> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Tutorials

> Step-by-step tutorials for building, scoring, verifying, and working account and contact lists with the AI Companion, with prompts you can paste as they are.

These tutorials teach one outcome each, in the order a rep or a manager would actually do the
work. Every tutorial gives you prompts to paste into the AI Companion word for word. You do not
need to know any tool names. Describe what you want and the companion picks the right path.

## Before your first list

<Steps>
  <Step title="Open the AI Companion">
    Open the companion panel from anywhere in the dashboard. Lists you build appear on the
    **canvas** next to the chat as tables, one for companies and one for people, and stay there
    between sessions.
  </Step>

  <Step title="Connect what you have">
    The companion only uses sources your team has connected under **Settings → Connections &
    API**. A CRM (HubSpot or Salesforce) unlocks the CRM tutorials. Data providers you connect
    under Data Providers widen where new accounts and contacts come from; Salesfinity's own data
    network is always available.
  </Step>

  <Step title="Know what costs credits">
    Finding companies and people, adding research columns, and enriching phone numbers or
    emails spend credits per row. The companion tells you the row count and shows an approval
    card before anything paid runs. Scoring, CRM matching, CRM columns, and filtering an existing
    table are free.
  </Step>
</Steps>

## How a list gets built

Every list-building conversation follows the same loop, whether you ask for it or not:

1. **Plan.** The companion works out whether you want companies or people, which titles and
   locations you named, and which sources fit.
2. **Source.** It runs the search, keeps everything it found for you to review, and reports how
   many look on target. If too few do, it refines the query and searches again rather than
   handing you a thin list.
3. **Enrich.** It adds the free columns that help you judge the list, and offers the paid ones.
4. **Score.** Company lists can be scored against your own history and ICP. People lists rank
   themselves moments after they land.
5. **Export.** When you say so, a people list becomes a contact list in the dialer.

Say "find 10 more" to grow the same list. Say "start a new list" when the audience changes.

## The tutorials

<CardGroup cols={2}>
  <Card title="Build an account list" icon="building" href="/tutorials/build-account-list">
    Describe your ideal company and get a table of accounts to work.
  </Card>

  <Card title="Accounts from signals" icon="wave-pulse" href="/tutorials/accounts-from-signals">
    Companies that are hiring for a role, running a technology, or showing buying intent.
  </Card>

  <Card title="Score your accounts" icon="ranking-star" href="/tutorials/score-accounts">
    Rank a list by your own history, CRM relationship, and ICP fit, then tune the weights.
  </Card>

  <Card title="Check who is already in your CRM" icon="database" href="/tutorials/verify-crm">
    Mark which rows exist in HubSpot or Salesforce and bring the owner and activity alongside.
  </Card>

  <Card title="Re-engage closed-lost accounts" icon="rotate-left" href="/tutorials/reengage-closed-lost">
    Load closed-lost deals with their loss reasons, find the right people, and dial.
  </Card>

  <Card title="Track job changes" icon="user-clock" href="/tutorials/track-job-changes">
    Find who is new in seat, re-check your contacts, and set a routine that watches for moves.
  </Card>

  <Card title="Find contacts at target accounts" icon="users" href="/tutorials/find-contacts">
    Multi-thread every account, pick the buying committee, enrich phones, and export to the dialer.
  </Card>

  <Card title="Build a look-alike list" icon="clone" href="/tutorials/lookalike-accounts">
    Turn your best customers into a list of companies that look just like them.
  </Card>
</CardGroup>

<Card title="Winning skills" icon="trophy" href="/tutorials/winning-skills">
  Ready-made skills for the most common list-building plays, written so you can paste them
  straight into the Skills tab.
</Card>

## Three habits that make every list better

* **Name the level, not just the role.** "SDR managers, directors of sales development, and VPs
  of sales" gets you three threads per account. "SDR manager" gets you one.
* **Say where.** Location is a real filter for structured sources. Leave it out and you get the
  world.
* **Ask why before you trust a number.** Every score and every research column keeps its
  evidence. "Why is Acme 84?" gets you the arithmetic, not a guess.