--- title: "SamurAI" date: 2026-06-29 author: "Staff" --- # SamurAI [Home](https://dazos.com) / 404 Error: page not found # Dazos CRM Is Powerful. SamurAI Makes It Smarter. The AI intelligence layer built on top of Dazos — instant answers from your CRM data, proactive dashboards that surface what matters, and automatic record summaries so your team is always ready. **No new platform. No new workflow.** Just more from the system you already trust. [ See SamurAI in Action ](#book-a-demo) ## You’re Drowning in Data. SamurAI Gives You the Answers. Behavioral health organizations generate thousands of data points every day. Your CRM holds every lead, referral, admission, and interaction your team touches. The challenge has never been whether the data exists, but how fast you can turn it into a decision. **SamurAI** is the AI layer of solutions built on top of Dazos that closes that gap. Three tools — **Dojo, Sensei, and Katana** — that make your CRM data instantly actionable so your team spends less time navigating and more time acting on what matters. ### What SamurAI Is: - AI built directly onto your existing Dazos CRM - Intelligence that makes your team faster inside the workflow they already use - Purpose-built on your actual CRM data — referrals, admissions, leads, activity ### What SamurAI Is Not: - A separate platform to log into - A replacement for your team or your workflow - Generic AI that doesn’t know behavioral health ## Three AI Tools. One Smarter Platform. ![](https://dazos.com/wp-content/uploads/2026/06/SamurAI-2.svg) ### Dojo AI-Powered Executive Dashboards AI-powered dashboards that pull from your CRM, call tracking, and financial data: proactively surfacing missed calls, marketing performance, census metrics, and revenue. Leadership always has the right picture to make informed decisions. [ See Dojo ](#dojo) ![](https://dazos.com/wp-content/uploads/2026/06/SamurAI-1.svg) ### Sensei Your AI CRM Companion Get answers about your behavioral health data in seconds — referral sources, admissions, marketing ROI, BD activity from any screen in the CRM. Get an instant conversational answer, graph or table the results, then drill deeper with a follow-up. [ See Sensei ](#sensei) ![](https://dazos.com/wp-content/uploads/2026/06/SamurAI.svg) ### Katana Instant Record Intelligence Instant AI summaries on every lead, opportunity, assessment, VOB, PAA result, referral source, and more. Auto-generated the moment you open the record. Cut through the noise, and get to the decision. [ See Katana ](#katana) ## Less Navigating. More Deciding. ![Upward trend icon indicating growth in behavioral health metrics](https://dazos.com/wp-content/uploads/2026/03/trend-up.svg) ### Built Into Dazos — Not Bolted On Intelligence inside the CRM your team already uses every day. No new login, no new workflow, no training overhead. SamurAI works where your team already works. ![](https://dazos.com/wp-content/uploads/2026/06/message-question.svg) ### Ask Anything. Get the Answer Instantly. From referral source performance to BD rep activity to admissions breakdowns — Sensei answers any data question in plain English from any screen, in seconds. ![](https://dazos.com/wp-content/uploads/2026/06/star-1.svg) ### Insights That Find You Dojo pulls from your CRM, call tracking, and financial data to proactively surface missed calls, marketing efficiency, census, and revenue — so leadership always has clarity without chasing it. ![](https://dazos.com/wp-content/uploads/2026/06/scissor.svg) ### Cut Through Every Record Katana auto-generates a summary the moment you open any lead, opportunity, VOB, or referral source record. Comments condensed. Clinical flags surfaced. The noise is already gone. ![Health icon representing behavioral health services in Dazos](https://dazos.com/wp-content/uploads/2026/03/health.svg) ### Built for Behavioral Health Data SamurAI works on top of your actual Dazos data — referrals, admissions, VOBs, assessments, BD activity. It speaks the language of behavioral health operations. ![](https://dazos.com/wp-content/uploads/2026/06/message-add.svg) ### Answers, Not Reports Ask a question. Open a record. Look at the dashboard. SamurAI delivers the intelligence — you make the call. ## The Tools Inside SamurAI Everything you need to move faster in Dazos — AI dashboards that surface what matters, a conversational assistant that answers on demand, and instant record summaries that cut through the noise at every decision point. Dojo### AI-Powered Executive Dashboards You already have the data. But getting to a specific view (missed calls by month, marketing efficiency by channel, admissions by lead source) still means knowing where to go and what to build or refresh. Dojo eliminates that. The insight finds you. Dojo creates AI dashboards inside Dazos that pull from your CRM, call tracking data, and financial data to give leadership a live operational command center. Every metric that moves your census and revenue, surfaced automatically — without navigation, without filters, without guesswork. Stop navigating to insights. Let them find you. ![](https://dazos.com/wp-content/uploads/2026/06/call-incoming.svg) Missed Call Tracking Every inquiry you missed: by day, week, or month, surfaced automatically. Know exactly where opportunities slipped so your team can move quickly to recover them before the window closes. ![Presentation chart icon for behavioral health reporting in Dazos](https://dazos.com/wp-content/uploads/2026/03/presention-chart.svg) Marketing Spend Efficiency See which channels are driving admissions AND revenue, and which are underperforming — at a glance, without building a custom view. Reallocate budget based on what’s actually working, in real time. ![Calendar icon for appointment scheduling in Dazos CRM](https://dazos.com/wp-content/uploads/2026/03/calendar-2.svg) 7-Day Census Forecast One of the only dashboards that looks forward, not just backward. See where your census is headed so leadership can plan ahead — staffing, bed availability, pipeline priorities. ![Chart success icon indicating positive performance in Dazos](https://dazos.com/wp-content/uploads/2026/03/chart-success.svg) Operations & Revenue Intelligence Track average daily revenue, length of stay by BD rep and facility, and expected collections — all from a single dashboard that updates automatically. Sensei### Your AI CRM Companion Your Dazos CRM has the answer. Getting there still means knowing which module to open, which filter to set, or taking the time to build a report. Sensei eliminates that — from any screen, with any question. Sensei is the agentic AI chat built into Dazos that turns your CRM into a conversational intelligence engine. It’s available from every screen — no matter where your team is in the CRM, Sensei is always there. Ask a question, get the answer, ask a follow-up and go deeper. Get graphs and table results in the same response, and when a question is ambiguous, it asks for clarification rather than guessing. Your CRM has the answer. Now you can just ask for it. Katana### Instant Record Intelligence Your records in Dazos have everything: comments, activity logs, VOBs, Pre-Admissions Assessments. But all of that sitting in a record isn’t intelligence. Not when you’re on a live call with a patient or their family. Not when you need to make a decision in the next 30 seconds. The noise is the challenge. Katana cuts right through it. The moment you open a record in Dazos, Katana has already done the work – comment threads cut down to what matters, activity translated into plain language, critical flags surfaced front and center. No hunting. No rereading. Just the sharp context you need, right now. Cut through the noise. Get to the decision. ### What Katana Cuts Through - **Lead and opportunity records** — every relevant detail distilled before any conversation - **Comment threads** — cut down to what actually matters, in plain language, no matter how long the log - **VOB status** — coverage and verification context surfaced immediately, no digging required - **Activity timelines** — translated into a clean, readable story instead of a timestamped log - **Pre-Admission Assessments** — TL;DR with clinical flags, prior history, and assessment status - **Referral source records** — inbound and outbound conversion rates, outstanding follow-up tasks, relationship history, and cadence gaps - **Campaign records** — campaign-level context distilled so your team knows performance and status without digging ### Customizable to Your Intake Process Configure what Katana flags in PAAs and VOBs to match your facility’s specific intake criteria. Every attention alert is built around how your team actually makes decisions, not a one-size-fits-all approach. ### Always Current Katana auto-detects when a record has been updated and refreshes the summary. Your team is always working from current context — no stale summaries, no missed updates.