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April 22, 2026
Servis.ai connects to a wide range of external services so your team can work from one central place — no
is now
Servis.ai connects to a wide range of external services so your team can work from one central place — no
When you filter records, build views, or set up automation conditions in servis.ai, you pick a field, then an operator
Conditions are filters applied to records ar rhe moment the trigger fires. Even though a trigger may fire for many
Automations are one of the most powerful features in servis.ai. They let you take action automatically – sending emails, updating
When you create or edit a field on an app in servis.ai, you can give that field a default value
Choice Lists help simplify the customization of your servis.ai account by allowing you to create reusable sets of options. Once
The User Administration role is a built-in system role designed for teams that need someone to create and manage users without
The servis Everywhere Chrome extension detects email addresses in your preferred email platforms and checks them against your servis.ai instance.
Organizations are a hierarchical data-partitioning feature in servis.ai that lets you structure your team’s data the same way your real
Organizations let you mirror your company’s structure inside Servis.ai (e.g., Enterprise → Business Unit → Department). Use it to segment
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