Frequently asked questions

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.

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.

See how SAM works

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

SAM runs an automated, multi-channel campaign built around the fastest path to a booked meeting:

• Direct email conversion. SAM starts with targeted email. If a prospect replies positively and asks for a meeting, SAM schedules it on your calendar right away, with no call needed.
• Multi-channel escalation. If a prospect replies with interest but wants to talk first, SAM places an outbound AI voice call to answer questions, handle objections and secure the booking.

SAM handles standard objections and scheduling. When a question is outside its defined scope:

• On email, SAM flags the conversation as a priority and routes it to your team in the dashboard for manual takeover.
• On a live call, SAM explains that a specialist will follow up, then logs the full call context and a summary in your dashboard so your team can follow up when they're back online.

No. SAM uses a dedicated US outbound number and tells prospects during the call not to call back. To protect deliverability and call reputation, Vista Profits manages this number and may rotate it.

We handle the technical setup, including email authentication such as SPF, DKIM and DMARC, and use sending schedules that mirror human behavior.

No. No provider can guarantee inbox placement. Long-term deliverability also depends on your domain authority, sender reputation history and email content.

We support integrations with major CRM platforms. The integration depends on your account permissions in your CRM.

Vista Profits doesn't charge for CRM connectivity. You're responsible for any API or integration costs charged by your own CRM provider, such as add-ons or tier upgrades needed to open API access.

SAM integrates with major calendar tools such as Google Calendar and Microsoft Outlook. When a warm prospect agrees to meet, by email reply or on an AI voice call, SAM checks your real-time availability, adds the meeting to your calendar and sends invites to both parties.

For USD 249/month, SAM follows up with up to 250 prospects, sends up to 1,000 emails, uses up to 250 outbound voice minutes, and handles automated meeting booking.

For USD 499/month, SAM follows up with up to 1,000 prospects, sends up to 4,000 emails, uses up to 1,000 outbound voice minutes, and handles automated meeting booking.

We're scaling our global infrastructure in monthly phases to ensure dedicated compute, instant email processing, and premium voice quality for every subscriber.

Subscription billing is handled by Paddle.com, our Merchant of Record. Paddle encrypts and processes your payment details in line with PCI-DSS standards and handles sales tax for US states and other countries.

Yes, through our 30-Day Functionality Guarantee. If SAM has a verified material defect as defined in our Refund & Cancellation Policy, you're covered.

• Claims are submitted as a technical ticket in your dashboard. Refund requests by email aren't processed.
• Each claim goes through a 7-day technical review based on system logs. Claims that don't meet the definition of a material defect are rejected.
• If your auto-renewal falls inside the 7-day review window, billing is automatically extended by 7 days so you aren't charged while a decision is pending.

See how the guarantee works