SAMI Bots (AI Voice Agents)

Build AI voice agents that call, qualify, and route leads.

• What are SAMI Bots?Understand SAMI Bots — AI voice and SMS agents that call and text your leads from your assigned phone numbers.
• Create your first SAMI BotSpin up your first SAMI Bot from a real estate preset or the guided interview in just a few clicks.
• Build a bot with the SAMI guided interviewAnswer SAMI's questions in a guided, multi-phase interview and watch your SAMI Bot take shape in a live preview.
• Tour of the bot editorA guided tour of the wizard-style bot editor, its section steps, and the header controls that save and publish your bot.
• Outbound sales agents vs. inbound-only botsCompare the two SAMI Bot types so you pick the right direction and configure the sections each one needs.
• Set up your bot's identity and brandingConfigure the phone numbers, routing rule, and brand details a SAMI bot uses on every call and text.
• Assign phone numbers to a SAMI BotChoose which of your active numbers route calls and texts to a SAMI Bot, and pick its primary number.
• Write what SAMI says: greetings and qualification questionsEdit a SAMI bot's greetings and qualification questions so every call sounds like a real member of your team.
• Customize the sales-agent call script and transfer handoffTailor the context, transition, and transfer scripts a SAMI sales-agent bot uses before handing a warm lead to your team.
• Configure call outcomes and post-call actionsSet what each SAMI Bot does mid-call and after the call for all eight outcome tags, including notifications and locked actions.
• Understanding the 8 outcome tagsWhat each of the 8 fixed outcome tags SAMI assigns to a real conversation means and why the list never changes.
• Tune how SAMI detects each outcomeEdit the natural-language criteria SAMI uses to classify each call outcome, and reset any outcome back to its default.
• Choose the outbound workflow for new leadsPick the workflow a sales-agent SAMI Bot enrolls new leads in, where all calls, texts, and waits live.
• Set up inbound call routingSet business hours and ordered routing rules so your inbound SAMI Bot sends every call to the right place.
• Configure call transfers and ring routingControl who rings when a SAMI Bot hands a live call to a human, plus ring timeouts and fallback numbers.
• Tune voice speed and pronunciationsSet how fast SAMI speaks on calls and fix mispronounced street or brand names with pronunciation overrides.
• Configure SMS messaging outcomesControl what happens when a lead replies to your SAMI Bot's texts by mapping each outcome to tags, tasks, and owner alerts.
• Review, publish, and go liveRun the final checks in Review & publish, clear any blocking issues, and push your SAMI Bot live.
• Manage bot versions and roll backReview your SAMI Bot's publish history and roll back to an earlier published snapshot in a couple of clicks.
• Bulk enroll leads into a botSee how SAMI start admits large lead batches into a bot gradually, and pause or cancel an in-progress enrollment.
• Troubleshoot: my bot isn't calling or transferringFix the most common reasons a SAMI Bot won't call leads or hand calls off to your team.