SachDesk
NewLeads and outreach, from first touch to signed quote

SachDesk builds Samvaads

Support that keeps up with your customers.

Every conversation, ticket, customer record, journey, and campaign in one workspace, with AI that helps your team instead of replacing it.

Sign up or book a walkthrough here. Your workspace lives on samvaads.com.

Works with the channels and tools you already use

  • WhatsApp
  • Instagram
  • Messenger
  • Telegram
  • Email
  • SMS
  • Voice
  • Website chat
  • Slack
  • Microsoft Teams
  • Shopify
  • WooCommerce

Click through it, or sit back and watch

An interactive tour of the product, or a one-minute reel of the highlights. No sign-up required.

Inbox. Every channel in one shared inbox — WhatsApp, Instagram, email, SMS, and voice.

From first message to follow-up

01

Every channel, one queue

WhatsApp, Instagram, Messenger, Telegram, SMS, email, the website widget, and phone calls arrive in the same place, with the whole history attached. If a channel is missing, you can connect it yourself.

  • Assign, filter, and watch the team queue rather than a personal inbox
  • Turn any conversation into a ticket without losing the messages
  • Calls, comments, and DMs sit beside each other, not in separate tools
Also includedInternal threadsSlack and Teams syncCustomer portalSLA clocks
See the inbox →
02

The follow-up runs itself

Journeys follow the customer rather than the ticket. Draw the flow once, publish it, and contacts enter on a store event, an API call, or something they did in Samvaads.

  • Waits, branches, and sends on a visual canvas
  • Triggered by Shopify and WooCommerce events, your own API, or activity in the product
  • Enrollment and per-step performance you can watch before you scale it up
Also includedShopify eventsWooCommerce eventsWeb formsEmail builderCampaigns
See journeys →
03

Two kinds of AI, and the difference matters

Copilot helps the person replying: summaries, drafts, and answers from your knowledge base, none of it sent until someone sends it. AI agents talk to customers directly, on the channels you publish them to.

  • Both are grounded in your knowledge base, not the open web
  • Agents are versioned, simulated, and published, so channels only run what you approved
  • Every agent has a handoff step that carries a summary to the human who takes over
Also includedKnowledge baseMetrics with chartsSaved promptsSimulate before publishCall transcripts
Compare Copilot and agents →
04

It fits the way you already work

Install apps from the marketplace or build private ones. Define your own records. Reach the whole thing from your own systems through the external API, webhooks, or the Samvaad MCP server.

  • Apps get their own panel beside the ticket or conversation
  • Custom entities for orders, devices, subscriptions, or whatever you track
  • MCP means Claude, Cursor, and similar clients can work in your desk
Also includedPrivate appsCustom recordsWebhooksMCP server
See how it extends →

Built for businesses that run on WhatsApp

Send more than text. Collect details with Flows inside the chat, show products in swipeable carousels, send one-time codes, and let Copilot draft the template before you submit it for approval.

  • Flows

    Forms, bookings, and surveys that open inside WhatsApp, built on a visual canvas.

  • Carousel templates

    Swipeable cards, each with its own image, text, and buttons.

  • One-time codes

    Sign-in and verification messages with a copy-code button.

  • Copilot template drafts

    Describe the message and Copilot drafts the template, carousel cards included, for you to review.

  • Quality at a glance

    Each template's quality rating sits beside it, so you notice a problem before delivery does.

  • Consent that sticks

    Customers choose what they hear about on their own preferences page, and your campaigns respect it.

Quality: HighDrafted by Copilot

Grow on social from the same workspace

Instagram is a publishing desk as well as an inbox, and your ad accounts connect right beside it. The people answering comments and the people running campaigns work from one place.

  • Plan and publish posts

    Single images or carousels with alt text, published now or on a schedule.

  • Answer comments where they land

    Instagram comments arrive in the inbox next to DMs, so replies come from the same team.

  • Run Meta ad campaigns

    Image, video, and carousel creatives, results as they come in, and the leads your forms collect.

  • Manage Snapchat Ads

    Campaigns, ad squads, creatives, and media from your own Snap account.

  • Copilot drafts the creative

    Ad copy and a live preview, built from assets you already have.

Scheduled Fri 10:00Ad results38leads this weekNew leadFrom your lead form

From first touch to signed quote

Capture the lead on your website or import your list, reach out from your own mailbox, talk it through on any channel, then send the quote and collect the payment from the same workspace. Nothing to copy between a form tool, a CRM, an outreach tool, and a billing app.

  • A pipeline for new business

    Leads on a board or a daily queue, with your own stages, fields, and weekly targets.

  • Outreach from your own mailbox

    Email sequences from your Gmail or Outlook that pause the moment a lead replies.

  • Forms anywhere

    Embed a form on your site, share a link, or send one inside a chat or ticket reply.

  • Know what brought them in

    Every submission keeps its UTM source and ad click, on the contact and in your reports.

  • Quotes that price themselves

    Catalog, bundles, price books, discounts, and GST or VAT, worked out as you add lines.

  • Signed online

    Customers view, sign, and accept from a link sent by email or WhatsApp.

  • Order, invoice, paid

    An accepted quote becomes a sales order, a tax invoice, and a payment link.

  • Copilot does the prep

    A daily briefing on which leads to contact, and first drafts of forms, emails, and quotes.

Helpful AI, with a person always in reach

Copilot and AI agents do real work, and every part of it is something you can see, review, and hand back.

Drafts, not surprise sends

Copilot drafts replies, email and WhatsApp templates, and ad copy. Nothing goes out until someone sends it.

A human is one step away

AI agents hand the conversation to a person with a written summary, so the customer never starts over.

Usage you can see coming

Admins are told at 70% and 95% of AI usage, and again at 100%, so nobody is caught out.

Answers from your own knowledge

Both Copilot and AI agents answer from your knowledge base, not from guesses on the open web.

Customer details stay covered, and every look is on the record

Email addresses and phone numbers stay masked until an agent asks to see them. Each reveal is recorded with who, when, and which field, and the values themselves are never logged.

  • Masked by default

    Lists and contact cards show masked details until someone chooses to reveal them.

  • Every reveal on the record

    Who revealed what and when, kept in an audit trail you can review.

  • Roles that mean something

    Permissions per module and per action, enforced in the interface and again at the API.

  • Sign-in your IT team accepts

    SAML single sign-on and multi-factor authentication for your team.

  • Your workspace, your data

    Every workspace keeps its own data, configuration, and limits, separate from everyone else.

  • Consent customers control

    Customers choose what they hear about, and your campaigns respect it.

Up and running in an afternoon

  1. 01

    Sign up

    Create your account here and confirm your email. Your workspace lives on samvaads.com.

  2. 02

    Connect your channels

    Link WhatsApp, Instagram, email, and the website widget, then invite your team.

  3. 03

    Turn on the automation

    Add your knowledge, publish an AI agent, and start the journeys that follow up for you.

Ready to see it with your channels?

Sign up and we will reach out to set up your workspace, or book a walkthrough first. Both live here on sachdesk.com.