Advanced

This is your go-to guide for understanding what’s possible within Servis.ai automations. This index offers a clear overview of each available action, helping you design

Automations can help you and your organization do more, automatically. You can use them to: Assign Work Do Work Automatically Integrate Servis.ai to other systems

Choice Lists help simplify the customization of your Servis.ai account by allowing you to create reusable sets of options. Once a Choice List is created,

This feature allows you to create custom user interface objects that you can then use within your dashboards, dashlets, workspaces, or even floating panels. Out-of-the-box

If you would like more information on building a document template please see the following article. User Permissions: Only Administrators and App Admins can use

Stay on top of key changes in your apps by creating custom Timeline events. These events let you log actions like record creation, updates, deletions,

Floating panels are customizable interface elements that provide quick access to essential tools or information across Servis.ai. You can choose whether they appear automatically upon

Businesses often use multiple email addresses—like one for Marketing, another for Support, and one for Sales—to help route customer messages to the right team. These

Managing the Menu page allows you to have all the information you want accessible from a single location in Servis.ai. User Permissions: Only Administrators can manage

Notifications Settings allows the team Admin to create system notifications for any of the existing Apps in the Servis.ai account. You can fully customize the