Full feature set
Serva Reach
A complete view of what Serva Reach does. Everything here is covered in detail during a discovery call.
- Automatic SMS response after a missed call
- Acknowledgement message with business context and next step
- After hours inquiry capture with morning handoff summary
- Callback intent capture
- Voicemail transcription and AI summary
- Missed call log with recovery status tracking
- Recovery rate reporting
- Visual sequence builder for message cadence, timing, and branching logic
- Trigger conditions across missed call, form submission, inquiry age, booking abandonment
- Timed follow up steps with configurable delays
- Status aware messaging that adapts based on prior responses
- Sequence performance analytics
- Pre built sequence templates by business type
- Branching conversation logic based on service type and stated need
- Context retention across turns
- Objection capture and classification
- Urgency detection and prioritization
- Competitor mention detection
- Natural multi turn dialogue
- Conversation pause and resume without losing context
- Graceful escalation to human when appropriate
- Conversation quality scoring
- Structured knowledge base editor
- Document ingestion from website, PDFs, or service guides
- Answer grounding so all AI responses tie to approved content
- Out of scope detection with escalation rather than guessing
- Knowledge base version control
- Coverage gap reporting
- SMS and text engagement
- WhatsApp support where configured
- Form to message follow up
- Conversation continuity across channels
- Language detection
- Multilingual conversation support
- Localized response flow
- Translated summaries for staff at handoff
- TCPA compliant opt in and opt out management
- GDPR aware data handling
- Conversation data retention policies
- Disclosure settings for AI identification
- Do not contact list management
- Audit log of all outbound messages
- Rule based routing by intent, service type, urgency, location, and team
- Handoff package with full conversation summary, qualification score, objection log, and suggested next step delivered to staff
- CRM write back at handoff
- Handoff channel options across Slack, email, SMS, or in app task
- Warm handoff mode where AI introduces the human in the same thread
- Escalation SLA with automatic re engagement if no human responds in time
- Handoff performance tracking
- Native connectors for Salesforce, HubSpot, Zoho, Pipedrive
- Lead record creation and enrichment on conversation start
- Contact deduplication
- Conversation summary and qualification score sync to CRM
- Booking platform integration
- Webhook and API framework
- AI name and persona configuration
- Tone settings across formal, conversational, warm, concise
- Opening message customization per channel
- Brand vocabulary controls
- Structured conversation summary generation
- Qualification completeness score
- Intent classification
- Lead quality scoring
- Objection frequency analysis
- Conversion funnel visibility from inquiry to booking
- Lost opportunity analysis
- Inquiry pattern detection
Ready to see this in action?
Get in touch and we will walk you through everything relevant to your operation.