Company

Sites are a way for you to create a custom menu layout in servis.ai. These customer menus can then be assigned to individual users. They

What are Roles? Roles are how you manage user access to specific actions within servis.ai. From the ability to Import/Export data to specific actions like

The Groups feature allows admins to assign a single task to multiple people, making collaboration on servis.ai easier and more efficient. Here’s everything you need

User Permissions: Only Admins can use this features. Managing date and time settings ensures a consistent and user-friendly experience across the system. Users can personalize these

User Permission: You must be an Admin to configure this feature. Servis.ai offers multiple login methods to ensure both convenience and security. Users can choose from

These settings will allow you to select the way servis.ai behaves when you click on the App Actions to Email or Call within your records. 

Servis.ai simplifies contact management by offering multiple phone number formatting options that align with regional and international standards. These formats ensure consistency, improve data accuracy,

Servis.ai allows organizations to support multiple languages, enabling each team member to select their preferred language for their account. By offering multilingual options, businesses can

The “Email Preferences” section allows users to configure various settings related to email functionality within the system. These settings control how emails and meetings are