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Ari is the AI employee that comes with every Salesfinity seat. It sits in your Slack workspace and in the Salesfinity app, and it takes the back-office work off a rep’s plate: building lists, enriching contacts, keeping the CRM current, drafting and proposing outreach, watching for signals, and reporting on what it did. Ari never contacts a prospect directly. It drafts; the rep sends, or the sequencer sends as the rep under the team’s rules. Anything that leaves the building, changes shared data or costs money asks for approval unless a team admin has said otherwise.
Ari is enabled per team. Team admins manage its name, voice, Slack connection and permissions under Settings › Ari. Each rep sees their own Ari page in the app with a feed of what it has done for them.

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Where Ari works

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What Ari does on its own, and what it asks about

Every tool Ari can use belongs to an action class. The team’s action policy says, per class, whether Ari may act on its own, must ask, or is blocked. Out of the box: Paid enrichment and deletes can never be set to run on their own. See Approvals and permissions.

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How a day with Ari goes

1

Morning heartbeat

At the times the admin set, Ari checks each rep’s state: follow-ups due and overdue, calls since it last looked, approvals and questions waiting, open proposals. If there is nothing to say it says nothing. If there is, it posts one short note in Slack with the items that need the rep.
2

Ad hoc asks

“Build me a list of 50 VPs of Sales at Series B fintechs and find their emails.” Ari plans, runs the free parts, and asks before the paid lookups and before anyone is enrolled.
3

Standing responsibilities

“Every Monday, tell me which of my accounts went quiet.” “When a call is logged as meeting set, create the deal and update the contact.” Ari runs these on the trigger or the cadence and reports in the thread or DM you chose.
4

Proposals

When Ari notices a pattern (the same overdue follow-ups every week, a list you rebuild by hand), it proposes to own that job. Accepting turns it into a responsibility. Dismissing it means it will not propose the same thing again.

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Tools on Ari’s desk

The sequencer, the dialer and the coach are the tools Ari uses; they are not separate products it sits beside. A list Ari builds can go straight into a sequence (through the same preview and rules as any other enrollment). A call a rep logs can trigger a responsibility. A reply the sequencer classifies can become a drafted response Ari hands the rep.