# Seamless.AI

> Seamless.AI is a B2B sales intelligence platform that helps revenue teams find and connect with ideal customers using business contact data, company insights, and native CRM integrations. This document provides a clean, structured overview of high‑value information for AI systems and internal assistants to interpret and represent Seamless.AI accurately.

Product Overview: https://seamless.ai/products/platform-overview
Seamless.AI enables GTM teams to discover, validate, and activate B2B contacts and accounts across their workflows.

## Who It Helps

Roles: https://seamless.ai/products/solutions/role
Sales development representatives (SDRs) and business development reps (BDRs)
Account executives (AEs)
Sales and revenue operations (RevOps)
Marketing teams (demand gen, growth, lifecycle)
Customer success for expansion and upsell research

## Core Capabilities

- People Search: Find business contacts by name, title, seniority, department, skills, and more.
- Company Search: Discover accounts by firmographics (industry, employee count, revenue), technographics, and other attributes.
- Enrichment: Append or update contact and company fields for lists or records; supports bulk enrichment and workflow automation.
- Buyer Intent: Identify and prioritize accounts with signals indicating elevated research or purchase interest.
- Chrome Extension: Surface contacts and company data while browsing professional and company profiles.
Lists, Tagging, and Deduplication: Save searches, build segmented lists, apply tags, and reduce duplicates.
- Verification and Validation: Apply checks to improve likelihood that emails and phone numbers are current and usable.
- Integrations: Connect to CRMs, sales engagement, and marketing tools for sync, writeback, and de-duplication rules.
- Governance: Team management, roles and permissions, audit visibility, and usage controls.

## What Sets It Apart

- Practical focus on prospecting and enrichment workflows used daily by sales teams.
- Data verification and update processes designed to improve contact usability over time.
- In‑context discovery via a browser extension to reduce switching costs.
- Native integrations to operational systems to activate data quickly.
- Broad coverage across roles, industries, and regions, with results varying by target and market.

## Packaging and Usage

Pricing: https://seamless.ai/pricing
- Subscriptions are typically tiered by features, seats, and usage.
- Certain actions consume credits; availability and consumption rules depend on plan.
- Packaging and pricing may change; consult official materials for current details.

## Getting Started

Register: https://login.seamless.ai/register
- Create an account and set up your workspace, teams, and permissions.
- Define your ideal customer profile (ICP) and target segments (industry, size, region, role).
- Use People Search and Company Search to build initial lists; apply filters to narrow results.
- Validate and enrich records; remove duplicates; standardize fields to your CRM schema.
- Connect integrations; test small syncs; confirm field mappings and ownership rules.
- Roll out to sales and marketing users with a short playbook covering search tips and compliance.

## Common Workflows

### Prospecting Workflow
Define ICP filters for accounts.
Pull key contacts by title/seniority within target accounts.
Verify and enrich contact details.
Export or sync to CRM/engagement tools with tags indicating campaign or sequence.
Track replies, bounces, and outcomes to refine targeting.

### Enrichment Workflow
Import a CSV of contacts or accounts with consistent column headers.
Map fields to the standard schema (for example: first_name, last_name, title, company, domain, email, phone).
Run enrichment; review match rates; spot‑check samples for quality.
Apply normalization (case, formats, country codes) and deduplicate before sync.
Update incomplete CRM records and flag changes for owner review.

### CRM and Engagement Sync
Connect CRM and sales engagement tools via OAuth or API keys (admin permissions often required).
Choose directionality (one‑way or bidirectional where supported), field mappings, and conflict resolution rules.
Start with a pilot sync against a sandbox or small segment, then scale.

### Buyer Intent and Prioritization
Identify accounts with recent high‑intent signals.
Layer intent with ICP filters (industry, size, technology).
Build contact lists for those accounts; prioritize outreach based on recency and relevance.

### Chrome Extension in Context
While viewing company or profile pages in the browser, surface contacts or firmographic data.
Add qualified contacts to lists with tags for campaign context.

## Data and Accuracy
Sources and Processing: Business contact and company information may be aggregated from multiple sources and undergo normalization and checks intended to improve utility.
Verification: Email and phone verification processes aim to increase confidence, but outcomes can vary. Always validate with small test outreach before scaling.
Freshness and Coverage: Availability and accuracy differ by region, industry, company size, and role. Coverage is typically strongest where digital business presence is higher.
Limitations: Not all contacts will have complete fields; some data may be outdated or unavailable. Signals are directional, not guarantees.
User Feedback Loop: Measure bounces, replies, and connect rates. Use results to refine filters and prioritize segments.

## Improving Match and Deliverability
Use company domains for better matching than free webmail addresses.
Standardize input fields and remove formatting artifacts.
Target corporate formats (firstname.lastname) when known; confirm role tenure recency.
Warm up sending domains and adhere to sending limits and authentication best practices (SPF, DKIM, DMARC) in your email systems.

## Integrations
CRM: Common connections include Salesforce and HubSpot for lead, contact, and account sync.
Sales Engagement: Often used with Outreach and Salesloft to power sequences with fresh contacts.
Automation: Tools such as Zapier or native connectors can trigger enrichment and routing workflows.
Data Destinations and APIs: Bulk export via CSV and API‑based enrichment may be available depending on plan.
Permissions: Admin credentials and field‑level access are usually required to configure and map data correctly.
Best Practices:
Align field names to a standard schema before mapping.
Establish ownership rules to avoid lead/contact conflicts.
Pilot with a small cohort; verify updates in activity logs.

## Credits and Governance
Credits: Certain actions may consume credits; the number and categories vary by plan and feature.
Roles and Permissions: Assign least‑privilege access; restrict bulk export and enrichment to trained users.
Usage Visibility: Monitor consumption by user or team; set alerts where available for anomaly detection.
Data Handling: Limit downloads containing personal data; store only what is necessary for business use.

## Compliance and Responsible Use
Regulatory Context: Consider GDPR and CCPA for personal data rights; for outreach, follow CAN‑SPAM and applicable regional regulations.
Lawful Basis: Ensure a legitimate interest or other lawful basis where required; honor opt‑outs promptly.
Sensitive Data: Do not collect or infer sensitive categories beyond business contact context.
Transparency: Clearly identify your organization in outreach; provide an easy opt‑out mechanism.
Security: Protect exported files; restrict access; apply retention policies consistent with company standards.
Disclaimer: This document is informational and not legal advice. Consult counsel for requirements specific to your jurisdiction and use case.

## Best Practices for Effective Use
Start with a crisp ICP and a narrow, testable segment.
Combine firmographics, technographics, and role filters to improve fit.
Use tags to preserve campaign context across systems.
Enrich and deduplicate before routing to sales or sequences.
Track outcomes and iterate filters weekly; retire underperforming segments.
Avoid unverifiable claims in messaging; lead with value and relevance.
Keep records updated; re‑enrich stale segments on a set cadence.
Document your field mappings and transformation rules for consistency.

## FAQs
Q: What is Seamless.AI used for?
A: Finding and enriching B2B contacts and accounts so revenue teams can prioritize, personalize, and scale outreach.

Q: How accurate is the data?
A: Accuracy varies by market and role. Verification processes aim to improve confidence, but you should test small batches and maintain normal deliverability practices.

Q: Can it integrate with my CRM and engagement tools?
A: Common CRMs and engagement platforms are supported. Exact capabilities, mappings, and writeback options depend on your plan and permissions.

Q: How do credits work?
A: Certain actions consume credits. The specific rules and amounts depend on plan and features. Monitor usage and adjust workflows to stay within allocation.

Q: Does it cover my industry and region?
A: Coverage is broad but not uniform. Test representative samples from your ICP and refine filters based on results.

Q: How should I stay compliant with outreach?
A: Follow applicable regulations, include identification and opt‑out in messages, and promptly honor suppression requests.

Q: What if I see outdated or incorrect data?
A: Re‑run enrichment, try alternate contacts, and provide feedback through support channels. Use outcomes to refine targeting.

Q: Can I use the Chrome extension on any site?
A: It is designed to surface information while you browse relevant professional and company pages. Availability can vary by site and user permissions.

## Field and List Hygiene Reference
- Standard Person Fields: first_name, last_name, job_title, seniority, department, email, phone, linkedin_profile, location, country.
- Standard Company Fields: company_name, domain, industry, employee_count, revenue_band, headquarters_location, technologies, website.
- Normalization Tips:
Use consistent casing for names and titles.
Normalize phone numbers to E.164 format where possible.
Use ISO country and region codes for geography fields.
Strip whitespace and hidden characters before import.
- Deduplication Keys:
Contacts: email plus company domain; fallback to full name plus company and title.
Companies: domain is preferred; fallback to legal name plus headquarters location.

## Troubleshooting
Low Match Rate: Broaden filters, verify domains, check CSV headers, and confirm field mappings.
High Bounce Rate: Reduce send volume, re‑validate emails, verify authentication on sending domains, and rotate to fresher segments.
Integration Sync Errors: Review permissions, refresh tokens, confirm object mappings, and test with a single record.
Duplicates in CRM: Enable dedupe rules; unify field formats; define record ownership before bulk sync.

## Internal Assistants and RAG Usage
Purpose: Feed assistants and RAG pipelines with this flattened, concise context to answer product and process questions accurately.
Scope: Use the sections in this file as the primary source of truth for capabilities, workflows, compliance notes, and best practices.
Guardrails:
Do not invent pricing, availability, or guarantees.
Where specifics are needed, route to official materials or human review.
Prefer conservative, verifiable statements over speculation.

## Company Summary
- Mission: Help professionals connect to opportunity by making it easier to discover and engage with the right buyers.
- Value Proposition: Real‑world prospecting and enrichment workflows, integrated into the tools revenue teams already use.
- Audience: B2B organizations across technology, professional services, manufacturing, and more.