Frequently Asked Questions — ServiceAgentX ========================================== Everything you need to know about ServiceAgentX. What is ServiceAgentX? ---------------------- ServiceAgentX started with a single, very human problem: \*life is short, and nobody should spend 45 minutes on hold just to book a haircut.\* ### Where it began — the booking problem The original vision was straightforward. Busy people needed a faster way to book appointments with local businesses. We built \*\*Voice AI that could actually make the call for you.\*\* You say what you need, the AI phones the business, speaks naturally, confirms the slot, and reports back. ### What ServiceAgentX is today Today ServiceAgentX is a \*\*unified AI platform\*\* that covers the full surface area of how people actually work: voice & booking, AI chat, leads CRM, files & documents, 30+ app connectors, Agent Mode, Business Portal, and Image & Video AI. ### Our belief: AI works best alongside people, not instead of them We are building AI to handle the \*\*mechanical, time-consuming, repetitive parts\*\* of work so that humans can focus on the work that actually requires a human. ### Enterprise power. Startup price. The tools we have built would cost a mid-sized company tens of thousands of dollars a year to replicate with enterprise SaaS. We offer all of it, tightly integrated, starting at \*\*$19.99/month\*\*. Is ServiceAgentX free to use? ----------------------------- Yes — ServiceAgentX has a free tier that gives you access to core AI chat features with a weekly token limit of 50,000 tokens. - \*\*Free\*\* — 50,000 tokens/week, core models - \*\*Pro ($19.99/mo)\*\* — 500,000 tokens/week, all models, voice, tools, history - \*\*Business ($79/mo)\*\* — 2,000,000 tokens/week, API access, team seats, Business Portal What AI models does ServiceAgentX support? ------------------------------------------ ServiceAgentX is powered by three AI tiers: - \*\*AgentX Fast\*\* — Lightning-fast AI for everyday tasks. Weather, leads, news, business search, all tools included. Runs locally for privacy. - \*\*AgentX Pro\*\* — Deeper reasoning and better writing. Ideal for complex analysis, long documents, and detailed reports. Still local and private. - \*\*AgentX Cloud\*\* — Frontier-grade AI with vision capabilities. Analyzes images, handles complex research. Premium tier. How does voice mode work? ------------------------- ServiceAgentX offers two voice experiences: - \*\*Voice Dictation\*\* — tap the microphone icon in the chat bar to speak your message. It transcribes in real-time and sends on silence. - \*\*Full Voice Mode\*\* — a hands-free, back-and-forth spoken conversation. The AI responds with natural-sounding speech, and you can interrupt at any time. Voice mode works on desktop and mobile browsers that support WebRTC and the Web Audio API. Can the AI browse the internet and interact with websites? ---------------------------------------------------------- Yes — with \*\*BrowserX\*\*, the AI can open a real browser and navigate any website on your behalf. ### What BrowserX can do - \*\*Navigate\*\* — go to any URL and render the page - \*\*Click\*\* — tap buttons, links, or any element by text or selector - \*\*Fill forms\*\* — type into inputs, select dropdowns, submit forms - \*\*Extract data\*\* — pull specific text or structured data from a page - \*\*Scrape\*\* — get all visible content from a page at once - \*\*Screenshot\*\* — capture what the browser sees and show it in chat BrowserX is available on Pro and Business plans. Can the AI call businesses on my behalf to book appointments? ------------------------------------------------------------- Yes — ServiceAgentX can phone multiple businesses sequentially until one confirms your booking. This is the \*\*Multi-Business AI Calling\*\* feature, available to Pro users. 1. Ask the AI for businesses near you 2. Tell it to call and book one 3. Live status cards stream in your chat: Dialing → Ringing → Connected → Confirmed 4. If a business is busy or doesn't answer, it moves to the next one automatically What is Agent Mode and the Agentic App Builder? ----------------------------------------------- Agent Mode transforms ServiceAgentX from a chat tool into an autonomous AI developer. When Agent Mode is enabled, the AI can plan multi-step tasks, call tools automatically, reflect on results, and generate full web applications from a single prompt. The Agentic App Builder uses a 4-stage loop: \*\*Planning → Tool Use → Reflection → Orchestration\*\*. State is persisted so long tasks can resume after interruption. What tool connectors and integrations are available? ---------------------------------------------------- ServiceAgentX has a rich connector library accessible from \*\*Settings → Connectors\*\*: - \*\*Productivity\*\* — Google Calendar, Google Drive, Microsoft 365, Notion - \*\*Communication\*\* — Slack, Gmail, Microsoft Teams - \*\*Developer\*\* — GitHub, GitLab, Jira, Linear, Vercel, Cloudflare, GoDaddy Domains - \*\*Data\*\* — PostgreSQL, Elasticsearch, S3, Airtable - \*\*Built-in\*\* — Web Search, Weather, News, Events, Jobs, Real Estate, Business Search - \*\*Custom\*\* — Add any MCP-compatible server via URL What are Skills and how do I use them? -------------------------------------- \*\*Skills\*\* are AI personas you can activate for any chat session. ServiceAgentX ships with 12 expert personas out of the box: Realty Agent, Laravel Expert, Yoga Instructor, AI Agentic Architect, Server & DevOps Expert, Leads & CRM Specialist, Marketing Copywriter, Business Strategist, Security Analyst, Data Analyst, Customer Success Coach, and Full Stack Developer. To activate a skill, click the skill pill in the chat input bar and choose from the dropdown. ### Create your own Go to \[Customize → Skills\](/customize/skills) and click the \*\*+\*\* button. Personal skills are private to your account. What is the Customize section and how do Connectors work? --------------------------------------------------------- The \*\*Customize\*\* section (\[/customize/skills\](/customize/skills) and \[/customize/connectors\](/customize/connectors)) is your workspace for personalizing how ServiceAgentX behaves and what external services it can reach. Connectors extend the AI with real-world capabilities including GoDaddy DNS management, WooCommerce/Shopify publishing, and custom MCP servers. Accessible from the avatar popup menu. Can the AI interact with my File Manager from chat? --------------------------------------------------- Yes — when the \*\*File Manager\*\* app is active in your session, the AI has four built-in tools: List files, Read a file, Create a folder, and Save a document. Write operations always show a confirmation card before executing. \[Open the Files Manager →\](/files) How do I upload and analyze files? ---------------------------------- ServiceAgentX has two ways to work with files: ### 1. Chat with files (main chat) Click the paperclip icon in the chat input bar or drag and drop files. Supported formats: PDF, TXT, Markdown, CSV, JSON, XLSX, and images. ### 2. Files Manager (/files) A dedicated three-panel workspace with a File Library, Preview Panel, and Chat Panel. Includes a WYSIWYG markdown editor and background removal tool. How does background removal work? --------------------------------- ServiceAgentX includes a client-side AI background removal tool powered by \*\*@imgly/background-removal\*\*, a WASM port of the U2Net neural network. It runs entirely in your browser — your image is never sent to a server. - \*\*Fast\*\* (default) — ~3 seconds, ~15MB model download - \*\*Precise\*\* — ~12 seconds, better edge detection for complex backgrounds How does the Files Manager work? -------------------------------- The Files Manager (\[/files\](/files)) is a three-panel workspace: - \*\*Left panel\*\* — your file and folder library with search, filter, and context menu actions - \*\*Main panel\*\* — live preview of the selected file - \*\*Right panel (Chat)\*\* — an AI chat scoped entirely to the selected file Files are indexed automatically after upload using semantic search (RAG with pgvector). Can I view and edit Markdown or text files in the Files Manager? ---------------------------------------------------------------- Yes. When you select a \*\*.md\*\* or \*\*.txt\*\* file, the Files Manager renders it inline. An \*\*Edit\*\* button re-opens the file in the full WYSIWYG Markdown editor. Changes are automatically re-indexed so your AI chat always reflects the latest version. How do I generate AI images in the Files Manager? ------------------------------------------------- Click the \*\*Generate Image\*\* card on the Files Manager home screen. The image is generated using \*\*Stable Diffusion running locally\*\* (your prompts stay private), then saved automatically to your Files library as a PNG. \*\*You can also generate images from the main chat\*\* — ask the AI to "generate an image of…" \*\*Free plan limit:\*\* 5 image generations per calendar month. How do I view and track my appointments? ---------------------------------------- Navigate to \*\*Appointments → Dashboard\*\* (or go to `/appointments`) to see every appointment the AI has booked for you. Appointments are organized into Upcoming, Pending, Past, and Cancelled sections. Click any appointment for full details including a live interactive map. How does the AI book appointments? ---------------------------------- When you ask the AI to book something, it uses purpose-built appointment tools: Booking Tool, SMS Confirmation, Email Confirmation, and optionally a Voice Callout to confirm in real time. The appointment appears in your Appointments page immediately and you receive confirmations by SMS and email. How does the Appointment Calendar work for businesses? ------------------------------------------------------ Business portal users have a dedicated \*\*Appointment Calendar\*\* accessible from the portal sidebar. It features a 24-hour time grid, a real-time "now" indicator, collapsible sidebar with This Week / Upcoming / Status Filter sections, and an AI chat panel for managing bookings conversationally. What is the Business Portal? ---------------------------- The Business Portal is a white-label AI workspace for teams and organizations. As a portal admin, you can invite and manage team members, set up a branded portal with your logo, monitor team usage and billing, and control which AI models and tools your team can access. Each portal gets its own URL (`/portal/your-company`) with isolated chat sessions. How does billing and subscriptions work? ---------------------------------------- ServiceAgentX uses PayPal for secure payment processing. Manage your subscription from \*\*Settings → Billing\*\*. Subscriptions are billed monthly or yearly (yearly saves ~15%). You can cancel at any time. If you exceed your weekly token limit, purchase a one-time \*\*Extra Token Pack\*\* from \*\*Settings → Usage\*\*. Understanding weekly usage limits and token budgets --------------------------------------------------- ServiceAgentX measures AI usage in \*\*tokens\*\* (roughly 1 token ≈ 4 characters). - \*\*Free\*\* — 50,000 tokens/week - \*\*Pro ($19.99/mo)\*\* — 500,000 tokens/week - \*\*Business ($79/mo)\*\* — 2,000,000 tokens/week Your weekly token budget resets every \*\*Monday at 12:00 AM UTC\*\*. When you hit the limit, wait for the Monday reset or buy an Extra Token Pack. How do Extra Token Packs work? ------------------------------ If you hit your weekly token limit, instantly extend your budget with a one-time \*\*Extra Token Pack\*\*: - \*\*500K tokens — $5 CAD\*\* - \*\*2M tokens — $15 CAD\*\* - \*\*5M tokens — $30 CAD\*\* Packs are valid for the current week only — unused tokens do not carry over. Purchase from \*\*Settings → Usage\*\*. A saved PayPal card is required. What is AgenticX and how does the 4-stage loop work? ---------------------------------------------------- \*\*AgenticX\*\* is the Pro-tier autonomous agent mode. The 4 stages: 1. \*\*Planning\*\* — The AI analyses your request and decides which tools to call 2. \*\*Tool Execution\*\* — Each tool is called with a live spinner 3. \*\*Reflection\*\* — The AI checks whether results fully answer your request 4. \*\*Synthesis\*\* — All results are combined into a single coherent response AgenticX requires a \*\*Pro plan\*\*. Enable it via the ⚡ Agent Mode toggle in the chat input bar. How does AI video generation work? (Nicky's real estate example) ---------------------------------------------------------------- ServiceAgentX includes a \*\*Video Generation tool\*\* that turns your uploaded photos into short professional videos (5, 10, or 30 seconds). Supported styles: cinematic, real\\\_estate, slideshow, dynamic, minimal. Video generation requires a \*\*Pro plan\*\* and must be enabled by the administrator (`VIDEO\_GEN\_ENABLED=true`). Is my data private and secure? ------------------------------ Yes. ServiceAgentX takes privacy seriously: all data is encrypted at rest and in transit (TLS 1.3), conversations are stored in your account and not shared with third parties, and you can export or delete all your data from Settings → Data. We do not sell your data and do not use your conversations to train AI models. Can I use ServiceAgentX on mobile? ---------------------------------- Yes — ServiceAgentX is fully responsive and works on all modern mobile browsers (Chrome, Safari, Firefox). Voice mode works on iOS Safari and Android Chrome via WebRTC. For the best mobile experience, save the app to your home screen (Add to Home Screen). Native iOS and Android apps are on the roadmap. How does real-time web search work? ----------------------------------- When enabled, ServiceAgentX searches the live web before composing answers for queries that benefit from current information. Search results are cited inline. Real-time search is enabled by default and can be toggled per-session using the web search button in the chat input area. Can I customize how the AI responds? ------------------------------------ Yes — several customization options are available in Settings: - \*\*Customize tab\*\* — set your name and write custom system instructions - \*\*Behavior tab\*\* — toggle Enter-to-send, auto-scroll, show reasoning steps, sound effects - \*\*Appearance tab\*\* — switch between Light, Dark, and System themes. Adjust font size and chat density. - \*\*Model selector\*\* — pick a specific AI model for different tasks What are cited AI answers and how do they work? ----------------------------------------------- Cited answers make every AI response traceable. When the AI uses information from a document, tool result, or live data feed, it places a small \*\*\\\[SRC:label\\\]\*\* marker after the relevant sentence. In the chat UI these render as inline pill badges. The AI only cites when drawing from provided context. Admins can enable or disable citations site-wide. What is the Knowledge Graph on a knowledge project? --------------------------------------------------- The Knowledge Graph is a visual map of how your documents relate to each other. It appears as a "Knowledge Graph" tab on any knowledge project page with at least 2 indexed files. The graph uses semantic similarity (cosine distance of AI-generated embeddings) to draw connections between files. Drag nodes to rearrange, scroll to zoom, pinch on mobile. Can I share a conversation or knowledge project with someone? ------------------------------------------------------------- Yes. Both chat conversations and knowledge projects can be shared via a unique public link that anyone can view without logging in. For conversations, open any chat session and click the 3-dot menu → Share conversation. To revoke, select Unshare. All active shared links are listed in \*\*Help menu → Shared links\*\*. What is Video Brief Generation and how does it work? ---------------------------------------------------- Video Brief Generation turns a knowledge project into a short narrated video summary with one click. The pipeline: Script generation → Text-to-speech → Video rendering → Stitching & export. The finished file appears in \*\*Files → Videos\*\*. This feature is available on Pro and Business plans when enabled. Contact us to join the beta. How do I cancel my subscription? -------------------------------- You can cancel at any time from \*\*Settings → Billing → Cancellation\*\*. Click \*Cancel plan\*. Your access continues until the end of the current billing period. After cancellation, your data is retained for 90 days before being permanently deleted. How do I get help or report a bug? ---------------------------------- There are several ways to get help: - \*\*Ask the AI\*\* — ServiceAgentX's own AI can help you navigate the platform. \[Start a conversation →\](/) - \*\*Report an Issue\*\* — click the \*Report an Issue\* link in the sidebar footer or on any FAQ article page - \*\*Email Support\*\* — Pro and Business subscribers get priority email support