Safina Docs
Your Guide to Smarter Call Management with AI
Setup tutorials, feature deep dives, and best practices to turn missed calls into opportunities.
Connect Safina to your AI assistant
Add Safina to ChatGPT, Claude or another AI app with one server address. Sign in or create your account in the browser, let your AI assistant set up Safina, and pick your plan on the Safina plans page.
David SchemmSet up Safina from your website
Safina reads your business website and suggests matching conversation guidelines and AI evaluations. Learn how to start the import, review the suggestions and what helps when an error message appears.
Karsten Kreh
SetupCountries where you can get a Safina number
Which country codes we have Safina numbers for: which ones you get instantly, which ones on request, the surcharge for Spain and what documents each country requires.
Karsten Kreh
App FeatureApp Language vs. AI Language: Language Settings in the Safina App
Understand the important distinction: this guide explains where to change the language of the Safina app interface and where to configure the voice and language of your AI assistant.
Karsten Kreh
App FeatureBook Appointments During the Call: Safina AI's Calendar Integration
Learn how Safina AI's calendar integration automatically books appointments in your Google or Microsoft calendar. Set up direct appointment booking now!
Karsten Kreh
SetupThe Basics: How Call Forwarding to Safina Works
Understand how call forwarding to Safina works: the GSM codes for no answer, busy and unreachable, how to clear them with ##002#, what happens to declined calls, and how to forward from Google Voice, another VoIP service or a second line.
Karsten Kreh
HelpSafina Call Forwarding Not Working?
Your calls aren't being forwarded to Safina, or the summary shows your own number instead of the caller's? This troubleshooting guide shows how to clear old forwarding rules, turn on each situation again, why a router or PBX hides the caller's number and what Apple users need to watch out for.
Karsten Kreh
App FeatureThe Safina Call List: Filtering and Finding Calls Quickly
Stay on top of your calls. This guide shows you how to use the call list in your Safina app, spot new messages, and use filters to quickly find what you're looking for.
Karsten Kreh
App FeatureCall Summaries in Safina: Every Detail Explained
Discover the heart of Safina. See how a call summary is structured, from the AI analysis and key takeaways to the full transcript and audio recording.
Karsten Kreh
App FeatureHuman Handoff: How Safina Transfers Calls to Your Team
Safina can hand callers off to up to 25 stored phone numbers. Learn how to create transfers, define when Safina puts callers through to whom, and what happens when nobody answers.
Karsten Kreh
SetupChanging Your Personal Information and Password in Safina
Has your information changed? This short guide shows you how to quickly and easily update your name or password in the Profile tab of your Safina app.
Karsten Kreh
IntegrationConnect Safina AI to Your CRM via Webhook
Integrate Safina AI seamlessly with your CRM to automate your call management. Learn how to create and configure webhooks to sync call data in real time and streamline your business processes.
Karsten Kreh
SetupControlling Conversation Flows with Scenarios
Bring structure to your calls. Learn how to use scenarios in the conversation guide to define different call reasons (e.g., 'Emergency,' 'Quote') and ask the right questions for each case.
Karsten Kreh
SetupCrafting the Perfect Greeting and Icebreaker
First impressions matter. Learn how to craft the optimal greeting and 'icebreaker' sentence for your Safina assistant to welcome callers professionally and clearly.
Karsten Kreh
App FeatureCreating New Questions and Instructions in the Conversation Guide
Capture the right data. Learn step by step how to create custom instructions and structured questions (yes/no, text, date, etc.) for your Safina in the conversation guide.
Karsten Kreh
SetupCreate and Set Up Your Safina AI Account
Ready for more focus? This simple step-by-step guide shows you how to create your Safina AI account in just 5 minutes and get started right away with the new industry templates.
Karsten Kreh
App FeatureLet Safina Create Custom AI Evaluations in the Background
Go beyond standard analysis. Learn how to create custom AI evaluations that analyze conversations in the background for characteristics like emergencies or revenue potential.
Karsten Kreh
App FeatureCustom Names for Your Safina: How to Personalize Your AI Assistant
Give your phone assistant a personal identity. Learn how to customize the name of your Safina.
Karsten Kreh
App FeatureCustomizing Your Safina's Voice and Tone
Give your AI assistant a personal touch. Learn how to choose your Safina's voice and set the four tone steps, from formal to casual, in the mobile app and in the web app.
Karsten Kreh
App FeatureDeactivating Safina for Individual Contacts
Not every caller should talk to an AI. Learn how to turn Safina off or on again for single contacts or for many contacts at once, and what happens to their calls: Safina ends them, they do not reach you directly.
Karsten Kreh
SetupImporting and Managing Contacts in the Safina App
Learn how to import your address book into the Safina app. This way, you'll see the caller's name directly in your call list and can assign interactions more easily.
Karsten Kreh
App FeatureIndustry Templates: The Perfect Safina Configuration in One Click
Save time with field-tested templates. Learn what industry templates are and how to apply a ready-made configuration for tradespeople, practices, law firms & more to your Safina with a single click.
Karsten Kreh
HelpWhere Can I Find My Invoices? Subscriptions & Additional Minutes Explained
Accounting made easy: Learn where to find your invoices for Safina subscriptions and additional minutes — whether through the App Store or the web app.
Karsten Kreh
HelpWhat Happens When My Minute Allowance Runs Out?
Running low on minutes? No worries. We explain what happens when your allowance is used up, how we warn you in advance, and how your calls are still handled safely.
Karsten Kreh
SetupAdditional Minutes: How Pay-as-you-go Billing Works
Don't want to miss any more calls when your included minutes run out? Discover Safina AI's flexible pay-as-you-go model for full availability.
Karsten Kreh
App FeatureHow Does Safina Recognize an Appointment Request During a Call?
Learn how Safina's AI works. We explain how your assistant automatically detects appointment requests during calls by understanding context and key phrases.
Karsten Kreh
App FeatureRecord Safina Calls as Audio Files
Want to save entire conversations as audio files? Learn how to turn call recording on and off in Safina, what applies legally (including automatic consent) and how long recordings and transcripts are kept.
Karsten Kreh
App FeatureSafina AI on All Devices: iOS, Android & Web App Overview
Access Safina from anywhere. Learn how to use Safina as a native app for iOS and Android or directly in your web browser on your PC or tablet — for full flexibility.
Karsten Kreh
App FeatureThe Safina AI App: A Tour of All Features
Find your way around instantly. This tour of the Safina AI dashboard shows you the four main sections: Calls, Safina AI, Contacts, and Profile. Learn where to find what, such as deleting a contact, inviting team members, and deleting your account.
Karsten Kreh
App FeatureHow to Set Up Your Booking Link in Safina
Turn calls directly into appointments. Learn how to add your booking link from Calendly, Microsoft Bookings & more to Safina, so your AI assistant can send it via SMS.
Karsten Kreh
IntegrationSet Up Call Notifications via Email & Push
Stay informed. Learn how to choose in the Safina app whether you get call summaries by email, as a push notification or both, how to add email recipients, and why the summary of an earlier call cannot be sent again.
Karsten Kreh
SetupSet Up Call Forwarding From Your Mobile Phone to Safina
Activate Safina for your mobile phone. This guide shows you how to clear old forwarding rules in the app and then turn on forwarding to Safina for each situation, on iOS and Android.
Karsten Kreh
App FeatureHandling Multilingual Calls with Safina
Speak your customers' language. This guide shows you how to set a primary language for Safina and how automatic language detection and mid-call switching work.
Karsten Kreh
SetupSet Up Call Forwarding to Safina on Your PBX System
Connect your office PBX system with Safina. This general guide gives you tips on where to find the call forwarding settings on your local phone system.
Karsten Kreh
SetupHow to Upgrade Your Safina AI Subscription
Need more minutes or advanced features? This guide shows you how to easily upgrade your Safina AI subscription in the Profile tab of your app and unlock more capabilities instantly.
Karsten Kreh
App FeatureWhat Is Safina AI? A Complete Overview of All Features
Wondering what Safina AI actually is? Discover your new AI phone assistant that answers calls, filters spam & more. Get to know all its powerful features!
Karsten KrehApp FeatureHow Focus Mode Works with Safina
Need uninterrupted time? Focus mode forwards all calls to Safina so you can concentrate on deep work. Learn how to enable, schedule, and get the most out of it.
David SchemmSetupWhat Is Your Safina Number and Why Do You Need It?
Every Safina plan includes a dedicated phone number. Learn how it works with call forwarding, what callers pay to reach it, why it cannot receive SMS or verification codes, and how to use it to protect your privacy.
David SchemmApp FeatureAfter-Hours Call Handling: Never Miss an Evening or Weekend Call
Learn how Safina AI handles calls outside business hours, sets different greetings for evenings and weekends, escalates urgent calls at night, and provides 24/7 coverage.
David SchemmApp FeatureAlways Reachable for Small Businesses
Learn how small businesses stay reachable around the clock without burning out. Holiday handling, vacation coverage, pause options and time-based availability.
David SchemmApp FeatureCall Summaries & Notifications Explained
Learn what Safina AI call summaries contain, how fast notifications arrive, CRM integration options, and how to customize what gets captured during each call.
Karsten Kreh
App FeatureCall Transfer & Routing: How Safina Connects Calls
Live transfer: how Safina puts a caller through to you during the call, routes by urgency and schedule, and what happens when you don't accept the transfer.
David SchemmHelpCancellation & Plan Changes
Learn about cancelling Safina AI, changing plans, contract terms, and what happens to your data. No contracts, cancel anytime, change plans instantly.
David SchemmIntegrationCRM & Integration Connections
Learn how Safina AI connects to HubSpot, Pipedrive, Zapier, Make, n8n, Google Calendar, Outlook, Notion, Brevo, and webhooks. No coding required.
David SchemmApp FeatureIndustry-Specific Phone Handling
Learn how Safina AI handles calls for 20+ industries with tailored templates, custom conversation flows, and industry-specific questions that capture the right details.
David SchemmApp FeatureMulti-Language Phone Support with AI
Learn how Safina AI handles 50+ languages, detects caller language automatically, switches mid-call, which languages deliver the best quality, and how well dialects and accents are understood.
David SchemmHelpSafina Pricing & Costs Explained
Understand Safina AI pricing: Basic $11.99/mo (30 min), Pro $29.99/mo (100 min), Business $69.99/mo (250 min). Compare costs with receptionists and answering services.
David SchemmHelpPrivacy & GDPR Compliance for AI Phone Assistants
Learn how Safina AI handles data privacy, GDPR compliance, German data hosting, caller rights, encryption, and access controls for business phone calls.
David SchemmSetupSetting Up Safina: Getting Started Guide
Learn how to set up Safina AI in under 5 minutes. Keep your existing phone number, configure call forwarding, and start answering calls with AI today.
David SchemmApp FeatureSpam Call Protection: How Safina Handles Unwanted Calls
Learn how Safina AI recognizes and rates spam calls, how it handles sales calls, robocalls and silent calls, whether spam counts toward your minutes, and how you can block specific numbers.
David SchemmAPI reference
The Safina REST API for Zapier, Make, n8n and your own integrations: assistants, calls, contacts and a webhook after each call.
