Select a conversation
Sam status and latest activity will appear here.
Choose a conversation to inspect the WhatsApp thread.
Submit Training For Approval
Staff suggestions stay pending until owner/admin approval.
Legacy direct save exists at /admin/api/training-instructions. Save training to shared knowledge only happens after approval here.
Approval Queue
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Knowledge Retrieval Test
Check what Sam can retrieve after approval and publishing.
Use this to preview what the agent can retrieve.
Conversation Review
Review Sam replies and save coaching feedback.
Conversation reviews load here.
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Follow-ups
Approve Sam suggestions, reschedule check-ins, and run due WhatsApp follow-ups.
Follow-up queue loads here.
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Follow-up Rules
Rules guide when Sam should propose follow-up tasks.
Enabled rules are visible to Sam through its follow-up tool.
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Create user
Owner/admin only. New users must set their own password after first login.
U
User photo
InitialsGenerated from display name.
Use roles to control inbox, approval, and settings access.
Users
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Set Your Password
Use this after receiving a temporary password.
Users with temporary passwords must change them before normal use.
Sam Capability Manager
Every change is stored as an audit event.
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