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Sites

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

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Roles

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

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Groups

The Groups feature allows admins to assign tasks to multiple users at once, making collaboration in servis.ai more efficient. User

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Date Time Preferences

User Permissions: Only Admins can configure this feature. Managing date and time settings ensures a consistent and user-friendly experience. These

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System Preferences

These settings control how servis.ai behaves when you click Email or Call actions within your records. Latest UI Enabling Latest

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Phone Preferences

Servis.ai simplifies contact management by offering multiple phone number formatting options aligned with regional and international standards. These formats ensure

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Languages

Servis.ai supports multiple languages, allowing each team member to select their preferred language for their account. This helps create a

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Email Preferences

The “Email Preferences” section allows users to configure how email-related features behave within the system. These settings control how emails

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