Engagements

The engagement is the central unit of work in Servantium. Every client project lives inside an engagement, from the initial lead through delivery and close-out. Engagements hold your notes, quotes, documents, and resource plans in one place.

Creating an engagement

The engagement workspace

When you open an engagement, you see a tabbed workspace containing persistent tabs for all core data modules (like Quotes, Documents, and Project Plans). These tabs are always available unconditionally, providing easy access to empty states and ensuring direct links never break.

Info tab

The Info tab is always visible. It contains:

• Name — The engagement’s display name, visible in the dashboard and engagement list.
• Account — The client company. Search accounts with real-time typeahead matching, or click the add (+) button to create a new account inline.
• Contact — The primary contact at the client. Uses linked typeahead search scoped to the selected account, with instant matching by name, email, or phone, a clear button, and inline contact creation. Selecting or clearing an account automatically updates available contact choices.
• Type — The engagement template (if one was selected at creation). Changing the template updates the custom fields displayed below.
• AI Context Extraction — When a template is selected and notes exist, click the AI icon next to the Type dropdown to have AI read your notes and auto-fill the template fields.
• Custom fields — Template-driven fields that vary by engagement type. These can include text fields, chip selectors (single or multi-select), sliders, nested templates, and image selectors.

Similars tab

The Similars tab appears once you have notes on the engagement. It shows past engagements that are semantically similar to the current one, found through vector search on note embeddings.

Each similar engagement displays as a summary card with the engagement name, account, and key details. Use these to:

• Reference how you priced comparable work
• See what resources were assigned to similar projects
• Learn from delivery outcomes on past engagements

Notes tab

The Notes tab shows all notes attached to the engagement, sorted by date. Notes are the raw context from every client interaction. See the Notes & AI guide for full details.

Snippets tab

The Snippets tab allows you to link reusable blocks of content to your engagement. Snippets are rendered in unified Snippet Cards with live modified indicators, inline preview/edit controls, and scoped notes collaboration. Snippets are categorized into distinct types, and the platform provides a unified rich editing experience for each:

• Text: Static content that remains identical across documents (e.g., company history, resumes). Edited via standard plain text fields.
• Markdown (md): Static Markdown text with basic formatting (bold, italics, lists, headings, tables). Includes a visual GFM table assistant to insert, edit, align, and format spreadsheet-like tables directly at your active cursor position.
• AI: Dynamic plain unformatted text generated on the fly for each specific project.
• AI HTML: Complex UI formatting, such as advanced tables, images, or large structured document sections (like Deliverables). HTML snippets feature a live preview with a source code toggle.
• AI Markdown (aimd): Dynamic Markdown content generated on the fly for each specific project requiring basic formatting.

All snippet editors employ a server-silent handshake, preserving your local cursor position and active keystrokes even if incoming server background saves are delayed.

When managing snippets on an engagement:

• Click the Snippet button to link existing snippets, or use the Create Snippet action in the engagement header to quickly draft a new one.
• Each snippet card features a Notes button with a real-time count badge that updates live across open screens. Click the button to open the sliding popout and collaborate on the snippet with your team.
• The content editor dynamically adapts to the selected snippet type. Selecting a Markdown type (md or aimd) instantly swaps the input field to a rich visual editor with a formatting toolbar. Selecting a plain text type instantly switches back to a standard text area. If you change the snippet type while drafting, your active text is perfectly preserved across the transition without any data loss.
• GFM Table Assistant: Markdown and AI Markdown snippets support visual table creation and editing. Click the table icon on the formatting toolbar (or select Edit Table from the right-click menu or hover overlay on visual table blocks) to open the table dialog. You can add, delete, and inline-rename columns, set text alignment (left, center, right), copy formatted TSV tables for Excel or Google Sheets, or paste clipboard tables directly into the dialog or at your active cursor position (Ctrl+V / Cmd+V).
• You can select multiple snippets at once using the searchable multi-selection dialog.
• You can reorder your linked snippets using the up and down arrows on each card to control their sequence.
• Click into a specific snippet to open its dedicated workspace. From here, you can click the AI generate button (sparkle icon) to automatically write or refine its content, or add custom properties at the bottom of the form to track specific metadata.
• When generating snippets via AI, you can request multiple snippets in a single prompt (e.g., “Create an Objectives text snippet and a Deliverables HTML snippet”). The AI intelligently creates them as discrete, separate items rather than bundling them together.
• Targeted AI Retrieval: When instructing the AI to generate a snippet involving pricing, timelines, or client requests, it automatically performs targeted context retrieval to fetch the exact quotes, project plans, or semantic notes from your engagement to ground its response accurately.
• Snippets track their own AI generation status independently of the engagement’s core lifecycle status.

Quotes tab

The Quotes tab lists all quotes for this engagement. Click a quote to open the full quote editor. See the Quotes & Pricing guide for full details.

Documents tab

The Documents tab lists all generated documents (PDFs). Click a document to view it in the built-in PDF viewer. See the Documents guide for full details.

Project Plans tab

The Project Plans tab lists all project plans linked to this engagement. Click a plan to view its tasks and manage the delivery timeline. See the Project Management guide for full details.

Resource Plans tab

The Resource Plans tab shows staffing plans linked to this engagement. See the Resource Planning guide for full details.

Engagement statuses

Engagement statuses are governed by your organization’s Lifecycles.

When you create an engagement, the backend automatically assigns it the default initial status defined by your organization’s lifecycle rules. To ensure consistent workflows and reporting, you cannot manually edit the underlying status field. Instead, you advance the engagement through its lifecycle using the available status transition actions.

Depending on your configuration, this might include standard statuses like Draft, Active, On Hold, and Completed.

Engagement templates

Templates define the structure of an engagement type. They are managed in Settings > Engagement Templates and include:

• Name — A descriptive label (e.g., “Salesforce Implementation,” “Staff Augmentation”).
• Custom fields — A configurable set of fields that capture type-specific data. Field types include text, chip selector, slider, tag, object, boolean, nested template, group, list, and image selector.

Templates can also be generated or modified using AI. Provide natural language instructions describing the engagement type, and Servantium generates the field configuration.

Tags and organization

Engagements support tags for cross-cutting categorization. Tags are organized into color-coded categories (managed in Settings) and can be applied to engagements, resources, quotes, and other objects.

Use tags to filter and group engagements in the main engagement list, for example, by industry, service line, or priority level.

The engagement list

The main Engagements screen (accessible from the sidebar) shows a sortable, filterable table of all engagements in your organization. Columns include:

Column	Description
Engagement	Name of the engagement
Client	Linked account name
Status	Current status chip
Last Modified	Relative timestamp (e.g., “3 days ago”)
Value	Sum of all quote totals for this engagement

Click any row to open the engagement workspace.

What’s next?

• Quotes & Pricing — Build structured pricing for your engagements
• Notes & AI — Capture context and let AI surface insights
• Contacts & Accounts — Manage client relationships
• AI & Intelligence — Understand how AI powers the engagement lifecycle