Advanced

Floating panels are customizable interface elements that provide quick access to essential tools or information across servis.ai. You can choose

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

Managing the Menu page allows you to have all the information you want accessible from a single location in servis.ai.

Notifications Settings allows the team Admin to create system notifications for any of the existing Apps in the servis.ai account.

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

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

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

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

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

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