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Connect Safqai to Claude

Work in your Safqai inbox from Claude: find conversations, read a customer's whole history, label contacts, create WhatsApp templates, schedule broadcasts and pull reports.

With the Safqai connector, Claude uses your own Safqai user, so it sees and does only what you can.

Before you start

  • A Safqai account on safq.ai.
  • A Claude plan that supports connectors.
  • An administrator role in Safqai for campaigns, template creation, label management and contact imports. Agents can use everything else.
  • For WhatsApp features, a WhatsApp Business number connected to Safqai.

Connect

  1. In Claude, open Settings > Connectors and find Safqai in the directory.
  2. Click Connect and sign in with your Safqai email and password.
  3. Approve access. You're back in Claude, with Safqai connected.

To disconnect, open Settings > Connectors > Safqai and click Disconnect.

What you can ask

  • “Show me unassigned WhatsApp conversations in the Sales inbox from the last 7 days.”
  • “Summarise my whole conversation with +212 6XX XX XX XX and tell me what the customer is waiting for.”
  • “How many conversations did the 'rentree' campaign start, and how many are still open?”
  • “Label every contact who asked about prices this month as hot-lead.”
  • “Create a French marketing template announcing our summer offer, with the customer's first name, and submit it for approval.”
  • “Schedule the 'offre_ete' template to the hot-lead label tomorrow at 10:00.”
  • “Is our WhatsApp number's quality rating OK? What's our messaging tier?”
  • “Compare our agents' first response times for August.”
  • “Import these leads and label them salon-septembre. (paste the CSV)”
  • “Record a Purchase of 1,500 MAD for this contact in Meta.”

Claude asks before acting

Claude asks for your confirmation before anything that:

  • messages customers (replies, template messages, broadcasts);
  • submits to Meta (templates, conversion events);
  • changes your public WhatsApp business profile;
  • replaces or deletes data (label sets, labels, campaigns).

Reading and searching don't need confirmation.

Good to know

  • Long lists come in pages. Claude continues automatically when you ask for everything, for example every conversation from a campaign.
  • Message search covers the last 3 months. Listing conversations by status, label, campaign or date has no time limit.
  • Broadcasts go to contacts with a label. Label your audience first, then schedule the campaign.
  • Templates need Meta's approval before you can use them. Approval usually takes minutes to hours.
  • Contact imports run in the background. The result arrives by email.

Privacy

The connector doesn't store your conversations or contacts. Data that Claude reads is processed by Anthropic under your agreement with Anthropic. Details are in our privacy policy.

Troubleshooting

  • “Needs an administrator”: ask an administrator of your Safqai account to run that action, or to change your role.
  • “Safqai is unreachable, try again”: a temporary problem on our side. Try again in a minute.
  • Nothing found:check that you're in the right Safqai account. Claude can list the accounts your user can access.

Support

Write to hello@safq.ai, message us on WhatsApp at +212 610 015 189, or see the support page.