Build and research lists
Describe the people or companies you want in plain words. Ari builds the list from Salesfinity’s data network and shows it as a table in the app. What you get: a table you can keep working on. Ask Ari to add a column, score the rows, trim the list, or turn it into a dialer contact list. What it costs: building the list is free. Phone numbers and emails are opt-in. When you ask for them, Ari tells you how many people it will look up and waits for your approval. You spend 1 credit for each contact where something is found. Not every contact will have a number or an email. See Enrich contacts. The tutorials walk through each kind of list, step by step.Get ready for a call
Ari pulls together what your CRM, your past calls and the web say about a person or an account.Keep your CRM current
Ari can create and update contacts, companies, deals, tasks and notes. It can log call outcomes and next steps. Every change waits for an approval card that shows the exact record and fields.Follow up after calls
Ari drafts in your voice and never sends on its own. To send from your connected inbox, you approve a card that shows the recipient, the subject and the full email.Add people to a sequence
Ari can draft a sequence for you and add people to it, one person at a time, with an approval for each. It works with the Salesfinity Sequencer when your team has it, and with sequences in Outreach, Salesloft, Apollo, HubSpot, Lemlist and Salesforce. HubSpot only allows adding people, not moving or removing them.The Salesfinity Sequencer is in early access. You may not see it yet, even on an Enterprise plan.
Understand your calling
Ari answers with charts and number cards, not long paragraphs. Managers can ask about the whole team.Watch something for you
Hand Ari a standing job, and it checks for you on a schedule or when something happens. See Give Ari a standing job.What Ari won’t do
- Change data, send a message, spend credits or delete anything without your approval.
- Read a mailbox, CRM or Slack channel that isn’t connected to it.
- Make calls for you. You do the talking.
- Put a whole list into an outside sequencing tool in one step. It adds one person at a time.
Next steps
Approve what Ari changes
What an approval card shows, and who can decide it.
Save a workflow as a skill
Make a prompt that worked into a step Ari repeats the same way.
Build your first list
Tutorials with prompts to paste, from accounts to contacts.
Give Ari a standing job
Let Ari run a job every week, or every time a call is logged.