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Getting Started
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Getting Started with Seamless.AI

Getting Started

4

min read

Contents

    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!

    Getting Started

    Create your Account and Experience the Magic of Seamless.AI!

    Create your account here

    Create your own account on Seamless.AI.

    Invite your Team to Start Increasing Revenue ASAP

    Invite your team here

    Just click User Management Tab to invite team members and assign licenses!

    Invite and Manage Users through your User Management, Settings Tab
    Manage user access to credits and licenses as an account owner or admin

    Build and Save your First List

    Visit the Contact Search page and input your search criteria to find all the leads you need!

    Use the Chrome Extension to find new leads on any website, Linkedin or Social media profile!

    Install the Chrome Extension and Find Leads on Any Website

    Download the Seamless.AI Chrome Extension and start finding leads on any website, including LinkedIn!

    IMPORTANT: After the extension is installed you'll want to first pin the extension to your browser so that it's there for easy access. To do so click the puzzle piece icon in top right corner of your browser and click the pin icon by Seamless.AI.

    The final step is to ensure your extension is set to work on all sites so that it can work outside of the Seamless.AI application. Not having this setting will not allow the extension to work at all.

    To confirm this setting select the three dots by Seamless and choose "This can read and change site data" and ensure "On All Sites" is selected.

    Add to CRM to Automate All of your Boring CRM Data Entry Work

    Click here to add to your favorite CRM or Sales Management Integration platform directly to Seamless.AI.

    Integrate your favorite CRM directly with Seamless.AI directly under the Integrations tab in your settings..

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

    Enrich your Email with Seamless.AI

    Add Seamless.AI to your Email here

    Select Enrich Email under Add to Email, and follow the prompts to connect your email to Seamless.AI account.

    Why connect your email? By connecting your business email, Seamless provides intelligence on the people and companies that matter most to you when and where you work.

    Select "Add to Email" under Integrations in your settings tab.

    If you need any help you can chat with us anytime- 24/7/365 on the platform with our Seamless.AI Virtual Assistant. It is time to START CRUSHING QUOTA!

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