A tour of SAMI OS
Find your way around SAMI OS: the Inbox, Contacts, Pipeline, Workflows, SAMI Bots, Analytics, and Settings.
SAMI OS is organized around a few core areas you can reach from the top navigation.
The main areas
| Area | What it's for |
|---|---|
| Inbox | One queue for messages, calls, tasks, and SAMI follow-up. |
| Contacts | CRM records, stages, smart lists, tags, and timelines. |
| Pipeline | Deals, stages, value, and conversion. |
| Workflows | Visual automation builder. |
| SAMI Bots | AI voice agents that call and qualify leads. |
| Analytics | Dashboards and reports. |
Open your Inbox to see everything that needs your attention in one place.
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Last updated 2026-06-20
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