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
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 details,
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