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Best practices for setting up your first SAMI Bot

Start from a preset and personalize the right fields to launch a SAMI Bot that sounds natural and qualifies leads well.

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The fastest way to a great first SAMI Bot is to start from a preset and personalize a few key fields — not to build from scratch. Pick the preset that matches your leads, make it sound like your brokerage, and let the tuned defaults do the rest.

Start from the right preset

Every new bot starts from a starting point that already ships with greetings, qualification questions, and post-call outcome handling that have been tuned in production. Pick the one that matches the leads you're calling:

  • Standard Buyer — for buyer leads. Asks about location, timeline, budget, whether they're working with an agent, whether they own a home to sell, and pre-approval.
  • Standard Seller — for listing and seller leads. Asks about beds and baths, property type, agent status, an estimated value, and selling timeline.
  • Cash-offer Seller — for investor and cash-offer leads. Digs into property type, mortgage status, condition issues, upgrades, and timeline.

Presets keep qualification questions non-blocking. SAMI asks them naturally and skips gracefully if a lead doesn't answer, so a single missed reply never derails the call. Lead in with the preset's wording — it was tuned over many iterations.

Personalize the essentials

From SAMI Bots, create a bot from a preset and the editor walks you through each section in order: Identity, What SAMI says, Outcomes, Outbound workflow, Inbound routing, Voice & transfer, and Review & publish. Personalize these first.

  1. Set your identity

    In Identity, replace the placeholder persona name (presets ship as "Sam"), and swap "Your Brokerage" and "Your City" for your real company name and market. This is what callers hear, so make it accurate.

  2. Review what SAMI says

    In What SAMI says, read the greeting and qualification questions out loud. Keep the preset wording where it works; only reword a question if it doesn't fit your market. SAMI fills in details like the property address automatically when they're known.

  3. Confirm outcomes

    In Outcomes, check what happens after each call — successful transfers, follow-ups, opt-outs, and bad numbers all have sensible defaults. Owners get notified on transfers, and follow-ups create a task automatically.

  4. Set callback hours and routing

    Confirm your time zone and callback hours (presets default to 8 AM–8 PM) so SAMI only dials at reasonable times. In Voice & transfer, review how live calls hand off to your team.

  5. Review and publish

    In Review & publish, assign a phone number and push the bot live. New leads then flow in through your Workflows, and qualified calls land in your Inbox.

Keep the persona natural

Resist the urge to over-edit. The greetings open softly on purpose — early-funnel leads often filled out a form without truly engaging, so a hard "you reached out about selling" pitch can backfire. Change the company, location, and persona name; leave the conversational flow alone unless you have a specific reason. Watch your first few calls in Analytics, then tune one thing at a time.

For outbound bots, enrollment and transfer actions are locked to stay TCPA-compliant. You can adjust notes, tasks, and notifications, but the core compliance behavior is protected.

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Last updated 2026-06-21

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