Workspace feature library
This library is intentionally one feature per page. Each page documents the feature’s purpose, controls, workflow, records it touches, and the next step in an end-to-end operation.
For AI that works across these features, start with Your SRVZr AI assistant, Example requests, and Working with AI. Agents covers repeated tasks; AI Proxy covers business phone assistance.
Feature coverage
| Area | Features |
|---|---|
| General | Home, Locations, Agents, Requests, Calendar, Chats, AI Proxy, Website, Terminal, Camera |
| Business | Projects, Flows, Forms, Analytics, Mail, Assets, Banks, Customers, Deals, Expenses |
| Commerce | Services, Invoices, Rentals, Inventory, Payments |
| Events | Events, Layouts, Event Drawing, Menus, Displays |
| Servo | Servos, Stints, Policies, Notebook, Strengths, Simulator |
| Support | Snippets, Marketplace, Files, Integrations, Settings, Canvas, Docs |
The individual pages are the source of truth for each destination. Use Complete product manual only for cross-feature recipes.