The AI Lead Score feature streamlines your workflow by automatically evaluating leads within your Activity Timeline. Activated through an App Action on a record’s Detail Page, this tool assesses the potential value of leads—such as Contacts and Accounts—using AI-driven analysis. Once set up, it delivers real-time insights, helping you determine which leads are worth pursuing and recommending the best next steps.
By default, the trigger is always an App Action that we will configure afterwards.
Name (Required) – Select a name for the action.
Assistant Type – Servis.ai supports the Lead Scoring assistant type, which analyzes leads—commonly used for Contacts and Accounts—to determine their potential value. This analysis helps assess whether pursuing the lead is worthwhile and suggests the best course of action based on the assistant’s evaluation.
App – Select the App that will receive the assistant’s evaluation.
Record – There are two modes available here. Clicking on the blue text “From Static Value” allows you to select a specific record to trigger the automation using its app action. However, by default, it is set to “Triggering Record” because the app action on the Detail Page applies to all records, meaning the record that triggers the app action will also initiate the automation.
Once the configuration for the automation is complete, we must create the app action as follows:
Go to Settings > Apps > [Selected App] and on the App Actions tab, click Add App Action.
In this modal, you can name the action and add an Action Hint, which is the text displayed when hovering over it, don’t forget to place it on the Detail Page, you can do it wherever you want but we recommend the Detail Page to ensure consistency.
It is essential to set the Type as Automation, allowing you to select the automation you just configured. Once selected, the setup is complete.
Additionally, you can add conditions or customize user feedback from this menu to further tailor the action’s behavior. If you want to learn more about App Actions, visit this article.
Now you can see it in action!
The result depends on the information contained on the specific record.
If you want to know more about other actions for the automation builder, check this article.
