How Sumi works

Updated September 10, 2026 · For nonmedical appointment and service businesses

Sumi is an inquiry workspace for nonmedical appointment businesses. An operator connects their business channels, reviews incoming questions, and uses approved business information to prepare responses. Access is currently arranged directly with the Sumi team for a controlled pilot. Channel availability depends on the permissions granted to your connected accounts.

From an inquiry to a next step

  1. Save your services, prices, hours and booking policies in Business setup.
  2. Connect an authorized account in Connections. Social platforms show their own consent screens; the Twilio sender is verified against server-side credentials.
  3. Open Inbox. Synchronize supported channels or receive a signed Instagram, Messenger, WhatsApp or SMS webhook.
  4. Write a reply or request an AI proposal. Review it and explicitly approve sending.
  5. Mark an inquiry qualified or booking requested. A person confirms availability outside this workspace.

Channel capabilities

Instagram: professional-account DMs and replies within the permitted window. YouTube: channel comments, replies and explicitly approved video uploads. TikTok: authorized profile, owned videos and approved video uploads; Business Messaging is a separate integration with live access gated on provider reviews and account authorization. X: inbound DMs and replies, with AI separately gated on policy approval. Twilio: customer-initiated SMS with registered senders, opt-out controls and delivery status.

Additional Meta channels

When configured, Connections supports Facebook Page selection, approved public text posts, Messenger customer-service replies, Threads OAuth and approved public text posts, and WhatsApp Embedded Signup with phone registration. Messenger and WhatsApp replies require a customer inquiry within the last 24 hours. WhatsApp templates, campaigns and business-initiated messaging are not supported. Provider verification, permissions and account eligibility remain separate prerequisites.

When separately enabled, Facebook Page and Threads also support one reviewed JPEG with an exact caption, accessibility description and destination. Facebook accepts up to 4 MB and receives the image directly. Threads accepts up to 8 MB and requires consent to a temporary public image link. Supported images are 320–1440 pixels wide, 168–1800 pixels high, with aspect ratio 0.8–1.91. Rights, provider transfer and exact publication require explicit approval; uncertain responses are never automatically retried. Carousels and video are not included in this image flow.

Content drafts

Use Content to write and save captions or video descriptions for Instagram, TikTok, YouTube and X. Where AI is configured, request copy proposals using your saved business facts and brief, then review the wording and save it. X text posts and single-JPEG image posts can be published when account permissions and billing are configured: review the destination and exact saved text, then explicitly approve publication. Image posts additionally require media.write authorization, an image preview and rights/transfer consent. This uploader accepts one JPEG up to 5 MB, 320–1440 pixels wide, aspect ratio 4:5–1.91:1; videos, GIFs and multiple images are not supported. TikTok MP4 publishing supports Direct Post or sending a video to the creator’s TikTok inbox to finish there, with explicit approval and processing-status checks. YouTube MP4 uploads require a connected channel, saved title and description, preview, audience and synthetic-content choices, rights confirmation and approval of the exact upload. Processing status and actual visibility are shown separately. This unaudited project currently allows private uploads only. Instagram supports a single JPEG image with an approved caption, connected professional account, image preview, rights confirmation and explicit approval of public publication. Reels, Stories and carousels are not supported. Image/video generation is not available yet.

Voice assistant

Where a verified business phone line and live processing are enabled, callers hear an AI and recording notice before choosing whether to continue. Press 1 to consent to recorded AI turns or 0 for an unrecorded human transfer. Groq transcribes short recordings; OpenCode Go with DeepSeek V4.1 Flash prepares spoken replies, summaries and staff coaching. Requests for a person and processing failures lead to human escalation. The Voice tab shows actual call status. This feature requires separate setup and does not establish Twilio approval.

Human control

Take over an inquiry to pause agent drafting. Text proposals require approval before sending or changing business configuration. Separately enabled voice answers callers after their recorded consent. Staff can edit a draft, decline it or save approved facts. The application does not cold-message leads or confirm calendar availability.

Connect and disconnect

In the protected workspace, use Connect for the relevant platform and authorize only a business account you manage. Use Sync to retrieve supported recent content. Disconnect removes cached channel conversations and attempts platform revocation. You can revoke access in the platform itself and delete workspace data in Settings & activity.

Scope and availability

Sumi currently supports a controlled pilot workspace. Contact support to discuss access for your business. You can explore the interface with clearly labeled sample data. TikTok messaging, recurring outreach, healthcare workflows and calendar synchronization are not currently available.

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Operator contact

Ask Sumi, LLC
support@asksumi.ai

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