Step-by-step on how to manage advanced servis interactions.
Servis.ai allows you to fully customize your experience so that it fits your process. You’ll have default apps in servis.ai, however, you can customize them
Card Configuration Cards are a great way to get relevant information in a single place, and we know that what is important might be different
Now we have some Form Fields and Form Sections set up in our new app. You could just stop there for a basic app where
Events Create your own events to get custom logs in your Timeline in any of your Apps. Events can be used to track when new
Notification Settings The Notification Builder allows an administrator to create system notifications for any of the existing Apps in the servis.ai account. Not only that,
Activity Roll-Up rules enable you and your team to automatically share Notes, Emails, Phone Calls and more across all your Apps. Edition Qualifier: The filter feature
Some of the most powerful features in servis.ai exist in a low-code environment. The coding process is quick and easy! You’ll need full access to
Some of the most powerful features in servis.ai exist in a low-code environment. The coding process is quick and easy! You’ll need full access to
Some of the most powerful features in servis.ai exist in a low-code environment. The coding process is quick and easy! You’ll need full access to
Servis.ai allows you to quickly edit multiple records at once using the List View of any app. This is especially useful when making changes across
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