Working with SAMI

Use the in-app AI assistant to summarize, draft, and build.

• Meet SAMI, your AI assistantMeet SAMI, the AI assistant built into SAMI OS, and learn where to find it and what it can do.
• Asking SAMI about your contacts, deals, and pipelineAsk SAMI plain-language questions to look up contacts, deals, tasks, and a live pipeline summary.
• Chatting with SAMI anywhere with the chat widgetOpen the SAMI chat widget from any page using the AI Chat button to ask questions and run tasks without losing your place.
• Having SAMI take action for youAsk SAMI in plain English to create contacts and deals, send a text, move a deal stage, and log activity.
• Letting SAMI use the page you're onOpen SAMI on a contact, deal, or website and just say 'this contact' — SAMI already knows the record you're viewing.
• Sharing files and photos with SAMIAttach CSVs, PDFs, and images to SAMI chat so she can import contacts, set your branding, and pull listings from documents.
• Using Think and Deep Search modesTurn on Think and Deep Search to help SAMI reason through harder requests and search more thoroughly before answering.
• Starting and stopping SAMI outreach for a leadAsk SAMI to start, pause, or stop AI outreach for a contact, and check which workflow they're enrolled in.
• Building a workflow with SAMI in chatHave SAMI build, validate, and publish an automated outreach or routing workflow from a plain-English chat.
• Connecting other tools and importing leads with SAMIHave SAMI connect Follow Up Boss, Lofty, and other platforms so new leads flow into SAMI OS automatically.
• Importing contacts from a CSV with SAMIBulk-load contacts by dropping a CSV into chat — SAMI previews every row with a dry run before importing for real.
• Building dashboards by chatting with SAMIDescribe the metrics you want in plain language and SAMI builds or edits a saved dashboard for you to approve.
• Checking a lead's SAMI status and pending actionsAsk SAMI where a lead stands — enrollment, current workflow step, next touchpoint, recent activity, and actions awaiting your approval.
• Monitoring SAMI AI activity and call transfersTrack what your SAMI Bots are doing live: transfers, answer rate, recordings, and a full log of AI calls and texts.
• Getting help from the help center with Ask SAMIAsk SAMI how-to questions and get answers drawn straight from the SAMI OS help center, with clickable source articles.