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Welcome to Serval! This documentation covers everything you need to deploy, configure, and operate your AI-powered help desk.
New to Serval? Start with our Day 1 Setup guide to get your help desk operational in a few hours.

Help Desk & Ticketing

Employees submit requests through Slack, Microsoft Teams, email, phone, or web portal. Serval’s AI help desk agent handles each request intelligently:
  • Routes tickets to the right team based on request content and context
  • References knowledge bases to answer questions with accurate, sourced information
  • Executes automations to resolve common requests without human intervention
  • Escalates to human agents when needed, with full context and transparency

Ticketing Overview

How tickets flow through Serval—from submission to resolution

Help Desk Channels

Configure how employees submit requests via Slack, Teams, email, web, or phone

Automation Tools

Tools to automate your help desk and reduce ticket volume.

Workflows

Build automations in plain English with the AI workflow builder

Guidance

Shape how the AI agent responds to specific requests

Knowledge Base

Connect documentation sources for AI-powered answers

Access Management

Just-in-time access provisioning with approval workflows

Suggestions

Automate the automation. Serval continuously analyzes your ticket patterns to identify repetitive requests, knowledge gaps, and opportunities for new workflows. Instead of manually building every automation, let Serval surface what matters most—then review and deploy suggestions with a single click.

Suggestions Overview

Learn how Serval generates and prioritizes suggestions

Platform

Learn your way around Serval and configure your organization.

Day 1 Setup

Initial configuration and team setup

Platform Orientation

Navigate the interface and dashboard

Permissions

Roles and access control

Org Settings

Organization-wide configuration

Analytics & Insights

Track help desk performance with dashboards covering request volume, AI resolution rates, time-to-resolution, and SLA compliance. Serval’s AI analyzes ticket patterns to surface automation opportunities.

Security & Compliance

Enterprise-grade security built in:
  • Encryption — TLS 1.3 in transit, AES-256 at rest
  • Access Controls — Role-based permissions at org and team levels
  • Audit Logging — Comprehensive logs of all actions
  • Compliance — SOC 2 Type II certified
  • Testing — Regular penetration testing

Deployment Options

Fully managed service — No infrastructure to manage. Automatic updates, 99.9% uptime SLA.

Integrations

Connect Serval to 60+ tools including Slack, Okta, Google Workspace, GitHub, Jira, and more.

Browse Integrations

See all available integrations

Custom Apps

Build your own integrations

CLI & API

API Reference

Programmatic access to Serval resources

CLI

Manage configuration from the command line

Webhooks

Receive real-time notifications

Custom Service API

Manage Custom Apps programmatically

Need Updates?

Contact Support

Reach out to our team at docs@serval.com

Release Notes

What’s new in Serval