Safina Docs

Your Guide to Smarter Call Management with AI

Setup tutorials, feature deep dives, and best practices to turn missed calls into opportunities.

App Language vs. AI Language: Language Settings in the Safina AppApp Feature

App 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 KrehKarsten Kreh
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 Summaries in Safina: Every Detail ExplainedApp Feature

Call 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 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
Connect Safina AI to Your CRM via WebhookIntegration

Connect 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 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
Create and Set Up Your Safina AI AccountSetup

Create 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 KrehKarsten Kreh
Let Safina Create Custom AI Evaluations in the BackgroundApp Feature

Let 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 KrehKarsten Kreh
Custom Names for Your Safina: How to Personalize Your AI AssistantApp Feature

Custom 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 KrehKarsten Kreh
Deactivating Safina for Individual ContactsApp Feature

Deactivating Safina for Individual Contacts

Not every call should go to your AI assistant? Learn how to easily deactivate Safina for specific contacts like family or VIP clients so they can always reach you directly.

Karsten KrehKarsten Kreh
Importing and Managing Contacts in the Safina AppSetup

Importing 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 KrehKarsten Kreh
Customizing Your Safina's Voice and ToneApp Feature

Customizing Your Safina's Voice and Tone

Give your AI assistant a personal touch. Learn how to choose your Safina's voice and adjust its tone — from formal to casual.

Karsten KrehKarsten Kreh
Industry Templates: The Perfect Safina Configuration in One ClickApp Feature

Industry 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 KrehKarsten Kreh
Where Can I Find My Invoices? Subscriptions & Additional Minutes ExplainedHelp

Where 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 KrehKarsten Kreh
What Happens When My Minute Allowance Runs Out?Help

What 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 KrehKarsten Kreh
Additional Minutes: How Pay-as-you-go Billing WorksSetup

Additional 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 KrehKarsten Kreh
How Does Safina Recognize an Appointment Request During a Call?App Feature

How 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 KrehKarsten Kreh
Record Safina Calls as Audio FilesApp Feature

Record Safina Calls as Audio Files

Want to save entire conversations as audio files? Learn how to enable call recording in Safina and what you need to know about legal requirements (including automatic consent).

Karsten KrehKarsten Kreh
Safina AI on All Devices: iOS, Android & Web App OverviewApp Feature

Safina 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 KrehKarsten Kreh
The Safina AI App: A Tour of All FeaturesApp Feature

The 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.

Karsten KrehKarsten Kreh
How to Set Up Your Booking Link in SafinaApp Feature

How 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 KrehKarsten Kreh
Set Up Call Notifications via Email & PushIntegration

Set Up Call Notifications via Email & Push

Stay in the loop at all times. Learn how to configure whether you receive call summaries via email, as push notifications, or both in the Safina app.

Karsten KrehKarsten Kreh
Set Up Call Forwarding From Your Mobile Phone to SafinaSetup

Set Up Call Forwarding From Your Mobile Phone to Safina

Activate Safina for your mobile phone. This simple guide shows you how to set up call forwarding for your iOS or Android device with just one click in the app.

Karsten KrehKarsten Kreh
Handling Multilingual Calls with SafinaApp Feature

Handling 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 KrehKarsten Kreh
Set Up Call Forwarding to Safina on Your PBX SystemSetup

Set 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 KrehKarsten Kreh
How to Upgrade Your Safina AI SubscriptionSetup

How 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 KrehKarsten Kreh
What Is Safina AI? A Complete Overview of All FeaturesApp Feature

What 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 KrehKarsten Kreh
How Focus Mode Works with SafinaApp Feature

How 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 SchemmDavid Schemm
What Is Your Safina Number and Why Do You Need It?Setup

What Is Your Safina Number and Why Do You Need It?

Every Safina plan includes a dedicated phone number. Learn what it does, how call forwarding works with it, and how you can use it to protect your privacy.

David SchemmDavid Schemm
After-Hours Call Handling: Never Miss an Evening or Weekend CallApp Feature

After-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 SchemmDavid Schemm
Always Reachable for Small BusinessesApp Feature

Always 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 SchemmDavid Schemm
Call Summaries & Notifications ExplainedApp Feature

Call 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 KrehKarsten Kreh
Call Transfer & Routing: How Safina Connects CallsApp Feature

Call Transfer & Routing: How Safina Connects Calls

Learn how Safina AI transfers calls to your phone, routes based on urgency and schedules, and handles fallback scenarios when you don't answer the transfer.

David SchemmDavid Schemm
Cancellation & Plan ChangesHelp

Cancellation & 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 SchemmDavid Schemm
CRM & Integration ConnectionsIntegration

CRM & Integration Connections

Learn how Safina AI connects to HubSpot, Pipedrive, Zapier, Make, n8n, Google Calendar, Outlook, Notion, Brevo, and webhooks. No coding required.

David SchemmDavid Schemm
Industry-Specific Phone HandlingApp Feature

Industry-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 SchemmDavid Schemm
Multi-Language Phone Support with AIApp Feature

Multi-Language Phone Support with AI

Learn how Safina AI handles 50+ languages, detects caller language automatically, switches mid-call, and which languages deliver the best quality.

David SchemmDavid Schemm
Safina Pricing & Costs ExplainedHelp

Safina 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 SchemmDavid Schemm
Privacy & GDPR Compliance for AI Phone AssistantsHelp

Privacy & 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 SchemmDavid Schemm
Setting Up Safina: Getting Started GuideSetup

Setting 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 SchemmDavid Schemm
Spam Call Protection: How Safina Handles Unwanted CallsApp Feature

Spam Call Protection: How Safina Handles Unwanted Calls

Learn how Safina AI filters spam calls, detects unwanted callers, handles persistent spam, and lets you block specific numbers to protect your business.

David SchemmDavid Schemm