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Floating Panels

Floating panels are customizable interface elements that provide quick access to essential tools or information across Servis.ai. You can choose whether they appear automatically upon

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Group Email

Businesses often use multiple email addresses—like one for Marketing, another for Support, and one for Sales—to help route customer messages to the right team. These

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Menus

Managing the Menu page allows you to have all the information you want accessible from a single location in Servis.ai. User Permissions: Only Administrators can manage

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Notifications

Notifications Settings allows the team Admin to create system notifications for any of the existing Apps in the Servis.ai account. You can fully customize the message

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Webforms

A Webform is an interactive tool that allows users to input and submit information, making it essential for collecting data such as contact details, feedback,

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What are Workflows?

Note: The video below covers everything in this article. Workflows help you automate your processes, regardless of their complexity in a simple way. It’s done

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Introduction to Workflows

Workflows help you automate your processes, regardless of their complexity in a simple way through a visual diagramming feature that is BPMN 2.0 compliant (Business

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Workflow Defenitions

Let’s review the different options available to you when creating a new Workflow. In this tutorial, you will learn more about the different events and

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AI Assistant

Navigating through vast troves of data and extracting meaningful insights can be a daunting task. This is where the integration of our AI Assistant proves

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Multi-Image Field

You can learn how to create a new Form Field from this article. The Multi-Image field is a versatile feature available across all Apps, enabling

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