Quick Start Guide
Who is Pam?
Pam is your AI-powered personal operator - think of it as having an assistant who sits in headquarters with all your systems open on multiple displays. Pam can execute tasks across all your connected systems (HubSpot, Salesforce, email, calendar) just as quickly as you could, but without switching between different applications.
In short: Pam is Siri for Sales.
Getting Started in 3 Steps
- Sign up at link.wejam.ai
- Connect your CRM (HubSpot currently supported)
- Make your first call or start chatting
Chat Suggestions
Not sure what to ask? Try these examples:
- "What can you do for me?"
- "Log my last meeting with Tim"
- "Draft a follow-up email"
- "Send a proposal to Tim"
- "Create a task for Lisa"
- "Prepare my next meeting"
Core Features
Here are real examples of what Pam can do for you.
Imagine You work at Jam - Selling AI powered Assembly Lines.
You just left a meeting with Tim Cook.
He wants you to produce the Iphone 27.
He wants you to make an offer and a 15% discount.
But You know Tim is bluffing.
Deal Management
Example conversation:
You: "Update the Apple iPhone 27 deal - Tim just agreed to move to proposal stage but wants to negotiate the price down"
Pam: "I've updated the Apple iPhone 27 deal to 'Proposal' stage. The deal value is $120 Million for the holographic display assembly line. I'll add a note about Tim's price negotiation request. What specific concerns did he raise?"
Contact Management
Example conversation:
You: Add Jeff Williams as a contact to the Apple deal - he's their COO and will be handling technical review”
Pam: "I'll create Jeff Williams as a contact with email jeff@apple.com. I'm associating him with the Apple iPhone 27 deal as Chief Operating Officer. Should I schedule a technical review meeting with him?"
Task Creation
Example conversation:
You: "Create a task for next week to send a birthday gift for Tim's kitten Snowball - assign it to Lisa”
Pam: "I've created a task 'Send birthday gift for Snowball' due next week and assigned it to Lisa Johnson. This personal touch could help with the Apple relationship. Want me to add any specific gift ideas to the task notes?”
Meeting Logging
Example conversation:
You: "Log my meeting with Tim Cook - we discussed the iPhone 27 assembly line, he had price objections but is interested in our holographic display capabilities”
Pam: "I've logged your meeting with Tim Cook on the Apple iPhone 27 deal. Notes include: price objections and interest in holographic display capabilities. Should I create a follow-up task to prepare a revised proposal addressing his pricing concerns?”
Email Drafts
Example conversation:
You: "Draft a follow-up email to Tim Cook addressing his pricing concerns from today's meeting. Take the Microsoft contract as an example, adjust it and send Tim the offer with the original Deal size of $120 Million.”
Pam: "I'll draft that email for you. Based on your meeting notes, I'll address his pricing objections while highlighting the unique value of our holographic display assembly technology. Should I send it to Lisa for review?”
Call Logging
Example conversation:
You: "Log a call with Mark Zuckerberg - we connected and he's interested in moving forward to produce the Metaverse Ray Ban Glasses."
Pam: "I've logged your call with Mark Zuckerberg as 'Connected' with outcome: interested in moving forward. The call is associated with the Meta deal. Anything specific you discussed that I should note?"
You: "The next step is a technical discussion with our On-site Engineer Peter."
Pam: "Got it. What else would you like to do?"
Connections
HubSpot Setup
- Go to Settings in your Pam app
- Click "Connect HubSpot"
- Authorize Pam to access your HubSpot account
- Pam will automatically sync your deals, contacts, and activities
Note: You may see a warning that our app is not yet verified - this is normal and safe to proceed.
Salesforce Connection Setup
See our dedicated Salesforce Connection Guide:
Coming Soon
- LinkedIn - Contact research and connection requests
- Microsoft Teams
Customize Pam's Behavior
Personal Instructions
Tell Pam how long your default meeting time should be. Or if you want her to always create a task after logging a new client meeting.
Team Instructions
This is your Steering Cockpit to define Workflows. These instructions apply to your whole Team.
Here is a good place to:
- Tell Pam about custom fields
- Make her remind your team to update the opportunity target date
- Remind every seller of the new pricing structure
- Remind everyone to create a new contact if they don't exist yet
Coming soon: Automatically updating Team Memory based on common patterns.
How to Use Pam
Voice Conversation
Call Pam directly in our App and use natural language:
- "Log my meeting with Tim about the new proposal"
- "Create a task to send the contract to Sarah"
- "Update the Meta deal - they said yes to the enterprise package"
- "Draft a follow-up email to the client"
- "What deals are closing this week?"
Text Chat
Use the web interface for the same functionality:
- Type your requests naturally
- Get instant responses and confirmations
- Review actions before Pam executes them
Phone Call
You can call Pam directly on their mobile phone number.
In order to know who is calling, you need to give Pam your phone number.
Setting up Phone Calling
Go to Settings → Profile
- Add your phone number
- Verify with the OTP code sent via SMS
- You can now call Pam directly!
Mobile Access (PWA)
Install Pam as a mobile app:
- Visit link.wejam.ai on your mobile browser
- Look for "Add to Home Screen" or "Install App" option
- Follow the browser-specific installation steps
- Access Pam like any other mobile app
Troubleshooting
Connection Issues
Problem: "Pam says it can't access my HubSpot"
Solution:
- Check your HubSpot connection in Settings
- Try disconnecting and reconnecting
- Ensure you have the necessary permissions in HubSpot
Voice Conversation Problems
Problem: "The voice conversation does not start"
Solution:
- Check that you allowed microphone permissions in your browser
- Press ctr+R to refresh the page
Phone Call Problems
Problem: "Pam doesn't answer when I call"
Solution:
- Verify your phone number is correctly registered
- Try calling from the registered number
Authentication Errors
Problem: "Authentication failed" on first call
Solution: This is common on first use - simply try calling again. Pam will refresh your authentication tokens automatically.