Preferences

Use servis.ai no matter where you are with our mobile app. You can request the app store link right from

User preferences are for updating all settings related to you as an individual user. We recommend updating these settings when

Staying updated with the latest activity is essential for efficient collaboration and task management. In this guide, we’ll walk you

You can customize servis.ai with a theme. Each one has its own personal touch. Try them all to find your

Linking your Email address with servis.ai allows you to send and receive emails within servis.ai and see all the details

To connect your phone to servis.ai, you must use either Twilio, RingCentral or Netlink. Admin users should navigate to this

Here you can make adjustments to all of your settings regarding emails and meetings.  User Permissions: No special permissions are required.

Changing your password after your first login, and periodically will help to keep your account safe. User Permissions: No special permissions

The Advanced card in the Preferences menu gives you more control over how information appears and behaves across the platform.

Admins and business owners can keep their emails and meetings confidential. Simply toggle the switch and all future email and