Through integration with RingCentral, you can make phone calls and send SMS messages from within servis.ai. Prerequisites: A RingCentral account is required for the integration. Each
Through integration with RingCentral, you can make phone calls and send SMS messages from within servis.ai. User Permissions: Only users with a RingCentral account can use
Through integration with DocuSign, you can send and receive DocuSign documents in servis.ai. User Permissions: Only users with a DocuSign account can use the DocuSign integration.
This field takes advantage of our powerful “Dot Walking” feature. If you’re not familiar with it, we recommend checking out this article from the
In servis.ai, you can’t talk about Access Control Lists without talking about Roles. They work together and you need to understand both to use them
The Groups feature allows admins to assign a single task to multiple people, making collaboration on servis.ai easier and more efficient. Here’s everything you need
By setting a field as “unique,” you can automatically block duplicate record creation, ensuring data consistency. A major advantage? These unique fields can serve as
Voice over Internet Protocol (VoIP) is a modern communication technology that allows voice and multimedia interactions over the internet, eliminating the need for traditional phone
User Permissions: Only Admins can use this features. Managing date and time settings ensures a consistent and user-friendly experience across the system. Users can personalize these
User Permission: You must be an Admin to configure this feature. Servis.ai offers multiple login methods to ensure both convenience and security. Users can choose from
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