Help center
How can we help?
Quick answers to the questions we hear most. Can’t find yours? Samantha and our team are a message away.
Help topics
Getting started
How do I create a workspace?
Choose “Get started” on any page, create your account and follow the onboarding steps. You will describe your business, your offer and who delivers the work.
What should I prepare before onboarding?
Your website address, a clear description of what you sell, your most common customer questions and the calendar link where new customers should book their kickoff.
Can I try Samantha before going live?
Yes. You can talk to Samantha yourself from your workspace as often as you like and refine what she knows before any customer reaches her.
Teaching Samantha
How does Samantha learn my business?
Add your website, upload documents or recordings, or simply type what she should know in the Knowledge Base section of your workspace. You can add to it at any time.
Samantha gave an answer I want to change. What do I do?
Add the correct information to your Knowledge Base, phrased the way you would explain it to a new team member. Her next conversations will reflect it.
Can she represent several brands?
Yes. Each campaign can carry its own brand and offer, so Samantha always speaks for the right business.
Campaigns and tracking
How do I set up a campaign line?
In onboarding or your campaign settings, add the campaign ID from your ad platform and assign a U.S. phone number. Use that number in the ad.
Where do I see which campaign a customer came from?
Every lead and customer record shows the campaign, partner and channel that brought them in. Analytics groups results by campaign.
Can I add a “Talk to Samantha” button to my website?
Yes. Your workspace provides a short embed snippet. Paste it into your site and the button appears. See the API page for details.
Payments and handoffs
How do customers pay?
Samantha sends a secure checkout link or an invoice by email during the conversation. Customers complete payment on a secure page.
What happens after a payment?
The payment is matched to the customer, campaign and partner. The customer receives the fulfillment calendar link to book a kickoff, and a project is created in your workspace.
Where do I see payments?
The Payments section of your workspace lists every payment with its customer and source.
Partners and setters
How do I join as a setter or affiliate?
Sign up through the setter sign-up page. You will receive your own partner ID, affiliate links and call links.
How do I know a lead was credited to me?
Your partner portal lists every lead you introduced, its status and any commission it has earned.
Can I import my own list of leads?
Yes. The partner portal lets you import a list and work through it from your browser.
Account and security
I forgot my password.
Choose “Forgot password” on the sign-in page and we will email you a secure reset link.
Which sign-in page should I use?
Businesses sign in at the main sign-in page. Setters and affiliates use the setter sign-in page.
How do I close my account?
You can delete your account from your workspace settings. If you need help, contact us and choose “Help with my workspace”.
Looking for step-by-step walkthroughs? Read the guides
Still need a hand?
Tell us what you are trying to do and we will help you get there.