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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.

New here? The quickstart takes about 10 minutes.
Salesfinity is the agentic sales platform for outbound teams: Ari finds the right people, the parallel dialer and Sequencer engage them, and every call logs to your CRM. Start with the job you want done today. Every guide below is written for reps and managers, with the exact buttons you will see in the app.

What can Salesfinity help you do?

dial

Reach more people every hour

Dial up to five lines at once. You only hear the person who answers, not the voicemails.
lists

Build a list to call by lunch

Describe the people you want in plain words. Ari turns it into a list you can dial.
ari

Hand your busywork to Ari

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

Follow up on a schedule

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

Call together as a team

Join a virtual sales floor with video rooms, chat and live call transcripts.
integrations

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.
This site publishes machine-readable entry points, so an agent can find its way without scraping rendered pages.
  • /llms.txt is a short index of every page on this site.
  • /llms-full.txt is the full documentation as one plain-text file.
  • /api-reference/openapi.json is the complete OpenAPI 3.0.1 description.
  • /sitemap.xml lists every page URL.
  • Every page also serves Markdown. Add .md to a page URL, or send Accept: text/markdown.
The plain-text list of every API operation is on the API reference page.

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.