Get Started with SAM
Let's talk about your business. Answer a few questions and our team will provide a formalized quotation and implementation roadmap tailored to your specific needs.
What to Expect
5 Minutes
Quick qualification questions about your team and systems.
Your Info
Basic contact details and organization overview.
Our Team
We'll reach out within 24 hours with next steps.
The Journey from Here
Qualification Call
30-minute conversation to understand your team, current tech stack, and specific pain points.
Deployment Assessment
Technical team evaluates your integrations (Microsoft 365, QuickBooks, CRM, etc.) and builds an implementation roadmap.
Hardware & Setup
SAM appliance delivered. Team handles all configuration, OAuth setup, and system hardening. You don't touch a terminal.
Guided Integration
SAM's built-in Integration Coach walks through each system connection with step-by-step assistance.
Go Live
SAM goes live in your environment. Continuous monitoring begins. Our team stands by during the first week.
Why Start Now
- Reduced Administrative Burden: Free your team from switching between 6+ apps every day.
- Local Control: Core memory and deployment controls remain on hardware assigned to your business; authorized cloud use follows your configured policy.
- Documented Integration: Deployment procedures and control checks are maintained as versioned engineering records.
- Configured Governance: Guardian applies technical controls while material actions retain the appropriate human approval gate.
- Measurable Operations: Usage, system health, and deployment evidence can be reviewed against your implementation plan.
- Professional Support: Your implementation is managed by our team. You're never left to figure it out alone.
Choose the Support Behind Your SAM
Every deployment starts with one accountable SAM relationship. During assessment, we determine which resources belong behind it:
SAM Core
Local memory, business context, approved integrations, scheduled work, and conversational assistance.
Managed Intelligence
ToggleLogic model routing, usage measurement, provider resilience, and configured cost controls.
Optional Agent Workforce
Specialist capacity for development, research, analysis, marketing, or other bounded assignments when it benefits your organization.
Specialist agents are optional. You continue working with SAM; you are not expected to manage a collection of bots.
Common Questions
Do I manage multiple agents?
No. SAM remains your customer-facing coordinator and returns delegated work through one continuing relationship.
Are Codex or Claude Code required?
No. Specialist agents are optional and are included only when the deployment plan calls for them.
What can a specialist access?
Only the context, tools, and permissions authorized for its bounded assignment under the deployment policy.
Ready?
Take 5 minutes to tell us about your business. Our team will review and reach out with a custom implementation proposal.
Begin Deployment AssessmentYour Information
Help us understand your needs so we can build the right implementation plan for your team.
Prefer to Talk?
Call us to discuss your needs directly
(800) 368-7416Available weekdays, 9 AM - 5 PM EST
Complete the SAM Deployment Interest & Readiness form below to get a custom implementation roadmap: