AI Assistant

Your AI that knows your entire sample operation

Ask anything. Create orders. Draft emails. Pull reports. One chat interface that connects your samples, orders, CRM, and revenue data so you never have to dig through tabs, spreadsheets, or inboxes again.

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The Problem

You shouldn't have to search five places to answer one question

Today, answering “Did we send samples to Greenfield Corp?” means checking email, then the spreadsheet, then the CRM, then asking the fulfillment lead. SampleHQ’s AI assistant gives you the answer in seconds because it already knows everything.

 

Natural Language

Ask in plain language. Get real answers.

No query syntax. No filters. No dashboards to navigate. Just ask what you need to know.

 

"What samples did we send to Greenfield last quarter?"
"Which delivered samples haven't been followed up on?"
"What's our sample ROI this quarter?"
"Show me overdue orders"
Actions

It doesn't just answer questions. It does the work.

Your AI assistant takes action directly inside SampleHQ. No switching tabs. No copy-pasting. Just tell it what you need.

 

Order Creation

"Start a new order for Greenfield Corp." AI looks up the contact, suggests samples based on history, validates the address, and builds the order.

Follow-Up Emails

"Draft a follow-up for the samples we sent to Morrison." AI writes the email based on what was sent, when it was delivered, and the deal context from your CRM.

Reports on Demand

"Show me revenue by sample this quarter." Instant report pulled from your attribution data. No dashboard hunting.

Capabilities

Everything your AI assistant can do

 

 

Orders & Fulfillment

Recent Orders
See orders from the last 7 days instantly.
Orders by Status
Quick status breakdown across all orders.
Ready for Processing
Orders waiting to be fulfilled.
Shipped This Week
Orders shipped in the last 7 days.
Start a New Order
AI helps you build the order step by step.
Validate an Address
Check deliverability via Shippo before shipping.
Overdue Orders
Surface orders processing for more than 7 days.
Fulfillment Summary
Workload and capacity overview for your fulfillment team.

Samples & Catalog

Most Used Samples
See which samples appear in the most orders.
Low Stock Samples
Samples running low on inventory.
Search Samples
Find any sample by name, SKU, or category.
Browse Kits
View pre-configured sample bundles.
Add Kit to Cart
Add all samples from a kit to an order at once.

CRM & Contacts

Find a Contact
Search HubSpot or Salesforce for any contact.
Top Companies
Companies with the most sample orders.
Account History
Full order history for any company.

Sample Requests

New Requests
Pending requests from your embeddable forms.
View Request Details
Full requester info and samples requested.
Approve a Request
Convert a request to a sample order.
Decline a Request
Decline with an optional reason.

Emails & Content

Follow-Up Email
AI drafts a thank you, feedback, or check-in email.
Reorder Prompt
Ask if the customer needs more samples.
Search Collateral
Find brochures, case studies, and sales materials.
Add Collateral to Order
Include marketing materials with samples.

Reports & Analytics

Dashboard Summary
Overview of the last 30 days at a glance.
Revenue by Sample
Which samples drive the most revenue.
Orders by Rep
Who created the most orders.

Alerts & Monitoring

Create an Alert
Get notified when specific conditions are met.
View My Alerts
See all active watches and triggers.
Built for Every Role

One assistant for your entire team

Sales Reps

"Create an order for Greenfield." "Draft a follow-up for Morrison." "What samples did we send to this account?"

Fulfillment

"Show me overdue orders." "What's my workload today?" "Which orders are ready to ship?"

Leadership

"What's our sample ROI this quarter?" "Revenue by rep." "How many samples went out last month?"

Stop digging. Start asking.
Start asking.

Your AI assistant is included in every SampleHQ plan. Start your free trial and see what it's like to have your entire sample operation at your fingertips.

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