How can we help?

1. Go to Pricing and choose either Starter or Growth.
2. Confirm you agree to the Terms of Service, Privacy Policy, Data Processing Agreement, and Refund & Cancellation Policy.
3. Complete checkout with Paddle, our Merchant of Record.
4. Your subscription activates instantly and you're taken to the dashboard at login.vistaprofits.ai.

SAM represents your business, so the quality of its outreach depends on what you tell it. Add your services, who you serve, pricing guidance, preferred tone, common questions and answers, and escalation rules for topics a person should always handle.

• Complete the business profile
• Connect your calendar
• Import a first batch of prospects
• Review SAM's first emails
• Check the dashboard daily for escalations

In the dashboard, open Settings → Calendar and sign in with the calendar account your team uses for sales meetings. Set your meeting length, working hours and buffer time. SAM only offers slots that are free on that calendar.

When a prospect agrees to meet, either in an email reply (Workflow 1) or during an AI voice call (Workflow 2), SAM checks your real-time availability, books the slot and sends invites to both parties. The booking appears on the prospect's timeline as a "Meeting booked" system event.

SAM can't book without access to your calendar, so reconnect it from Settings as soon as possible. Note that failures caused by a disconnected calendar are excluded from the 30-Day Functionality Guarantee.

SAM sends a personalized introduction to each prospect, then scheduled follow-ups. Each reply is analyzed: ready-to-meet prospects are booked, curious prospects may get a voice call, supported rejections get a polite close, and anything out of scope is escalated.

We configure email authentication for your sending domain and use measured sending schedules. Inbox placement can't be guaranteed by any provider; it also depends on your domain's reputation, history and content.

Commercial emails to recipients should identify the sender, include a valid physical address and give recipients a clear way to opt out. Prospects who opted out are excluded from further outreach. You are responsible for the lawful use of your prospect data.

Only when a prospect has replied to an email with interest but has questions (Workflow 2), and voice is enabled on your account with minutes available. SAM doesn't cold-call your whole list.

SAM calls from a dedicated US outbound number managed by Vista Profits, which may be rotated to protect call reputation. Prospects are told not to call it back because it's used for outbound AI calls only.

SAM tells the prospect a specialist will follow up, then logs the full call context and a summary to your dashboard and flags it for your team.

• Total outbound volume: emails sent and outbound voice calls made.
• Engagement rates: email open rate and reply rate, as counts and percentages.
• Voice call outcomes: connected calls vs. no answers, as counts and percentages.
• Conversion success: total meetings booked and overall conversion rate (meetings booked by SAM ÷ prospects engaged and connected by SAM).

See the dashboard preview

Open any prospect ID in the Prospects Directory to see every interaction in order:

• Timestamp of each interaction
• Channel: email, outbound voice call, or system event such as "Meeting booked"
• Status or outcome: "Email sent", "Email opened", "Call answered", "Left voicemail" and more
• Content: expand emails to read the exact text; calls show duration, transcript and recording link

The Billing area shows your subscription start date, auto-renewal date, current plan (Starter or Growth), and full purchase history including plans and Booster Packs with quantities and dates.

Upload a CSV from Prospects → Import. Include at least name, business name and email; add phone numbers for prospects who may receive voice follow-up. Duplicates are removed automatically. Poorly formatted or invalid data can cause failures that aren't covered by the 30-Day Functionality Guarantee.

CSV template and required columns

Use one row per prospect, keep the header row exactly as shown, save as UTF-8 CSV, and enter phone numbers in international format (country code first). Download the CSV template.

Starter supports up to 250 prospects and Growth up to 1,000 prospects.

At 80% of your monthly email or voice allocation the dashboard shows a notice. At 100%, SAM pauses outbound activity until you add a Booster Pack or your next billing cycle starts.

From the Billing area, buy an Email Booster (1,000 emails, USD 19) or Voice Booster (50 minutes, USD 29). Booster credits are tracked separately and carry forward while your subscription is active. Boosters are non-refundable.

Cancel from the dashboard anytime. You keep access until the end of the current paid period. No prorated refunds are given, and automatic renewals are non-refundable.

All support, billing disputes and technical claims are handled through tickets in your User Account Dashboard under Support / Help Desk. This keeps every request authenticated and tracked.

1. Log into your dashboard and open Support / Help Desk.
2. Open a new ticket and choose "Functionality Claim".
3. Add your Order ID and a description, screenshots or video of the defect.
4. Our engineers have 7 days to resolve it. If they can't, a full refund is processed through Paddle.

How the guarantee works