Self-serve setup Under 3 minutes to preview

Launch your AI Agent in 3 simple steps

No technical setup to preview it. Verify your email, add your content and Serviti guides you through the rest.

Verify your email

Create your account securely with a one-time email code. No password or card required.

Add your content

Enter your website address for Serviti to scrape, or upload your business documents.

Name and publish your agent

Launch a Sales Lead Capture Assistant, copy its website widget or agent link, and download its QR code for offline campaigns.

Ready when setup finishes

Everything you need to start capturing enquiries

Your leads, conversations and support requests appear in one Serviti workspace.

AI Sales Chat Agent
Website widget code
Public agent link
Downloadable QR code
Lead and conversation dashboard
Email and WhatsApp alerts
Support-ticket capture
Knowledge-based prompt pills

Create Free AI Agent Prefer help? Have Serviti set it up for free →

Live product proof — not a mock-up

We run our own sales and support on the Serviti platform.

Every enquiry on this website is handled by the same production platform you’re evaluating. Our AI Sales Chat Assistant answers questions, captures leads, alerts our team, and routes support requests into the dashboard we use every day.

Our pre-sales Our lead management Our support

The fastest way to judge Serviti? Talk to ours first.

QR code to chat with the Serviti AI agent

Scan to chat with our live agent Point your phone camera at the code — ask anything, the way your prospects will.

or

Chat with our AI Agent right here →

How it works

One simple flow, from question to follow-up.

Prospects ask. Serviti answers from your approved content, captures the request, and gives your team a clean lead to act on.

01

Capture

The AI agent greets every visitor — on your site, a QR scan, a WhatsApp link or an ad — and answers their questions instantly from your own content.

02

Qualify

It collects name, phone and intent — a site visit, an admission enquiry, an appointment, a callback — and flags how hot the lead is.

03

Convert

Your team gets an instant WhatsApp and email alert with full context, and the lead lands in a dashboard ready for follow-up.

For example

Paid traffic

Google Ads / Instagram / Facebook / WhatsApp
your website
Serviti
qualified lead
salesperson

Offline campaign

Flyer / signage / print
QR scan
Serviti
qualified lead
salesperson

Missed enquiry & revenue calculator

What could unanswered enquiries be costing you?

Use your own numbers to estimate how many potential customers and how much revenue may be slipping away each month.

Your assumptions

Tell us what a normal month looks like.

Enquiries each month Website, ads, WhatsApp, calls and QR scans Missed or answered too late Enter the percentage that gets no timely response Enquiries that become customers Your usual enquiry-to-sale conversion rate

Average customer value One sale, booking, admission or contract Currency For this estimate

Updates automatically. Estimate = enquiries × missed rate × conversion rate × average customer value.

Your estimate

Revenue currently at risk

Estimated monthly revenue at risk ₹45,000

Missed enquiries 30 each month

Potential sales lost 4.5 each month

Annual revenue exposure ₹5,40,000 at the same monthly rate

At these assumptions, 30 missed enquiries could mean 4.5 lost sales each month.

This is an estimate of revenue exposed to missed enquiries, not a promise that Serviti will recover every enquiry or sale.

Start capturing enquiries View pricing →

Built for your business

A business-specific agent, not a generic chatbot.

Your agent answers from your pricing, services and policies — so it knows what a site visit, a trial class or a test drive means in your business, and captures the enquiry the way your team needs it. See how it works for a few common industries.

Real estate

Budget, locality, possession dates and site-visit intent.

Schools & education

Fees, curriculum, admission windows and prospectus requests.

Clinics & healthcare

Consultation timings, specialisations and appointment intent.

D2C & online retail

Product discovery and comparison from your approved catalogue.

See all 13 use cases →

₹ See what a lost sale costs

How much could missed enquiries be costing you?

Calculate lost leads and revenue in under a minute. No sign-up, no card — just your own numbers.

Calculate my missed revenue

One assistant, every channel

Meet prospects wherever they find you.

The same agent and lead flow works online and offline — so a flyer, a WhatsApp blast and your website all feed one pipeline.

Flyers & counters

Print a QR on brochures, posters, site boards and reception desks. Scans become conversations.

WhatsApp campaigns

Drop an agent link into broadcasts, promotions and reminders to qualify replies automatically.

Website & landing pages

Embed the agent on your site, product pages and campaign pages with a single snippet.

Social ads

Route Instagram bio, story, ad, Facebook and Google clicks straight into a guided qualification chat.

Full transcript, read for you

Every conversation is kept — and every one is analysed.

A name and a number tell you someone enquired. The transcript tells you what they wanted. Serviti keeps both, then reads each chat back and tells you how it went.

Conversations Every chat your agents have had — lead or not, including anonymous visitors. Open one to read the full transcript.

First message	Started	Msgs
When is possession for the 3BHK in Phase 2?Priya Sharma	Today, 6:38 pm	5	View
Do you have 2BHK units left in Phase 1?Anonymous	Today, 4:02 pm	6	View
Is the clubhouse ready yet?Anonymous	Yesterday, 9:15 pm	3	View
EMI on 1.2 crore for 20 years?Anonymous	Yesterday, 1:47 pm	8	View

Three of these four never left a name — and you still have every word they said.

TranscriptToday, 6:38 pm

When is possession for the 3BHK in Phase 2?

December 2027. Phase 2 3BHKs start at 1.35Cr — what budget are you working to?

Around 1.4. What would the EMI be? And can I see one this weekend?

Of course. Site visits run 10am to 5pm — what day suits you?

Saturday morning. Priya, 90123 45678

Kept for every visitor — including the ones who never leave a name.

What the AI read from it

Priority 82/ 100 Hot

Budget range Location preference Project or unit interest Site visit request Buying timeline

Every lead is scored the moment it is captured, and you see the reasons behind the number — not just the number. Your team knows why this one goes to the top of the list.

Deeper analysis on higher plans

OutcomeLead captured

SentimentPositive

Asked about possession and EMI on a 3BHK around 1.4Cr, and booked a Saturday site visit.

Serviti reads each conversation back overnight and tags how it ended — including the ones that stalled, and where they stalled.

And across every conversation, what people keep asking

Serviti clusters a month of customer messages into named themes and tracks them week to week — so you find out what your website should have answered.

Possession timelines ↑ 34
Home loan and EMI ↑ 21
Clubhouse and amenities 18
Maintenance charges 12
Floor plans ↓ 9

See what is included in each plan →

app.serviti.ai/leads Live

142

Total Leads

38

Uncontacted

24

Qualified

11

Converted

Contact	Query	Request	Priority	Status
Arjun Singh +91 98765 43210	Can I see a 3BHK this weekend?	Site visit	Hot	New
Meera Kapoor +91 90123 45678	What are the fees for Grade 6?	Admission	Warm	Qualified
Sanjay Patel +91 99887 76655	Is Dr. Rao available Friday?	Appointment	Warm	Contacted

Live leads dashboard

Every enquiry becomes a tracked lead.

AI-captured leads, manual entries and campaign imports stay in one view. Your team sees who to call first, assigns owners, and updates status — nothing slips.

Hot / Warm / Cold intent flagged automatically
Instant WhatsApp & email alerts with full context
Follow-up reminders so no lead goes cold

See how it works

Real-time lead notifications

Your team hears about a lead in seconds, not tomorrow.

The instant someone leaves their details, the alert lands on WhatsApp and in your inbox — with what they actually asked for, so whoever calls back already knows.

Email alert

🏠 New Property Inquiry!

Buyer details

BuyerPriya Sharma

Emailpriya.s@example.com

Phone+91 90123 45678

Inquiry details

RequestSite visit

PreferredSaturday, 11am

Interest3BHK Phase 2 — possession date and EMI

CapturedToday, 6:42 pm

💡 Tip: Follow up within 5 minutes for best conversion rates!

WhatsApp alert

🔔 New lead from your Serviti AI agent Name: Priya Sharma
Email: priya.s@example.com
Phone: +91 90123 45678
Agent: Sales Assistant
Interest: Request: Site visit | Preferred: Saturday, 11am | 3BHK Phase 2 — possession date and EMI 6:42 pm ✓✓

Wording adapts to your business — this is a property enquiry, so it reads “Buyer”. A school sees New Admission Inquiry and “Parent”, a clinic sees New Clinic Inquiry and “Patient”. Realtime email and WhatsApp alerts are included on every paid plan.

Handover to Sales Rep

Keep the conversation moving — without losing the context.

Serviti handles the first response, then gives your team a clean handover for the moments that need a person or post-sale support.

WhatsApp on Request

A real person gets the full story.

When a visitor wants to speak to someone, the agent collects their details and opens WhatsApp with the recent conversation already there. Your team starts informed, not from zero.

Visitor name and phone captured before the handoff
Recent questions and intent carried into WhatsApp
Handoff stays attached to the lead in Serviti

R Riverstone Homesonline

Sent by Serviti AI Priya Sharma · 3BHK enquiry

Asked about final price, EMI and a Saturday site visit.

Hi Priya, Ramesh here. I can help with the price and EMI options.

Thanks. Is the Saturday visit still available?

Yes — I’ve held 11am for you. I’ll send the details now.

Message

Support TicketsPost-sale issues raised by your customers Live

Open tickets6

Resolved25

Deflection rate68%

Avg resolution4.2h

Customer	Issue	Priority	Assigned to	Status	Age
Vikram Shah+91 98765 43210	AC not coolingTower B, 4F	Urgent	Ramesh	In progress	1h
Meera Kapoormeera@example.com	Invoice neededFor July maintenance	Normal	Unassigned	Open	3h

AI Help Desk Agent Add-on

Support issues do not disappear into a chat.

When the AI cannot resolve a customer problem, it creates a support ticket separate from your sales leads. Your team can assign it, set priority and see it through to resolution.

Capture post-sale issues with the conversation context
Track owner, priority, status and time to resolution
Use SLA flags, reminders and customer satisfaction on resolution

One platform for the first question, the human conversation and the support that follows.

Your AI keeps looking after the chat ends

Start the day knowing what needs attention.

Serviti turns conversations into a short list for your team and a clearer picture of what customers keep asking, where campaigns stall and what to improve next.

AI Morning Digest Growth+

Open one short list. Know who to call first.

Instead of asking someone to check every new lead, your team gets a daily digest of the people most likely to need a response — with the reason they are worth calling.

8:00 AMAI Morning Digest9 new leads · top 3 to call first

Good morning, Riverstone team.

1. Priya SharmaAsked twice about EMI and Saturday site visit

HOT · 82

2. Arjun MehtaCompared 2BHK floor plans and asked for a brochure

WARM · 64

3. Meera KapoorRequested a callback today about payment options

WARM · 59

Prioritised from your new Serviti leads · View dashboard →

✦AI Lead IntelligenceAcross every lead, conversation and campaignLast 30 days⌄

Conversations128

Campaigns4

Hot leads12

What customers keep askingIntent themes

Pricing clarity“What is included in the Growth plan?”

24

Booking friction“How do I book a demo for next week?”

18

Feature scope“Do you support WhatsApp campaigns?”

12

Next actionClarify pricing and booking steps on your campaign landing page.

AI Lead Intelligence Scale

Find the patterns you would miss one chat at a time.

See the questions, objections and campaign signals that repeat across your conversations. Use them to improve the next campaign, page or follow-up — based on what your customers actually asked.

Your team still makes the decisions. Serviti makes the signal easier to see.

The uncomfortable truth

Your Website or Ad Got 10,000 Views. Zero Customer Insights. Genius. Add Serviti to your website or offline and online ads. It doesn’t just grab a name and vanish like a Tinder match — it tells you what they actually think and asked. That’s not a chatbot. That’s the customer insight your ad ghosted you on. No more display-and-pray. No more print-and-pray.

Why teams choose Serviti

Simple for visitors, useful for your team.

Answers from approved content

Share helpful information without exposing every internal sales detail on a public page.

Works with offline marketing

Add a QR to brochures, counters and site boards and turn scans into conversations.

Clear lead intent

Know whether someone asked about price, admissions, a visit, a brochure or a callback.

Instant team alerts

Your sales or front-office team gets the context they need to call back without starting from zero.

A leaner stack

Cover the common pre-sales flow without paying for several expensive tools you don't need yet.

Up and running fast

Share your public material, review the flow, and publish a link, widget or QR — no build needed.

What it replaces

One platform instead of four.

Most businesses end up buying a chat widget, a form tool, a lead CRM and a helpdesk — four contracts, four logins, and customer data split four ways. Serviti is the one system underneath all of it.

Today — four separate tools

Lead capture & landing toolsWeb forms, embedded chat, QR landing pages, callback widgets

AI chat platformWebsite widget, lead capture, conversation AI

Lead management CRMPipeline, scoring, assignment, follow-ups — priced per user

Helpdesk / support softwareTickets, SLAs, deflection, team alerts — priced per agent

4 invoices · 4 logins · fragmented data

With Serviti — one platform

Marketing

AI Chat

Lead CRM

AI Help Desk Agent

One invoice · one login · everything connected

It pays for traffic you already bought

You are already paying for the ads, the flyers and the signage. Serviti works on the visit itself — the part where most of that spend quietly goes nowhere.

No AI credit arithmetic

A plan is a number of answers, not a token budget you have to model. You always know what you have left, and so does your dashboard.

Priced per business, not per seat

A CRM and a helpdesk both charge by the head, so the bill grows every time your team does. Serviti does not.

Live in minutes, not a project

Point it at your website, review what it learned, publish a link, widget or QR. No developer, no integration phase.

See the full cost comparison →

Is this you?

Serviti is a fit if…

If most of these are true, you already have the traffic — you are losing it after it arrives.

You already generate website or ad traffic
You want AI to answer customer questions
You want to capture name, phone and intent
You want Hot / Warm / Cold qualification
You want QR codes to generate leads
Your sales team is losing enquiries
You want automated follow-up
You don’t need a full marketing agency replacement

Frequently asked questions

Before you create your AI Agent.

The practical answers about setup, content, publishing and lead delivery.

What happens after I create my account?

Verify your email with a one-time code, enter your business details, then scrape your website or upload documents. Name your agent and Serviti gives you a live preview, widget code, public link and downloadable QR code.

Do I need a developer?

No developer is needed to create, train or preview the agent. To add it to your website, paste the provided widget snippet into the site. The public link and QR code work without changing your website.

What can the agent learn from?

Serviti can scrape your public website and use supported business documents such as text-based PDF and DOCX files. The agent answers from the content you approve.

Where do captured leads go?

Leads and conversation context appear in your Serviti dashboard. Your team can also receive email and WhatsApp notifications for fast follow-up.

Can I use the agent for offline campaigns?

Yes. Download its QR code for brochures, posters, counters and signage. Every scan opens the same agent and feeds the same lead pipeline as your website and campaign links.

Read all frequently asked questions →

Ready when you are

Turn your next enquiry into a conversation.

Create your AI Agent free. Set it up in less than 3 minutes.

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