Roles
June 26, 2025
No Comments
What are Roles? Roles are how you manage user access to specific actions within Servis.ai. From the ability to Import/Export data to specific actions like
is now
What are Roles? Roles are how you manage user access to specific actions within Servis.ai. From the ability to Import/Export data to specific actions like
Monitor the status of all bulk operations across your team using Jobs. This article provides a comprehensive list of all jobs, including bulk edits affecting
Overview Review the status of all Automations for your entire team. Here you will see a complete list of all Automations and their status. User
Admins can see all workflows as well as what stage the workflow is in. Everything is neatly separated into different tabs. User Permissions: Admins only.
Admins can see when webhooks are called via Webhook Executions. Each webhook execution record contains the date-time of the call, input and response information, as
Build and manage all your integrations directly in Servis.ai. You can then use these integrations with our Workflow engine to create very powerful flows. User
Webhooks enable Servis.ai to manage workflows based on real-time events from third-party systems that support HTTP callback notifications. This approach eliminates the need for polling
If you enable your own Email Domain, then all the emails you send through Servis.ai will be delivered to your contacts without ever going to
Zapier lets you connect Servis.ai to thousands of other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day
In Servis.ai, you have the ability to make phone calls directly through Servis.ai using Twilio. Before we begin, you will need a Twilio subscription. User
By continuing, you agree to servis.ai Terms of Use. Read our Privacy Policy.
