Serviti AI Platform - 2026 Pricing, Features, Reviews & Alternatives

Serviti AI Platform is an enterprise AI studio for building intelligent agents and automating complex business workflows, deployable on-premises or in the cloud. Designed for enterprises and SMBs across healthcare, education, real estate, retail, manufacturing, field service, gyms, and salons, the platform supports multi-provider LLM connectivity including OpenAI GPT-4, Azure OpenAI, Anthropic Claude, and locally hosted models via Ollama. Advanced Retrieval-Augmented Generation (RAG) with Knowledge Graph support, semantic embeddings, Vision and OCR, and intelligent document chunking across PDF, DOCX, PPTX, Excel, TXT, and image formats underpin context-aware agent responses drawn from approved business content.

Serviti AI Platform provides a visual Agent Builder for configuring AI agents with custom knowledge bases, defined personalities, and role-based access control, alongside a drag-and-drop Workflow Builder supporting conditional logic and multi-step agent orchestration. Document management and CRM integrations span SharePoint, Google Drive, AWS S3, Confluence, Dropbox, Box, and connected CRM systems. Vector database workloads run on Weaviate, Qdrant, Neo4j, or other compatible stores, giving teams full control over the AI infrastructure stack. Pre-built industry workflow templates for manufacturing, healthcare, field service, and additional verticals reduce time to initial deployment.

Customer-facing agent channels include a WhatsApp Business AI Agent and an Instagram DM AI Agent, both with human handoff capability so staff can take over conversations when required. Captured lead details and conversation context are stored in an integrated AI Lead CRM, while an AI Help Desk provides tracked support tickets with owner assignment and status tracking for post-interaction follow-up. A 30-day Growth trial is available with no payment card required.