The AI Assistant in the servis.ai mobile app is a voice-powered helper that lets you manage your work hands-free. Instead of tapping through screens, you simply speak to the Assistant, and it carries out your request – whether that’s looking up a contact’s email, creating a task, opening a report, or composing an email.
You can use the AI Assistant to:
- Search for information across your apps and records
- Navigate to views, reports, and dashboards
- Open any record and view its details or activity timeline
- Add and edit notes on records
- Create to-do tasks linked to specific records
- Update field values on records
- Compose and send emails directly from the app
- Browse all your apps from one place
The Assistant understands natural, conversational language, so you don’t need to memorize specific commands. Just describe what you need in your own words.
Before you begin
The AI Assistant is available on the servis.ai mobile app. To use it, the following must be enabled for your account.
- Your organization’s servis.ai subscription must include the AI Voice Assistant feature. If you’re unsure, check with your administrator.
- Your administrator must enable the Realtime Voice Assistant setting for your role.
- The Voice Assistant option must be turned on in your personal User Preferences. You can find this in your profile settings.
If the Assistant is not enabled, you’ll see a message on the Assistant screen that says: “The assistant is not enabled. Please contact your administrator.”
Opening the AI Assistant
You can open the AI Assistant in two ways from the mobile app’s bottom navigation bar:
Method 1: From the Actions Button
- Tap the Actions Button at the bottom center of your screen – it’s the button with the plus (+) icon.
- A menu of action options slides up from the bottom of the screen.
- Look for the tile labeled “Assistant” and tap it.
- The AI Assistant screen opens in full view.
Method 2: Long-Press the Home Button
- Find the Home button at the bottom left of your screen – it’s the button with the house icon.
- Press and hold the Home button for a moment.
- The AI Assistant screen opens immediately.
Note: The long-press shortcut is the fastest way to launch the Assistant without navigating through menus.
The Assistant Screen
When you open the AI Assistant, you’ll see a full screen with a large circular avatar in the center. This is the Assistant’s visual presence – the circle gently pulses and animates in response to your voice.
Controls
At the bottom of the screen, there are two circular buttons.
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Button
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Icon
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What It Does
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Microphone (left)
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Microphone icon
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Toggles the microphone on and off. When the icon shows a microphone, the Assistant is listening. When it shows a muted microphone with a red background, the Assistant’s microphone is off. Tap once to unmute and start speaking; tap again to mute.
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Close (right)
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X icon
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Closes the Assistant screen and returns you to where you were.
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Starting a Conversation
- Open the Assistant using either method described above.
- Tap the microphone button on the left. The Assistant will greet you (for example, “Hi, how can I help?”), And the circle in the center will begin responding to your voice.
- Speak your request naturally. For example, you might say: “Show me John Smith’s email” or “Create a task to follow up with Acme Corp by Friday.”
- Once the Assistant begins processing your request, it will automatically minimize and appear as a small floating circle near the bottom of your screen.
The Floating Assistant
After you give the Assistant a command, it minimizes to a small floating circle that appears near the bottom of your screen. This allows you to continue working in the app while the Assistant stays accessible.
- Tap the floating circle to bring the Assistant back to the full screen
- The floating circle animates in response to the Assistant’s voice, so you can see it’s still active and listening.
- To dismiss the floating Assistant, tap it to expand to full screen, then tap the Close (X) button.
What the Assistant Can Do
The Assistant understands everyday language, so feel free to describe what you want in your own words. You don’t need to use specific phrases – just speak naturally. Below is a full list of the actions the Assistant can perform.
Voice Commands Reference
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Command
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What You Can Say
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What It Does
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Search for Info
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“What’s John Smith’s email?”“Look up Acme Corp’s phone number.”
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Searches your apps for a specific record and reads out the information you asked for, such as an email address, phone number, or any other field value.
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Open a View or Report
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“Open my Open Deals view.”“Show me All Contacts.”
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Navigates to a specific saved view or report in your CRM. You can say the name of any view you have access to.
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Open a Dashboard
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“Open the Sales dashboard.”“Go to my Marketing dashboard.”
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Takes you directly to a selected dashboard by name.
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Open Record Details
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“Open John Smith.”“Show me deal Pipeline Review.”
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Finds a specific record and opens its main information screen, where you can see all field values.
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Open Record Activity
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“Show activity for John Smith.”“Open the timeline for Acme Corp.”
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Finds a specific record and opens its activity or timeline screen, where you can see notes, emails, calls, and other events.
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Go Back
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“Go back.”“Take me to the previous screen.”
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Returns you to the previous page or screen, just like tapping the back button.
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Browse All Apps
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“Show me all apps.”“Go to home.”“Browse apps.”
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Takes you to the Browse Apps page (also called the Home page), where all your apps are listed.
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Add a Note
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“Add a note to John Smith: Called and discussed pricing.”“Post a note on Acme Corp.”
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Creates and adds a note to a specific record. You can mention a teammate by name in your command (for example, “Add a note and mention Sarah”).
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Edit a Note
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“Update the last note on John Smith.”“Change the note to say: Follow-up next week.”
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Updates an existing note on a record with new text.
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Create a To-Do Task
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“Create a task to follow up with Acme Corp by Friday.”“Add a to-do for John Smith: Send proposal.”
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Creates a to-do task linked to a specific record. You can specify a due date and optionally assign it to a teammate.
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Update a Field
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“Change John Smith’s status to Hot.”“Update Acme Corp’s revenue to 500k.”
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Changes the value of a field on a specific record. You can update text, number, date, picklist, and other field types.
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Compose an Email
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“Compose an email to John Smith: subject Follow Up, body Hi John, I wanted to follow up on our conversation.”“Send an email to Acme Corp about the proposal.”
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Opens the email composer screen pre-filled with the recipient’s record information. You can specify a subject and body, or let the Assistant draft them based on the record’s summary.
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Pause Assistant
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“Pause.”“Stop listening for now.”
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Completely mutes the Assistant so it stops listening and responding. It stays paused until you explicitly tell it to resume.
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Unpause Assistant
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“Unpause.”“Resume listening.”“I’m back.”
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Reactivates the Assistant after it was paused, so it begins listening and responding again.
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How Conversations Work
Natural Language Understanding
The Assistatn uses AI to understand your intent, so you don’t need to use exact command names. For example, all of the following will work to find a contact’s email:
- “What’s John Smith’s email?”
- “Look up the email for John Smith.”
- “Find John Smith and tell me his email address.”
- “I need John Smith’s email.”
Voice Processing
When you speak, the Assistant transcribes your words in real time, processes the request, and then either responds verbally or performs the action your requested (such as navigating to a screen or creating a record). While processing, the Assistant may say a brief hold message if the request takes a few seconds.
Automatic Minimizations
Once the Assistant begins executing your command (for example, navigating to a record or creating a task), it automatically minimizes to a small floating circle so you can see the result on your screen. To continue the conversatiln, simply tap the floating circle to bring the Assistant back.
Ending a Conversation
The assistant will automatically stop listening after 30 seconds of silence. You can also en the conversation at anytime by saying farewell phrases such as:
- “Goodbye”
- “Bye”
- “Stop”
Or simply tap the microphone button to mute or the X button to close the Assistant.
Best Preactices
- Speak clearly and at a normal pace. The Assistatn handles conversational speech well.
- Include he app name when referring to records – for example, say “Open the deal Pipeline Review” instead of just “Open Pipeline Review.” This helps the Assistant find the right record faster.
- If the Assistant doesn’t find a record, try using a different name or more specific details.
- When mentioning people in your organization (for task assignments or note mentions), use their full name as it appears in servis.ai.
- You can chain actions in one request – for example: “Find John Smith and create a task to call him back tomorrow.”
- The Assistat can only access apps, views, and records that your role permits, If you don’t see something, check with your administrator about your permissions.
Troubleshooting
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Issue
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Solution
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I see “The assistant is not enabled” message.
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The AI Assistant feature requires three things to be enabled: (1) your organization’s subscription must include it, (2) your role must have the Realtime Voice Assistant permission turned on, and (3) the Voice Assistant option must be enabled in your User Preferences. Contact your administrator for help.
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The Assistant doesn’t understand my commands.
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Try speaking more clearly or rephrasing your request. Use the app and record names as they appear in servis.ai. Avoid abbreviations or nicknames the system may not recognize.
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The Assistant says “Record not found.”
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The record might not exist, or the name you used might not match exactly. Try using the record’s full name or a case ID (e.g., TIC183423).
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The Assistant stopped responding.
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The Assistant automatically stops after 30 seconds of silence. Tap the floating circle to reopen it, or say a farewell phrase and start a new session.
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The microphone icon is red and muted.
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The microphone is turned off. Tap the microphone button once to unmute and start speaking.
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The Assistant can’t find my view or report.
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Make sure you use the exact name of the saved view or report. You can say “All Contacts” or “All Deals” for default views that start with “All.”
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