Mastering Contact Searches with Seamless.AI

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

A Guide to Executing Contact Searches

1.  Add your search criteria to the corresponding filters based on your knowledge of the industry and market you're targeting.

Pro-Tip: When starting out, keep it simple! Apply the filters you know to apply for your target market. You can always tailor your list or apply more filters later!

2. Click on the blue Search button to begin having Seamless.AI pull in and research contacts that best match your criteria. Review the search results and decide if any filters needed to be added or excluded!

3. Set and name your Default List for your contacts to be saved to.

Pro-Tip: Creating lists will help you stay organized with your contacts and managing imports/downloaded contacts!

4. Click on Find All to have Seamless.AI research your contacts and return your results in real-time. If you only wish to research certain contacts on a page, you can simply click on the Find button next to those specific contacts you want to research. These results will also automatically save to your My Contacts.

5. Once you are done prospecting, feel free to save your search so you can revisit where you left off!

6. You are ready to import/download your contacts! Head back into your My Contacts Page in Seamless.AI to filter by Total AI and others before downloading/importing!

Effective Strategies for Optimal Search Parameters

• Experiment with Job Titles: Try variations of job titles to capture a broader range of potential leads. Consider using both specific and general titles relevant to your industry.
• Consider Exclusion Filters: Use exclusion filters to eliminate results that do not meet certain criteria. This helps in focusing on leads that align closely with your requirements.
• Save and Reuse Successful Searches: Save successful searches for future use. This can save time and ensure that you consistently target the right prospects.
• Combine Filters for Precision: Combine multiple filters such as industry, revenue, and company size to narrow down your search and get more targeted results.

Advanced Search Options

• Negative Filters: Exclude specific criteria from your search to further refine and tailor your results.
• Keyword Filter: Use specific keywords to fine-tune your search and identify contacts with particular niches or interests.
• Technology Filters: Identify leads based on the technologies and tools used by their companies, enabling targeted outreach.
• Industry Filters: Narrow down your search by selecting specific industries relevant to your target audience.
• Employee Size Filters: Tailor your search based on the size of the companies, helping you focus on businesses that align with your preferences.

Saved Searches

You can effortlessly store and manage past search criteria, allowing you to rerun and explore new contacts with ease.

1. After running a search, a Save Search Hyperlink will appear at the top of the Filters next to Load
2. Click Save Search, enter a name in the text field, and then click the Save Search button to store these criteria in the Load section of our app.
3. Access the Saved Searches by selecting the Load button located at the top of the filter criteria. This feature enables you to load any previously saved criteria effortlessly!
4. By selecting the name of your Saved Search, all the original filters will be reinstated from the initial save. To remove them, simply click the "x" on the saved search entry under the filters.

Best Practices for Success

Follow these tried-and-true strategies to optimize your experience and achieve unparalleled success with Seamless.AI.

• Define Clear Objectives: Clearly define your goals and objectives before starting your search. Knowing what you're looking for will help you create more targeted searches.
• Optimize Search Criteria: Use a combination of filters and parameters to optimize your search criteria. Experiment with different combinations to find the most effective approach for your needs.
• Save Successful Searches: Save successful search queries for future use. This can save time and ensure consistency in your prospecting efforts.
• Organize Saved Contacts: Implement a structured approach to organizing and categorizing your saved contacts within Seamless.AI for easier access and management.
• Fine-tune with Total AI Threshold: Adjust the Total AI threshold in Seamless.AI to get the best balance between thoroughness and accuracy with your leads.
• Integrate Seamlessly with Your Workflow: If applicable, explore Seamless.AI's integration features to smoothly incorporate acquired contacts into your existing workflow or CRM system.
• Attend Training and Webinars: Stay informed about updates and best practices by attending training sessions and webinars offered by Seamless.AI. Continuous learning ensures you make the most of the platform's capabilities.
• Provide Feedback: Share your feedback with the Seamless.AI team. Your insights can contribute to the improvement of the platform and the development of new features.

Frequently Asked Questions

How Does the Total AI Threshold Work?

Total AI is derived from multiple signals within each piece of data, such as the frequency of the data identified, the source of the data, and validation signals of the data, in addition to elements such as open rate and other success signals. Setting a designated AI threshold empowers users to exclude outdated data, concentrating their attention on contacts that meet or surpass the specified threshold.

Is Contact Preview Available? How Does It Work?

Users can access a contact profile by utilizing a search credit through the Find or Find All functions. As a real-time search engine, Seamless.AI pulls information in real time, ensuring that users receive the most current and accurate data for their prospecting needs.

Can I Exclude Certain Criteria from My Search?

To exclude specific criteria, simply choose the Exclude option from the drop-down menu or place a ‘-’ symbol in front of the criteria you wish to remove. This ‘-’ functionality is available in filters with typing options, including Company, Title, and Keywords, offering users greater control over their search results.

How Often Is Data Updated in Seamless.AI?

Seamless.AI operates as a real-time search engine, retrieving contact information based on various pings including digital foot-printing. This means that the information provided for each contact is the most up-to-date and comprehensive data available at the time of the search, ensuring users have access to the latest insights for their prospecting efforts.

Are There Usage Limits or Restrictions?

Usage limits and restrictions with Seamless.AI may vary depending on the subscription plan or license type.

• Basic License Users: 250 credits/month.
• Pro License Users: 1000 credits/day resetting at Midnight EST
• Universal Credits: No restrictions or limits apply to universal credits. Users can search until their credit pool is depleted.

Customer Support Center

• Knowledge Management: Find tutorials, videos, articles, and more! Explore the Seamless.AI Knowledge Base.
• On-Demand Training: Level up with our library of on-demand lessons, training, and education. One of our experts will teach you, and a small group of peers, the ins and outs of Seamless.AI with interactive webinars for salespeople, marketers, recruiters, and more. Click here to join an upcoming training.
• Email Support: Email us at help@success.seamless.ai
• Call Support: Call us at +1.614.665.0450
• Submit a Support Ticket: Submit a support ticket here.
• CS Office Hours: Get a private 1:1 session with a CSM.