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What is servis.ai?

servis.ai serves as an all-in-one solution for business operations and customer relationship management, merging workflows for users and teams into a single, cohesive system that utilizes AI-powered automation, voice capabilities, detailed reporting, and a variety of integrations to boost productivity and insight. Clients can seamlessly engage with an AI assistant and voice interface, allowing them to easily navigate the platform, create or edit records, dictate notes, and generate reports using natural language, with accessibility on both web and mobile platforms. The system includes multiple modules, such as email, phone, SMS, meetings, tasks, and webforms, and boasts extensive integrations with widely-used applications like Office 365, Zoom, Twilio, and Slack. In addition, servis.ai offers prebuilt application bundles that feature collections of related apps tailored to support workflows in sectors such as sales, human resources, field service, or healthcare, all of which can be fully customized and interconnected. Built on a robust AWS infrastructure, the platform employs serverless technology and a globally distributed framework to guarantee peak performance while allowing for flexible data residency and providing GraphQL APIs for developer access. This rich array of capabilities not only simplifies business processes but also equips organizations with the tools to meet their specific operational needs efficiently, ultimately fostering adaptability and growth.

What is Salesforce Agentforce Health?

Agentforce Health is Salesforce’s purpose-built AI CRM platform for healthcare providers, payers, and public health organizations. Previously known as Health Cloud, it connects clinical, operational, and engagement data within a unified and compliant environment. The platform includes healthcare-specific data models, workflows, and interoperability standards to support complex care ecosystems. By integrating EHR systems and third-party applications, it ensures a seamless flow of accurate, real-time information. AI agents powered by Agentforce automate administrative processes, reduce manual workloads, and deliver actionable insights directly in the flow of work. Contact centers benefit from instant summaries of medical histories, eligibility, claims, and provider networks. Integrated Care Management tools enable flexible care plans and close care gaps efficiently. Intelligent document automation extracts and classifies data from faxes and forms to accelerate processing. Population health and disease surveillance capabilities support proactive interventions and faster response times. Built-in compliance and governance features maintain privacy and regulatory alignment. Health Cloud also integrates with Data 360, MuleSoft, Marketing Cloud, Slack, and Service Cloud for expanded functionality. Agentforce Health empowers healthcare organizations to deliver connected, personalized, and efficient care experiences at scale.

Media

Media

Integrations Supported

Acuity Scheduling
Airtable
Asana
BigCommerce
Clearbit
Docusign
GraphQL
Meta Ads
Microsoft Excel
Microsoft OneDrive
Odoo
Outreach
Quotient
SAP Business One
Salesforce Agentforce Life Sciences
Stripe
Wufoo
ZipRecruiter
Zoom Phone
airSlate SignNow

Integrations Supported

Acuity Scheduling
Airtable
Asana
BigCommerce
Clearbit
Docusign
GraphQL
Meta Ads
Microsoft Excel
Microsoft OneDrive
Odoo
Outreach
Quotient
SAP Business One
Salesforce Agentforce Life Sciences
Stripe
Wufoo
ZipRecruiter
Zoom Phone
airSlate SignNow

API Availability

Has API

API Availability

Has API

Pricing Information

$75 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

servis.ai

Date Founded

2006

Company Location

United States

Company Website

servis.ai/

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/healthcare/cloud/

Categories and Features

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Categories and Features

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Hospital Management

Accounting Integration
Appointment Management
Appointment Scheduling
Bed Management
Billing & Invoicing
Claims Management
In-Patient Management
Inventory Management
Medical Billing
Out-Patient Management
Patient Records Management
Physician Management
Policy Management
Revenue Management

Patient Case Management

Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning

Patient Management

Admissions Management
Bed Management
Discharge Management
Historical Reporting
Patient Flow Management
Patient Location Tracking
Patient Monitoring
Real Time Reporting
Waiting Time Tracking

Patient Portal

Appointment Confirmations
Appointment Scheduling
Bill Payment
Care Plans
Care Summaries
EHR-Agnostic
Health Record Access
Intake Forms
Lab Results
Prescription Renewals
Secure Messaging
Video Consultations

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