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Write what SAMI says: greetings and qualification questions

Edit a SAMI bot's greetings and qualification questions so every call sounds like a real member of your team.

Open in SAMI OS

The What should SAMI say? section is where you write the exact words your bot speaks — her opening line and the questions she works through to qualify a lead. The wording here is what callers hear, so keep it conversational.

Open the section

Head to SAMI Bots, open the bot you want to edit, and go to the What should SAMI say? step. You'll see a Greeting block at the top and an ordered list of Qualification questions below it.

Write the two greetings

Every bot has two greeting variants, and SAMI picks the right one automatically based on whether the lead has an inquiry address on file. Use the toggle above the greeting field to switch between them.

  1. Write the no-address greeting

    With No inquiry address selected, write a soft opener for leads who don't have a property attached. Forced-registration leads often haven't actively engaged, so skip "you reached out" framing.

  2. Write the inquiry-address greeting

    Switch to Inquiry address present and write a version that references the property directly. Leave it blank to fall back to the no-address greeting — a note appears when that's happening.

  3. Drop in variables

    Type / inside a greeting to open the variable picker at your cursor, or use the Variable button. Pick tokens like First name, Company name, or Inquiry address and they render as colored pills, filled in automatically at call time.

A blue pill is a known variable SAMI resolves before she speaks. An orange pill means the token isn't recognized and will be read as raw text — double-check the spelling or pick it again from the list.

Manage the qualification questions

Below the greeting, SAMI asks each question in the order it's listed. Build the list to match how you qualify a lead.

  1. Add a question

    Click Add question, type the wording exactly as SAMI should say it (short and conversational works best), and confirm. New questions land at the bottom of the list.

  2. Reorder questions

    Drag a question by the grip handle on its left edge to change the order, or use the up and down controls on the right. SAMI asks them top to bottom.

  3. Remove a question

    Use the remove control on any row to drop a question that doesn't fit. You can leave the list empty if your bot qualifies purely from the greeting.

Saved answers and capture instructions

Each question has an Advanced disclosure that controls how SAMI records the answer. Expand it to see two fields:

  • Saved answer name — a read-only variable name generated automatically from the question's wording (for example, timeline or budget). Workflows can reference this saved answer to branch on what the lead told SAMI.
  • Capture instructions — what SAMI uses to decide which answer to pull from the call transcript. It updates automatically as you reword the question, but you can override it for tricky asks where you want her to capture something specific.

The saved answer name is what your workflows read, so edit the question wording rather than fighting the generated name. Reword the question and SAMI regenerates a clean name to match.

Once your greetings and questions sound right, move on to the rest of the editor to set the script bridges and call outcomes. You can preview everything by running a test call from SAMI Bots.

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Last updated 2026-06-21

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