System Preferences
June 25, 2025
These settings control how servis.ai behaves when you click Email or Call actions within your records. Latest UI Enabling Latest
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These settings control how servis.ai behaves when you click Email or Call actions within your records. Latest UI Enabling Latest
Servis.ai simplifies contact management by offering multiple phone number formatting options aligned with regional and international standards. These formats ensure
Servis.ai supports multiple languages, allowing each team member to select their preferred language for their account. This helps create a
Efficient data management is essential for maintaining accuracy and operational efficiency. Scheduled imports automate data updates by running at predefined
The Schedule Meeting feature in servis.ai automations simplifies meeting coordination by automatically scheduling meetings based on predefined conditions. You can
The Find Record action in servis.ai allows you to target a single record across all apps in your instance. You
The Webhook action in servis.ai allows you to send data from your automation workflows to an external API endpoint or
The Stop If action is used to halt an entire automation when specific conditions are met. It always works alongside
The AI Lead Score feature helps streamline your workflow by automatically evaluating leads within your Activity Timeline. Activated through an
The Update Record action simplifies data management by automatically modifying existing records within an app. This ensures information stays accurate
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