Seamless.AI: Your Quick Start Guide
Welcome to Seamless.AI, your all-in-one platform for finding, connecting, and closing your ideal customers. Whether you're a new user getting started or just need a refresher, this crash course will walk you through the core steps to start generating leads and building your pipeline fast.
In this guide, you’ll learn how to:
- Create targeted lists and run contact searches
- Filter and manage your contacts efficiently
- Apply Total AI to focus on your best leads
- Export contacts to your CRM or download to CSV
- Use the Seamless.AI Chrome Extension to capture contacts while browsing
Creating a List & Running a Contact Search
Smart Search Tips
- Try Different Job Title Variations: Use both specific and general titles to capture a wider pool (e.g., “Head of Marketing” vs “VP Marketing”).
- Use Exclusion Filters: Filter out job titles, companies or industries you don’t want.
- Save Your Best Searches: Save filters that consistently deliver strong results.
- Combine Filters Strategically: Layer filters like Industry + Revenue + Employee Size to get ultra-targeted lists.
Want a deeper dive into building a list and running your searches? Check out our articles to explore best practices, pro-tips, and advanced filtering options that will help you get the most out of Seamless.AI: Managing your Lists of Saved Contacts & Contact Search on Seamless.AI.
Filtering Contacts & Using Total AI
Once you’ve started finding and saving contacts, you can refine your list to focus on your highest-priority prospects. Seamless.AI makes this easy with powerful filters and the Total AI feature from the My Contacts Page. My Contacts is where all of your saved contacts will be after you've researched them.
How Most Users Apply Filters for Best Results
Most users start by filtering contacts based on phone, email, and list they are assigned to.
- Phone filters help you quickly identify contacts that have mobile numbers, direct dials, or company phones - ensuring you can connect through your preferred calling method.
- Email filters allow you to focus on contacts with a validated business email, personal email, or both - reducing bounce rates and improving deliverability.
- List filters help you isolate contacts you’ve just found in a specific search session, so you can focus on fresh, targeted leads before moving on to other outreach efforts
Using the Total AI Filter
The Total AI filter helps you focus on the contacts most likely to convert based on predictive modeling.
To learn more about filtering your contacts and applying Total AI for better accuracy, check out these two articles: Filtering My Contacts and Total AI
Exporting Contacts to CRM or CSV
Once you’ve applied your filters and Total AI, you can export only the contacts that meet your criteria, either directly into your CRM or into a CSV file. This makes it easy to push high-quality, targeted contacts into your outreach workflows in bulk.
Downloading to a CSV
The process is the same as importing to a CRM, except you’ll select Download Filtered from the three-dot menu.
Pro-Tip
Pro Tip: Once you select your fields for a custom download, Seamless.AI remembers your choices so you don’t have to set them again next time.
Recommended Export Fields
For best results, we recommend including:
- First Name
- Last Name
- Company Name
- Title
- Email 1, Email 2, Email 3
- Company Phone 1
- Contact Phone 1, Contact Phone 2, Contact Phone 3
To learn more about exporting your contacts into a CSV file or importing them directly into your CRM, check out these articles: Importing to CRM and Downloading a CSV.
Using the Seamless.AI Chrome Extension
The Seamless.AI Chrome Extension allows you to discover and research contacts anywhere you work online, whether that’s browsing a company’s website, reviewing LinkedIn profiles, reading emails in Gmail, or working inside your CRM. This makes it easy to add qualified prospects directly into your workflow without ever leaving the page you’re on.
To learn more about how to use the Seamless.AI Chrome Extension on LinkedIn and across company websites, read this article: Navigating the Seamless.AI Chrome Extension