Frequently asked questions about Serviti AI

Serviti AI is an enterprise AI platform that helps businesses answer enquiries, qualify prospects, capture leads, manage follow-up, support customers and understand customer intent from one workspace. It is more than a chatbot and lighter than a traditional CRM: it combines an AI Sales Chat Assistant, AI Lead CRM, HelpDesk tickets, WhatsApp handoff, lead notifications and AI insights in one platform. A normal chatbot usually answers on one website and stops. Serviti captures enquiries across website, QR codes, WhatsApp, ads and links, creates lead records, alerts the team, tracks follow-up and supports post-sale ticket capture from the same platform.

A prospect can start from your website, QR code, WhatsApp campaign, ad or landing page. Serviti answers from approved content, detects intent, collects contact details and creates a lead record with source and campaign attribution, owner assignment and priority score.

Serviti captures WhatsApp leads through WhatsApp campaign links, QR links, website chat handoff and BSP integrations. The AI agent collects visitor details, detects intent, stores the lead in Serviti AI Lead CRM and alerts the team with recent chat context.

Businesses can put a Serviti AI link in their Instagram bio, stories, reels, captions and ads. Each link can carry campaign or source tracking, so Instagram clicks become AI-guided conversations that answer questions, qualify intent, capture contact details, create leads in Serviti AI Lead CRM and alert the team with recent chat context. Serviti supports Instagram traffic as tracked AI conversations; native Instagram DM or comment automation is not claimed unless separately configured.

Businesses can add a Serviti AI link to their Facebook page, posts, ads and campaign creatives. Facebook visitors click into a guided AI conversation that answers questions, qualifies intent, captures contact details, creates a lead in Serviti AI Lead CRM and alerts the team with the source and recent chat context. Serviti supports Facebook traffic as tracked AI conversations; native Messenger or comment automation is not claimed unless separately configured.

You can keep using your BSP for WhatsApp broadcasts and templates. Serviti can become the system of record for captured leads, campaign attribution and follow-up, while BSP conversation activity can be mirrored into Serviti through webhook integrations.

Yes. Serviti can show a configurable WhatsApp handoff button, collect name and phone first, and open WhatsApp with recent chat context prefilled so the team knows what the visitor asked before replying.

Teams can receive real-time WhatsApp and email alerts when a lead is captured, including name, phone, intent, campaign source and recent chat context. Growth and above can also use follow-up reminders and AI Morning Digest.

Yes. Serviti can route ad clicks from Instagram, Facebook, Google and other campaigns into a tracked AI conversation using source and campaign parameters. The lead record keeps the channel, campaign and recent chat context so your team can see which ads create real enquiries.

Yes. Serviti can keep source and campaign attribution with the conversation and lead record, so teams can see which links, ads, QR codes, WhatsApp campaigns and website pages are generating enquiries and follow-up.

Serviti is designed to answer from approved business content. If the answer is missing, the agent should say so and capture the visitor for human follow-up. Releases include automated checks to reduce invented prices, policies or facts.

Upload the material customers already ask about, such as brochures, price lists, service catalogues, admission handbooks, policies and FAQs. Serviti can also crawl website pages and use approved uploaded documents.

Keep the knowledge base focused, update prices and policies as they change, and test with real customer questions. If an answer is wrong or vague, the fix is usually adding or updating the source content.

Serviti AI Lead Intelligence is an analytics surface beyond the lead list. It helps teams understand campaign performance, lead-quality trends, recurring customer intent themes and common objections from conversations.

Vertical-aware intelligence means Serviti uses templates and signals specific to industries such as real estate, schools, clinics, auto dealerships and services. Each flow can detect the right intent, such as site visit, admission enquiry, appointment, test drive or callback.

For real estate teams, Serviti answers project, pricing, availability, location and site-visit questions, captures buyer intent, collects contact details, alerts the sales team and tracks follow-up in the lead CRM.

For schools, Serviti can answer admissions, fees, curriculum and visit questions. For clinics, it can answer service, timing, location and appointment questions. In both cases it captures intent, contact details and follow-up context for the team.

Most teams can go live quickly once their website, documents and enquiry flow are available. Serviti crawls the website, indexes uploaded documents, configures the agent and walks the team through dashboard and notification setup.

You share business details, work email, phone, vertical, website URLs and useful documents. Serviti reviews the material, provisions a trial workspace, loads the knowledge base, tunes the agent and sends preview, login, widget and QR links.

Concierge setup means a Serviti team member checks your URLs and documents before launch, chooses the right starter template, spot-checks first answers and makes sure the agent is useful before your team logs in.

Yes. During setup, Serviti can recommend starter prompt pills based on your pages, FAQs and documents. Fully custom prompt pills are included on Scale and custom plans.

No card is required to start the free trial. Before the trial ends, Serviti helps you choose the right plan. If you continue, payment is completed through the secure checkout step; if not, the workspace can be paused.

Monthly plans can be cancelled without a long-term lock-in. Annual plans offer discounted pricing for the year. Trial and paid-plan details are listed on the pricing page.

Serviti uses enterprise-grade cloud infrastructure with encryption in transit and at rest. Customers own their leads, conversations and uploaded content, and data can be exported according to the plan and retention policy.