AI WorkforceLimited time for outreach
Owners and reps juggle delivery, admin and selling. Prospecting is the first thing to slip.
NewAutomated meeting booking, 24/7
Your next sales team member isn't human. It's SAM.
Meet your AI-powered sales agent. SAM connects with prospects, sends personalized emails, follows up intelligently, calls interested leads with AI voice, and books meetings straight onto your calendar.
- AI email outreach
- AI voice follow-up
- Automated meeting booking
- Human escalation
Warm reply detectedAI voice call queued
Meeting bookedTue, 10:30 AM · invite sent
Illustrative demo data · not real customer results
The sales challenge
Great opportunities shouldn't be lost to missed follow-ups.
Most small sales teams don't lose deals on the pitch. They lose them in the gaps between emails, calls and calendars.
Inconsistent follow-ups
Interested prospects go quiet when the second and third follow-up never get sent.
Expensive sales staffing
Hiring and training another SDR is a big commitment for a growing business.
Growing prospect lists
Spreadsheets of leads become hard to track once you pass a few dozen conversations.
Slow response to interest
A warm reply that waits until tomorrow often cools off before anyone books the meeting.
Manual sales admin
Logging emails, notes and calendar back-and-forth takes hours away from real selling.
Meet SAM
One AI sales agent. A smarter way to grow.
SAM works as a digital member of your sales team. It handles the repetitive communication and hands your team the conversations that need a person.
- Understands your business and offerLearns from the profile, services and guidance you provide.
- Works with your prospect listImport contacts and track each one in a single directory.
- Prepares personalized outreachWrites relevant emails for each prospect.
- Sends emails and follow-upsKeeps every conversation moving on schedule.
- Identifies engagement and interestReads replies and decides the next supported action.
- Calls warm prospects with AI voiceWhen enabled, talks through questions and objections.
- Books meetings on your calendarAutomated meeting booking for prospects who are ready, 24/7.
- Captures outcomes and escalatesLogs every interaction and flags what your team should handle.
S
SAM's workspacePreparing outreach for Ridgeway Roofing
IllustrativeBusiness profile
Commercial cleaning for offices and clinics in Austin, TX. Flexible after-hours service.
Prospect signals
Opened 3×RepliedFacilities lead
Drafted email
To: Dana Ortiz · Ridgeway RoofingFollow-up 2
Hi Dana, thanks for the quick reply. Happy to walk you through after-hours cleaning for your new office. I can book a 20-minute call with our team. Does Tuesday at 10:30 AM or Wednesday at 2:00 PM work better?
Next action
Book meeting when Dana confirms a time
Escalation rule
Custom contracts over 12 months go to your team
How SAM works
From sign-up to booked meetings in five steps.
Select a step to see what happens. SAM runs steps 4 and 5 for you, around the clock.
Step 1
Create your account and pick a plan
Choose Starter or Growth, review the Terms, Privacy Policy, Data Processing Agreement, and Refund & Cancellation Policy, and checkout securely through Paddle.
- Paddle handles billing and sales tax as Merchant of Record
- Your plan sets prospect, email and voice allocations
StarterUSD 249 / mo
Secure checkout via PaddleMerchant of Record
Account activatedinstant
Step 2
Configure SAM and connect your calendar
Tell SAM what you sell, who you serve and how you want to sound. Connect Google Calendar or Microsoft Outlook so SAM can offer real availability.
- Business profile, offer, tone and common questions
- Calendar connection and meeting length
- Rules for when to escalate to your team
Business profilecomplete
Google Calendarconnected
Escalation rules3 rules
Step 3
Import your prospect list
Upload a CSV or add prospects in the dashboard. Use contacts you're permitted to reach, and SAM keeps each prospect's activity in one place.
- Up to 250 prospects on Starter, 1,000 prospects on Growth
- Opted-out prospects are excluded from future outreach.
prospects_q4.csv248 rows
Duplicates removed6
Ready for outreach242
Step 4
Start email outreach and voice follow-ups
SAM emails first, follows up on schedule and reads every reply. Warm prospects with questions can get an outbound AI voice call where enabled.
- Email first. Voice only when it adds value.
- Out-of-scope questions go to your team
Intro email sent242
Warm replies31
AI voice calls queued12
Step 5
Get meetings booked and track results
When a prospect is ready, SAM books the meeting on your calendar, around the clock. Your dashboard shows engagement, call outcomes, meetings booked and a full activity trail for every prospect.
- Automated meeting booking, 24/7
- Analytics, prospect timelines and usage in one view
Meeting booked · Harbor DentalTue 10:30
Meeting booked · Summit FitnessWed 2:00
Conversion rate15.2%
Example figures for illustration only
Features
Everything SAM needs to turn a list into meetings.
Each feature is built around one goal: getting interested prospects onto your calendar while your team keeps control.
Automated Meeting Booking
SAM books meetings with ready prospects on your calendar, 24/7, and sends invites to both sides.
At launchCalendar Integration
Connect Google Calendar or Microsoft Outlook so SAM only offers times you're actually free.
At launchAI-Powered Email Outreach
Personalized first-touch emails written from your business information.
At launchAI Voice Conversations
Outbound calls to warm prospects to answer questions and move toward a meeting.
At launchAutomated Follow-Ups
Timely follow-ups that adapt to how each prospect responds.
At launchProspect Management
A prospect directory with a complete activity timeline for every contact.
At launchSales Activity Dashboard
Open rates, reply rates, call outcomes, meetings booked and conversion rate.
At launchLead Engagement Tracking
See who opened, replied, answered a call or booked, with timestamps.
At launchCustom Business Information
Teach SAM your offer, tone, FAQs and escalation rules.
At launchSubscription & Usage
Plan details, renewal date, credit balances and purchase history.
At launchVoice & Email Booster Packs
Add capacity anytime. Booster credits carry forward while you're subscribed.
At launchCustomer Support Assistant
An AI help assistant trained on approved support content, with a path to a person.
At launch
Email first. Voice second. Meetings when ready.
Start the conversation with email. Build stronger connections with voice.
SAM uses a structured approach so your outreach budget goes where it counts. Every prospect gets email. Only warm prospects with questions get a voice call. Anyone ready to meet gets booked.
Prospect listYour imported prospects
AI email outreachPersonalized emails and follow-ups
Strong positive reply“Can we schedule a meeting?”
Automated meeting bookingSAM books a slot on your calendar
Your sales teamTakes the meeting
Example prospect reply“I'm interested. I'd like to set up a meeting with your team. When are you free?” SAM skips the call and books the meeting directly.
Prospect listYour imported prospects
AI email outreachPersonalized emails and follow-ups
Warm replyInterested, with questions
Outbound AI voice callAnswers questions, handles objections
Automated meeting bookingBooked when the prospect agrees
Your sales teamTakes the meeting
Example prospect reply“This sounds useful, but I have a few questions about setup and cost.” SAM calls to talk it through, then books a meeting if the prospect is ready.
Not every prospect will reply, answer a call or book a meeting. Results depend on your offer, your list and your market.
Dashboard preview
See every conversation, call and booked meeting.
Conversion metrics, a complete activity trail for each prospect, your follow-up queue, and billing and usage, all in one place. Try the tabs.
Sample data · Starter plan · Illustrative only
Total prospects
250
of 250 in plan
Emails sent
642
358 remaining
Outbound AI calls
41
118 voice min used
Meetings booked
14
Conversion rate 15.2%
Email engagement this cycle
58.1%open rate · 373 opened
11.1%reply rate · 71 replies
AI voice call outcomes
26connected · 63.4%
15no answer · 36.6%
Conversion
14meetings booked by SAM
Conversion rate = meetings booked ÷ prospects engaged and connected by SAM (92).
9 · 5via email · via voice
Recent conversations Select P-0142 to open its timeline
| Prospect | Channel | Last activity | Status |
|---|---|---|---|
| · Harbor Dental | Oct 28, 9:14 AM | Meeting booked | |
| P-0088 · Summit Fitness | Voice | Oct 28, 8:41 AM | Call answered |
| P-0211 · Oakline Realty | Oct 27, 4:02 PM | Email opened | |
| P-0019 · Brightpath Tutoring | Oct 27, 1:37 PM | Escalated | |
| P-0173 · Ridgeway Roofing | Voice | Oct 27, 11:20 AM | Left voicemail |
Outreach this week emails · calls
Emails642 / 1,000
Voice minutes118 / 250
P-0142 · Harbor Dental Group Meeting booked
- Email sent · Introduction
View email
Hi Dr. Lee, I noticed Harbor Dental recently opened a second location. We help practices fill new-patient calendars without adding front-desk workload. Would a short call next week be useful? - Email opened
- Follow-up sent
- Reply received · Interested, has questions
View reply
Thanks. We're interested but I'd like to understand how onboarding works for two locations before we commit to a meeting. - Outbound AI call · Answered · 3m 48s
Transcript & recording
Transcript, call duration and recording link load here from the voice provider. - Meeting booked · Tue, Nov 3, 10:30 AM ET
Prospect profile
Contact
Dr. Jamie Lee · Owner
Dr. Jamie Lee · Owner
Source
CSV import · Oct 20
CSV import · Oct 20
Engagement
Opened 2×RepliedCall answered
Opened 2×RepliedCall answered
Next step
Human sales meeting. Calendar invite sent to both parties.
Human sales meeting. Calendar invite sent to both parties.
Follow-up queue SAM's next scheduled actions
| Prospect | Next action | Scheduled | Owner |
|---|---|---|---|
| P-0211 · Oakline Realty | Follow-up email #2 | Oct 29, 9:00 AM | SAM |
| P-0088 · Summit Fitness | Offer meeting times | Oct 29, 10:15 AM | SAM |
| P-0019 · Brightpath Tutoring | Custom pricing question | Needs reply | Your team |
| P-0173 · Ridgeway Roofing | Follow-up email after voicemail | Oct 30, 9:00 AM | SAM |
| P-0230 · Cedar Lane Vet | Not interested · stop outreach | Closed | Opted out |
Email usage at 80% sends a dashboard notice. At 100%, SAM pauses outreach until you add a Booster Pack or your plan renews.
Current plan
Starter · USD 249/month
Started Oct 10, 2026
Auto-renews Nov 10, 2026
Plan credits reset each cycle
Emails358 left
Voice minutes132 left
Booster credits carry forward
Emails1,000 left
Voice minutes50 left
Purchase history
| Date | Item | Qty | Amount |
|---|---|---|---|
| Oct 10, 2026 | Starter subscription | 1 | USD 249.00 |
| Oct 22, 2026 | Email Booster · 1,000 emails | 1 | USD 19.00 |
| Oct 22, 2026 | Voice Booster · 50 minutes | 1 | USD 29.00 |
Pricing
Simple plans. Powerful sales automation.
Two plans, both with automated meeting booking. Billed monthly in USD through Paddle. Cancel anytime from your dashboard.
StarterOpens January 1, 2027
For small businesses getting started with AI-powered prospect engagement and automated meeting booking.
$249USD / month
250prospects
1,000emails / mo
250voice min / mo
- AI email outreach and automated follow-ups
- Outbound AI voice calls to warm prospects
- Automated meeting booking
- Calendar integration (Google, Outlook)
- Analytics, prospect timeline and usage dashboard
- Human escalation and customer support
- Monthly plan. Cancel anytime
Starter enrollment begins on January 1, 2027. Onboarding capped at 1,000 new subscribers per month through March 31, 2027 – after which this cap will be lifted.
GrowthOpens April 1, 2027
For businesses managing larger prospect volumes that need more outreach, voice and booking capacity.
$499USD / month
1,000prospects
4,000emails / mo
1,000voice min / mo
- Everything in Starter, with 4× the capacity
- Automated meeting booking with calendar integration
- Higher email and voice outreach allocations
- Analytics, prospect timeline and usage dashboard
- Human escalation and customer support
- Monthly plan. Cancel anytime
Growth enrollment opens with no subscriber caps on April 1, 2027.
Booster Packs
Need more capacity this month? Add emails or voice minutes without changing plans.
Email Booster
1,000 additional emails
$19USD one-time
Voice Booster
50 additional voice minutes
$29USD one-time
Bucket 1
Subscription credits
Included with your plan. Reset at the start of each billing cycle. Unused plan credits do not roll over.
Bucket 2
Booster credits
Bought from your dashboard when you need more. Tracked separately and carried forward to the next cycle with no expiry date while your subscription stays active.
Booster Packs are bought from the Billing area of your dashboard. They are excluded from the 30-Day Functionality Guarantee and are non-refundable.
Why businesses choose SAM
More selling time. Less chasing.
Consistent prospect communication
Every prospect gets timely outreach and follow-up, even on your busiest weeks.
Less repetitive manual work
SAM handles the emails, call follow-ups and calendar back-and-forth.
Meetings booked on autopilot
Ready prospects land on your calendar day or night, with invites sent.
Scalable outreach workflows
Start on Starter and grow into larger volumes when Growth opens.
Visibility into engagement
Know who opened, replied, answered and booked, with a timeline for each.
More time for relationships
Your team spends its hours in meetings and closing, not chasing.
Built for responsible outreach
SAM supports the practices global regulators expect. You remain responsible for how you use it.
Permitted contactsUse prospect data you have a lawful basis to contact.
Opt-outs honoredProspects who opted out are removed from future outreach.
Clear AI disclosureVoice calls identify themselves as AI Assistant.
Human oversightYour team reviews escalations and sales decisions.
See SAM in action
See SAM in action.
Meet SAM, see how quickly it's set up, and listen to a full AI voice call that ends in a booked meeting.
FAQ
Frequently asked questions
Can't find what you need? Ask the assistant or browse the full FAQ.
What is SAM, the AI Sales Agent?
SAM is the AI sales agent behind Vista Profits AI Workforce. SAM emails your prospects, follows up, reads their replies, makes outbound AI voice calls to warm prospects when enabled, and books meetings on your calendar. Important or out-of-scope conversations are escalated to your team.
How does SAM work?
SAM follows two main workflows, depending on how a prospect replies:
- Email → Automated Meeting Booking. A prospect replies ready to meet, and SAM books the meeting directly.
- Email → Outbound AI Voice Call → Automated Meeting Booking. A prospect replies with interest but has questions, so SAM calls them, talks it through, and books a meeting if they're ready.
Does SAM replace my sales team?
No. SAM handles repetitive outreach, follow-up and scheduling so your team can spend its time in meetings and on decisions. Your team stays in control of business information, settings, escalations and every sales outcome.
Can SAM send emails automatically?
Yes. Email is where every SAM workflow starts. SAM writes personalized outreach from the business information you provide and sends follow-ups based on your configured workflow and each prospect's response.
We configure email authentication such as SPF, DKIM and DMARC and use measured sending schedules. No provider can guarantee inbox placement. Deliverability also depends on your domain reputation, sending history and content.
How does AI voice calling work?
Voice is used for warm prospects who replied to an email with interest but want a conversation first. Where enabled on your plan, SAM places an outbound call from a dedicated US number, answers common questions, handles supported objections and offers to book a meeting.
That number is for outbound AI calls only, so SAM asks prospects not to call it back. It may be rotated to protect call reputation. Voice calls use minutes from your plan or Voice Booster credits and must follow applicable calling laws and consent requirements.
How many prospects can I manage?
Starter supports up to 250 prospects with 1,000 emails and 250 voice minutes per month. Growth supports up to 1,000 prospects with 4,000 emails and 1,000 voice minutes per month. You can remove or amend prospect details anytime, and SAM recalculates automatically.
What happens when I use all my credits?
When your email or voice usage reaches 80% of your monthly allocation, your dashboard shows a notice. At 100%, SAM pauses outbound activity until you add a Booster Pack. If you don't, your plan credits reset and outreach resumes at the start of your next billing cycle.
Can I purchase additional voice minutes and emails?
Yes. Voice Boosters add 50 minutes for USD 29, and Email Boosters add 1,000 emails for USD 19. Active subscribers buy them from the Billing area of the dashboard at any time.
Do unused booster credits carry forward?
Yes. Booster credits are tracked separately from your plan credits and carry forward to the next cycle with no expiry date while your subscription remains active. Plan credits reset every billing cycle.
Can I upgrade my subscription?
Yes, you can easily manage your subscription here in your dashboard and upgrade from Starter to Growth whenever you’re ready. Just keep in mind that plan changes will kick in during your next billing cycle, rather than immediately.
How do I cancel?
Cancel anytime from your dashboard. Your account stays active until the end of your current paid billing period and no further charges occur. Partial refunds for unused time aren't offered. See the Refund & Cancellation Policy.
Is SAM available in the United States?
Yes. SAM is built for small and medium-sized businesses in the United States, with a dedicated US outbound number for AI voice calls. Billing is handled by Paddle, which manages sales tax for each US state.
How is customer information protected?
Your data stays yours. Your prospect lists, email templates, and call data are completely isolated from general account data and are never used to train public AI models. Payments are securely processed by Paddle, our Merchant of Record, meaning we never collect or store your credit card information. Read our Privacy Policy and Data Processing Agreement to learn more.
Will SAM's features change over time?
Yes. We keep improving SAM's workflows and the dashboard after launch. AI-generated output can occasionally be incomplete or not right for a situation, so you remain responsible for reviewing your settings and instructions. Read our AI Service Terms & Product Evolution.
Your AI Workforce starts here.
Spend less time managing repetitive outreach and more time building meaningful business relationships.