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Ari builds your lists, researches accounts, keeps your CRM current and drafts your follow-ups. That leaves you more time to do the one thing it can’t: talk to more humans. You ask in plain words, the way you would ask a teammate. Ari reads your call history, your lists and your connected CRM, does the work, and shows you the result. Anything that changes data, sends a message or spends credits waits for your Approve. Ari is available on Enterprise and Enterprise Plus seats, and on Admin seats. See plans.

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Open Ari

1

Click the Ari button

The round Ari button sits in the corner of every page in Salesfinity. It opens a chat panel. You can also click Ask Ari in the left sidebar, or press Cmd+J (Ctrl+J on Windows).
2

Ask for an outcome

Say what you want to end up with, not how to get it. Ari works out the steps.
3

Check the result and approve

Ari shows its work as tables, charts and cards. When a step would change something, you see an approval card first.

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Try your first ask

Copy a prompt, paste it into Ari, and swap the parts in brackets for your own. What Ari asks: if anything is unclear, such as the industry or the region, it asks one short question first. What you get: a table of people from Salesfinity’s data network, with their company and title. Building the list costs no credits. When it stops for you: phone numbers and emails are opt-in. If you ask for them, Ari tells you how many people it will look up, and waits for your approval before it spends any credits. See Ask Ari for real work for prompts by job.

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What Ari does, and what it asks first

Does on its own

Reads your call history, lists, CRM and the web. Builds lists. Drafts emails, notes and summaries that are not sent. Saves skills and memories.

Asks you first

Changes your CRM. Sends an email or a Slack message. Spends credits on phone or email lookups. Adds people to a sequence. Deletes anything.
Every approval card shows exactly what will happen. Nothing in the second list runs until you approve it. See Approve what Ari changes.

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Where you find Ari

Your admin can also connect Ari to your team’s Slack workspace. See Connect Ari to Slack.
You may have seen Ari called the AI Companion. It’s the same assistant with a new name. Your chats, skills and memories carried over.

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Make Ari yours

Ari gets better the more it knows about you and your team.
  • Memory. Ari remembers lasting facts about you, like your territory and how you like your summaries. See Teach Ari about you.
  • Skills. Save a workflow that worked once, so Ari repeats it the same way for everyone. See Save a workflow as a skill.
  • Standing jobs. Hand Ari a job it runs every week, or every time a call is logged. See Give Ari a standing job.

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Ari, the MCP server and the API

Ari is the assistant inside Salesfinity. To use your Salesfinity data in a different assistant, such as Claude, use the MCP server. To build your own automation, use the REST API. All three read the same data.

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Next steps

Ask Ari for real work

Prompts to copy for lists, research, CRM updates, follow-ups and reports.

Approve what Ari changes

How approval cards work, and who can decide them.

Build your first list

Step-by-step tutorials with prompts to paste.

Save a workflow as a skill

Turn something that worked once into something that works every time.