Letting SAMI use the page you're on

When you open SAMI while you're looking at a record, SAMI automatically knows which record it is. That means you can say "this contact," "this deal," or "them" without typing a name or re-explaining who you mean.

Why context saves you steps

Every time you open the SAMI chat, it picks up the page you're on and the record in front of you. So from a contact card you can just ask "what's the status here?" or "add a note to this contact" — SAMI works on the right person without you searching for them first.

This works on a few key surfaces:

• A contact in Contacts
• A deal in your Pipeline
• A site you're editing in Website

What SAMI sees on a contact

Open SAMI from a contact and it pulls in that person's live details so its answers are accurate:

• Type (buyer, seller, or both), stage, and lead source
• SAMI status — whether they're enrolled in outreach
• Lead score and when they were last contacted
• Their open tasks and any deals linked to them

So "what should I do next with this contact?" gets an answer grounded in their real stage, score, and open follow-ups — not a generic suggestion.

Use it from a record

1. Open the record

   Go to a contact in Contacts or a deal in your Pipeline and open it.

2. Open SAMI

   Launch the SAMI chat from the same page. It reads the record you're viewing automatically — nothing to set up.

3. Refer to it directly

   Ask in plain language: "What's the status here?", "Add a note to this contact," "Text them a follow-up," or "Move this deal to under contract."

On a deal, SAMI knows its stage, transaction type, price, and the contact it's linked to — so "summarize this deal" or "who's the client on this one?" works straight away. On a site in Website, "this page" and "the site" point at the website you're editing.

Want to go further? See how to ask SAMI about your wider book of business, or hand it tasks to run for you.

Related articles

• Asking SAMI about your contacts, deals, and pipeline
• Having SAMI take action for you