Getting Started

Set up your account, learn the interface, and get your team going.

• What is SAMI OS?A quick overview of SAMI OS — the AI-first operating system for real estate teams — and what you can do with it today.
• A tour of SAMI OSFind your way around SAMI OS: the Inbox, Contacts, Pipeline, Workflows, SAMI Bots, Analytics, and Settings.
• Inviting your teamInvite teammates, assign roles, and manage who can access what in your SAMI OS organization.
• Creating your account and completing your profileSign in for the first time and add your name on the Complete profile screen before you start using SAMI OS.
• Joining or creating your organizationSet your phone number, then join, switch into, or create an organization in SAMI OS.
• Accepting an invitation to join a teamAccept a pending team invite from the onboarding screen and land in your organization's Dashboard.
• Finding your way around: the main navigationA quick tour of the SAMI OS top navigation bar so you can find every page, search, and tool fast.
• Understanding your dashboardRead your SAMI OS dashboard: the greeting, SAMI chat, and controls for picking a view, date range, and comparison.
• Setting up your profile and preferences in SettingsSet your name, phone, timezone, language, and call-transfer availability on the Profile tab in Settings.
• A tour of SettingsA map of the Settings side rail so you know where every workspace, team, and billing control lives.
• Understanding roles and permissionsLearn what each SAMI OS team role can do so you can pick the right one when inviting a new member.
• Switching between organizationsMove between the organizations you belong to from the onboarding screen or the account switcher in the top-right menu.
• Finding anything fast with global searchUse global search to jump straight to any contact, deal, or property from anywhere in SAMI OS.