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.

Minimalist vector graphic of a user profile icon with a gear and a checkmark, symbolizing account creation and successful setup. Setup
Karsten Kreh Karsten Kreh

Glad you’re ready for the next step. This guide walks you simply and directly through creating your Safina account. In a few minutes, your personal phone assistant is ready to go.

The goal is to get you to the point where you actually feel the benefits of Safina fast and without detours: more calm, better organization, and a more professional presence on the phone.

Screenshot of the registration screen in the Safina AI app. Asks "How would you like to sign up?" and offers options to "Continue with Apple", "Continue with Google" or "Continue with email". A note about agreeing to the terms of use and privacy policy is visible. Shows the onboarding process for new users of the Safina AI phone assistant.

Step 1: Create your account

Sign-up is intentionally simple, so you don’t lose any time.

  1. Go to the sign-up page: Visit our website and click the button to register or start a free trial.
  2. Enter your details: All you need is your email address and a secure password.
  3. Confirm your email: We’ll send you a short confirmation email. One click on the link and your account is active.

That’s it. You can log in to the Safina app right away, either in your web browser or in the mobile app for iOS and Android.

Screenshot of the Safina AI app settings for personalizing the call voice. Shows options for language (German) and voice (Anna), plus a slider for adjusting tonality from "Formal" to "Casual". A "Test voice" button is also visible. Demonstrates the individual customization of the speech behavior of the Safina AI phone assistant.

Step 2: The initial setup

After your first login, an assistant walks you through the most important settings. These include, for example, the primary language and tonality Safina should use when speaking with your callers.

Screenshot of the Safina AI app assigning your own Safina number. Shows the country code selection, here "Germany +49", and offers more information. This is a step in the onboarding process for setting up your personal Safina AI phone assistant.

Your personal Safina number

Right at the start, you pick the country code for your exclusive Safina number. That’s the phone number you’ll later forward calls to and under which your AI assistant is reachable. At the moment we support Germany, Austria, the UK, Spain and South Africa, with more countries coming as we continue to expand internationally.

If the country code you’re after isn’t available yet, you can submit a registration request via safina.ai/help/personal. That’s not a guarantee we can add it immediately, but user requests strongly shape our rollout priorities.

Activating call forwarding

This is the decisive step to put Safina live. The app shows you the easiest path directly. Detailed guides are here:

For your mobile phone: A simple guide to setting up call forwarding on your mobile is available in our article: Setting up call forwarding from your mobile to Safina.

For landline/PBX: How to set up call forwarding for your office PBX or your router (e.g. Fritz!Box) is explained in our specific guides, which you can find via these articles: Setting up Safina AI for your landline.

We recommend activating forwarding straight away and making a test call from another phone. That way you experience Safina live, right away.

Screenshot of the "Industry Templates" in the Safina AI app. Shows a selection of pre-built assistants for different industries: Trade assistant (workshops, electricians, plumbers), IT service assistant (system house, IT consulting, software agency), Law firm assistant (law firm, notary, specialist lawyer) and Practice assistant (doctors, physiotherapists, alternative practitioners). Visualizes the quick customization of the Safina AI phone assistant for specific business needs.

Pick your industry template

Now comes the most important step, the one that saves you a lot of work. At the end of onboarding you have a choice: start from scratch, or start directly with a field-tested template for your industry?

What are industry templates?

They are pre-built Safina configurations we’ve created, tailored to the typical concerns and processes in specific industries. You don’t have to reinvent the wheel, you start right away with a proven system.

We offer templates for a wide range of areas, for example:

  • Tradespeople
  • Car dealerships
  • Medical practices
  • Studios & salons
  • and many more.

What does a template include?

A template defines all the important conversation scenarios. The template for tradespeople, for instance, includes predefined flows for:

Scenario 1: Issue/emergency - Safina asks about the type of issue, urgency and any measures already taken.Scenario 2: Quote/estimate - Safina clarifies the requested service, scope and material details.Scenario 3: Booking an appointment - Safina asks about the reason for the appointment and preferred timing.

… and further scenarios for maintenance, consultation or general inquiries.

You simply pick the right template and your Safina instantly knows which information she needs to gather for the typical calls in your business. Of course, you can still refine and adjust every template later to fit your preferences.

Step 3: What now?

Congratulations! Your Safina account is set up and, thanks to the templates, even intelligently pre-configured for your industry. Every forwarded call is now answered professionally and purposefully from this moment on.

The logical next steps are:

  • Take a look at the article on the call summary to see what Safina’s reports look like once she’s handled calls according to your template.
  • Check out the conversation guide in your app to see how the template is structured and where you can tweak it if needed.

You’ve already taken the most important step toward a more focused workday.

Your Safina team

9:41

Safina handled 51 calls this week

46

Trustworthy

4

Suspicious

1

Dangerous

Last 7 days
Filter
EM
Emma Martin 67s 15:30

Wants to discuss the offer for the new campaign and has questions about the timeline.

LS
Laura Smith 54s 14:45

Asking about the order status and when the delivery arrives.

TH
Tim Miller 34s 13:10

Schedule a meeting for the project discussion next week.

Unknown 44s 11:30

Prize promise – probably spam.

SK
Sarah King 10s 09:15

Complaint about the last order, asks for a callback.

MM
Mike Mitchell 95s Dec 13

Wants to discuss a potential collaboration.

AR
Amy Roberts 85s Dec 13

Is your colleague and wants to discuss the project.

JK
Jack Kennedy 42s Dec 12

Asking about available appointments next week.

LB
Lisa Brown 68s Dec 12

Has questions about the invoice and asks for clarification.

Calls
Safina
Contacts
Profile
9:41
Call from Emma Martin
Dec 12
11:30
67s
+12125551234

Wants to discuss the offer for the new campaign and has questions about the timeline.

Key points

  • Call back Emma Martin
  • Clarify timeline & pricing questions
Call back
Edit contact

AI Insights

Caller mood Very good

The caller was cooperative and provided the needed information.

Urgency Low

The caller can wait for a response.

Audio & Transcript

0:16

Hello, this is Safina AI, Peter's digital assistant. How can I help you?

Hi Safina, this is Emma Martin. I wanted to discuss the offer and the timeline.

Thanks, Emma. Are you mainly deciding between the Standard and Pro package for the launch?

Exactly. We need the Pro package and would like to start next month if onboarding is possible in week one.

Say goodbye to your old-fashioned voicemail.

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