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Guides

Step by step, from setup to scale.

Practical walkthroughs for the things that matter most. Each one takes minutes and makes a lasting difference.

All guides

Guide 1About 20 minutes

Launch your first campaign

Get Samantha answering calls from a paid campaign, with every customer traced back to it.

  1. Sign in to your workspace and open Onboarding.
  2. Describe the offer this campaign promotes: what it is, who it is for and what it costs.
  3. Enter the campaign ID from your ad platform so results line up with your ad reporting.
  4. Assign a U.S. phone number to the campaign.
  5. Place that number in your ad, landing page or call extension.
  6. Call the number yourself to hear the experience your customers will have.

Tip: Use a separate campaign and number for each offer or audience. Clean separation makes it obvious which ads are earning their budget.

Guide 2About 30 minutes

Teach Samantha your offer

The better Samantha knows your business, the more confidently she sells it.

  1. Open the Knowledge Base in your workspace.
  2. Add your website so Samantha can learn from your existing pages.
  3. Upload any brochures, FAQs, policy documents or recorded sales calls you already have.
  4. Write down the ten questions customers ask most, with the answer you would give.
  5. List the common objections and how you honestly respond to each.
  6. Talk to Samantha and note any answer you would improve. Add the better answer to the Knowledge Base.

Tip: Write the way you speak. Samantha picks up your tone from your materials, so conversational notes produce conversational answers.

Guide 3About 10 minutes

Set up warm handoffs

Make the moment after payment feel as good as the sale itself.

  1. Decide which team or partner fulfils each offer.
  2. Add their booking calendar link in your workspace settings.
  3. Make sure the fulfillment team knows to expect new customers and has access to the notes.
  4. Run a test purchase and confirm the kickoff booking and introduction work end to end.

Tip: Ask your fulfillment team to read the conversation summary before every kickoff. Customers notice when they do not have to repeat themselves.

Guide 4About 5 minutes

Add Samantha to your website

Give every website visitor a way to talk with an expert immediately.

  1. Copy your “Talk to Samantha” embed snippet from your workspace. If you cannot find it, our team will send it to you.
  2. Paste the snippet into your website, just before the closing body tag or through your site builder’s custom code setting.
  3. Publish your site and look for the “Talk to Samantha” button in the corner.
  4. Optionally, connect your own buttons so they open Samantha directly.

Tip: Place a “Talk to Samantha” call to action next to your pricing and product details, where questions naturally come up.

Guide 5About 15 minutes

Grow a partner network

Invite setters, affiliates and creators to bring you customers, with fair credit built in.

  1. Share the partner sign-up page with the people you would like to work with.
  2. Each partner receives their own ID, affiliate links and call links.
  3. Give partners a short description of your offer and who it is right for.
  4. Watch credited leads and sales appear as partners share their links.

Tip: Partners do their best work when they understand the customer. A one-page brief on your ideal buyer goes a long way.

Ready to put a guide to work?

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