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SAM Chat daily briefing
Ask what to focus on today — overdue work, inbox, and call priorities.
Related feature →What this is for
SAM Chat daily briefing surfaces overdue activities, hot inbox threads, call list priorities, and other "start here" items — in natural language.
When to use it
Use at the start of your workday instead of opening five tabs to figure out what's urgent.
Steps
- Open SAM Chat from anywhere in the app.
- Ask "What should I focus on today?" or use the daily briefing prompt.
- Drill into contacts, calendar items, or threads from the response.
SAM Chat prepares actions; you confirm anything client-facing.
Adapted from in-app help documentation. UI labels may vary slightly by SAM version.