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Find out what Ari will and won’t do before you hand it real work. The short version: Ari reads and drafts on its own, and it asks you before it changes, sends or spends anything.

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Getting started

Ari is available on Enterprise and Enterprise Plus seats, and on Admin seats. If you have it, you see Ari in the left sidebar. See Choose the right plan.
The AI Companion is now Ari. It’s the same assistant with a new name, and your chats, skills and memories carried over.
Ask for an outcome in plain words, the way you would ask a teammate. For example:
  • Build a list of people who match your ideal customer.
  • Brief you on an account before a call, from your CRM and past calls.
  • Find the calls last week that connected but did not book a meeting, and draft follow-ups.
  • Update records in your connected CRM, after you approve.
See Ask Ari for real work for prompts you can copy.

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Approvals and safety

No. Ari reads your call history, lists, CRM and the web, and drafts on its own. Anything that changes your CRM, sends an email or a Slack message, spends credits, adds people to a sequence or deletes something shows an approval card first. Nothing runs until you click Approve.See Approve what Ari changes.
Open Ari in the left sidebar. It shows what Ari did for you, what is waiting on you, and the jobs it runs for you. See Review what Ari did.
Yes, with routines. A routine is a job Ari runs on a schedule, or when something happens, such as a logged call. Steps that need approval still wait for you. See Give Ari a standing job.
Only if your admin has connected Ari to your team’s Slack workspace. If they have not, use Ari in the app. See Connect Ari to Slack.

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Data and cost

In Salesfinity’s data network, and in your connected CRM when you ask it to work with your own records. Building a list costs no credits.
Not always. 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. Some people will not have a number or email that can be found.
Only for phone and email lookups. Each contact where something is found uses 1 credit, and a lookup that finds nothing is free. Ari shows the count on an approval card before it spends anything.Ari’s other work, like reading your CRM or drafting a sequence, does not use credits. Instead, each person has a monthly message limit, 500 messages by default, and a usage limit. Both reset at the start of each month. See Track your credits and AI usage.
Yes, with the MCP server. To build your own automation, use the REST API. Both read the same data as Ari.
Ari did not reply, or an action did not happen? Fix Ari problems walks through each case. If you still need us, send what you asked Ari, pasted as you typed it.

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Next steps

Meet Ari

Open Ari and try your first ask.

Ask Ari for real work

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

Fix Ari problems

No reply, missing actions and stuck approvals.

Get help from the team

Chat or email when you are stuck.