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Workflow Secrets

Experience · Feature

Your AI command center in SAM

Configure providers, Knowledge Library, generations, and connections — the settings hub behind SAM Chat and content tools.

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The problem

AI features scattered across integrations and menus make it hard to know which key powers what — or to keep brand voice consistent.

How it works

AI Assistant in Setup centralizes API connections (OpenAI, Google Gemini, etc.), Knowledge Library documents for SAM Chat, generation presets, and account-level AI preferences. Content tools across SAM — inbox drafts, landing copy, routine builder — draw from these settings.

  • Bring your own keys

    Connect OpenAI, Gemini, xAI / Grok, Claude, and other providers you already use.

  • Knowledge Library

    Upload practice-specific docs so SAM Chat answers with your playbooks.

  • Consistent generations

    Reuse presets for emails, social, and listing content across the platform.

Onboarding a new agent

You add your team’s buyer consultation guide to Knowledge Library, connect Gemini, and new agents ask SAM Chat process questions on day one instead of paging through PDFs.

FAQ

Related

Features

  • SAM Chat — In-app assistant to find contacts, list appointments, learn how to work in SAM, and prepare outreach — you confirm anything client-facing.
  • Templates — Reusable email, SMS, WhatsApp, and letter templates with stats and analysis — wired into Inbox, Routines, and Outbox.

Integrations

  • Google Gemini — Primary AI for SAM Chat, Knowledge Library, and media.
  • OpenAI — Bring your own OpenAI models for generations and assistants.
  • ElevenLabs — Voice synthesis for audio content.
  • HeyGen — AI video generation and talking photos.
  • Pixabay — Royalty-free stock photos across SAM content tools.
  • Pexels — Free stock photos alongside Pixabay in SAM.

Try AI Assistant in SAM

Start a free trial or book a walkthrough with our team.

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