One other way in which Servis.ai is fully customizable involves your Company Profile. Here you can make Servis.ai your own by aligning it with your company branding. 

User Permissions: Only the Administrator can use this features.

Navigate to Company Settings

Open the menu and go to Settings > Company > Company Settings.

You can also use the search function to get there faster, just start typing ‘Company Settings’.

Let’s go through all of the options available. 

1. Name

This is simply for the name of your organization.

The field below labelled ‘Shortname’ is used to shorten URL’s to key pages throughout Servis.ai.

2. Homepage

By default, the home screen for Servis.ai is the main Application page. However, you can change it to a different location here. This will apply to all Users.

Date/Time Preferences

3. Work Week

Select the day of the week when your workweek begins and when it ends. This is especially useful for automations, it will help you prevent having Tasks assigned on a Sunday for example if it is not a working day. 

4. Set up Date and Time Preferences

It is not necessary that you configure everything. If you don’t want to change the date format just leave those fields empty.

These formats can also be tailored to your specific needs, as when you are creating reports you can set your preferences to offer only the most pertinent information.  This can make your reporting process more efficient. 

Depending on your specific needs, basically, any format can be achieved.  For example let’s use the example date of January 1st, 2022 at 2:00 PM and 30 seconds.  

Date and Date Time Format

These formats will be used across the entire system for date and date time fields. Here is a list of the formatting options available. Servis.ai uses the Moment.js system to configure formats, below is a table featuring some of the options.

Note: Your organization’s date format e.g. DD/MM/YYYY or MM-DD-YYYY is not only used to display dates and times but for actual data entry to help standardize date formats for your reporting needs.

Once you are done, click the ‘Save’ button, and your Date Time Preferences will be enabled across your entire organization. 

Note: Team members may use a format mask to help customize their preferred date and time preferences in number fields.  e.g. setting a shorter format such as 5/9/22. 

Authentication Options

5. Choose your login authentication methods

You have a few different options for how you would like your user to be able to access Servis.ai.

Google Auth

Microsoft 365 Oath

Direct Login

Two-Factor Authentication

The options will show up on your login screen.

Note: In order to use two-factor authentication you need to ensure that ‘Direct login’ is also selected. 

Two-factor authentication gives you an added layer of security when using the Direct Login option. 

System Preferences

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. 

6. Native Click to Call/Native Click to Email

By default, these options are set to ‘No’, which means that Servis.ai will take care of those processes. For example, If you click the button to Send Email it will open the Servis.ai Email editor. It will do the same for phone calls. Everything will be handled within Servis.ai.

For the above to work you need to have your Email and Phone Number paired. To learn more about pairing your phone and email, please visit the following tutorials:
Pair Phone
Pair Email

However, if you haven’t paired your phone and email and you want to use your Computer’s default apps, such as Outlook or Mail, for these processes then change both Native Click to Call and Native Click to Email to ‘Yes’. 

Email Preferences

You can choose which applications will be allowed to import emails and meetings from other sources. 

Smart Sharing

Smart Sharing allows users to associate emails with multiple records across all apps through a dropdown selection. This feature ensures that the selected records include the email in their Activity Timeline, improving tracking and accessibility.

By default, the email is linked to the primary Contact receiving it. However, users can extend visibility by assigning the email to additional relevant records, providing a more comprehensive reference within the system.

Phone Preferences

Choose the format you would like to use for your phone number fields. 

These are the supported formats in Servis.ai.

1. E.164: This is the most widely used phone number format, recommended by the International Telecommunication Union (ITU). It consists of a country code followed by a national destination code and subscriber number.

   For example, a phone number in the United States might be represented in the E.164 format as +1 555 1234567, where “+1” is the country code for the United States, “555” is the area code, and “1234567” is the subscriber number.

2. National Format: Each country typically has its own national phone number format, which may vary in length and structure. National format numbers include the country code and the local area code, followed by the subscriber number.
   For example, a US phone number in national format would be (XXX) XXX-XXXX.
3. International Phone Number Format: This format is similar to E.164 but without the plus sign (+) at the beginning. It includes the country code, national destination code (if applicable), and the subscriber number. For example, a US phone number in international format would be 1xXXXXXXXXX.

Smart Sharing

Smart Sharing enables users to associate phone calls with multiple records across all apps using a dropdown selection. This ensures that the selected records have the call logged in their Activity Timeline, enhancing tracking and accessibility.

By default, the call is linked to the primary Contact being called. However, before making the call, users can extend visibility by assigning it to additional relevant records, providing a more complete reference within the system.

Languages

9. Language

With this feature, you will be able to add support for multiple languages across your organization so that each of your team members can choose the one they would like to use for their Servis.ai account. 

This section is available at the bottom of the page. The default language for Servis.ai is English, however, you can add as many languages as you need to make sure everyone at your organization works with the one they feel more comfortable with.

To add another language, click “Add New”. Then select the desired language from those available on the list and click the “Ok” button. Make sure you save your changes. 

Once you have added Multiple Languages, all your users will be able to change the language in their Preferences.