In-House Services
Delivering lasting value from start-up to success.
Onboarding
A personalized onboarding plan designed to help grow your business with servis.ai.
Our in-house onboarding experts will customize and configure servis.ai to fit your needs within 30 days of your kick-off call so you can get to what matters most.
Professional Services
Premium in-house professional services option as an alternative to hiring a third-party solutions partner.
These servis.ai product experts deliver lasting success by bringing your team’s vision to life with custom configurations and integration services.
We’re always here for you
Customer Support
A Ticket Support Portal is available for all editions; we’re with you every step of the way.
Help Center Resources
Exceptional Help Center guides with videos, in-app tooltips and walk-throughs will get you up and running in no time, on your own schedule.
Onboarding
servis.ai onboarding is an excellent option for those seeking assistance getting up and running.
With dedicated in-house support, your onboarding expert will configure servis.ai, help set up out-of-box integrations for your business, and roll out team training to ensure you’re set up for success.
- Get up and running within 30 days
- Dedicated in-house onboarding expert
- Configuration and data import
- Team training and support
- Out-of-the-Box integrations support
- Dedicated in-house account manager
Out-of-the-Box Integrations Support
Onboarding includes assistance with all out-of-the-box integrations like Gmail, Outlook, Twilio, SendGrid, and more.
For custom or more complex integrations, servis.ai’s robust Open API and professional services team lead the way for endless possibilities.
Professional Services
| At servis.ai, we offer premium in-house professional services as an alternative to implementing customizations/integrations yourself or hiring a third-party solutions partner. These servis.ai product experts deliver lasting success by bringing your team’s vision to life with custom configurations and integration services. |
- Premium in-house professional service experts
- Custom integrations and complex configurations
- Custom scope of work and timeline estimates
- Transparent and competitive rates of $200/hour
Integrations + Customizations
servis.ai delivers value immediately as a pre-configured CRM. For custom or more complex integrations, servis.ai’s in-house professional services team leads the way for endless possibilities.
- Freedom and flexibility with custom integrations
- Use our in-house team or third-party partner you trust
- Robust Open API documentation
Frequently Asked Questions
Here are answers to some common questions about servis.ai.
Onboarding + Support
What happens after I buy servis.ai, do I get some help?
Onboarding is an excellent option for those seeking assistance getting up and running. You receive a dedicated onboarding specialist who will reach out as soon as you sign and be available to answer questions via email and schedule meetings once per week for the duration of onboarding to answer questions and help you move forward with your setup and training.
How long does it take to get up and running with servis.ai?
Onboarding is 30 days. However, most teams are up and running and getting value from servis.ai within the first 2 weeks.
Does it include any integrations that I need?
Onboarding includes assistance with all included direct integrations listed on our Pricing page as included, like Gmail, Outlook, and Twilio, for example. For integrations beyond that, you have many options (including self-service integration via Zapier), but most customers choose to hire our in-house Professional Services team for integrations.
What happens after onboarding, am I on my own?
No way. We’re always here for you.
Integrations + Customizations
What if I want to connect servis.ai to my website, marketing tool, VOIP, or create a custom integration?
You can! servis.ai connects easily to your digital world. There are several options to integrate with servis.ai, whether you’re an IT wizard or a completely non-technical user.
Connecting Email Accounts
Connecting Email accounts to servis.ai is as easy as following the prompts within servis.ai.
Connecting Phone Calls & VOIP Services
Integrating a VOIP service is required, and many are available directly using the servis.ai Integration Platform.
No-Code Integrations via Zapier
Most customers use Zapier to connect servis.ai to thousands of applications. These integrations are user-friendly and easy to set up.
Low-Code Integrations via Webhooks
Webhooks allow automated messages to be sent when actions happen in servis.ai.
Direct API Access
servis.ai exposes customizable graph data across multiple Apps. All operations available on the web interface are accessible via secure APIs.
Custom Integrations / Complex Configurations
For custom integrations, customers can choose:
- Internal IT resources for custom integrations.
- A third-party solutions partner for development and maintenance.
- Use servis.ai Professional Services for expert assistance.
What about implementation assistance or personalized live training for my team?
Our in-house services team is happy to provide these for the same hourly rate.
What about general support?
Yes! You’ll enjoy an exceptional Support Portal and Help Center.