All Education Articles

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General Training
A Detailed Look at Settings and Mappings
7 min read

Below we break down each field you will find in your CRM Settings section so you can decide which setting best applies to your business. (Some may vary based on the CRM)

Products
AI Assistant
5 min read

With AI Assistant by Seamless.AI, use artificial intelligence to produce quality content that fuels business. Whether you need a cold call script, a follow-up email, or a compelling social media post, in a few clicks, AI Assistant by Seamless.AI will produce content that drives revenue.

General Training
AI Data Engine 4.0
4 min read

Seamless.AI is excited to announce the release of beta AI Data Engine 4.0! Our most powerful update yet. With beta AI Data Engine 4.0, you will now have access to a few of our most requested features designed to improve your experience! Users will have access to enhanced filtering capabilities, increased data coverage, and improved accuracy.

Settings & Setup
Archive
5 min read

Archiving, not to be confused with deletion, allows a user to move researched contacts and companies to an archived state.

When the Contacts or Companies tabs get too bogged down when a user has a high volume of contacts or companies it can cause an extreme degradation in performance. This enhancement is meant to resolve for those issues and allow you to continue your productivity regardless of how many contacts are within your account.

Settings & Setup
Assigning Licenses/Credits and Managing your Organization
4 min read

Any user with Owner or Admin privileges can assign or remove licenses when needed after they've been purchased. They also have the authority to completely revoke a user's access to the organization.

Track license/credit usage, add licenses, and send invites to colleagues in your organization to start driving leads with Seamless.AI!

Products
Autopilot
5 min read

Autopilot provides the easiest and most efficient way to automate your lead generation. Simply set your search criteria, trigger autopilot, and let Seamless.AI go to work researching your entire list in real-time.

Please Note: Autopilot is a premium, bulk feature of Seamless.AI. To access Autopilot, you need:

  1. Upgraded Seamless.AI license.
  2. Bulk Credits – These differ from standard license credits and require an additional purchase.
Getting Started
Boosting Your Delivery With Domain Authentication
2 min read

To avoid high bounce rates, domain authentication is crucial. This article shares helpful resources that show you how to authenticate your domain authority when sending emails from third-party vendors like HubSpot, Active Campaign, Mailchimp, etc.

Getting Started
Bulk Upload Filter Best Practices
3 min read

Bulk Upload is a strong feature that provides the ability to Copy and Paste up to 100 Names or Titles and 1000 Company Names into Contact search. We have compiled a few tips and tricks regarding these to ensure that you are using these features to the maximum potential!

Search
Bulk Uploading Companies for Search
4 min read

Importing a bulk list of companies to research and save in Seamless.AI is quick and easy using a few simple steps.

Products
Buyer Intent Data
8 min read

Learn how to leverage Seamless.AI’s Buyer Intent data to identify, prioritize, and engage with high-intent prospects. This guide covers everything from setting up Intent Topics and conducting searches to utilizing advanced filters and strategic outreach techniques. With access to 10,000+ topics across 170+ categories, expand your reach, maximize sales efficiency, and seamlessly integrate Buyer Intent with Contact Search for smarter prospecting.

General Training
CAN-SPAM Guidelines
5 min read

This article details the guidelines of the CAN-SPAM Act, a law that regulates commercial email outreach.

General Training
Clearing your Browser Cache
2 min read

Clearing your cache is helpful for resolving formatting and loading issues within the app and the Chrome Extension and is standard practice for any internet-based application.

Search
Companies Search on Seamless.AI Dynamic Layout
4 min read

Learn how to use Seamless.AI’s Companies Search feature within the new Dynamic Layout to efficiently build targeted account lists for your sales pipeline. This guide walks you through accessing the Companies Search, applying effective filters, creating company profiles, and using advanced search techniques. Gain actionable insights on organizing your search results, customizing layouts, and refining your strategy for optimized prospecting success.

Search
Company Search Filter - Company Search
5 min read

On Seamless.AI, you can use the Company filter to target specific companies or to find professionals who’ve worked at specific companies. The Companies search filter works because it enables you to focus your efforts on companies that are more likely to be interested in your products or services. By specifying criteria such as industry, company size, location, and more, you can create highly targeted lists of potential leads. This precision not only saves you time but also increases your chances of converting these leads into valuable appointments and sales.

Search
Company Search Filter - Contact Search
5 min read

On Seamless.AI, you can use the Company filter to target specific companies or to find professionals who’ve worked at specific companies.

The Company search filter works because it enables you to focus your efforts on companies that are more likely to be interested in your products or services. By specifying criteria such as industry, company size, location, and more, you can create highly targeted lists of potential leads.

This precision not only saves you time but also increases your chances of converting these leads into valuable appointments and sales.

General Training
Company Search Filter in Dynamic Layout
3 min read

The Company filter on Seamless.AI allows you to target specific companies or professionals working at those companies. By specifying criteria like industry, size, and location, you can create precise lead lists, saving time and improving conversion rates. Use Contacts Search to find individuals or Company Search to focus on businesses, including or excluding multiple companies as needed.

Settings & Setup
Connecting your Bullhorn CRM
4 min read

Integrating your Bullhorn CRM with a B2B SaaS platform like Seamless.AI can be a game-changer for automating your sales pipeline and improving overall efficiency. Bullhorn, a leading CRM solution, is widely used in industries such as staffing and recruiting to manage relationships with candidates, clients, and prospects. It excels at automating workflows, providing detailed reporting, and enhancing collaboration between teams.

By connecting your Bullhorn account with Seamless.AI, you unlock the power to seamlessly transfer contacts and leads directly into your Bullhorn pipeline, eliminating manual data entry. This integration empowers your sales and recruitment teams to work more efficiently by maintaining real-time updates on prospects and clients, while also making it easier to track and manage relationships throughout the customer lifecycle.

General Training
Connecting your Email with Seamless.AI
2 min read

Build a contact list, save email signatures, and all contact information automatically from anyone that has ever emailed you!

Search
Contact Search on Seamless.AI Dynamic Layout
5 min read

Discover how to optimize your contacts search workflow using Seamless.AI's new Dynamic Layout. Learn how to set filters, customize layouts, and save searches for efficient prospecting. Maximize success with smart tips, advanced strategies, and best practices for managing leads and achieving your outreach goals.

Settings & Setup
Custom Data Rules
3 min read

Adjust information to ensure that it matches specific values when importing to your given CRM!

Map any data field from Seamless.AI to any available field in your CRM.

Contact & Company Profiles
Customizing Your Layout Display
5 min read

This guide provides step-by-step instructions for customizing table display layouts using the Seamless.AI Dynamic Layout update. Learn how to reorder, filter, and adjust columns to prioritize key information and optimize your workflow. Explore advanced features like sorting alphabetically, wrapping text, and adjusting column widths to create a tailored viewing experience.

Products
Data Enrichment
7 min read

The Seamless.AI Data Enrichment tool enriches incomplete data with missing contact information and builds reliable B2B sales lead lists you can sell.

Old or incomplete contact info in your B2B database is virtually useless and can cost you time and money. With data enrichment, you can fill out the holes and use your lists to prospect, sell, and make money. If your company sells products or services to other companies, then you need B2B data enrichment.

Search
Department Search Filter - Contact Search
5 min read

The Department search filters your target leads based on the department they work in (i.e, marketing, finance, sales, operations, and more). Seamless.AI’s Department filter similarly will target specific departments.

Instead of a blanket approach to research (which wastes time and resources), with department search filters, you can engage with influencers at departments that are most relevant to your product or service.

With the intel you get from department searches, you can craft messages tailored to the unique challenges of professionals in specific functions.

General Training
Department Search Filter in Dynamic Layout
4 min read

The Department search filter helps you target leads based on their specific department, such as marketing, finance, sales, or operations. By focusing on professionals in roles most relevant to your product or service, you can avoid a blanket research approach that wastes time and resources. Instead, this filter allows you to engage directly with key decision-makers or influencers in the departments that matter most. With the insights gained from these searches, you can craft personalized messages that address the unique challenges and priorities of professionals in their roles, making your outreach more effective and impactful.

Contact & Company Profiles
Determining Total AI on Dynamic Layout
5 min read

Seamless.AI collects information from multiple sources of data throughout the web, gathering hundreds of data points related to contacts and companies. A confidence score is then applied to each email through a scoring system referred to as Total AI.

Total AI metrics can (and should) be used to maximize your deliverability and outreach success. Each email within Seamless.AI includes a Total AI score. This score represents the confidence that is derived from the signals within each data point.

General Training
Dominating Company Search and List Building Strategies
5 min read

Searching for Companies in Seamless.AI allows you to build up your target accounts before locating leads at those accounts. This helps you create targeted and focused lists when building your pipeline.

Contact & Company Profiles
Downloading Into a CSV in My Companies
3 min read

How to download your companies from your Seamless.AI account so that you can take all of your data from Seamless.AI and get it into your favorite CRM, marketing automation platform, or dialer. Downloading/Importing Companies can be done individually or in bulk!

Contact & Company Profiles
Downloading Into a CSV in My Contacts
3 min read

Download your contacts from your Seamless.AI account so that you can take all of your data from Seamless.AI and get it into your favorite CRM, marketing automation platform, or dialer.

Downloading/Importing Contacts can be done individually or in bulk!

Contact & Company Profiles
Downloading a CSV on Dynamic Layout
5 min read

Download your contacts or companies from your Seamless.AI Dynamic Layout seamlessly transfer your data into your favorite CRM, marketing automation platform, or dialer. This process can be done individually or in bulk, giving you flexibility and efficiency in managing your information.

Settings & Setup
Downloads
1 min read

Downloads tab is a dedicated section that keeps a record of all completed downloads.

Contact & Company Profiles
Email AI and Phone Validation on Dynamic Layout
3 min read

Discover how validation scores in Seamless.AI provide confidence levels for email addresses and phone numbers, optimizing outreach success.

Contact & Company Profiles
Email AI/Phone AI
4 min read

Each key data point within Seamless.AI, such as email addresses and phone numbers, include a validation score. This score represents the confidence that is derived from the signals within each data point.

Search
Employee Size Search Filter - Company Search
4 min read

The Employee Size search filter on Seamless.AI similarly allows you to specify a target company headcount range that fits your ideal customer profile. Company Headcount/Employee Size saves time by only connecting with companies in your target size range.

Plus, when you know company size, you can segment your target audience and tailor your offerings to the growth phase of a business.

More targeted messaging and campaigns means more meaningful connections, more conversions, and better ROI.

Search
Employee Size Search Filter - Contact Search
4 min read

The Employee Size search filter on Seamless.AI similarly allows you to specify a target company headcount range that fits your ideal customer profile.

Employee Size saves time by only connecting with companies in your target size range. Plus, when you know company size, you can segment your target audience and tailor your offerings to the growth phase of a business.

More targeted messaging and campaigns means more meaningful connections, more conversions, and better ROI.

General Training
Employee Size Search Filter in Dynamic Layout
4 min read

The Employee Size filter on Seamless.AI allows you to target companies based on their headcount, helping you focus on businesses that align with your ideal customer profile. By specifying a range that fits your target market, you save time and connect only with companies of the right size. 

Knowing a company’s size enables you to better understand its growth phase, so you can tailor your messaging and offerings accordingly. This approach leads to more relevant outreach, increasing the likelihood of meaningful connections, higher conversions, and ultimately, a stronger ROI for your campaigns.

General Training
Error "Rest API is not enabled" for Salesforce
2 min read

Running into the error "Rest API is not enabled for Salesforce"? Read this customer education article to learn why you're seeing this and how to solve this issue.

Contact & Company Profiles
Filtering Companies and Contacts on Seamless.AI Dynamic Layout
5 min read

A step-by-step guide to filtering companies and contacts using Seamless.AI's new Dynamic Layout. Refine your search results, apply filters for targeted insights, and streamline your workflow by preparing data for export to your CRM or downloading to a CSV file.

Contact & Company Profiles
Filtering My Companies
4 min read

My Companies is where all of your saved companies will be after you've researched them. This section will allow you to evaluate the researched information and filter your companies before exporting them to your preferred CRM. My Companies consolidates your researched data, enabling thorough evaluation and customizable filtering before seamless export to your chosen CRM.

Contact & Company Profiles
Filtering My Contacts
6 min read

My Contacts is where all of your saved contacts will be after you've researched them. This section will allow you to evaluate the researched information and filter your contacts before exporting them to your preferred CRM or Email Marketing Software service.

General Training
Frequently Asked Questions (FAQs)
4 min read

This article provides a comprehensive list of frequently asked questions (FAQs) designed to assist customers in finding quick, clear answers to common Seamless.AI inquiries. Perfect for both new and seasoned users, this FAQ is a go-to reference for optimizing their experience.

Search
Full Name Search Filter - Contact Search
4 min read

The Full Name filter can help you personalize your outreach.

When you can address prospects by their first and last name, instead of mass, generic spamming, it instantly makes your messaging more engaging. Also, if you've previously dealt with individuals but only remember their last names, this filter can help you find and re-engage with them.

Search
Full Name Search Filter in Dynamic Layout
3 min read

The Full Name filter helps you refine your lead search to connect with prospects on a personal level. By addressing individuals by their first and last names, your messaging becomes more engaging and tailored, moving away from generic mass outreach. Additionally, this filter enables you to locate and re-engage with previous contacts when you only recall their last names, making follow-ups more efficient and effective. Use this feature to create meaningful connections and boost your sales success.

Getting Started
Getting Started with Seamless.AI
4 min read

Welcome to Seamless.AI! We're thrilled to get you on the platform! Let’s get your account set up with a few easy steps and start Crushing Quota!

Setting up your account to get started takes less than 5 minutes!

General Training
Gmail and Seamless.AI Chrome Extension
4 min read

Supercharge your Gmail workflow with the Seamless.AI Chrome Extension. Discover how to enrich your email contacts, access fresh contact info, and research prospects directly in your inbox. Learn to use the extension’s side panel to view detailed contact profiles, company data, and recommended leads. Whether you’re finding contacts, managing lists, or saving profiles, this step-by-step guide ensures you get the most out of your Seamless.AI experience.

Settings & Setup
Greenhouse
11 min read

Connecting your Greenhouse account allows you to automate moving your contacts and leads straight into your Greenhouse account and your pipeline.

Search
How to Bulk Company Search Within Contact Search
4 min read

Learn how to bulk company search from the contact search tab in Seamless.AI. Upload up to 1000 companies at a time to find contacts that fit your criteria.

Settings & Setup
How to Change or Reset your Password
2 min read

Resetting your Seamless.AI password can be done on the login screen or directly within your Seamless.AI account.

Search
How to Exclude Filters from a Search
3 min read

This article explains how to use exclusion filters in Seamless.AI to narrow your search results. You'll learn how to exclude companies, job titles, and other filter values either one by one or in bulk using manual input or CSV upload. Ideal for users looking to improve list accuracy and eliminate unwanted results from their searches

Search
How to Use Saved Searches Within Seamless.AI
4 min read

Learn how to use Saved Search in Seamless.AI to keep track of previous search criteria to re-run and research new contacts.

Products
How to Use the ROI Dashboard to Track Metrics and ROI
5 min read

Learn how to track your cost savings, time savings, and overall ROI in real-time using the Seamless.AI ROI dashboard. We explain how we calculate ROI for our users here.

General Training
How to create a Custom Mapping for your CRM
3 min read

Custom mappings can be utilized to map a static or set value into your CRM to ensure that you can have information sent in to your system given it is a required field and it does not line up with a Default Seamless field.

Settings & Setup
HubSpot
14 min read

Hubspot integration. Connecting your HubSpot account allows you to automate moving your contacts and leads straight into your HubSpot account and your pipeline.

Settings & Setup
Importing an email with an "Unknown" email validation status to your CRM
5 min read

When importing Emails, there is always a chance that an Unknown email status may be encountered when researching new contacts. The information below outlines how these contacts can be imported to your CRM!

Contact & Company Profiles
Importing into your CRM
2 min read

How to import your contacts from your Seamless.AI account so that you can take all of your data from Seamless.AI and get it into your favorite CRM, marketing automation platform, or dialer. Downloading/Importing Contacts can be done individually or in bulk!

Contact & Company Profiles
Importing into your CRM in My Companies
2 min read

How to import your companies from your Seamless.AI account so that you can take all of your data from Seamless.AI and get it into your favorite CRM, marketing automation platform, or dialer. Downloading/Importing Companies can be done individually or in bulk!

General Training
Importing to CRM on Dynamic Layout
5 min read

Learn how to seamlessly import your contacts and companies from Seamless.AI into your favorite CRM, marketing automation platform, or dialer. Whether you prefer to import data individually or in bulk, this guide will help you transfer your valuable information efficiently.

Search
Industry Search Filter - Company Search
4 min read

The Industry search filters results based on the specific industries or sectors that target professionals and companies work in. Instead of a broad search, and wasted time on unqualified leads, with Industry search filters you can identify prospects who are more likely to have a genuine interest in your solution.

You can create personalized messaging that addresses the specific pain points of that sector.

This means that more leads can turn into valuable appointments and sales. Tailoring your approach to a specific industry helps position you as an expert in that domain, giving you a competitive advantage

Search
Industry Search Filter - Contact Search
4 min read

The Industry search filters results based on the specific industries or sectors that target professionals and companies work in. Instead of a broad search, and wasted time on unqualified leads, with industry search filters you can identify prospects who are more likely to have a genuine interest in your solution.

You can create personalized messaging that addresses the specific pain points of that sector. This means that more leads can turn into valuable appointments and sales.

Tailoring your approach to a specific industry helps position you as an expert in that domain, giving you a competitive advantage

General Training
Industry Search Filter in Dynamic Layout
4 min read

The Industry search filter streamlines your prospecting by focusing on specific industries or sectors, helping you avoid wasted time on unqualified leads. This targeted approach allows you to identify professionals and companies more likely to be genuinely interested in your solution. With these insights, you can craft personalized messaging that speaks directly to the unique challenges and pain points of that industry. By addressing their needs effectively, you increase the likelihood of turning leads into valuable appointments and sales. Additionally, tailoring your approach positions you as an expert in their domain, giving you a competitive edge and fostering trust with potential clients

Settings & Setup
Insightly
10 min read

Connecting your Insightly account allows you to automate moving your contacts and leads straight into your Insightly account and your pipeline.

Getting Started
Installing and Setting Up the Chrome Extension with Seamless.AI
2 min read

Learn how to install and set up the Chrome extension with Seamless.AI to start prospecting anywhere from your browser.

Settings & Setup
Integrations
2 min read

Integrating Seamless.AI with your given CRM has never been easier!

Map any data field from Seamless.AI to any available field in your CRM.

Settings & Setup
Inviting and Managing User Levels
4 min read

Inviting your team to your organization can be done as a free or paid user. Once an account has been created it'll show up on your User Management page and you can assign any paid licenses.

Track license/credit usage, add licenses, and send invites to colleagues in your organization to start driving leads with Seamless.AI!

Settings & Setup
Keap - FKA InfusionSoft
9 min read

Connecting your Keap account allows you to automate moving your contacts and leads straight into your Keap account and your pipeline.

Search
Keywords Search Filter - Company Search
5 min read

Search for contacts based on keywords present in their profiles, job titles, or company descriptions. By using keyword filters, you can pinpoint professionals who are already involved in conversations relevant to your business. You additionally get a direct window into their interests so you can craft a more tailored pitch.

“And/or” functions help with different situations by allowing multiple conditions. Together, they can be more precise and more flexible when prospecting! Use “and” when searching you are looking for leads with both/all keywords. Use “or” when searching for leads available over multiple keywords.

Search
Keywords Search Filter - Contact Search
4 min read

Search for contacts based on keywords present in their profiles, job titles, or company descriptions. By using Keyword filters, you can pinpoint professionals who are already involved in conversations relevant to your business.

You additionally get a direct window into their interests so you can craft a more tailored pitch.“And/or” functions help with different situations by allowing multiple conditions.

Together, they can be more precise and more flexible when prospecting! Use “and” when searching you are looking for leads with both/all keywords. Use “or” when searching for leads available over multiple keywords.

General Training
Keywords Search Filter in Dynamic Layout
4 min read

Search for contacts based on keywords in profiles, job titles, or company descriptions to pinpoint professionals already engaged in conversations relevant to your business. Keyword filters give you insight into their interests, helping you craft tailored pitches. The “and/or” functions add flexibility and precision to your search, allowing you to set multiple conditions.

Search
Location Search Filter - Company Search
5 min read

The Location filter on Seamless.AI allows you to find contacts or companies based on the location (city, state, etc.) of their main office. When you use the location search filter, you can allocate your sales and marketing resources more efficiently to target leads in locations where your product/service has the most demand.

If you're planning to expand your business to a new location, this filter can be instrumental in identifying potential partners.

Lastly, referencing the challenges or opportunities in a specific location can make your outreach more relatable.

General Training
Location Search Filter in Dynamic Layout
4 min read

The Location filter on Seamless.AI allows you to find contacts or companies based on the location, whether by country, region, city, state, or zip code. This tool helps you allocate your sales and marketing resources more strategically, focusing on regions where your product or service is in the highest demand. If you’re planning to expand into new territories, the Location filter can also assist in identifying potential partners or key prospects in those areas. 

Furthermore, tailoring your outreach to address location-specific challenges or opportunities adds a personal touch, making your messaging more relevant and impactful for your audience.

Search
Location Search Filter- Contact Search
5 min read

The Location filter on Seamless.AI allows you to find contacts or companies based on the location (city, state, zip code, etc.) of their main office.

When you use the Location search filter, you can allocate your sales and marketing resources more efficiently to target leads in locations where your product/service has the most demand.

If you're planning to expand your business to a new location, this filter can be instrumental in identifying potential partners. Lastly, referencing the challenges or opportunities in a specific location can make your outreach more relatable.

General Training
Log In Methods
2 min read

Logging into Seamless.AI is simple with multiple sign-in options, including Google, Okta, and email.

Getting Started
Managing Your Billing and Invoices
1 min read

This help article shows you how to download your invoices from your Seamless.AI account and update your billing information.

General Training
Managing your Lists of Saved Contacts
3 min read

Using Lists in Seamless.AI allows you to quickly and easily organize your contacts and companies, making importing and exporting with organization a snap. Below outlines how to use our List features to set up and organize your companies and contacts within Seamless.AI before moving them to your preferred CRM or Email Marketing platform.

General Training
Map Lists To Accounts / Map Lists to Imports
2 min read

With Seamless.AI, you can easily map a list to a specific account in your CRM. If you are want to ensure that all contacts in a specific lead lead import into an exact account without requiring any duplication-checking, you can map a list name to an account.

Search
Mastering Contact Searches with Seamless.AI
9 min read

Searching for Contacts in Seamless.AI is easier than ever using the search navigation bar in your Seamless.AI account.

Settings & Setup
Microsoft Dynamics
11 min read

Connecting your Microsoft Dynamics account allows you to automate moving your contacts and leads straight into your Microsoft Dynamics account and your pipeline.

Settings & Setup
Mixmax
10 min read

Mixmax and Seamless.AI Integration. Connecting your Mixmax account to Seamless.AI allows you to automate moving contacts and emails straight to your Mixmax sequences and your pipeline.

Settings & Setup
My Dashboard
4 min read

Analyze your Seamless.AI usage and productivity right from your dashboard!

Keeping track of your goals and progress is simple on your Dashboard. You are able to check if you are on track to CRUSH YOUR GOALS!

General Training
Navigating the Seamless.AI Chrome Extension
11 min read

An in-depth guide to using the Seamless.AI Chrome Extension for streamlined prospecting on platforms like LinkedIn, Gmail, and Salesforce. It covers key features such as advanced search filters, Auto-Find, bulk actions, and CRM integration, while providing tips on managing contact profiles, utilizing AI-generated content, and navigating key prospecting workflows efficiently. The article ensures users can maximize their productivity and effectively leverage Seamless.AI’s powerful prospecting tools.

Settings & Setup
Outreach
10 min read

Connecting your Outreach account allows you to automate moving your contacts and leads straight into your Outreach account and your pipeline.

Settings & Setup
Pipedrive
10 min read

Connecting your Pipedrive account allows you to automate moving your contacts and leads straight into your Pipedrive account and your pipeline.

Contact & Company Profiles
Pitch Intel
3 min read

The strategic gathering of information to enhance the effectiveness of sales pitches and customer interactions. By incorporating pitch intel into your sales approach, you can gain valuable insights into your prospects' pain points, preferences, and priorities.

Settings & Setup
Preferences
1 min read

This will provide contact recommendations each day that can be viewed from the Search tab (prior to entering any search criteria).

Set up your Ideal Customer Profile (ICP) to receive daily contact recommendations aligned with your preferences

Products
Product Release Notes
3 min read

Discover the latest product updates and enhancements from Seamless.AI in our most recent release notes. This update introduces new features, performance improvements, and key bug fixes designed to enhance user experience and productivity.

Stay informed on how these updates can help optimize your workflows and drive better results for your business.

General Training
Report a Bug with Seamless.AI
2 min read

This article shows you the different ways you can report a bug you find on Seamless.AI platform or request a feature and also includes direct links.

Search
Revenue Search Filter - Company Search
5 min read

Revenue search filter allows you to target companies based on earnings. Instead of wasting time on companies that may not have the finances to invest, with the revenue filters you can target businesses that actually have the budget.

This allocation of resources on higher quality leads means greater efficiency, more closed deals, and greater ROI.

Search
Revenue Search Filter - Contact Search
4 min read

Revenue search filter allows you to target companies based on earnings. Instead of wasting time on companies that may not have the finances to invest, with the revenue filters you can target businesses that actually have the budget.

This allocation of resources on higher quality leads means greater efficiency, more closed deals, and greater ROI.

General Training
Revenue Search Filter in Dynamic Layout
4 min read

The Revenue filter on Seamless.AI allows you to target companies based on their earnings, ensuring you focus on businesses with the financial capacity to invest in your product or service. This helps you avoid wasting time on companies that may not have the budget, allowing for a more strategic approach. 

By allocating resources to higher-quality leads, you can increase efficiency, close more deals, and ultimately achieve a better return on investment (ROI) from your outreach and campaigns.

Settings & Setup
Salesforce
12 min read

Connecting your Salesforce account allows you to automate moving your contacts and leads straight into your Salesforce account and your pipeline.

General Training
Salesforce CRM and Seamless.AI Chrome Extension
5 min read

Enhance your Salesforce workflow with the Seamless.AI Chrome Extension. Discover how to enrich your contact and account data, find fresh leads, and access company profiles—all without leaving Salesforce. Learn to use the extension’s side panel to view detailed profiles, explore recommended contacts, and streamline CRM management. With Seamless.AI, you can maximize productivity and keep your Salesforce data up-to-date with ease.

Settings & Setup
Salesloft
9 min read

Connecting your Salesloft account allows you to automate moving your contacts and leads straight into your Salesloft account and your pipeline.

Products
Seamless.AI Chrome Extension
6 min read

Learn how to use the Seamless.AI Chrome Extension to find accurate cell phones, emails, direct dials, and personalizing insights for anyone anywhere online in seconds.

Contact & Company Profiles
Seamless.AI Data Dictionary
2 min read

This help article outlines the core data points for contacts and companies available to Seamless.AI users.

Settings & Setup
Seamless.AI Data Fields and Mappings for Administrators
3 min read

This article contains all the information necessary for mapping Seamless.AI's Contact Data points!

General Training
Seamless.AI Data Fields and Mappings for Company Information
2 min read

This article contains all the information necessary for mapping Seamless.AI's Company Data points!

Products
Seamless.AI Dynamic Layout
4 min read

Get ready to streamline your experience with Seamless.AI's latest feature, the Dynamic Table Layout. Now, you can customize how you view contacts and companies by adjusting, hiding, and reordering columns to focus on the data that matters most. The new layout lets you preview up to 100 rows per page, apply toggle search filters, and manage contacts directly from your search results.

Contact & Company Profiles
Seamless.AI Industry List
1 min read

Explore the full list of industries that is used to filter through Seamless.AI contact and company profiles here.

General Training
Seamless.AI Job Changes CSV Upload Format Options
2 min read

Seamless.AI Job Changes is part for the premium feature of Data Enrichment. This feature allows you to upload a list of contacts and find new job changes including new titles, companies, emails, phones, etc.

Products
Seamless.AI Labs
2 min read

Stay up-to-date with Seamless.AI's latest features and updates by exploring the Seamless.AI Labs section in your contact profile. Here, you can quickly review and enable new rollouts to enhance your prospecting, helping you maximize the platform’s full potential.

Settings & Setup
Seamless.AI Support and Training
4 min read

This article provides step-by-step guidance on how to get help from Seamless.AI Team through multiple support channels including submitting support tickets, phone, email, live training, on-demand training and Knowledge Center. Upgraded users receive priority service.

We offer a wide range of support and educational resources to help you succeed, whether you're just getting started or looking to maximize your investment with Seamless.AI.

General Training
Seamless.AI's Contact and Company Profiles Explained
6 min read

After researching Contacts or Companies with Seamless.Ai you are able to also access a variety of researched details Seamless was able to locate such as (ex. Full Name, Location, etc.). You can access this at any time in the My Contacts or My Companies page where all of your saved items will be after you've researched them.

Search
Search Results - No Results, 25 Results, & more
6 min read

If you are searching in app and see a message of 'No Results' or that you've 'Reached the end of your search results' this doesn't mean that your account has been limited or has an issue.

General Training
Searching for Companies or Target Accounts
4 min read

Searching for Companies in Seamless.AI allows you to build up your target accounts before locating leads at those accounts.

Search
Seniority Search Filter - Contact Search
5 min read

Seniority filter that allows you to refine search results based on rank (i.e. Manager, Senior, Director, VP, C-Level). Senior-level professionals often have the authority to make purchasing decisions.

Targeting them through this filter can shorten the sales cycle. Also, instead of scattering resources trying to reach the entire organization, focusing on specific seniority levels ensures you're targeting the right people, with the right messaging, leading to more closed-won deals.

General Training
Seniority Search Filter in Dynamic Layout
4 min read

Seniority filter that allows you to refine search results based on rank (i.e. Manager, Senior, Director, VP, C-Level). Senior-level professionals often have the authority to make purchasing decisions.

Targeting them through this filter can shorten the sales cycle. Also, instead of scattering resources trying to reach the entire organization, focusing on specific seniority levels ensures you're targeting the right people, with the right messaging, leading to more closed-won deals.

Settings & Setup
Single Sign On
4 min read

Seamless.AI has released enhanced SSO support that is accessible within your Settings pages!

Settings & Setup
Team Dashboard
4 min read

As an Admin or Owner role, view your teams Seamless.AI usage and productivity right from your Team Dashboard!

Keeping track of your team’s goals and progress is simple on your Team Dashboard. You are able to check if your team is on track to CRUSH YOUR GOALS!

Search
Technologies Search Filter - Company Search
4 min read

Narrow your search down to businesses that use tech similar to the product or service you provide. The tech filter helps you identify market gaps. You can focus on prospects with the highest buying potential and highlight how your solution complements their existing tools, making it harder for competitors to match your pitch.

Search
Technologies Search Filter - Contact Search
4 min read

Narrow your search down to businesses that use tech similar to the product or service you provide. The Technologies filter helps you identify market gaps.

You can focus on prospects with the highest buying potential and highlight how your solution complements their existing tools, making it harder for competitors to match your pitch.

Search
Technology Search Filter in Dynamic Layout
3 min read

The Technologies filter allows you to narrow your search to businesses using tech similar to your product or service, helping you identify market gaps. By targeting prospects with the highest buying potential and demonstrating how your solution complements their existing tools, you can create a stronger pitch that’s harder for competitors to match.

General Training
Title Search Filter in Dynamic Layout
3 min read

The Titles filter narrows and targets specific job titles (stakeholders, decision-makers, etc.) most relevant to your goals. Rather than reaching out blindly to a company, targeting specific job titles through the job title filter, saves time and resources, and ensures your message gets in front of the right decision-makers.

Your outreach becomes more relevant, as you can highlight challenges and solutions that resonate with that particular position.

Search
Titles Search Filter - Contact Search
4 min read

The Titles filter narrows and targets specific job titles  (stakeholders, decision-makers, etc.) most relevant to your goals. Rather than reaching out blindly to a company, targeting specific job titles through the job title filter, saves time and resources, and ensures your message gets in front of the right decision-makers.

Your outreach becomes more relevant, as you can highlight challenges and solutions that resonate with that particular position.

Contact & Company Profiles
Total AI
5 min read

Seamless.AI collects information from multiple sources of data throughout the web, gathering hundreds of data points related to contacts and companies. We then assign confidence scores to each set of data, and this scoring system is referred to as Total AI in Seamless.AI.

Total AI metrics can (and should) be used to maximize your deliverability and outreach success. Each email within Seamless.AI includes a Total AI score. This score represents the confidence that is derived from the signals within each data point.

Settings & Setup
Troubleshooting Import Errors into Your CRM
4 min read

Having trouble importing contacts from Seamless.AI into your CRM? Learn how to troubleshoot import errors for any of our CRM integrations.

General Training
Troubleshooting the Chrome Extension
3 min read

Learn step-by-step how to troubleshoot common Seamless.AI Chrome extension issues: Uninstalling the extension, reinstalling, clearing your cache and more.

Products
Universal Credits
3 min read

Seamless.AI Universal licenses and credits allow users to leverage research credits across multiple products.These credits enhance flexibility, streamline management, and provide cost-effective options for users to use all of what Seamless.AI has to offer!

General Training
Updates to CRM Deduplication Criteria
2 min read

This article includes recent updates the Seamless.AI team has made to expand deduplication capabilities for various CRMs (Salesforce, HubSpot, etc.).

Settings & Setup
Upgrading or Canceling Seamless.AI Account
3 min read

If you would like to modify your account with Seamless.AI, please follow the below options to either upgrade or cancel your account.

General Training
Using Keap CRM with Seamless.AI Data
3 min read

In this article, we will discuss the methods required to use Keap CRM with Seamless.AI's Data. For additional information around the initial connection to Keap, please refer to our help center.

Search
Using Negative Search Criteria
4 min read

This article explains how negative keywords work and when they might be useful. Learn how to add negative keywords to Seamless.AI Search.

Products
Using Seamless.AI Chrome Extension with LinkedIn
5 min read

Learn how to use the Seamless.AI Chrome Extension with LinkedIn to find contacts and company profiles.

General Training
Using the Chrome Extension on LinkedIn Recruiter
3 min read

Social Search allows you to search directly on LinkedIn and use our Chrome Extension to go beyond in-app searching and pull contact information directly into your Seamless.AI account. The Chrome Extension works with LinkedIn Recruiter Corporate.

General Training
Using the Chrome Extension on Sales Navigator
6 min read

Learn how to use our Chrome extension to search directly on LinkedIn Sales Navigator and pull contact information directly into your Seamless.AI account.

General Training
Website Search
4 min read

The Chrome Extension can be used on any company website to locate contacts associated with that company.

Before getting started, please make sure you install the Chrome Extension!

Pinning the extension to your toolbar will make accessing the Chrome Extension easier! Not seeing it? Click the puzzle piece icon in the top right corner, followed by the pin icon next to the Seamless.AI Extension.

General Training
What Is a License?
2 min read

In this article, we will thoroughly explain the different types of licenses and capacities you can purchase on Seamless.AI to get the contact data and insights you need!

Search
Why Are There Maximums Set on Search Filters?
3 min read

Seamless.AI provides robust searching for contacts and companies through our Contact and Company search functionality. Within each search filter, Seamless.AI has a limit on the criteria you can add. This search filter max/limit is to ensure that you can have a robust search, but still keep your search focused.

Settings & Setup
Zoho
10 min read

Connecting your Zoho account allows you to automate moving your contacts and leads straight into your Zoho account and your pipeline.

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