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Guides

Quick reference for common SAM workflows

Sanitized summaries adapted from in-app help docs. For step-by-step UI detail, use SAM Guide inside the product.

AI

SAM Chat daily briefing
Ask what to focus on today — overdue work, inbox, and call priorities.

Calendar

Calendar overview
Plan your day with activities, views, filters, and Google sync in SAM.

Communications

Inbox AI Draft for SMS
Get three tone options when replying to text threads in SAM Inbox.
Call list basics
Phone queues, Voice Forward voicemail, callback timelines, and logged outcomes.

Integrations

BombBomb integration
Connect video email and sync contacts with BombBomb from SAM.

Lead capture

Landing page approvals
Review form submissions before they enter your CRM database.

Routines

Glossary · All resources