Your customers talk.
Samu listens. You decide.

Samu.ai is the AI assistant for consultative sales teams that turns every conversation—meetings, phone calls, and WhatsApp chats—into the real-time status of every opportunity. Instead of relying on what each salesperson remembers or reports, sales leaders can see what is actually happening in the pipeline. Based on that, Samu also: • Records and transcribes meetings and calls • Generates summaries and next steps • Automatically creates notes and tasks in the CRM • Detects key signals: pain points, objections, competitors, amounts, and stages. It is an assistant that works alongside the salesperson: it does not speak to clients or replace them. It is not a CRM or a WhatsApp chatbot; it connects to the tools the team already uses.

The core issue is that sales leaders are working in the dark: forecasts rely on individual salesperson opinions rather than data. This leads to: • Inaccurate forecasting based on gut feelings rather than facts • Disorganized follow-ups, with tasks being missed, delayed, or duplicated • Difficulty measuring conversation quality, making it impossible to track playbook adherence • Excessive manual work, such as exporting to Excel, filling out CRM fields, and taking notes • Invisible WhatsApp communication, where critical conversations are never logged. Samu automates data capture and follow-up so salespeople can focus on selling, while providing leaders with objective data to make informed decisions.

Samu captures conversations in two ways: • Meeting Assistant: joins the video call as a participant and records it. • Desktop App: records the call directly from your computer, without any bot joining the meeting. This works for video calls as well as phone calls—including WhatsApp—or any call made from your computer. In both cases, once finished, the following is available in Samu: • Video or audio and transcript • Automatic summary • Detected tasks and commitments • A chat to ask questions about the conversation You can share only the recording with the client, without exposing internal summaries or notes.

It depends on the recording mode: • If the assistant joins the meeting, it appears as another participant. We recommend letting them know with something simple: "An assistant is joining to record the meeting so we can send you a summary afterward and make sure we don't miss anything." • With the desktop app, no extra participant appears: the recording is done from your computer. In either case, the client never has access to your internal summaries or notes.

There are two methods, depending on how each executive prefers to work: • QR Code: Scan it once from Samu to sync conversations in real time, without needing your computer to be on or Google Chrome to be open. This is the ideal option when the company provides the executive with a separate line for clients, as it syncs everything automatically. • Chrome Extension: The executive chooses which conversations to sync, one by one. This is the best option for those who use their personal line for clients and want to keep work and private life separate. The downside: you must sync each conversation manually and keep your computer connected with Chrome open. In both cases, Samu reads the conversations to generate summaries and tasks, and logs the interactions in the CRM as WhatsApp activity.

Samu detects commitments in every conversation and turns them into tasks in your CRM (such as HubSpot), linked to the relevant contact or deal. We configure the logic with each team—defining which tasks to create and for whom (sales, operations, or the client)—to ensure they arrive on time, reach the right person, and avoid duplicates. Many teams use the pilot phase specifically to fine-tune this logic.

Samu integrates with virtually any CRM via API—it's simple to connect. It also features native integrations with the most popular CRMs. • Native CRMs: HubSpot, Salesforce, Pipedrive, Freshsales • Other CRMs: Zoho and any other system via API • Channels: video calls, phone calls, WhatsApp, and email • Partners: Aircall, Anura, among others. In advanced plans, CRM integration is bidirectional and automatic.

Samu is designed for consultative sales: meetings (video, phone, or in-person), multi-stage cycles, and the need for forecasting, coaching, and structured follow-up. For purely transactional businesses with little consultative contact, its value is lower.

Samu analyzes conversations and your pipeline to show the real status of every deal, not just what is reported. This allows leaders to see: • Pipeline coverage by executive or region • Opportunities with the highest probability of closing • Discrepancies between projections and actual closed deals. It also fills in and corrects the CRM data that sales reps often forget, so your forecast no longer depends on a salesperson's gut feeling.

Yes. Samu allows you to configure call types (Discovery, Demo, Negotiation, Onboarding), define which signals and fields the AI should detect (elements of SPICED, BANT, Sandler, or others), and create custom extractors for each team's process.

Samu is priced per team, with plans that scale based on the number of users, call types, analysis hours, and integrations. Pricing is tailored to each region. Schedule a demo and we will show you the plan that fits your team.

Samu is SOC 2 certified and includes advanced security and compliance features in our Pro and Enterprise plans. During the assessment process, we provide documentation and support to IT and security (CISO) teams.