Frequently asked questions about Serviti AI

Serviti AI helps businesses answer customer questions from their approved content, capture contact details and manage enquiries in one workspace. Your team can review lead records, assign owners and track follow-up in the Serviti dashboard. Website chat, shared links and QR codes are included in every plan. Instant email lead alerts are included on every plan; real-time WhatsApp alerts and follow-up reminders are included on Growth and Scale; native WhatsApp and Instagram AI are included in the 30-day Growth trial and need separate paid add-ons afterwards. HelpDesk support is a separate paid add-on.

No. Serviti answers enquiries from your approved business content, collects contact details and captures callback and appointment requests for your team to confirm. It does not confirm live bookings, take payment, or message people who have not contacted you first. Your team closes the sale; Serviti captures enquiry details and context to help them follow up.

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.

Yes. With the WhatsApp AI Agent add-on, Serviti answers incoming messages directly on your connected WhatsApp Business number, captures enquiry details and lets your team take over. It is included in the 30-day Growth trial and is a separate paid add-on on any plan afterwards. WhatsApp lead alerts, website handoff and tracked campaign links remain separate capabilities.

With the Instagram DM AI Agent add-on, Serviti replies to customer messages directly inside your connected Instagram account using approved business content. It is included in the 30-day Growth trial and is a separate paid add-on on any plan afterwards. Bio, story and campaign links still work as a separate route to your website agent. Instagram comment automation and Facebook Messenger are not included.

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.

All plans include instant email lead alerts and a daily missed-lead summary; Starter also gets a weekly digest email. Growth and Scale add real-time WhatsApp lead alerts, team follow-up reminders and AI Morning Digest. Native WhatsApp and Instagram AI replies are included in the 30-day Growth trial, then require separate paid add-ons on any plan.

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.

Sign up with your email and one-time code, add your website or documents, name your agent and complete the setup wizard. Serviti then gives you a live preview, website widget, public agent link and downloadable QR code.

You can do it yourself with the step-by-step WhatsApp guide and Instagram guide. If you’d rather we connect it, that is a one-time service from ₹19,999 (outside India: $499), quoted after we review your setup. It is separate from the monthly channel add-on, which you need either way, and from Meta’s own messaging charges.

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 needed for the 30-day Growth trial, and nothing is charged automatically. Serviti emails you 3 days and 1 day before it ends. To keep going, choose a plan, plus any WhatsApp or Instagram add-ons you want to keep, on the Billing page. If you don’t, your AI agent stops answering on every channel, but your workspace, content, leads, conversations and channel connections stay saved, so choosing a plan later picks up where you left off.

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.

Your business content, the search index your agent answers from, your leads and your conversations are stored in Microsoft Azure’s South India region (Hyderabad), and the AI model that writes the answers runs in the same region. Data is encrypted in transit and at rest. Messages on WhatsApp and Instagram also pass through Meta, and email alerts through our email provider. You own your leads, conversations and uploaded content, and can export them according to your plan and retention policy.