Sam runs your marketing team. Bring it a goal and it works out what needs to happen.
Sam is the one to talk to when you know what you want to achieve but not necessarily how to get there. It plans the work, decides which specialists should handle each piece, and brings the finished result back to your conversation.
Open Sam AI at the top of your left navigation, above your marketing team.
What Sam Does
- Coordinates your team of specialists
- Plans product launches and go-to-market strategy
- Delegates tasks to the right specialist automatically
- Reviews your marketing performance across channels
Sam also handles general questions directly, so you do not need to route everything to a specialist.
Quick Starts
Three buttons on Sam's opening screen get you moving without writing a brief: Plan a product launch, Create a lead magnet, and Help me grow my audience.
Sam's Playbooks
Sam has its own playbooks, separate from the specialists, and they are aimed at strategy rather than producing a single asset.
- Quick Wins looks across everything Sam knows about your business and hands you the fastest improvements available.
- Growth Plan builds a 90-day plan from where your business actually is.
- Make SAM Smarter shows you what Sam does not know yet, so you can see what to fix or connect next.
Open the Playbooks tab in the panel on the right to run one.
When to Use Sam Instead of a Specialist
Go to Sam when you have a goal. "I want more people on my email list" or "I am launching next month" is Sam's territory, because working out the pieces is its job.
Go to a specialist when you already know exactly what you want made. If you are not sure, start with Sam.
Getting Better Results
Sam works from what it knows about your business, so the more it has, the better its plans. Connecting your platforms gives it real numbers to plan against instead of assumptions.
What you tell Sam in conversation carries forward too, so time spent explaining your business early pays off in everything afterward.
Frequently Asked Questions
Q: What is the difference between Sam and the specialists?
A: Sam plans and delegates. Specialists do hands-on work in one area. Give Sam a goal and it decides who does what.
Q: Do I have to go through Sam?
A: No. You can work with any specialist directly. Sam is the easier route when you are not sure who should handle something.
Q: Where does the work Sam delegates end up?
A: Back in your conversation with Sam, and in the Workbench on the right of your chat.
Q: Can Sam set things up for me?
A: Yes. Sam can create automations and custom skills from a conversation, so you can ask rather than building them yourself.