Salesfinity Docs
Build pipeline at superhuman speed.
Find, engage and convert your next best customers with the agentic sales platform. These guides show you how, one task at a time.
What can Salesfinity help you do?

Reach more people every hour
Dial up to five lines at once. You only hear the person who answers, not the voicemails.

Build a list to call by lunch
Describe the people you want in plain words. Ari turns it into a list you can dial.

Hand your busywork to Ari
Ask Ari to look up a record, draft a follow-up, or check how calling went this week.

Follow up on a schedule
Set up emails, calls and LinkedIn tasks once. The Sequencer works the schedule for you.

Call together as a team
Join a virtual sales floor with video rooms, chat and live call transcripts.

Keep your CRM current without typing
Every call you log becomes an activity on the right CRM record. See what moves where.
See a session in action
When you press Start dialing, Salesfinity calls several people on your list at the same time. Answering-machine detection screens every line. The first person who picks up is connected to you, and the other lines hang up. Voicemail boxes, busy signals and unanswered calls never reach your headset, so your time goes to live conversations.Choose where to start
Dialer
Parallel dialing, SmartFlow, Voicemail Drop and Boss Mode. Where every rep starts.
Salesfloor
A virtual floor for your team. Managers can listen in on live calls.
Ari
Your AI teammate in the app. Builds lists, looks things up and drafts follow-ups.
Sequencer
Multi-step outreach with email, call and LinkedIn steps.
Salesfinity Anywhere
The Chrome extension. Call and log from Salesforce, HubSpot or any web page.
Live Assist
Help on screen while you talk. Read what is planned.
Who gets what
Parallel dialing and the Salesfloor are available on the Gold, Enterprise and Enterprise+ plans. On the Silver plan, the dialer calls one line at a time. Ari is available on the Enterprise and Enterprise+ plans. The Sequencer is in early access, and Live Assist is not available yet. If a feature in these guides is missing from your app, your plan is the first thing to check.For developers
Salesfinity has a JSON REST API and a hosted MCP server. Use them to pull call logs, scores and analytics into your own tools, manage contact lists and sequences, or give an AI assistant like Claude the same data your team sees in the app.Developer portal
Get an API key, make your first call, and test safely.
REST API reference
Authentication, errors, rate limits and every endpoint.
MCP server
Connect Claude and other MCP clients to your Salesfinity data.
Resources for agents and crawlers
Resources for agents and crawlers
This site publishes machine-readable entry points, so an agent can find its way without scraping
rendered pages.
/llms.txtis a short index of every page on this site./llms-full.txtis the full documentation as one plain-text file./api-reference/openapi.jsonis the complete OpenAPI 3.0.1 description./sitemap.xmllists every page URL.- Every page also serves Markdown. Add
.mdto a page URL, or sendAccept: text/markdown.
Get help
Browse the help center or email [email protected]. When you report a problem, include the page you were on, the time it happened, and any error you saw. That is usually enough for us to find it.Next steps
Run your first dialing session
Import a list, set your lines, and make live calls in about 10 minutes.
Connect your CRM
Bring in lists and tasks from HubSpot, Salesforce or Outreach, and log every call back.
