Sanim AI help

Short answers for business owners. If your question is not here, write to us.

Getting started: what are the 5 screens?

You set up an agent on five screens. It takes about 5 minutes.

  1. What you want: a website chatbot, a WhatsApp agent or an AI calling agent.
  2. Your business: share your website link or a PDF (up to 4 MB), or type a few lines. We fill in what your agent knows. You fix anything that is wrong.
  3. Make it yours: pick a name, a language and a voice, and hear it first.
  4. Try it: talk or chat to it like a customer.
  5. Go live: paste the code on your website, connect WhatsApp, or put it on phone calls.

A calling agent has one more screen, Call script, between “Make it yours” and “Try it”. You get 5 free minutes when you first sign in with your email.

How do I test my agent? Can it call my own phone?

First test in your browser with your microphone. It is free. Test with made-up details first, because the voice goes to Google’s AI service during the call.

Real phone calls start after your first top-up. For safety, a test call goes only to a number you have verified as yours. Tap Verify this number: we call it once and read you a four-digit code. You can do this at any time of day, for up to 2 numbers.

How do I buy minutes? Do I get a GST invoice?

Start free, then buy a pack when you need more. The price is shown before 18% GST; the GST is added at checkout and you get a GST invoice by email. See the packs on the Voice page.

1 minute is 1 minute of AI calling in the browser or on a real phone call, or 10 chat replies. Phone calls are billed per started minute, so a 40-second call counts as 1 minute. Browser calls are counted in 3-minute blocks.

How do I get my own phone number? What is KYC?

A number of your own is ₹499 a month + GST. Pick a number in your account and pay. Then do your KYC inside the app, one step at a time: your details, PAN, Aadhaar through DigiLocker, and GST if the number is for a business. It takes about 10 minutes. Keep your PAN card and your phone ready.

VoiceLink, our calling partner, must verify who owns a business number (a telecom rule). The number is switched on once it is approved.

Your account shows where you are: Payment done, KYC pending, Under review, Live, then the date it renews. It also tells you the one thing to do next.

Can I bring my existing number? Not yet. You get a new number from us. We cannot move a number you already own to us.

Can I use my number for WhatsApp too?

Yes, if you use your own WhatsApp Business API. Meta checks a number with a code. Our numbers cannot get SMS, so use the voice call:

  1. In Meta, add your number and choose Voice call for the code. Do not press it yet.
  2. In your account, under Use this number for WhatsApp too, press Turn on OTP catch. It stays on for 15 minutes.
  3. Press the Meta button. Meta calls your number. The code shows in your account and we email it to you.

While it is on, your agent does not answer. Anyone who rings the number hears nothing. It switches off by itself after the first call, or after 15 minutes. It is not charged to your minutes. We do not save the call audio. The code is kept for 30 minutes and only you can see it. You can turn it on up to 6 times a day.

Who can I call? Service and promotional lists

Call only people who agreed to hear from you, such as customers who filled your form or booked with you. When you make a list you choose its type and tick that you have their consent:

  • Service calls: customers who already deal with your business and agreed to hear from it, for example a booking, a bill or a follow-up.
  • Promotional calls: offers and sales calls. TRAI requires promotional calls to come from a registered 140-series number, so a promotional list cannot be started without one. If your customers already deal with you, make it a service list.

Calls to customers go out only between 9 AM and 9 PM India time. If someone says “do not call”, the agent stops, and you should not call that person again. In a pasted table, a column named consent is read per person: anyone with an empty or “no” cell is left out.

Recordings and privacy: what is stored?

The agent says it is an AI assistant in its first sentence, on every call. You can read the transcript, see the lead and play back phone call recordings from your account.

If someone talks to your published agent, we store the words of that call, the details they share and an AI summary, show them to you in your account and email them to you. During a call the voice goes to Google’s AI service to run the conversation. The full details are on our Privacy page, and the rules for using the service are in our Terms. To have your account and its data deleted, email animesh@firmgenie.in.

My number’s month ended. What happens?

After the paid month ends there is a grace period of 7 days. In the grace period calls to your number still work, but your outbound call lists are paused, and the app shows a red Renew your number banner with the last date. Renew by that date or the number is released from your agent. Your account, agents, leads and call history stay in your account either way.

Can I get my leads in Google Sheets or on WhatsApp?

Yes. In your account, open Send my leads to. For Google Sheets you paste a Web app address from Google Apps Script (the page gives you the script and 4 short steps), and each finished call or chat with a lead adds one row. For your own WhatsApp you need your WhatsApp Business number connected; WhatsApp only lets a business message you first with an approved template, so until then summaries come by email. Your usual emails do not change.

How do I connect my own WhatsApp number? (step by step)

You bring your own number on Meta’s WhatsApp Cloud API. Use a number that is not on the WhatsApp app (a new SIM, or the number you bought from us). You do this once.

  1. Open developers.facebook.com/apps, press Create app, choose Other, then Business.
  2. On the app, find WhatsApp and press Set up.
  3. Open WhatsApp > API Setup and press Add phone number. Enter the code WhatsApp sends you.
  4. Open Business settings > System users, press Add (role Admin), then Add assets: give it your app and your WhatsApp account with Full control. Press Generate token, set expiry to Never, tick whatsapp_business_messaging and whatsapp_business_management, and copy the token.
  5. In your Sanim AI account open the agent > Use this agent > WhatsApp. Paste the token, press Find my numbers, pick your number (press Register and choose a six-digit PIN if it says Not registered), paste the App Secret (App settings > Basic > Show) and press Save and connect.
  6. Press Run health check. Everything should show a tick. Then send hi to your business number from your phone.

If the token stops working, the app shows a red banner and we email you. Make a new token and paste it under Change details.

What about refunds?

Our Terms (section 6) say that all fees are non-refundable, with one exception: blueprints have a 7-day refund. If something goes wrong on our side, we fix it, redo it or move your booking at no cost. If we cannot provide the service, or you are charged twice by mistake, we refund you in full. The Terms do not have a separate rule for call minutes, so please read them and write to us if you are unsure.

Still stuck? Email animesh@firmgenie.in and tell us what you see on your screen.