Tour of the bot editor
A guided tour of the wizard-style bot editor, its section steps, and the header controls that save and publish your bot.
Opening any bot from SAMI Bots drops you into a wizard-style editor that walks you through configuration one section at a time. This tour explains each step and the header controls you'll use along the way.
How the editor is laid out
The editor has three parts that stay put as you work: a header at the top, a row of section tabs beneath it, and the section content in the middle. A sticky action bar pinned to the bottom carries Back and Save & continue so you can move through the wizard from any scroll position.
The tab row is your map. Each tab shows a numbered marker that turns into a checkmark once you've visited it, a red count if a section has errors to fix, or an amber count for warnings. Click any tab to jump straight to that step.
The sections you see depend on the bot type. A sales agent shows an Outbound workflow step, while an inbound-only bot shows Inbound routing instead. Every other step is shared.
Walk through the section steps
Identity
Set who your bot is and where it represents — the company name SAMI speaks and the city it covers. This is also where phone numbers are reviewed. See Set up bot identity and branding for the full breakdown.
What SAMI says
Define the opening line and the qualification questions SAMI asks to size up each lead before moving the conversation forward.
Outcomes
Decide what happens once SAMI lands on a lead's outcome — how the result is recorded and what follow-up it triggers.
Outbound workflow or Inbound routing
Sales agents pick the Workflow that enrolls new leads for outreach. Inbound-only bots instead set where inbound calls go and when.
Voice & transfer
Tune voice speed, transfer behavior, and any custom pronunciations so SAMI sounds right and hands off cleanly.
Review & publish
Assign phone numbers, resolve any remaining blocking issues, and push the bot live. Resolved issues link back to the exact step that needs attention.
Use the header controls
The header rides above every step. Click the pencil next to the name to rename the bot inline — press Enter to save or Escape to cancel. A status badge shows whether the bot is active, and an Edited badge appears when your draft has diverged from its starting preset.
Your work saves automatically. A pill next to the name reports the live state: Unsaved while you're typing, Saving as it writes, then Saved once it lands — or Save failed if something goes wrong.
Use Versions in the header to review past published versions, and Export to download the bot's full configuration as JSON for backup or sharing.
When everything checks out, the Publish button validates your bot and pushes it live. It stays disabled until you have changes worth publishing. From there, head to Publishing and going live to confirm your bot is answering calls.
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Last updated 2026-06-21