Advanced

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

A Webform is an interactive tool that allows users to input and submit information, making it essential for collecting data such as contact details, feedback,

Navigating through vast troves of data and extracting meaningful insights can be a daunting task. This is where the integration of our AI Assistant proves

The Schedule Meeting feature in servis.ai automations simplifies the process of organizing meetings by scheduling them automatically based on predefined conditions.  Users can customize key

The Find Record action in servis.ai allows you to target a single record across all apps in your instance. This action enables precise record selection

The Webhook action in servis.ai allows you to send data from your automation workflows to an external API endpoint or webhook. The request body automatically

The Stop If action is used to halt an entire automation based on specific conditions. It always works in conjunction with a previous action, checking

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

The Update Record action simplifies data management by automating modifications to existing records within an app. This ensures information remains accurate and up to date without