Best Practices & Playbooks

Proven, cross-feature workflows to grow your business.

• Speed-to-lead playbook: respond to new leads in under 5 minutesWire a workflow that calls and texts every new lead within minutes using a SAMI Bot.
• Best practices for setting up your first SAMI BotStart from a preset and personalize the right fields to launch a SAMI Bot that sounds natural and qualifies leads well.
• Writing qualification questions that actually convert leadsChoose and word the questions your SAMI Bot asks on the call so leads stay on the line and answer.
• Designing a new-lead nurture cadence with workflowsBuild a multi-touch nurture cadence that calls, texts, and emails new leads over days until they reply.
• The outcome-actions cheat sheet: what should happen after every callA proven set of post-call actions for each of SAMI's eight canonical call outcomes, from follow-up tasks to compliant opt-outs.
• The warm-transfer playbook: routing hot leads to the right agent liveSet up live warm transfers so your SAMI Bot hands a qualified, interested lead straight to a human agent on the same call.
• Stop double-texting: pausing automation when a lead replies or opts outPause SAMI and your workflows the moment a lead replies or opts out, so automation never talks over a live conversation.
• Lead scoring and prioritization: focus your day on the right contactsUse stages, tags, lead score, and Smart Lists to work your hottest contacts first every day.
• Segmentation playbook: smart lists that drive automated follow-upBuild reusable smart lists on Contacts, then turn each segment into automated follow-up.
• Reactivating your database: bulk-enrolling old leads into a SAMI BotRe-qualify a list of aged or dormant leads at scale by bulk-enrolling them into a SAMI Bot.
• Re-engaging cold and aged leads without burning out your databaseWin back quiet leads with one AI call and a single follow-up text, then route only re-engaged contacts to a live agent.
• Staying compliant: TCPA, opt-outs, and quiet hours best practicesHow SAMI keeps outbound automation TCPA-safe with locked opt-outs, quiet hours, and A2P registration.
• Routing leads fairly across your teamDistribute incoming leads evenly across your agents so every lead has a clear owner and nothing falls through the cracks.