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Samyoj — Business Automation & CRM
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Built for WhatsApp Business

AI Powered CRM

Every Customer Inquiry.
One High-Converting Platform.

Connect WhatsApp, Instagram DMs, and Facebook Messenger to a single AI-powered CRM. Reply instantly, auto-qualify buyers, and close more sales with zero manual chaos.
  • Instant multi-channel inbox for WhatsApp, Instagram & Facebook.
  • Business-trained AI agents that answer questions and qualify leads 24/7.
  • Automated follow-ups and broadcast campaigns with 90%+ open rates.
  • Seamless handoff to sales reps with complete chat and contact history.
Official Meta Cloud APIs for WhatsApp, Instagram & Facebook.
AI-Powered Messaging Dashboard — Samyoj omnichannel communication platform
ONE PLATFORM. CONNECTED WORKFLOWS.

The Tools Behind Better Customer Conversations

Explore the tools that help your team manage communication, organize contacts, and work more efficiently with Samyoj.

All-in-One Team Inbox
Handle WhatsApp, Instagram, and Facebook chats from one shared screen. Assign conversations to team members and never miss an incoming message.
Visual Workflow Automation
Build drag-and-drop chat flows that greet new inquiries, capture contact info, and route hot leads straight to your sales team.
24/7 AI Sales Assistant
Train an AI agent on your products, pricing, and services. It answers customer questions naturally and books meetings while your team sleeps.
WhatsApp Broadcast Campaigns
Send targeted promotions, seasonal offers, and product launches directly to customer phones with verified high delivery and read rates.
SAMYOJ SaaS platform dashboard overview
Enterprise Grade Security
ISO 27001 • SOC 2 • GDPR Ready
24/7 Expert Support
Real humans. Real fast.
Smart Lead & Contact CRM
Track every lead's stage, purchase intent, and full chat history in one organized contact card so your team always knows who to follow up with.
In-Chat Issue Resolution
Convert customer queries into tracked tickets with priority tags, ensuring customer complaints and requests get resolved without delays.
Sales & Response Analytics
Monitor team response times, conversation volumes, and campaign ROI in real time to see exactly how fast your leads turn into customers.
Zero-Friction Integrations
Sync conversations and lead details directly with your favorite CRMs, Google Sheets, and calendar booking tools via webhooks and official APIs.

THE SAMYOJ WORKSPACE

A clearer view of every channel.

Choose a channel to explore its inbox, automation and tools. These are real Samyoj product screens captured with fictional demo data.

01 WHATSAPP INBOX

Keep WhatsApp conversations ready for a reply.

Connect a business number and keep its inbox, contacts and campaigns in their own workspace. Assign chats, leave notes, search conversations and use ready replies. Its saved history stays if you disconnect the number.

  • Share images, documents, audio and video in a chat
  • Send free-form replies within 24 hours; use an approved template after that
  • See when a conversation started from an ad click
  • Create templates, submit them to Meta for review, and use buttons, lists or a call-permission card
Explore
WhatsApp inbox · demo workspace
WhatsApp inbox in Samyoj showing a fictional sample conversation and reply controls.
Samyoj product screen · fictional demo data

02 AUTOMATION & FORMS

Build a simple path from message to next step.

Set WhatsApp welcome, keyword, away and business-hours replies. Use the visual flow builder for messages, buttons, delays and handoff, then test the flow or jump to a step from the inbox.

  • Collect details with WhatsApp Forms inside a chat
  • Use a separate keyword rule for Instagram comments
  • After someone replies to an Instagram comment message, continue in the Instagram inbox
Explore
Automation builder · demo workspace
Samyoj visual automation builder with a populated sample conversation flow.
Samyoj product screen · fictional demo data

03 WHATSAPP CAMPAIGNS

Plan WhatsApp campaigns with consent checks.

Choose an approved template and an audience from contacts, tags, a typed list or opted-in contacts. Fill in the template, then schedule or repeat a send.

  • Sending is blocked unless opt-in has a source and time, and the contact has not opted out
  • Retry failed sends and set a follow-up for people who do not reply
  • Review sent, delivered and read counts; pause, resume, reschedule or duplicate a campaign
Explore
WhatsApp campaign · demo workspace
WhatsApp campaign setup in Samyoj with a sample audience and message template.
Samyoj product screen · fictional demo data

04 AI CHAT ASSISTANT

Teach the chat assistant your business, then try it.

Set its personality and business details, add answers and FAQs, and test it before turning it on. The assistant can reply in the language a customer uses, including Hinglish.

  • Turn AI off for one conversation and reply yourself
  • Choose AI or human-only handling for a contact
  • Chat and calling assistants are configured separately
Explore
AI-assisted WhatsApp conversation · demo workspace
Sample WhatsApp conversation in Samyoj with the AI assistant controls visible.
Samyoj product screen · fictional demo data

05 WHATSAPP CALLING AI

Review the call, then pick up the conversation.

The separate calling assistant can answer WhatsApp calls. Choose a voice and preview it, set whether AI or a person handles a contact, then review the call summary in the chat.

  • Business-level off setting takes priority over contact settings
  • Call recents and summaries stay with the conversation
  • Live transfer from the AI call to a human is not available yet
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WhatsApp call summary · demo workspace
Sample Samyoj WhatsApp conversation with an internal AI call summary.
Samyoj product screen · fictional demo data

06 INSTAGRAM DMS

Keep Instagram DMs in their own inbox.

Connect a professional Instagram account linked to a Facebook Page. Read and reply to direct conversations from the Instagram inbox, within Instagram’s 24-hour reply window.

  • Instagram conversations remain separate from WhatsApp
  • When someone replies to a comment message, continue the conversation in DMs
  • Instagram requires a connected professional account and the linked Page
Explore
Instagram inbox · demo workspace
Samyoj Instagram Direct inbox with a fictional sample customer conversation.
Samyoj product screen · fictional demo data

07 INSTAGRAM COMMENTS

Handle comment replies with the right limits built in.

Review comments, hide or unhide them, and send one private reply per comment within Instagram’s seven-day window. A keyword rule can start that reply from a comment.

  • Comment keyword automation runs on Instagram comments only
  • After the person replies, continue in the Instagram inbox
  • Samyoj removes comment rows after two days; the original Instagram post and comment are unchanged
Explore
Instagram comments · demo workspace
Samyoj Instagram comments panel with a sample private reply and moderation controls.
Samyoj product screen · fictional demo data

08 INSTAGRAM PUBLISHING

Draft, schedule and publish Instagram posts.

Prepare image, Reel or carousel posts in Samyoj. Save a draft, publish now, schedule it, cancel a scheduled post, and review scheduled or published posts.

  • Keep planned content and published posts in view
  • Stories editing is not included in the current publishing tools
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Instagram publishing · demo workspace
Samyoj Instagram content planner showing a fictional scheduled post.
Samyoj product screen · fictional demo data

09 FACEBOOK MESSENGER

Manage Page messages with Messenger’s reply rules.

Connect a Facebook Page to use its separate Messenger inbox. Assign or close a conversation and send text replies within Messenger’s 24-hour window.

  • Messenger stays separate from the WhatsApp inbox
  • Page posts and WhatsApp templates on Messenger are not included
  • Page access depends on the required Meta permissions and approval
Explore
Facebook Messenger · demo workspace
Samyoj Facebook Messenger inbox with a fictional conversation and reply-window indicator.
Samyoj product screen · fictional demo data

10 CONTACTS & LEAD CAPTURE

Keep contact details and incoming leads useful.

Search and filter contacts, organise them with tags, and keep WhatsApp campaign consent tied to its source and time. Facebook Instant Form submissions can be saved as leads.

  • Build WhatsApp campaign audiences from contacts, tags or opted-in people
  • Keep each connected WhatsApp number’s contacts in its own workspace
  • Save Facebook form submissions in the Samyoj lead list
Explore
Contacts and leads · demo workspace
Samyoj contacts screen with fictional sample customer records.
Samyoj product screen · fictional demo data

11 META ADS INSIGHTS

Review ad results in Samyoj. Edit them in Ads Manager.

Choose a connected ad account and review the last seven days: spend, impressions, clicks, leads and cost per lead, with the 7-day click / 1-day view attribution label.

  • Open Meta Ads Manager for campaign changes
  • Samyoj does not create, edit, pause or change ad budgets
  • Meta account access depends on required permissions and app approval
Explore
Meta ads insights · demo workspace
Samyoj Meta ads performance screen with fictional last-seven-day sample metrics.
Samyoj product screen · fictional demo data

12 EMAIL · GMAIL

Send a one-to-one email from connected Gmail.

Compose an email to a contact from a connected Gmail or Google Workspace mailbox, reuse a saved template, and review recent sends.

  • This is send-only—not an email inbox or a bulk campaign tool
  • Samyoj does not read your Gmail inbox
  • “Accepted by Gmail” does not confirm delivery, opens or replies
Explore
Sent email · demo workspace
Samyoj sent-email view with a fictional sample email marked accepted by Gmail, not delivered.
Samyoj product screen · fictional demo data
Key Platform Benefits

Built to Support Your Team's Workflow

Practical tools and clear visibility designed to help your team manage conversations smoothly across channels.

Organized Communication

Work with the messaging channels connected to your account.

Simpler Workflows

Explore the automation capabilities available in Samyoj.

Customer Context

Use available contact information to support customer interactions.

Activity Visibility

Review the messaging and campaign metrics provided by the dashboard.

Room to Grow

Choose the available features and plan that suit your business.

Explore Samyoj Features

Find the tools that fit your team's communication and customer-management workflow.

Omnichannel Team Inbox

Consolidate WhatsApp, Instagram DMs, and Facebook Messenger into one shared inbox with labels, notes, and agent assignment. Your team stays aligned and responds faster without jumping between separate apps.

Explore in App →

Visual Workflow Automations

Design custom conversation trees for welcome messages, FAQ responses, and lead routing with a visual builder. Automating routine steps keeps first response times fast while freeing staff for complex queries.

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AI Lead Assistant

Engage inbound prospects around the clock with an intelligent assistant that answers initial questions and collects key details. Sales reps can review the context and step in whenever high-intent buyers are ready.

Explore in App →

Broadcast Campaigns

Send targeted marketing announcements, updates, and newsletters to opted-in audiences using Meta-approved templates. Delivery and read tracking help your team measure audience interest and follow up effectively.

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Contact & Customer CRM

Organize customer profiles, contact details, custom tags, and full conversation records in one searchable database. Giving agents instant access to relationship history helps deliver personalized customer service.

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Tickets & Support Workflows

Convert messaging threads directly into actionable support tickets with assigned owners, priorities, and statuses. Your team resolves customer issues methodically without losing original chat context.

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Interactive Message Templates

Build approved message templates equipped with quick-reply buttons, URL links, and interactive menus. Structured buttons simplify customer responses and guide conversations toward clear next steps.

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In-Chat Information Forms

Capture customer requirements, feedback, and intake information directly within messaging conversations. Gathering details within chat reduces form drop-offs and keeps customer interactions effortless.

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Voice & Agent Handoff

Handle customer calls alongside chat conversations and escalate automated interactions to human agents when needed. Customers experience seamless transitions without having to repeat their inquiries.

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Catalogs & Order Inquiries

Showcase products through messaging catalogs and manage related buyer inquiries directly within customer threads. Centralizing order discussions helps sales teams answer buyer questions promptly.

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Analytics & Reports

Track message delivery rates, read confirmations, and team response activity in real time. Operational visibility helps managers evaluate performance and optimize support workflows.

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Team Roles & Permissions

Assign specific access privileges and roles to team members across your workspace. Role-based controls protect customer data while enabling smooth collaboration across departments.

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Integrations & Webhook API

Connect external applications, databases, and CRMs using webhooks and developer APIs. Event-driven syncing keeps customer records updated across your existing business systems.

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Security & Meta Compliance

Operate on official Meta Cloud APIs designed for policy compliance, data integrity, and delivery reliability. Centralized consent and opt-in tools help protect customer privacy responsibly.

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AI Content Studio

Draft marketing copy, message templates, and customer response suggestions with AI writing support. Content assistance accelerates drafting while preserving professional brand standards.

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Business Hours & Away Messaging

Set operational schedules, working days, and automated off-hours away messages. Clear response timing sets customer expectations and protects team boundaries.

Explore in App →

Multi-Language Support

Create localized message paths and templates to communicate with customers in their preferred languages. Addressing customers natively improves clarity and builds lasting trust.

Explore in App →

Everything you need. One powerful platform.

Simplify conversations. Delight customers. Grow your business.

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✨ AI ASSISTANCE

AI Assistance for Better Customer Conversations

Use Samyoj's available AI tools to support customer interactions and help your team handle common inquiries more efficiently.

AI-Powered Responses

Provide automated replies to common inquiries and FAQs to help customers get timely answers across active communication channels.

Knowledge-Based Assistance

Configure your AI assistant with your business information and FAQs so responses remain grounded in your verified documentation.

Human Handoff

Transfer complex conversations or sensitive customer inquiries smoothly to your team members with complete chat context preserved.

AI-Assisted Customer Communication

Support your agents with prompt drafting assistance and structured messaging templates to keep responses consistent and efficient.

AI-Powered Customer Support Experience — Samyoj AI assistant with knowledge base and agent handoff

Frequently Asked Questions

What features does Samyoj offer for omnichannel communication and lead automation? +

Samyoj connects WhatsApp, Instagram, Facebook Messenger, and Meta Ads into one AI-powered workspace. You get a unified team inbox, 24/7 AI lead qualification, visual automated follow-up sequences, multi-channel broadcast campaigns, smart CRM pipeline sync, in-chat forms, and live analytics.

Why do businesses lose leads across WhatsApp and Instagram without Samyoj? +

Most businesses miss inquiries because messages are scattered across separate apps, responses take hours, and follow-ups are manual. Samyoj automates the entire journey from first message to qualification, CRM sync, and multi-step follow-ups so zero leads fall through the cracks.

How does AI Lead Qualification work in Samyoj? +

When an inquiry arrives from WhatsApp, Instagram, or an ad click, Samyoj's AI agent responds within 5 seconds, asks qualifying questions, captures requirements, and routes hot leads directly to sales agents or schedules consultations.

Can Samyoj automatically follow up with prospects who stop responding? +

Yes. Samyoj triggers automated multi-step follow-up sequences across WhatsApp or Instagram. These sequences deliver timely nudges, answer objections, and re-engage cold prospects.

Can I manage contacts, lead stages, and support tickets in Samyoj? +

Yes. Samyoj integrates contacts, tags, pipeline stages, and support tickets directly with the conversation history across all channels, giving your team full context without switching tools.

How does Samyoj integrate with Meta Ads (Click-to-WhatsApp & Instagram Direct)? +

Samyoj captures leads directly from Click-to-WhatsApp and Instagram Direct ads, triggering instant AI qualification flows with zero form drop-offs, cutting acquisition costs and maximizing ad ROI.

Is Samyoj built on official Meta APIs? +

Yes. Samyoj is a Meta Tech Provider on official Meta Cloud APIs for WhatsApp Business, Instagram, and Facebook Messenger. Message delivery runs on Meta’s infrastructure. Samyoj does not publish a separate uptime percentage.