kitio.aiAdded Nov 5, 2026
Serif
Free trial · $30/moAI agents that handle email, document collection and follow-ups
What is Serif?
Serif trains AI agents on your rules to handle repetitive email and document work, such as chasing paperwork, answering repeat questions and drafting replies. Real estate, legal, insurance, accounting and support teams use it to cut inbox time.
Agents read threads, pull attachments, run lookups, apply your policies and write replies around the clock, and route anything uncertain to the right person. Typical jobs include closing file collection, engagement letters, claims packets, intake and quoting.
The setup has three stages: diagnose which workflows to automate, train agents on how you work, then run them. Serif says email is never used to train models or stored on its servers, and it holds SOC 2 Type II, CASA Tier 2, HIPAA and GDPR credentials.
Features
- Document collection and follow-up
- Email triage and drafting
- Policy-based replies
- Human escalation
- Meeting recorder and knowledge base
Tags
Releases
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Organization
Serif
Listed by kitio.ai · unverified owner
Pricing
- Pricing model
- Free trial
- Paid options from
- $30/mo
- Billing frequency
- Monthly
- Free trial duration
- 7 days
Serif plans
Lite
$30/mo
- Email triage and drafting
- Meeting recorder
- Task manager and knowledge base
Standard
$50/mo
- 5x Lite usage
- True Voice replies
Team
$50/mo
- Per user
- Pooled usage
- Shared playbooks
- Priority support
Pro
$200/mo
- 20x Lite usage
- Dedicated support
Enterprise
Contact sales
- Custom AI models
- SSO, SCIM and RBAC
- Custom data retention
Prices in USD, checked Nov 5, 2026. Plans change often, so confirm on the Serif site.Official pricing
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Pros and cons
Pros
- Keeps chasing until files are complete
- Escalates unclear cases to people
- Strong security credentials
Cons
- Usage limits tied to plan tier
- Pro tier costs $200 a month
- Needs time to train on your workflows
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Q&A
What is Serif?
Serif trains AI agents on your rules to handle repetitive email and document work, such as chasing paperwork, answering repeat questions and drafting replies. Real estate, legal, insurance, accounting and support teams use it to cut inbox time.
Does Serif store or train on my email?
Serif states that your email is never used to train models or stored on its servers, and what it learns is encrypted at rest.
Is there a Serif plan for teams?
Yes. The Team plan is billed per user with pooled usage, shared playbooks and central billing.
How much does Serif cost?
Serif is free trial, with paid plans from $30/mo. There is a 7-day free trial.
Is there a free version of Serif?
No, but you can try it free for 7 days before paying.
What are the main features of Serif?
Document collection and follow-up, Email triage and drafting, Policy-based replies, Human escalation, Meeting recorder and knowledge base.
Who makes Serif?
Serif is made by Serif.
What are the best alternatives to Serif?
Popular alternatives include Zapier, n8n, Manus.