Cosmos Assistant overview
Cosmos is Servinix’s in-portal AI copilot. It appears as a ◆ sidebar panel on every page in the portal and lets you ask questions about your business in plain language — without navigating to a specific report or settings page. Cosmos is entirely separate from the AI CSR (Maya): it does not handle phone calls and has nothing to do with your phone receptionist setup.What Cosmos can do
Cosmos understands questions about the main areas of Servinix:- Jobs and schedule — “How many jobs are in progress?” / “What’s happening today?”
- Estimates — “Are any estimates expiring soon?” / “Show me draft estimates.”
- Fleet and vehicle location — “Where is my fleet right now?” / “Show vehicle locations.”
- Messages and inbox — “Show unread messages.”
- Settings and team — “Show all settings.” / “How many users are on my team?”
Where to find it
The Cosmos sidebar is accessible from every portal page. Look for the ◆ symbol in the bottom section of the left navigation. Clicking it opens the panel without leaving your current page. To reset the conversation and start fresh, click Start over at the top of the panel.Limitations
Cosmos is a read and query assistant — it surfaces information, it does not take actions on your behalf. It cannot create jobs, edit settings, or make calls. It also cannot access call data managed by the AI CSR (Maya); for call metrics and outcomes, use the AI CSR operations hub at/receptionist.
Cosmos works best on desktop. Some portal surfaces display a prompt to open on desktop for editing or configuration tasks.
How Cosmos differs from the AI CSR
| Cosmos Assistant | AI CSR (Maya) | |
|---|---|---|
| Surface | In-portal sidebar panel | Inbound phone calls |
| Who it talks to | You (the business owner or dispatcher) | Your customers (callers) |
| What it does | Answers questions about your portal data | Books jobs, handles FAQs, transfers callers |
| Setup required | None — available immediately | 5-step onboarding |