Experience · Feature
Ask SAM, stay in flow
In-app assistant to find contacts, list appointments, learn how to work in SAM, and prepare outreach — you confirm anything client-facing.
The problem
SAM is powerful, but hunting through menus for “how do I…” breaks your rhythm — and switching apps to draft a text or look up a contact wastes time.
How it works
SAM Chat opens as an overlay anywhere in the app. Ask in plain language: find a contact by name or detail, list today’s appointments, or enter Guide Mode for step-by-step help (for example, how to add a contact). SAM can also answer how-to questions from 700+ help articles, surface a daily briefing, and prepare SMS or email drafts. Tool actions require your confirmation before sending.
Find contacts fast
Search people in natural language without opening the contact list and rebuilding filters.
Calendar at a glance
Ask what is on your schedule — SAM lists appointments and activities for the day you specify.
Guide Mode
Walk through multi-step tasks inside SAM with contextual guidance, like adding a new contact.
Instant how-to
Get answers from SAM’s help library without leaving your current screen.
Prepared actions
Draft outreach and calendar updates; you review before anything goes to a client.
See it in SAM
Theme-aware product views from the live app — plus campaign hero art where noted.
See what is on your calendar for today or any date without opening the full schedule view. Step-by-step guidance for tasks in SAM, so newer team members learn the system while they work.
Start of day
You ask SAM Chat “What appointments do I have today?” — it lists your calendar. You follow up with “Find Sarah Miller” and open her record. When a new lead calls, Guide Mode walks you through adding the contact without hunting menus.
FAQ
Yes. Ask in natural language — for example, “Find John Smith” or “Who is my contact on Maple Street?” SAM returns matches and links you to the contact record.
Yes. Ask what is on your calendar for today, tomorrow, or a specific date. SAM lists activities and appointments so you can plan your day from the chat overlay.
Guide Mode walks you through multi-step workflows inside SAM — such as adding a contact — with contextual prompts so you learn the product while completing real work.
No. SAM Chat is the in-app assistant for logged-in users. The SAMChat website widget (separate integration) captures visitors on your public site.
Client-facing sends require your confirmation. SAM prepares drafts and actions; you approve.
Related answers: AI for Real Estate
Related
Features
- AI Assistant — Configure providers, Knowledge Library, generations, and connections — the settings hub behind SAM Chat and content tools.
- Inbox & Outbox — Unified inbox with assignment, snooze, templates, AI draft suggestions, and an Outbox for review before send — including WhatsApp and Meta messaging.
- Calendar — Activities, recurrence, resources, and routine-linked dates — so your calendar reflects deals and contacts, not just meetings.
- Contacts — Tags, custom fields, pipelines, notes, files, and activity history — so you always know who someone is and what happened last.
Integrations
- Google Gemini — Primary AI for SAM Chat, Knowledge Library, and media.
- OpenAI — Bring your own OpenAI models for generations and assistants.
Try SAM Chat in SAM
Start a free trial or book a walkthrough with our team.