Settings, Team & Admin

Manage your team, phone numbers, SMS compliance, and billing.

• Find your way around SettingsGet oriented in the Settings area and its grouped side rail so you can find any workspace control fast.
• Update your profile and call availabilityEdit your name, phone, timezone, and language, and set the hours SAMI can warm-transfer live callers to you.
• Manage organization-wide settingsSet your brokerage's shared identity, timezone, AI agent name, and SAMI transfer caller ID from the Organization tab.
• Invite teammates and manage team membersInvite people, set roles, track invitations, and manage member access from the Team tab in Settings.
• Understand roles and what each can doA guide to SAMI OS roles, the data each can see, and who can assign them.
• Manage contact stagesCreate, rename, reorder, and safely delete organization-specific contact stages from Settings.
• Set up lead routing rulesBuild rules that send every new lead to the right agent, pond, or SAMI Bot automatically.
• Buy and assign phone numbersSearch for and buy Twilio numbers, then assign each as a personal, SAMI, or group line for calls and SMS.
• Register for SMS compliance (A2P 10DLC)Complete A2P 10DLC brand and campaign registration so your SAMI OS text messages deliver reliably to US carriers.
• Connect email and create message templatesConnect a Gmail or Outlook mailbox via OAuth and build reusable SMS and email templates in SAMI OS.
• Connect lead sources, Zapier, and external CRMsParse lead emails, connect Zapier, and log SAMI activity to Lofty, Follow Up Boss, and Sierra Interactive from the Integrations tab.
• Create and manage API keysCreate, scope, expire, and revoke API keys to connect SAMI OS to Zapier and other tools.
• Create custom fields and import contactsDefine your own contact fields and bring an existing list into SAMI OS from a CSV in a few minutes.
• Set up billing and track usageSet up Stripe billing, monitor usage-based costs, and manage your payment method on the owner-only Billing page.