App Settings (General)

User Permissions: Only Administrators or App Admins can customize Apps. Navigate to App Settings There are two ways to access App Settings. 1. From the Navigation Menu, go to Settings > Apps and select the App you’d like to edit. 2. From the Apps Home Page, hover your cursor over an App icon and you’ll see the gear icon appear in the […]

Dynamic Calculated Fields

Servis.ai’s Dynamic Calculated Fields simplify data tracking by automatically applying functions like Count, Average, Max, Min, and Sum to Number, Date, and Date Time fields. This feature enhances reporting and decision-making by eliminating manual calculations and providing real-time insights. Dynamic Calculated Fields can be used to: Track emails per contact for better engagement analysis. Measure time since the […]

Using GoTo

In this article, you’ll learn how to send faxes using the GoTo integration within your Servis.ai instance. We’ll walk you through using the Faxes App, including how to attach files to your faxes and manage everything directly from Servis.ai. Sending Faxes To send a fax, navigate to the App you selected in the Enable Auto-Sync dropdown. Within […]

Using Zoom

This article provides all the essential information to help you set up and use the Zoom integration within your Servis.ai instance. You’ll learn how to place outbound calls, access call records, and manage your integration settings directly from the Zoom Admin page, ensuring a smooth and efficient experience. Placing an Outbound Call Click on a phone […]