System Preferences
June 25, 2025
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These settings will allow you to select the way servis.ai behaves when you click on the App Actions to Email or Call within your records.
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These settings will allow you to select the way servis.ai behaves when you click on the App Actions to Email or Call within your records.
Servis.ai simplifies contact management by offering multiple phone number formatting options that align with regional and international standards. These formats ensure consistency, improve data accuracy,
Servis.ai allows organizations to support multiple languages, enabling each team member to select their preferred language for their account. By offering multilingual options, businesses can
Efficient data management is essential for organizations aiming to maintain accuracy and operational efficiency. Scheduled import features automate data updates by setting specific times for
The Schedule Meeting feature in servis.ai automations simplifies the process of organizing meetings by scheduling them automatically based on predefined conditions. Users can customize key
The Find Record action in servis.ai allows you to target a single record across all apps in your instance. This action enables precise record selection
The Webhook action in servis.ai allows you to send data from your automation workflows to an external API endpoint or webhook. The request body automatically
The Stop If action is used to halt an entire automation based on specific conditions. It always works in conjunction with a previous action, checking
The AI Lead Score feature streamlines your workflow by automatically evaluating leads within your Activity Timeline. Activated through an App Action on a record’s Detail
The Update Record action simplifies data management by automating modifications to existing records within an app. This ensures information remains accurate and up to date without
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