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Meet SAM, your AI sales agent for prospect engagement.
SAM manages prospect communication across the sales journey, from first contact to follow-up, qualification and a booked meeting on your calendar.
Automated meeting booking
Every SAM workflow ends in the same place: a meeting between a ready prospect and your sales team. SAM books it the moment the prospect agrees, by email or on a call, any time of day.
- Calendar integration with Google Calendar and Microsoft Outlook
- Real-time availability, no double booking
- Invites sent to the prospect and your team
- Meetings booked counted in your conversion metrics
Illustrative example
AI email outreach and automated follow-up
Personalized prospect emails written from the information you provide, with follow-ups that adapt to how each prospect responds.
Prospect email outreach
First-touch emails tailored to each prospect and your offer.
Automated follow-up
Scheduled follow-ups continue until a reply, an opt-out or the end of the sequence.
Response handling
Replies are analyzed to choose the next action: book, call, answer or escalate.
Rejection handling
Supported "not now" and "not interested" replies get a professional close.
Illustrative example
AI voice conversations for warm prospects
Where enabled, SAM places outbound AI calls to prospects who showed interest by email, answers common questions, handles supported objections and books the meeting.
- Dedicated US outbound number, managed and rotated by Vista Profits
- Prospects are asked not to call the number back
- Connected vs. no-answer outcomes tracked in analytics
- Uses plan voice minutes, then Voice Booster credits
Harbor Dental · 03:48
ProspectHow does onboarding work for two locations?
SAMEach location gets its own setup with the team. I can book a call so they can walk you through it. Is Tuesday at 10:30 good?
Human escalation and custom business information
You decide what SAM knows and when it hands over. Important or out-of-scope matters are flagged for your team with full context.
Business profile
Your services, pricing guidance, tone and frequently asked questions.
Escalation rules
Topics that always go to a person, such as custom contracts.
Priority flags
Escalated emails appear at the top of your dashboard for manual takeover.
Call summaries
Escalated calls are logged with context and a summary for follow-up.
Offer
Lead-response service for real estate and home-services teams.
Tone
Always escalate
Custom contract terms · Refund questions · Anything legal · Requests to speak with the owner
A dashboard built around conversion.
Not just raw usage. See outbound volume, open and reply rates, call outcomes, meetings booked and conversion rate, then drill into any prospect's full timeline.
Outbound volume
Total emails sent and outbound voice calls made.
Engagement rates
Email open rate and reply rate, as counts and percentages.
Call outcomes
Connected calls vs. no answers, as counts and percentages.
Conversion success
Meetings booked and overall conversion rate.
Conversion rate = meetings booked ÷ prospects engaged and connected by SAM (92).
| 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 |
- 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
Dr. Jamie Lee · Owner
CSV import · Oct 20
Opened 2×RepliedCall answered
Human sales meeting. Calendar invite sent to both parties.
| 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 |
Current plan
Starter · USD 249/month
Started Oct 10, 2026
Auto-renews Nov 10, 2026
Plan credits reset each cycle
Booster credits carry forward
| 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 |
Conversion rate = meetings booked by SAM ÷ prospects engaged and connected by SAM.
Know exactly where you stand.
Your billing area shows your plan, start date, auto-renewal date, credit balances in two buckets, and a full purchase history including Booster Packs.
- Dashboard notice at 80% of your monthly email or voice allocation
- Outreach pauses safely at 100% until you add a booster or renew
- Booster credits tracked separately and carried forward
Illustrative example
Built for small teams that sell by appointment.
If your sales process ends in a call or meeting, SAM can keep your calendar moving. Examples:
Agencies & consultants
Reach out to target accounts and book discovery calls without a dedicated SDR.
B2B services
Commercial cleaning, IT services, staffing and more: follow up with every lead and book site visits.
Owner-led sales
Founders who sell themselves can hand off the chasing and keep the meetings.
What's included at launch.
| Feature | Status |
|---|---|
| Automated meeting booking | At launch |
| Calendar integration (Google Calendar, Microsoft Outlook) | At launch |
| AI email outreach & automated follow-up | At launch |
| Response & rejection handling | At launch |
| Outbound AI voice calls | At launch |
| Human escalation | At launch |
| Analytics & conversion metrics | At launch |
| Prospect directory & activity timeline | At launch |
| Call transcripts & recording links | At launch |
| Billing info, usage & Booster Packs | At launch |
| CRM Integrations | At launch |
| AI customer support assistant | At launch |
Your AI Workforce starts here.
Spend less time managing repetitive outreach and more time building meaningful business relationships.