Documentation

Know your way around SME AI.

A tour of every area of the product, organized by who uses it. For step-by-step walkthroughs, see the guides.

For fulfillment centers, agencies, influencers, lead generators and affiliates running their own offers.

Overview: Your day at a glance: new leads, conversations, sales and upcoming kickoffs.
Onboarding: Describe your business, add campaign IDs and assign U.S. phone numbers.
Samantha: Shape how Samantha represents your brand, and talk to her yourself to hear the experience.
Knowledge Base: Teach Samantha from your website, documents, recordings and written notes.
Calls: Every conversation with its summary, outcome and source.
CRM and Customers: Leads and customers with their complete history, stages and tags.
Payments: Every checkout and invoice, matched to its customer and campaign.
Projects and Handoff calls: Track each new customer from payment through kickoff and delivery.
Analytics: Results by campaign, partner and period, from first call to revenue.
Automations: Send emails, add tags, create tasks or move stages automatically when something happens.
Forms: Simple lead forms and pages that hand straight off to Samantha.
APIs: Connect the business apps you already use and put their data to work.
Settings: Your profile, team, calendar links, notifications and account controls.

For setters and affiliates who introduce customers.

Your partner ID: A unique ID that follows every lead you introduce.
Links: Affiliate links and call links you can share anywhere.
Leads: Every lead you introduced, with its current status.
Import: Bring in your own list of contacts to work through.
Dialer: Call through your list from your browser and pass interested people to Samantha.
Commissions: Credited sales and the commission each one earned.
Settings: Your profile and payout details.

What your customers see. No account needed.

Calls and chat: Customers talk to Samantha by phone, in the browser or through your website button.
Checkout: A secure checkout link or invoice arrives by email during the conversation.
Kickoff booking: After payment, customers choose a time with their fulfillment team.
Meeting room: A simple video room for the kickoff, where Samantha makes the introduction.

See it for yourself.

The fastest way to learn SME AI is to open a free workspace and look around.