The companion is available to members of a team with an active plan. Open it from the
companion panel anywhere in the dashboard.
What you can ask it to do
Analyze performance
Connect rate by time of day, list performance, SDR leaderboards, call scoring trends. Answers
come back as charts and metric cards, not paragraphs.
Work your pipeline
Review today’s activity, find calls with a given disposition, create and complete follow-up
tasks, build a call list from call history.
Ask your CRM
Look up a contact, account, or deal in HubSpot, Salesforce, Outreach, Salesloft, Apollo,
Amplemarket, SmartLead, or Gong, and update records with your approval.
Build and enrich lists
Source new accounts and people onto a table, load CRM records by stage or owner, check which
rows already exist in your CRM, and enrich the rest.
Draft and send
Write follow-up emails from a call, send on-brand HTML email, post to Slack, and book
meetings through connected apps.
Brief you before a call
Pull together the CRM record, call history, logged emails, open deals, and battle cards for a
person or company into one briefing.
How it works
A conversation with the companion runs as a loop: it reads your message, decides which tools it needs, calls them, reads the results, and either calls more tools or writes its reply. A single request can involve many tool calls. Several things shape that loop.It plans first
For anything that takes more than a couple of steps, the companion writes a short, visible plan and ticks items off as it works. If a step reveals new work, it updates the plan rather than silently drifting.It loads tools on demand
The companion has well over a hundred tools, so it keeps only a few in view and loads the rest by name or category when a task needs them. You do not have to name a tool. Ask for the outcome and it finds the capability.It dispatches specialists for connected platforms
Each connected platform has its own specialist. When you mention HubSpot, the companion hands the lookup to the HubSpot specialist, which knows that platform’s objects and query language and returns a clean result. Specialists run in parallel when a question spans platforms, for example checking the same person in HubSpot and Salesforce at once. Specialists read. Writes come back to the companion, which performs them itself so every change passes through approval.It uses external apps through connected accounts
Beyond the platforms with specialists, the companion can reach apps your team has connected for it, such as Gmail, Google Calendar, Slack, Notion, Calendly, Cal, Pipedrive, and ActiveCampaign. If an app is not connected, the companion tells you and gives you a link to connect it.Every write is approval-gated
Any tool that changes something outside Salesfinity’s own scratch space, whether it is a CRM update, an email send, a sequence enrollment, or a paid enrichment, pauses the conversation and shows an Approve / Decline card with the exact input. Nothing runs until you approve. A declined or ignored card resolves as declined after ten minutes, and the companion asks what you would prefer instead of retrying. Paid enrichment has one more rule: the companion never enriches phones or emails on its own initiative. It only does so when you ask, and it states the row count before the card appears.It answers with visuals
The companion renders results as rich blocks: metric cards, charts, tables, single-record cards, org charts, and clickable suggestions. Every call, list, or score it mentions links to the matching page in Salesfinity.What makes it yours
Tutorials: list building with the companion
Eight step-by-step tutorials with prompts to paste: build accounts, use signals, score, check the
CRM, re-engage closed-lost, track job changes, find contacts, and build look-alikes.
Skills
Saved workflows the companion follows when a request matches. Author them, generate them from
a conversation, or import them.
Memory
Durable facts about you and your work that the companion carries across conversations.
Routines
Companion workflows that run on a schedule or when a call is logged, with their own approval
policy and an inbox for results.
Scratchpad
Per-conversation working files the companion uses for multi-step research, so long tasks do
not lose intermediate results.