– Servis.ai Casts

Learn by doing.

Research, perspectives, and practical guides for healthcare organizations navigating the shift to smarter, connected care.

Board View

Want to understand your records in a more visual way? The Board view allows you to manage and arrange your records in Lanes for a better visual experience.

March 30, 2026

Creating and Editing Records

In this video you will learn how to use the servis AI native features to create and update records, as well as configure how your form fields behave.

March 23, 2026

Navigating servis.ai

This walkthrough will show you the main layout and common used terminology within servis.ai. How the structure works and where you can find the most useful tools for you anywhere you are when navigating the CRM.

March 19, 2026

Edits & Changelogs

In this tutorial you will learn how to edit a record, the limitations for Users when making changes and how to Audit the changes made for any record. You will also learn how to manage Activity Apps and to access the Events page, where you can see all the chages made in your tenant for Activity Apps.

March 10, 2026

Dot.Walking – Views & Filters

In this video, you’ll learn what Dot Walking is in servis.ai and how it lets you pull in fields from a related app using a Reference field. The walkthrough uses the Contacts app to show how to dot.walk fields into a List View as new columns, and how to use the same dot.walked fields inside Filters to refine a view. The video also covers how Dot.Walking works for Lines, where you use the Parent ID field instead of a reference field to access related fields the same way.

March 5, 2026

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Learning tracks

Activities 3 casts

Getting Started 2 casts

How-To Guides 6 casts

Reporting 3 casts

Settings 4 casts

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