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Get started with Seamless Connect with a few simples steps.
Access this how-to guide with step-by-step directions and short videos to get you ready to use Connect!
Seamless Connect Guide
💡 What Is Seamless Connect?
💡 What Is Seamless Connect?
Find. Connect. Close. – Now in one seamless workflow.
Seamless Connect is the next evolution of the Seamless platform. We’ve always helped you find leads—now we help you connect and close them, too.
Seamless Connect helps you: Find leads → Engage them across channels → Track everything → Close deals faster.
✨ Key Features:
✨ Key Features:
Multi-Channel Outreach – Email, phone, and LinkedIn from one platform.
Campaign Automation – Create automated outreach sequences (e.g., email → call → task).
Task & Follow-Up Management – Stay on track without juggling tools.
Real-Time Notifications & Activity Tracking – Know when leads engage.
Templates & Dynamic Variables – Personalize communication at scale (e.g., {FirstName}, {CompanyName}).
Twilio Integration (Optional) – Power your outbound calls and track conversations.
📯 How to give feedback?
📯 How to give feedback?
Utilize the in app “Submit Feedback” button in the top right hand corner to submit feedback. Click “Share Feedback.” Please include a screenshot of a bug or error message if reporting an issue.
🚀 How to Get Started
🚀 How to Get Started
Log in to Seamless.AI and navigate to “Seamless Labs” through your initials in the bottom left hand corner
Toggle on "Seamless Connect." Agree to Terms of Service to fully enable Connect.
Setting up your Connect Features
Setting up your Connect Features
1. Connect your email – Send emails and track email activity on Seamless.
Learn more about connecting your email: Setting up Email Engagement
2. Create your email footer. Footers are required for sending bulk emails or automatic emails with campaigns. (You must include the correct business name and physical address.)
3. Set Daily Send Limit Per Inbox and Domain Daily Send Limit. By default there is no email send limit set, but users can customize the daily send limit for each email connected. To adjust:
Navigate to the Actions column.
Click the three dots (•••) next to the email.
Select Edit Send Limit to adjust.
Use the slider (0–1000 emails/day) or manually enter a value.
Click Save to confirm changes.
Best Practice: Set a daily send limit of 250 emails or less per inbox to maintain a good sender reputation and avoid spam filters.
Connect your Twilio account (optional)
Connect your Twilio account (optional)
Unlock Twilio advanced calling features on Seamless.AI. (Note: If you do not have a Twilio account, you can still log calls and track disposition and sentiment.)
Learn more about connecting your Twilio account: Setting up Calling Engagement
📚 Where to Find More Info
📚 Where to Find More Info
🧠 Knowledge Base: Access the Seamless.AI Knowledge Base for additional support here.
Overall Introduction to Seamless.AI Connect
Seamless.AI Connect: Best Practices for Success
Find, Connect, Close: How to Find and Engage with Your Leads to Close More Deals!
How to Use Seamless.AI Connect
Admin Set Up Guide for Connect
Call
Campaigns
Creating and Launching a Seamless.AI Campaign
Campaign Best Practices: Strategies to Boost Engagement & Conversions
Additional Features
Creating and Managing Email & Call Templates
How to Build High-Performing Templates
Best Practices for Inbox Warming to Maximize Email Deliverability
Email Deliverability Best Practices
Creating and Maintaining Tasks
❓ Frequently Asked Questions (FAQ)
❓ Frequently Asked Questions (FAQ)
Q: Do I need a Twilio account to make calls?
A: No, it’s optional. Without Twilio, you can still log calls manually.
Q: What emails are supported?
A: At this time, only Gmail and Outlook accounts are supported for email features.
Q: Which browsers are supported?
A: We recommend using Chrome for the best experience.
Q: How is my data handled during beta?
A: Your data is protected under our existing privacy and security policies.
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