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Take 30 minutes with our team and see how Samu reads the signals in your sales conversations to show you the real status of every deal — without asking your reps to do anything extra.

Frequently asked questions

What is Samu.ai?

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.

How much does Samu.ai cost? What are the plans?

Three plans, with pricing adapted to each region: • Growth — USD 150/month · 3 users included · extra user USD 40/month • Pro — USD 250/month · 5 users included · extra user USD 49/month • Enterprise — USD 900/month · 15 users included · extra user USD 55/month Each plan includes a set number of active users; beyond that, an additional cost per user applies. "Observers" (marketing, product, or other departments that only view data) do not consume commercial licenses. The plan structure is the same in all countries; only the final price changes based on local currency and taxes.

What day-to-day problems does it solve?

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.

What is included in each plan?

Growth (USD 150/mo) • Integration with video calls, phone calls, and WhatsApp • Unlimited meeting recording • Sync notes and action items to CRM • Samu Score (AI-powered meeting score) • Unlimited observers (marketing, product, etc.) • CRM integration (meeting notes and basic properties) Pro (USD 250/mo) — everything in Growth, plus: • Advanced CRM integration (bidirectional and more automated) • User team organization • Customizable video call assistant • Manual upload of historical recordings • Export reports and transcripts Enterprise (USD 900/mo) — everything in Pro, plus: • Customizable roles • Premium support (Slack, dedicated CSM) • Custom reports from the data team • Full API access (Out / In) • Access to SOC 2 reports and support for your security team (CISO), plus compliance controls

How does it work for video calls and phone calls?

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.

Which plan is right for me?

• Growth: for teams looking to gain visibility into their pipeline and conversations, with all the essential features. • Pro: for teams ready to analyze performance, work in groups, upload historical recordings, and utilize advanced CRM integrations. • Enterprise: for organizations looking to scale, featuring custom roles, advanced security and compliance (SOC 2 report access and CISO support), dedicated Slack + CSM, and custom reporting.

Does the price include WhatsApp, video calls, and CRM?

Yes. All three plans include integration with video calls, phone calls, WhatsApp, and IVRs, as well as CRM integration. In the Pro and Enterprise plans, the CRM integration is bidirectional and more automated, while Enterprise adds more analysis hours per user and virtually unlimited limits on call types and custom fields.

Does the client see that there is an assistant in the meeting?

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.

Can I start with one plan and then upgrade or downgrade later?

Yes. Many teams start with Growth or Pro for a pilot with a small group of salespeople and then scale to Pro or Enterprise as they add teams, advanced integrations, or specific security and support needs. Plan changes are coordinated with our sales team; there are no restrictions on upgrading or downgrading.

How does it integrate with WhatsApp?

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.

How does it manage tasks without overwhelming the team?

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.

Which CRMs and tools does it integrate with?

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.

Is it suitable for transactional or consultative sales?

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.

How does it help with forecasting and prioritizing opportunities?

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.

Can I use my own sales frameworks (SPICED, BANT, etc.)?

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.

What plans are available?

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.

What level of security and compliance do you offer?

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.