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Enroll contacts with SAMI Bots

Put a contact into a SAMI Bot voice workflow, then pause, resume, or stop the outreach right from the record.

Open in SAMI OS

A SAMI Bot is an AI voice agent that calls your leads, qualifies them, and hands warm conversations back to you. You can enroll a single contact from their record, or enroll many at once from the contacts table.

Before you start

Every SAMI Bot needs two things before it can dial: an outbound workflow and an active phone number. You set both up under SAMI Bots. If a bot is missing either one, it shows a reason like "Assign an active phone number before starting" in the picker and you won't be able to choose it.

The contact also has to be reachable. SAMI stays unavailable when the contact is marked do not contact, and the panel will ask you to assign the contact to an owner before starting outreach.

A bot with no assigned phone number can't make calls. Open the bot in SAMI Bots and assign a number from Phone settings first, then come back to enroll your contacts.

Enroll a single contact

Open any contact and find the SAMI panel in the right rail. When the contact is ready, the panel shows "Start AI outreach" with a bot picker.

  1. Open the contact

    Go to Contacts and open the person you want to call.

  2. Pick a SAMI Bot

    In the SAMI panel, open the "Select SAMI instance" dropdown. Any bot with a setup issue is greyed out with the reason shown beneath it.

  3. Start outreach

    Selecting a bot enrolls the contact immediately. If your org drips starts on a schedule, you'll see a note that the enrollment was queued and will begin through the scheduler.

Manage an active enrollment

Once a contact is enrolled, the SAMI panel switches to a live view. It shows the Workflow name, the Current step, the Status, and the Next touchpoint (the date and type of the next scheduled call or step).

Use the buttons in the panel to control the run:

  • Pause holds the workflow in place — no calls go out until you resume.
  • Resume picks the workflow back up from where it left off.
  • Stop cancels the enrollment entirely. To re-engage the contact later, start a fresh enrollment.

Pausing keeps the contact's place in the workflow, so it's the safe choice when you just need a short break — for example, while a deal is mid-negotiation. Stop only when you're done with this round of outreach.

What the SAMI statuses mean

The Status field tells you where the contact is in their call journey:

  • Potential / Queued — lined up to be called.
  • Connected — SAMI reached the contact and a conversation is underway.
  • Transfer Attempt / Answered Transfer / Missed Transfer — SAMI tried to hand the live call to a person, and whether someone picked up.
  • Qualified / Unqualified — the lead met (or didn't meet) your bot's criteria.
  • Not Interested / Contact Later / Needs Follow Up — the outcome of the conversation and what to do next.
  • No Response / Bad Phone Number — SAMI couldn't reach the contact.
  • Opt Out — the contact asked not to be called again and is removed from outreach.

Enroll a whole group at once

To start, pause, or stop SAMI for many contacts together, select them in the table and use the bulk action bar. Large starts drip out gradually so you don't blast everyone at once. See Run bulk actions on contacts for the full flow, and watch live conversations land in your Inbox.

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Last updated 2026-06-21

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