置筛选条件后，Seamless.AI会持续寻找并推送符合你ICP的新联系人
  • 运行逻辑：定义你的目标筛选条件（职位、行业、企业规模等）→ Autopilot在后台运行，自动构建列表
  • 使用场景：无需手动搜索即可持续获客——「设置即遗忘」的列表构建方式
  • 额度消耗：每找到一个联系人消耗对应额度，可设置每日/每周上限控制支出

API

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
  • 基础URL：
    https://api.seamless.ai/api/client/v1
  • 鉴权方式：API密钥（
    Token: API_KEY
    请求头）或OAuth 2.0（
    Authorization: Bearer ACCESS_TOKEN
    ）
  • 限流规则：每个接口每60秒约100次请求
  • 核心接口：联系人搜索、企业搜索、联系人查询（补全）、企业查询（补全）
  • 完整参考文档：查看
    references/seamless-api-reference.md

Chrome Extension

Chrome扩展

  • 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.
  • 产品介绍：浏览器扩展，可在浏览LinkedIn、企业官网和其他页面时查询联系人信息
  • 核心功能：从LinkedIn档案、企业页面、新闻文章中获取邮箱/手机号，一键保存到Seamless.AI列表或CRM
  • 最佳实践：在LinkedIn Sales Navigator上使用进行获客——查看档案，点击扩展，即可即时获取已验证的联系人信息

Seamless.AI data model

Seamless.AI数据模型

EntityWhat it representsKey relationships
ContactA person with verified email/phone/profile dataBelongs to a Company, has Intent signals
CompanyAn organization with firmographic dataHas Contacts, has Technologies, has Intent
ListA saved collection of contactsContains Contacts
Buyer IntentTopic-level research activity at a companyLinked to Company
Job ChangeA role transition for a tracked contactLinked to Contact
CreditUnit of consumption for revealsConsumed per Contact/Company reveal
实体代表含义核心关联关系
Contact（联系人）拥有已验证邮箱/手机号/档案数据的个人属于某家Company，拥有Intent信号
Company（企业）拥有企业基本信息的组织包含多个Contacts，拥有使用技术信息、Intent信号
List（列表）已保存的联系人集合包含多个Contacts
Buyer Intent企业层面的主题搜索行为和Company关联
Job Change被追踪联系人的职位变动和Contact关联
Credit（额度）信息展示的消费单位每次展示Contact/Company信息时消耗

Integrations

集成

IntegrationTypeWhat it does
SalesforceNative (bi-directional)Push contacts, enrich CRM records, sync activity
HubSpotNative (bi-directional)Push contacts, enrich CRM records, sync activity
Microsoft DynamicsNativePush contacts and enriched data
ZohoNativePush contacts
Keap (InfusionSoft)NativePush contacts
PipedriveNativePush contacts
SalesloftNativePush contacts to cadences
OutreachNativePush contacts to sequences
InsightlyNativePush contacts
GreenhouseNativePush contacts (recruiting use case)
MixmaxNativePush contacts
ZapierNativeConnect to 8,000+ apps
Gmail/OutlookNativeEmail sending integration
集成对象类型功能
Salesforce原生（双向）推送联系人、补全CRM记录、同步活动数据
HubSpot原生（双向）推送联系人、补全CRM记录、同步活动数据
Microsoft Dynamics原生推送联系人和补全后的数据
Zoho原生推送联系人
Keap (InfusionSoft)原生推送联系人
Pipedrive原生推送联系人
Salesloft原生推送联系人到触达序列
Outreach原生推送联系人到触达序列
Insightly原生推送联系人
Greenhouse原生推送联系人（招聘场景）
Mixmax原生推送联系人
Zapier原生连接8000+应用
Gmail/Outlook原生邮件发送集成

Pricing (as of March 2026 — verify current pricing)

定价（截至2026年3月——请核实最新定价）

PlanPriceCreditsKey features
Free$050 lifetime creditsBasic search, Chrome extension
Basic$147/mo (annual)250/monthContact search, email/phone reveals
Pro~$79-150+/user/mo (min 5 users)~1,000/day/user (expire daily)Buyer Intent, Job Changes, Pitch Intelligence, Autopilot
EnterpriseCustom ($20K-$100K+/yr)CustomAI Agents, dedicated support, custom integrations
All paid plans are annual contracts with auto-renewal. 60-day cancellation notice required.
套餐价格额度核心功能
免费版$050个终身额度基础搜索、Chrome扩展
基础版$147/月（年付）每月250个联系人搜索、邮箱/手机号查看
专业版~$79-150+/用户/月（最少5用户）~1000个/天/用户（当日过期）Buyer Intent、Job Changes、Pitch Intelligence、Autopilot
企业版定制（$2万-$10万+/年）定制AI Agents、专属支持、定制集成
所有付费套餐都是年付合约，自动续费，需要提前60天提交取消申请。

Step 4 — Actionable guidance

步骤4 — 可落地的指导建议

Based on the user's specific question:
  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
    ."
根据用户的具体问题提供以下内容：
  1. 分步操作指南 — 用编号步骤说明在Seamless.AI中完成目标的操作流程
  2. 配置建议 — 具体需要调整的设置项
  3. 额度优化建议 — 如何最大化额度分配的价值
  4. 常见陷阱 — 可能出现的问题以及规避方法
  5. 验证方法 — 如何确认修改已经生效
  6. API相关问题 — 必须附带指引：「如需完整的接口列表、请求/响应 schema 和限流规则，请查看
    references/seamless-api-reference.md
    。」

Gotchas

注意事项

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
  • 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.
基于调研的最佳实践建议——请仔细查看，尤其是和套餐限定功能、集成相关的可能过时的注意事项。
  • 不要默认所有套餐都支持全部功能。Buyer Intent、Job Changes、Pitch Intelligence、Autopilot和AI Agents是专业版/企业版功能，免费版仅提供50个终身额度（不会刷新）。推荐功能前请先确认用户的套餐类型。
  • 不要浪费每日额度。专业版额度每日午夜过期，未使用的额度不会滚存。请合理规划你的获客会话，不要查看你不会联系的联系人信息。
  • 不要跳过CRM集成设置。连接CRM后Seamless.AI的价值会大幅提升，没有集成的话你需要手动导出CSV。构建列表前请先完成Salesforce/HubSpot集成设置。
  • 不要用Seamless.AI的Engagement Hub处理复杂触达序列。内置的邮件和通话工具功能比较基础，如果需要多步骤、多渠道的触达序列，请将联系人推送到Salesloft、Outreach或其他专业触达工具。
  • 不要忽略年付合约条款。付费套餐会自动续费12个月，除非你在续费前60+天提交取消申请，很多用户会忽略这点。

Step 5 — Related skills

步骤5 — 相关技能

  • /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
  • /sales-prospect-list
    — 构建定向潜在客户列表（跨平台通用策略）
  • /sales-enrich
    — 跨多个服务商补全联系人信息（瀑布式补全）
  • /sales-intent
    — 解读购买信号并对客户做优先级排序（跨平台）
  • /sales-cadence
    — 设计多渠道外触达序列
  • /sales-deliverability
    — 邮件送达率——SPF/DKIM/DMARC、预热、收件箱放置
  • /sales-content
    — 销售内容管理（竞品卡、物料）
  • /sales-integration
    — 连接Seamless.AI和其他工具
  • /sales-compete
    — 竞品替代活动
  • /sales-account-map
    — 绘制目标客户的采购决策链
  • /sales-do
    — 不确定使用哪个技能？这个路由工具会将任意销售目标匹配到对应的技能。安装命令：
    npx skills add sales-skills/sales --skills sales-do

Examples

示例

Example 1: Finding contacts at target accounts

示例1：在目标企业寻找联系人

User says: "How do I find VP Engineering contacts at Series B SaaS companies in the US using Seamless.AI?" Skill does:
  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
用户提问：「我如何用Seamless.AI找到美国B轮SaaS公司的工程副总裁联系人？」 技能响应：
  1. 讲解Prospector搜索的筛选条件设置：职位 = 「VP Engineering」、融资阶段 = B轮、行业 = SaaS、地域 = 美国
  2. 建议保存为动态列表，叠加Buyer Intent做优先级排序
  3. 解释查看联系人的额度成本和优化方法
  4. 建议通过原生集成将结果推送到CRM 结果：带有已验证邮箱/手机号的定向联系人列表，按意向信号排序

Example 2: Setting up Buyer Intent

示例2：设置Buyer Intent

User says: "How do I set up Buyer Intent in Seamless.AI to find accounts researching sales tools?" Skill does:
  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
用户提问：「我如何在Seamless.AI中设置Buyer Intent，找到正在搜索销售工具的客户？」 技能响应：
  1. 确认用户使用的是专业版/企业版套餐（Buyer Intent是套餐限定功能）
  2. 讲解意向主题选择流程——推荐选择具体主题而非宽泛分类
  3. 说明如何结合Intent和Prospector筛选条件，找到高意向企业的联系人
  4. 建议创建Autopilot规则，基于意向信号自动构建列表 结果：配置好相关主题的Buyer Intent，整合到获客工作流中

Example 3: API integration for automated enrichment

示例3：API集成实现自动化数据补全

User says: "I want to use the Seamless.AI API to enrich contacts in my pipeline automatically" Skill does:
  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
用户提问：「我想使用Seamless.AI API自动补全我销售管道中的联系人信息」 技能响应：
  1. 指引用户查看
    references/seamless-api-reference.md
    获取完整API文档
  2. 讲解联系人查询接口——提交联系人数据，轮询获取补全结果或通过webhook接收
  3. 建议构建webhook处理器接收异步结果
  4. 提醒限流规则（每60秒100次请求）和额度消耗规则 结果：用户了解查询/轮询模式，可以搭建自动化数据补全管道

Troubleshooting

故障排查

Low match rate on searches

搜索匹配率低

Symptom: Seamless.AI returns few results for your search criteria Cause: Filters too restrictive, or targeting a niche persona/industry with limited data coverage Solution: Loosen one filter at a time — start with geography (expand regions), then title (add synonyms), then company size (widen range). Use broader department/seniority filters instead of exact titles. Check if the industry has good coverage in Seamless.AI's database.
症状：Seamless.AI对你的搜索条件返回的结果很少 原因：筛选条件过于严格，或是目标人设/行业比较细分，数据覆盖有限 解决方案：每次放宽一个筛选条件——先从地域开始（扩大范围），然后是职位（添加同义词），然后是企业规模（放宽范围）。使用更宽泛的部门/层级筛选条件代替精确职位，确认目标行业在Seamless.AI数据库中的覆盖情况。

Credits running out too fast

额度消耗过快

Symptom: Hitting credit limits mid-day or mid-month Cause: Revealing contacts without qualifying them first, or Autopilot set too aggressively Solution: Browse/search before revealing — only use credits on contacts you'll actually reach out to. Set daily caps on Autopilot. Focus credit spend on Tier 1 accounts. Review credit usage in account settings.
症状：在一天或一个月中就用尽了额度 原因：未做筛选就查看联系人信息，或是Autopilot设置过于激进 解决方案：查看联系人前先浏览/筛选——只把额度用在你实际会触达的联系人上。给Autopilot设置每日上限，优先把额度用在一级客户上，在账户设置中查看额度使用情况。

CRM sync not working

CRM同步失效

Symptom: Contacts pushed from Seamless.AI not appearing in CRM, or data not syncing Cause: Integration not properly configured, field mapping issues, or CRM permissions Solution: Check Settings > Integrations — verify OAuth connection is active. Review field mappings to ensure Seamless.AI fields map to the correct CRM fields. Check CRM user permissions — the connected user needs create/update rights on contact/lead objects.
症状：从Seamless.AI推送的联系人没有出现在CRM中，或是数据没有同步 原因：集成配置不正确、字段映射问题，或是CRM权限不足 解决方案：查看设置 > 集成——确认OAuth连接处于激活状态。检查字段映射，确保Seamless.AI字段映射到正确的CRM字段。检查CRM用户权限——连接的用户需要拥有联系人/线索对象的创建/更新权限。