Getting Started
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Admin Setup Guide for Connect

This guide helps Seamless.AI Admins configure email and call settings, ensuring new users can start prospecting quickly with compliant and optimized defaults.

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Gettings Started

Admin Setup Guide for Connect 

As a Seamless.AI Admin, setting up your email and call settings ensures a smooth experience for every new user. This guide walks you through how to properly configure your platform so your team can jump right into prospecting without worrying about manual setup or misuse.

Connecting Your Email

To begin using the Email Tool, you’ll need to connect a Gmail or Outlook account.

How to Access Email Connection Settings

You can connect your email in two ways:

  • Navigate to Settings > Emails from the main dashboard.
  • From the full Settings Panel, scroll to Connect Settings > Emails.
Access Connect Settings through the settings page
Access the Email Settings through the user's initials in bottom left corner.

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How to Connect Your Email

  1. Click “+ Connect Email.”
  2. Choose your Gmail or Outlook account.
  3. A new secure window will prompt you to sign in to your email account.
  4. Accept the Privacy Policy and grant access when prompted.
  5. Once completed, your email will be successfully connected and ready to send.
  • Each user must have their email connected to send outreach through Seamless.AI.
Connect a new email through the 'Connect Email' icon
Add email(s) through "Connect Email."

Setting Up Your Footer (CAN-SPAM Compliance)

After connecting your email, you’ll be prompted to create a custom footer—a mandatory step for CAN-SPAM compliance.

Steps to Create Your Footer

  1. Go to Settings > Emails > Footers
  2. Click “Create Custom Footer”
  3. Fill in:
    • Your Company Name
    • Your Business Address (Business Headquarter’s Location)
    • An Unsubscribe Option (automatically included)

Admins can set this footer as default for all users. Without a valid footer, users will not be able to send emails from Seamless.AI.

properly set up your custom footer
Create a custom footer, this is required for automatic and bulk emails.

Global Email Settings (Admin Controlled)

As an Admin, you can configure default settings for all users and control edit permissions using the “Allow User Edit” toggle.

Daily Send Limit Per Inbox

By default, email inboxes do not have a daily send limit when first integrated. As a best practice, set a daily send limit per email inbox to protect email deliverability. Recommended: 250 or less per inbox to maintain deliverability.

If you are interested to learn more about email deliverability best practices, check out this article: Email Deliverability Best Practices

Email Delay (Seconds)

Control how much time is delayed between each send. Recommended: 60 seconds for human-like cadence.

establish settings like email daily send limit and delay
Customize email delay length through the slider.

Domain Send Limit

Cap total emails sent across your domain each day. Recommended: 250 or fewer to protect sender reputation.

Domain Exclusion List

Block sending from specific domains org-wide (e.g., Gmail, competitors).

Exclude email domains from being used to send out
Add and exclude email domains.

Domain Blacklist

Prevent emails from being sent to specific domains by separating them with commas.

Business Hours

Set active sending hours to align with prospect time zones. Recommended: 9AM–5PM (recipient’s local time).

Email Tracking

Enable:

  • Open Tracking
  • Click Tracking
  • Reply Tracking

Default Font Settings

Standardize the look and feel of outbound messages.

Notifications

Enable alerts for:

  • Failed sends
  • Below-threshold AI Score
  • Sending outside business hours

Total AI Score

Filter out low-quality emails using AI Score. Recommended threshold: 80%

Set a preferred Total AI score limit for emails
Set a preferred Total AI threshold score for yourself or org.
Additional Set Up

Call Setup & Configuration

API Setup for Calling

Admins can integrate Twilio under Settings > Calling > API Setup:

  • Enter your Twilio API Key
  • Fill in all required fields

Only Admins need access to this page.

Access API Set Up through the Call Settings page
Set up your Twilio API key in Call Settings.

Assigning Twilio Numbers

Admins can assign Twilio numbers to users:

  • Go to Manage Phone Numbers
  • Under Action, click Assign Number
  • Select a user and confirm
Assign Twilio numbers to users
Assign numbers to users in your org.

To Add New Numbers:

  • Scroll to Add New VoIP Phone Numbers
  • Select and click Add to Twilio Numbers
Select to add new numbers to your account
Add additional numbers for usage by selecting desired numbers.

Call Settings (Admin Controlled)

You can customize and restrict user access using the “Allow User Edit” toggle for each setting.

Pass-Through Calling

Route calls through an external number (e.g., cell phone).

Outgoing & Incoming Call Routing

Automatically forward calls to pass-through numbers.

Call Recording

Enable call recording across all calls. Optionally default all calls to “recorded.”

Local Dialing

Let users match local area codes when calling leads.

Phone Number Prioritization

Set call order: Mobile > Contact > Company

Total AI Score for Calls

Only display high-quality phone numbers. Recommended threshold: 80%

Select Phone Types in Connect

Choose which number types are available in Call Connect:

  • Contact Only
  • Company Only
  • Contact + Company

Dispositions, Sentiments & Voicemail

Dispositions & Sentiments

Enable outcome and sentiment tracking for all calls. Admins can choose to require these fields.

  • Disposition Examples: No Answer, Left Voicemail, Connected
  • Sentiments: Positive, Neutral, Negative
  • Create, edit, or remove options in Call Settings > Dispositions
Edit, delete or set new dispositions for team users
Create and edit call dispositions.

Voicemail Setup

Upload or record a voicemail to streamline follow-ups:

  • Click Record or Upload Voicemail File
  • Give it a clear name for future use
Users can upload their own voicemails
Record or upload a voicemail in Call Settings.

Best Practices for Admins

  • Lock down critical settings using “Allow User Edit” to control consistency across your org
  • Set recommended defaults to streamline onboarding
  • Use email footers and AI score limits to stay compliant and maintain quality
  • Review settings monthly to optimize perform

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