Admin Setup Guide for Connect 

As a Seamless.AI Admin, setting up your email and call settings ensures a smooth experience for every new user. This guide walks you through how to properly configure your platform so your team can jump right into prospecting without worrying about manual setup or misuse.

Connecting Your Email

To begin using the Email Tool, you’ll need to connect a Gmail account.

How to Access Email Connection Settings

You can connect your email in two ways:

• Navigate to Settings > Emails from the main dashboard.
• From the full Settings Panel, scroll to Connect Settings > Emails.

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How to Connect Your Email

1. Click “+ Connect Email.”
2. Choose your Gmail account.
3. A new secure window will prompt you to sign in to your email account.
4. Accept the Privacy Policy and grant access when prompted.
5. Once completed, your email will be successfully connected and ready to send.

• Each user must have their email connected to send outreach through Seamless.AI.

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Setting Up Your Footer (CAN-SPAM Compliance)

After connecting your email, you’ll be prompted to create a custom footer—a mandatory step for CAN-SPAM compliance.

Steps to Create Your Footer

1. Go to Settings > Emails > Footers
2. Click “Create Custom Footer”
3. Fill in:
   
   • Your Company Name
   • Your Business Address (Business Headquarter’s Location)
   • An Unsubscribe Option (automatically included)

Admins can set this footer as default for all users. Without a valid footer, users will not be able to send emails from Seamless.AI.

Global Email Settings (Admin Controlled)

As an Admin, you can configure default settings for all users and control edit permissions using the “Allow User Edit” toggle.

Daily Send Limit Per Inbox

Set the maximum emails a user can send daily. Recommended: 250 or less per inbox to maintain deliverability.

Email Delay (Seconds)

Control how much time is delayed between each send. Recommended: 60 seconds for human-like cadence.

Domain Send Limit

Cap total emails sent across your domain each day. Recommended: 250 or fewer to protect sender reputation.

Domain Exclusion List

Block sending from specific domains org-wide (e.g., Gmail, competitors).

Domain Blacklist

Prevent emails from being sent to specific domains by separating them with commas.

Business Hours

Set active sending hours to align with prospect time zones. Recommended: 9AM–5PM (recipient’s local time).

Email Tracking

Enable:

• Open Tracking
• Click Tracking
• Reply Tracking

Default Font Settings

Standardize the look and feel of outbound messages.

Notifications

Enable alerts for:

• Failed sends
• Below-threshold AI Score
• Sending outside business hours

Total AI Score

Filter out low-quality emails using AI Score. Recommended threshold: 80%

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Call Setup & Configuration

API Setup for Calling

Admins can integrate Twilio under Settings > Calling > API Setup:

• Enter your Twilio API Key
• Fill in all required fields

Only Admins need access to this page.

Assigning Twilio Numbers

Admins can assign Twilio numbers to users:

• Go to Manage Phone Numbers
• Under Action, click Assign Number
• Select a user and confirm

To Add New Numbers:

• Scroll to Add New VoIP Phone Numbers
• Select and click Add to Twilio Numbers\

Call Settings (Admin Controlled)

You can customize and restrict user access using the “Allow User Edit” toggle for each setting.

Pass-Through Calling

Route calls through an external number (e.g., cell phone).

Outgoing & Incoming Call Routing

Automatically forward calls to pass-through numbers.

Call Recording

Enable call recording across all calls. Optionally default all calls to “recorded.”

Local Dialing

Let users match local area codes when calling leads.

Phone Number Prioritization

Set call order: Mobile > Contact > Company

Total AI Score for Calls

Only display high-quality phone numbers. Recommended threshold: 80%

Select Phone Types in Connect

Choose which number types are available in Call Connect:

• Contact Only
• Company Only
• Contact + Company

Dispositions, Sentiments & Voicemail

Dispositions & Sentiments

Enable outcome and sentiment tracking for all calls. Admins can choose to require these fields.

• Disposition Examples: No Answer, Left Voicemail, Connected
• Sentiments: Positive, Neutral, Negative
• Create, edit, or remove options in Call Settings > Dispositions

Voicemail Setup

Upload or record a voicemail to streamline follow-ups:

• Click Record or Upload Voicemail File
• Give it a clear name for future use

Best Practices for Admins

• Lock down critical settings using “Allow User Edit” to control consistency across your org
• Set recommended defaults to streamline onboarding
• Use email footers and AI score limits to stay compliant and maintain quality
• Review settings monthly to optimize perform

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