Navigating Servis.ai Platform with Ease

Servis.ai is a robust web-based CRM platform designed to provide seamless access to customer data from anywhere. This guide offers an overview of its layout and key features, helping users understand the essential terminology used throughout the Guides, Help Center, and instructional videos.

By the end of this guide, you'll have the knowledge needed to navigate Servis.ai confidently, setting a strong foundation for the rest of the Getting Started Guide.

Overview

Servis.ai is crafted for simplicity, ensuring that frequently used features are easily accessible. This design minimizes the need to switch between multiple screens or third-party applications, streamlining your workflow.

Upon logging in, you'll encounter the Servis.ai Apps Page. While the specific apps displayed may vary based on your industry or initial setup, the overall layout remains consistent, providing a familiar and efficient user experience.

1. Servis.ai Apps 

The Servis.ai Apps Page serves as the central hub for all your configured applications, housing your customer data in one accessible location. Key features include:

• App Management: Hover over any app to reveal a gear icon, granting quick access to settings for customization.
• Personalization Options: Tailor each app's icon and color to align with your organization's branding and preferences.

2. Activities Apps

Servis.ai's Activity Apps function as comprehensive audit logs, enabling you to monitor and review all recent activities within the platform. This includes tracking your team's interactions and actions, such as calls, emails, to-dos, meetings, and notes. By providing a centralized view of these activities, the Activity Apps facilitate effective oversight and management of your team's engagements.

3. Profile Header

In the top-right navigation, you'll find settings and more under your profile name.

• Preferences
• What's New
• Knowledge Base
• Setup Wizard
• Log Out

Servis.ai enhances user experience with intuitive navigation tools:

• Team Calendar Access: Quickly view your team's schedule through dedicated shortcuts, ensuring seamless coordination.
• Main Page Menu Button: A conveniently placed menu button allows instant return to the main dashboard from any section, streamlining your workflow.

4. Right-Hand Menu

Here you have access to all of your notifications, tasks, calendar and even ai assistants. All you need to do is simply click on one of the icons and everything you need will slide into view. 

For more information on using this view please see the following article.

In select editions of Servis.ai, the AI Copilot is accessible via the Right-Hand Menu.

This feature serves as an intelligent assistant, streamlining your workflow by automating complex tasks and providing a conversational interface for effortless navigation.

To explore its full capabilities, refer to this comprehensive guide on the AI Copilot.

5. Navigation Menu

The Navigation Menu in Servis.ai serves as the central hub for accessing the platform's primary features and customization settings. Key sections include:

• Apps Menu: Access and manage your configured applications.
• Dashboards: View and analyze key metrics and data visualizations.
• Activities: Monitor and track recent actions and interactions.
• Settings: Manage administrative controls and oversee system-wide configurations.

6. Global Search

Use Search in the Navigation Menu to rapidly find anything. You can search for Records, Activities, Saved Views, and Settings Pages.
Search results will display relative to their parent App for instant context.

Please check this article out to know more about this feature.

7. Recents, Favorites, and Reporting

Recents: See the last 10 pages you visited and quickly navigate to a specific one. You can expand-collapse this menu as needed.
To simply go back to the last page, you can click directly on the Back arrow.

Favorites: See and navigate to your 'Favorited' pages. You can expand-collapse this menu as needed.

Reporting: Manage your saved views, dashboards, and scheduled reports from this menu.

8. Apps and Activities

Here you can access all applications and activities in Servis.ai.

9. Settings

If you're an Admin you'll be spending a lot of time on this menu. Adjust settings for any of your applications and actions, add and manage users, and even add 3rd party integrations.

You’re now ready to navigate Servis.ai!

Next Steps

You've now familiarized yourself with the basic layout of Servis.ai, covering the primary features you'll frequently use. To further enhance your understanding and make the most of Servis.ai's capabilities, consider exploring the following resources:

• Getting Started Guide: Delve deeper into Servis.ai's functionalities with step-by-step instructions.
• Help Center: Access a comprehensive collection of articles and tutorials to assist you in navigating and utilizing various features.

Continue with the next Getting Started Guide - Creating Contacts and Accounts to get set up and using Servis.ai in no time.

To learn more about all of the listed sections above as well as other features not described here, please refer to the other Servis.ai Help Center articles at https://support.servis.ai/hc/en-us.

For assistance or to answer any question you cannot find the answer to, please contact the Servis.ai Customer Success team.