How Sam works, from kickoff to callback

Setup

1. Kickoff call

   45 minutes on your services, your hours, what counts as urgent for your business and anything Sam should never say. That becomes Sam's script.

2. We build and test it

   We set Sam up for your business and run scripted test calls, including rushed, confused and upset callers. You hear how it handles them.

3. You approve it

   Sam doesn't answer a real caller until you've signed off. If something sounds wrong, we fix it first.

4. You turn on call forwarding

   A short change on your business line that we walk you through. You keep your number. Many owners start with after-hours calls and calls they don't pick up, depending on what their carrier supports.

On a normal day

1. A call comes in

   You're on a roof, under a sink or off the clock. The call forwards to Sam instead of ringing out.

2. Sam answers and asks

   Sam says it's a virtual assistant, then asks one question at a time: name, callback number, service address, the issue and how urgent it is.

3. Safety and urgency

   On a gas smell or a similar hazard, Sam tells the caller to get to safety and call 911 or the utility. Calls that match your urgent list are flagged.

4. Your team calls back

   The details are written down for your team. You call back, confirm the time and do the work. Prices and promises stay with you.

What you keep

• Your phone number. Sam works through call forwarding.
• Your domain and your data.
• Your logins. We never ask for passwords or banking details.

Changing or stopping

Need Sam to say something differently, or your urgent list changed? Email us and we adjust it. To stop calls going to Sam, turn off call forwarding on your line. To cancel the plan, email us; it takes effect at the end of your paid month.

Setup questions

Updated October 17, 2026