Sarva AI
In developmentAI with context from your entire business.
Sarva AI is being built as an intelligence layer across the suite rather than another chat window. It is in development — this page describes where it is going.
You asked
Which customers are most likely to buy this month?
Ranked using open opportunities, invoice history, support state, catalogue engagement and site behaviour on the same profile.
Next instruction
Create follow-up tasks for the top 10 and draft personalised messages.
A general assistant knows the prompt.
That is the whole limitation. It can write well about your business in the abstract and nothing about your business in particular. Sarva AI is designed to read from the same records your teams work in.
The customer
Who they are across every product, not one system's version of them.
Previous conversations
What support and sales have already discussed with them.
Orders
What they bought, how often, and what they stopped buying.
Invoices
What is outstanding and how reliably they pay.
Support history
What went wrong before and whether it was resolved.
Marketing activity
What they responded to and what they ignored.
Website behaviour
What they looked at recently, matched to the account.
Business data
Stock, pricing, projects and the rest of the operational picture.
Suggestion is not the same as action.
Reading your data and changing it are different permissions. Anything that writes a record, sends a message or spends money is designed to stop for a person first.
Scoped to permissions
An assistant sees exactly what the person asking is allowed to see — nothing wider.
Approval before send
Drafted messages and created tasks are queued for review, not dispatched.
Traceable answers
Responses reference the records they were derived from.
Auditable actions
Every accepted suggestion is written to the same audit trail as manual work.
What Sarva AI is designed to do.
These are the capabilities on the roadmap. They are described here as intent, not as shipped features.
Sales
- Sales assistant
- Lead qualification
- Account summaries
- Next best action
Service
- Support assistant
- Conversation summaries
- Suggested replies
- Triage
Analysis
- Business insights
- Data analysis
- Anomaly flags
- Ad-hoc questions
Content
- Content generation
- Message drafting
- Tone and language options
Work
- Workflow assistance
- AI agents
- Task creation
- Scheduling
Governance
- Human approval
- Permission scoping
- Audit trail
- Source references
What Sarva AI shares with the rest of SarvaSuite.
These are not integrations you configure. They are the same records, read from different products.
Where this stands today
Sarva AI is in development and not yet available to customers. It depends on Sarva Data being in place, because an assistant without a unified profile is just a chat window. We would rather describe the destination honestly than list features that do not exist yet.
Start with Sarva AI. Add the rest when you need it.
Tell us what your team is doing manually today and we will show you where in the suite it belongs.