Set up Samvaads, one job at a time
Step-by-step guides for the things teams set up first: channels, the helpdesk, and AI agents on chat and calls, with screenshots from the product. For quick answers, see the FAQs.
How to deploy a voice AI agent on your WhatsApp number
Switch on Voice mode for an AI agent, choose its voice and call languages, test it, then let it answer calls to your WhatsApp number on its own or when your team is busy.
6 steps · About 30 minutesVoiceHow to set up an AI voice agent for your business phone number
Connect Exotel, TeleCMI, Plivo or Twilio in Samvaads, set up IVR and queues, and let a voice AI agent answer routine calls, with transcripts in the same inbox as your chats.
6 steps · About an hour, plus your provider’s number setupWhatsAppHow to connect your WhatsApp Business number to Samvaads
Connect a WhatsApp Business number through Facebook login, then set its default group, AI agent, CSAT survey and out-of-hours message in Samvaads.
5 steps · 30 minutes, plus Meta’s business verificationChannelsHow to connect your support email to Samvaads
Connect Gmail, Microsoft 365, a Samvaad-hosted address or any IMAP/SMTP mailbox, so every email to your support address becomes a ticket in Samvaads.
4 steps · 10 minutes per mailboxChannelsHow to add Samvaads chat, and a voice assistant, to your website
Turn on the Samvaads website widget, style the launcher, paste the install snippet before </body>, and let visitors chat or talk to your AI assistant.
4 steps · 15 minutesChannelsHow to connect Instagram and Facebook Messenger to Samvaads
Connect an Instagram professional account and a Facebook Page so DMs, comments and Messenger chats land in the Samvaads inbox.
3 steps · 10 minutes eachAI agentsHow to build an AI agent that answers on WhatsApp
Design an AI agent on the Samvaads canvas, ground it in your knowledge base and tools, test it in Preview, publish it and set it as the default agent on your WhatsApp number.
5 steps · An afternoon for a first agentCampaignsHow to send a WhatsApp campaign that respects consent
Build a segment, pick an approved WhatsApp template, check its quality rating, and send a campaign from Samvaads, with replies landing in your shared inbox.
6 steps · 20 minutes once the template is approvedHelpdeskHow to set up your helpdesk in Samvaads: teams, routing and privacy
Create user groups, choose how tickets and chats are assigned, set business hours, and switch on contact masking and redaction in Samvaads Admin.
5 steps · About 30 minutesHelpdeskHow to set up SLAs and CSAT surveys in Samvaads
Create SLA policies with first-response, next-response and resolution targets per priority, tie them to business hours, and collect CSAT on tickets and chats.
5 steps · About 30 minutes