---
slug: how-to-talk-to-sam
title: How to bring Sam into a task
category: capability
status: published
tags: [sam, finance, cfo, hand-off, ui, chat-panel, task-card, chairman-view]
aliases: []
lastEditAt: 2026-04-26
---
**What you see**

The CEO chat panel is the only place you talk to the team. When Sam is brought in for a finance question, his name and avatar appear in the same panel as a new bubble, and a Task Card opens with him as the owner.

**How to bring Sam in**

1. Open the CEO chat panel.
2. Type the question, naming him if you know it's a numbers question:
   - "Have Sam pull our KPIs for the week."
   - "Sam, run a cohort analysis."
   - "What does churn look like by segment? — Sam."
   - "Model a price change for me — that's a Sam thing."
3. Or just describe the question ("how are we doing?") — Astra brings him in.
4. Open his Task Card from the chat to see the math and the source data references.

**What Sam owns**

- KPI snapshots (revenue, churn, MRR, conversion).
- Cohort and retention analysis.
- Pricing scenarios and unit economics.
- Runway and burn modeling.
- Every number shows the math — time window, cohort definition, deltas vs. last period.

**How the team coordinates around this**

When the question is partly external ("are we cheap vs. competitors?"), Astra brings Riley in alongside Sam. Both bubbles appear in the same Task Card thread and you get one combined deliverable.