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Tune how SAMI detects each outcome

Edit the natural-language criteria SAMI uses to classify each call outcome, and reset any outcome back to its default.

Open in SAMI OS

After every call, SAMI reads the transcript and tags it with an outcome. You can fine-tune the wording SAMI uses to make that call — so an outcome like Opt out or Needs follow up fires exactly when you want it to.

Where outcome detection lives

Each of your SAMI Bots has an Outcomes editor where every outcome is its own card. Six of those outcomes are detected by AI from the transcript, and each one carries an Analysis criteria box — the plain-English instructions SAMI follows to decide whether that outcome applies:

  • Needs follow up — qualified, but the lead wants a specific time before a transfer.
  • Contact later — the lead asked to be reached at a set later time.
  • Opt out — the lead explicitly asked not to be contacted again.
  • Not interested — the lead pushed back several times without opting out.
  • Unqualified — the lead confirmed a dealbreaker, like already being under contract with another agent.
  • Bad number — the call reached the wrong person.

Successful transfer and Missed transfer have no Analysis criteria box. SAMI detects them from the transfer call events themselves — not from the transcript — so there's no AI prompt to edit for those two.

Edit the analysis criteria

  1. Open the bot's Outcomes editor

    Go to SAMI Bots, open the bot you want, and select the Outcomes section in the editor.

  2. Expand the outcome

    Click the outcome card you want to adjust. Use Expand all if you'd rather review every outcome side by side.

  3. Rewrite the criteria

    In the Analysis criteria box, edit the instructions SAMI uses to classify that outcome. Write it the way you'd brief a teammate — describe what counts, and what does not. For Opt out, for example, the default tells SAMI that "no thanks" alone isn't enough; the lead must explicitly ask you to stop reaching out.

  4. Save the bot

    Save the editor. Your wording applies to calls handled after you republish the bot.

Tuning sensitivity is the most common reason to edit this box. To catch follow-ups sooner, loosen the bar for Needs follow up; to avoid tagging mild hesitation as Not interested, raise the number of objections required before it fires.

Reset an outcome to default

Made a change you'd rather undo? Every AI-detected card has a Reset to default button beneath its Analysis criteria box. Clicking it clears your custom wording and restores SAMI's built-in instructions for that outcome. Clearing the box entirely has the same effect — SAMI falls back to the default prompt automatically.

Outcome tags also drive what happens next — the tasks, tags, and notifications you wire up in Workflows and the contacts that land in your Contacts. Getting detection right keeps that downstream automation aimed at the right leads.

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Last updated 2026-06-21

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