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Help Articles

Find step-by-step guides and answers to common questions.

Book Appointments During the Call: Safina AI's Calendar IntegrationApp Feature

Book 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 KrehKarsten Kreh
The Basics: How Call Forwarding to Safina WorksSetup

The Basics: How Call Forwarding to Safina Works

Understand the technology behind Safina. We explain in simple terms what call forwarding (or call diversion) is, how it uses your Safina number, and when it takes over your calls.

Karsten KrehKarsten Kreh
Safina Call Forwarding Not Working?Help

Safina Call Forwarding Not Working?

Your calls aren't being forwarded to Safina? This troubleshooting guide shows you how to fix the issue on your mobile phone in 2 steps and what Apple users need to watch out for.

Karsten KrehKarsten Kreh
The Safina Call List: Filtering and Finding Calls QuicklyApp Feature

The 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 KrehKarsten Kreh
Call Transfer to an External Number: How to Use the "Human-in-the-Loop"App Feature

Call Transfer to an External Number: How to Use the "Human-in-the-Loop"

Use Safina AI's intelligent call transfer to flexibly hand off callers to an external number. Learn how to configure the "Human-in-the-Loop" feature here.

Karsten KrehKarsten Kreh
Changing Your Personal Information and Password in SafinaSetup

Changing 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 KrehKarsten Kreh
Controlling Conversation Flows with ScenariosSetup

Controlling 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 KrehKarsten Kreh
Crafting the Perfect Greeting and IcebreakerSetup

Crafting 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 KrehKarsten Kreh
Creating New Questions and Instructions in the Conversation GuideApp Feature

Creating 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 KrehKarsten Kreh
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