AI-powered business operations
Servaton gives local businesses one intelligent platform to coordinate customer records, appointments, orders, leads, team follow-up, reporting, and integrations—with high-level conversation management built into the operation.
See the platform in action
A conversation can start the workflow, but Servaton keeps working after the call: organizing the customer, operational record, ownership, status, escalation, and reporting in one workspace. This preview reflects current product workflows rather than a fabricated customer account.
A customer calls
Servaton answers from approved information
Intent and details become structured
The request is coordinated
The team receives context
Appointment requestCaller details and context stay attached
CapturedNew service inquiryCaller details and context stay attached
AssignedCaller needs a personCaller details and context stay attached
EscalatedWeekly report
Calls, appointments, orders, leads, and flagged issues can be reviewed together—without inventing performance claims.
Want to see the operating workflow configured around your business?
Book a demoAI-powered operations
Servaton connects customer intake with the workflows, records, team actions, controls, integrations, and reporting required to run the next step well—while keeping human judgment available.
Conversations
Appointments
Orders & requests
Leads
Operations
Control
Configured for the operation
Industry modules shape the operating workflow, records, rules, and team views. High-level conversation management stays connected to the broader work instead of becoming a separate destination.
One adaptable platform
Keep routine guest questions and operational requests connected to the team handling them.
Conversation management layer
Servaton uses approved business information to manage the interaction, capture what matters, trigger the correct operational workflow, and bring in a person when judgment is required.
The conversation begins through the phone setup confirmed during onboarding.
Greetings, hours, services, availability rules, and business instructions shape the response.
Servaton captures the customer, request, urgency, and information needed for the next action.
It becomes an appointment, order, lead, alert, or human escalation according to the configured workflow.
The result and conversation history remain visible in the Servaton workspace for follow-through.
Calm technology.
Operational clarity.
Custom solution consulting
Servaton Consulting designs custom automation, integrations, AI workflows, and operational software from a clear written scope.
Built by engineers with Fortune 100 and major-enterprise automation experience.
Explore custom solutionsTransparent public plans
You pay Servaton for the operating platform and onboarding. Your business owns its Twilio and Retell accounts and pays those providers directly for phone, messaging, and AI voice usage.
A focused receptionist workspace for one local operation.
More capacity, reporting, and one configurable operations module.
Choose the module relevant to your operation, such as Restaurant Operations or Appointment & Service Operations.
Book a Growth demoHigher capacity and deeper operating tools for an established team.
Included in onboarding
Customer-owned provider billing
Application-based pilot
$99/month
Limited to the first 10 qualifying businesses. This is a collaborative pilot, not a permanent public pricing tier.
Apply as a Founding PartnerWhy businesses trust Servaton
These principles are reflected in the current product architecture and operating controls—not borrowed certification language.
Responses and workflows are based on the information and rules approved during onboarding.
Exceptions can be routed to the people chosen by the business instead of forcing an automated answer.
Business hours, workflow settings, team access, consent controls, and provider activation remain configurable.
Conversation records, outcomes, usage ledgers, escalations, and reports provide an operating trail.
The voice prompt and workflow tools are generated from the configured business profile and catalogs.
Fits into your operation
Integration availability depends on plan, onboarding scope, provider credentials, and validation. Planned connections are never presented as live.
Appointments, orders, leads, escalations, customer records, reports, and signed internal workflow actions are represented in the product today.
Retell voice and Twilio messaging foundations are implemented. Production activation requires provider accounts, credentials, number setup, signed-webhook testing, and launch approval.
Provider adapters exist for Google and Outlook calendar access through Nylas, Square, Calendly, Acuity, and signed webhooks. They are not represented as production-ready until sandbox and provider validation are complete.
Security, privacy & control
Servaton implements account separation, role-based team access, configurable retention, consent controls, human escalation, sensitive-field encryption, and customer export and deletion workflows. Final retention schedules and legal obligations require owner and legal approval.
Review security & trustGood questions
Where policy or provider activation is still business-specific, the answer stays careful and the written agreement controls.
No. Servaton handles configured, repeatable front-desk work and keeps a human escalation path available for exceptions, judgment calls, or urgent requests.
Servaton follows the escalation rules configured during onboarding. The request can be routed for human follow-up with the caller details and conversation context preserved.
Servaton is designed to answer from approved business information, catalogs, hours, availability, and rules. Unknown or out-of-scope questions should follow the configured escalation path.
The platform supports food ordering, appointment booking, lead and quote intake, local-service requests, and general receptionist workflows. Onboarding configures the relevant workflow rather than treating every business the same.
Phone routing and number options are reviewed during onboarding. Do not port or change an existing business number until the proposed setup has been tested and confirmed in writing.
Timing depends on workflow complexity, provider access, and how quickly approved business information is supplied. Your launch plan and target date are confirmed before implementation begins.
Onboarding covers business and knowledge-base configuration, call-flow and escalation setup, workflow configuration, testing, team orientation, and launch support for the agreed scope.
Your business owns and funds its connected Twilio and Retell accounts. Those providers bill phone, messaging, and AI voice usage directly. You pay Servaton separately for the platform, onboarding, support, and configured workflows.
Twilio and Retell apply their own usage pricing and overage treatment directly to your accounts. Servaton records available usage information for operational visibility but does not currently rebill or mark up those provider charges.
Plan changes are supported through assisted account updates. Cancellation timing, commitments, and any effective-date rules are stated in the written service terms you approve before activation.
Servaton separates business accounts, limits access by team role, supports configurable retention, and provides customer export and deletion workflows. The final retention policy and any legal-hold obligations are confirmed for your use case.
Servaton includes provider integration foundations, but availability varies by provider, plan, credentials, and validation status. The exact production-ready connections are confirmed during onboarding.
Payment processing is not included by default. Any payment or point-of-sale connection requires separate scope, provider approval, and validation before it is represented as active.
Every plan includes assisted onboarding. Growth includes expanded reporting support, while Scale includes priority launch and support. Response commitments are documented in your written order form.
Your written order form and service terms define the commitment, cancellation timing, Servaton fees, customer-owned provider costs, and implementation scope before activation.
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