SachDesk
FAQs

Frequently asked questions about Samvaads

Straight answers on setup, pricing, WhatsApp, AI, privacy, and switching. Can’t find yours? Ask us.

Getting started

  1. 1.Who is Samvaads best suited for?Growing businesses whose customers message, call, or comment before they buy, book, or come back, and who want support, sales follow-up, and campaigns in one workspace instead of separate tools.
  2. 2.How fast can we go live on Samvaads?Most teams can connect their first channels, invite the team, and start replying in an afternoon. We review each sign-up and email your workspace link once it is ready.
  3. 3.What does Samvaads include?A shared inbox across channels, tickets with SLAs, a knowledge base, contacts and accounts, leads and quotes, customer journeys, campaigns, dashboards, Copilot and AI agents, and apps and APIs to extend it.

Pricing and billing

  1. 4.How does the Samvaads free plan work?Up to three agents get email, website chat, and WhatsApp, a shared inbox, tickets, and the knowledge base, with no credit card. Your data is kept when the free period ends.
  2. 5.How much does Samvaads cost, and is pricing predictable as we grow?Paid plans are priced per agent, per month, in INR (plus 18% GST) or USD, billed monthly or annually. You pay for the seats you use, and admins are warned before AI usage runs out.
  3. 6.What do WhatsApp messages cost on Samvaads?Meta sets WhatsApp Business messaging fees by message category and the recipient’s country. They are separate from your Samvaads plan, which is priced per agent.

WhatsApp and channels

  1. 7.Which WhatsApp features does Samvaads support?Shared inbox replies, templates and campaigns, WhatsApp Flows, carousel and one-time code templates, template quality ratings, Copilot template drafts, AI agents that reply on WhatsApp, and WhatsApp calls answered by your team or a voice AI agent.
  2. 8.Which channels does Samvaads connect?WhatsApp (messages and calls), Instagram, Messenger, Telegram, email, SMS, voice, and website chat in one inbox, plus Slack and Microsoft Teams for internal threads, and Shopify and WooCommerce for store events. You can add your own channels too.
  3. 9.Do we buy phone numbers from SachDesk for voice?No. Bring the cloud telephony you already use: Exotel, TeleCMI/PIOPIY, or Plivo for India numbers, and Twilio for international numbers. Samvaads handles the inbox, IVR, and optional voice AI.

AI

  1. 10.What is the difference between Copilot and AI agents?Copilot helps the person replying with summaries, drafts, and answers, and nothing is sent until they send it. AI agents talk to customers directly on the channels you publish them to, then hand back to a human.
  2. 11.Can Samvaads AI agents handle real customer conversations without making things up?They answer from your knowledge base and your own tools, follow the flow you drew and tested, and hand the conversation to a person with a written summary when they reach the edge of what they know.
  3. 12.Are AI agents only for FAQs, or can they help with sales?Both. Agents can answer product questions, qualify leads, and book appointments, then route ready buyers to your sales team with the context attached.

Security and privacy

  1. 13.How does Samvaads protect our customers’ data?Contact details are masked until an agent asks to see them, every reveal is recorded, roles are enforced in the interface and at the API, SAML SSO and MFA are available, and each workspace keeps its own data separate from everyone else.

Fit and switching

  1. 14.Does Samvaads replace our CRM, or work alongside it?For many growing teams it can replace a separate CRM: contacts, accounts, leads, pipelines, quotes, and invoices are built in. If you keep another CRM, connect it through the external API, webhooks, or an app.
  2. 15.Where does Samvaads fit in our tech stack?It is the place customer conversations and follow-ups happen. It connects to your store, ad accounts, telephony, Slack or Teams, and your own systems through apps, an external API, webhooks, and a Samvaad MCP server.
  3. 16.What does switching to Samvaads from another helpdesk or WhatsApp tool involve?Export contacts and accounts, import them into Samvaads, reconnect your channels, rebuild your key templates and automations, and run both side by side for a short while before you cut over.