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Q&A:Serval CEO谈构建ServiceNow的AI原生替代品
Serval定位为ITSM的AI原生替代品,其Catalyst更新可分析工单历史等数据,简化工作流自动化。客户包括Spotify、Fox等,估值约10亿美元。
AI推荐理由 介绍Serval的AI原生ITSM平台及最新产品Catalyst,包含客户和融资信息,对AI应用落地有参考价值,但内容偏向商业宣传。
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自两年前推出以来,Serval已将自己定位为现有IT服务管理软件供应商的“AI原生”替代品,承诺简化帮助台工作流程的自动化。
Serval的ITSM平台包括一个工作流构建器,使用自然语言界面构建基于代码的工作流。虽然Freshworks和ServiceNow等供应商的产品中也有工作流自动化工具,但Serval声称其方法使自动化重复性任务比手动完成更快,从而自动解决更多工单。
Serval——其客户现在包括Spotify、Fox和Live Nation——已从红杉资本等获得大量风险投资,最近估值约为10亿美元。
凭借其最新产品更新Catalyst(上周全面上市),Serval承诺承担更多构建和部署工作流自动化所需的工作。这包括分析工单历史和其他数据以识别要自动化的流程,然后配置设置和连接集成以帮助将这些自动化投入生产。
Catalyst还允许管理员创建长期运行的后台代理,使用历史工单和其他数据检测问题,在员工遇到问题之前提出修复建议,据Serval称。用例示例包括识别安全漏洞、回收未使用的软件许可证以及修复失败的工作流。
《计算机世界》采访了Serval首席执行官兼联合创始人Jake Stauch,讨论了公司的IT自动化方法以及Serval认为如何与成熟的ITSM供应商区分开来。
以下文字记录经过编辑和压缩以保持清晰。
IT团队在解决员工请求时面临的最大挑战是什么?“传统的ITSM工具旨在跟踪工单;Serval旨在解决请求。这些工具在说明您有工作要做方面做得很好,但这对于员工来说没有任何作用。员工支持的问题实际上在于自动化:必须有人去构建员工所需的所有自动化。
“从历史上看,自动化在ITSM中作为事后想法构建,使用拖放式工作流构建器。您构建这些巨大的流程图;它们需要数月时间构建,然后必须有人维护它们。但是,当业务流程发生变化,或者密码重置有了新的审批步骤时,会发生什么?您正在对所有不同的工作流进行手术。
“我们的差异化在于使自动化更容易。我们认为构建自动化的最佳方式不是拖放式工作流构建器,而是让AI做它最擅长的事情,即编写代码。我们的代码生成代理为大型企业构建工作流,不仅自动化简单的帮助台请求(如密码重置),还自动化更长的员工旅程,包括入职和离职、工作变更和报告要求。”
Serval平台的主要组件是什么?Catalyst如何融入其中?“您可以将系统视为两个代理,尽管显然这比这更复杂。
“有一个面向员工的帮助台代理。员工可以在Slack、Teams、电话或电子邮件中说‘我被锁在电脑外了’、‘我们的Wi-Fi密码是什么?’或‘我的笔记本电脑停止工作了’——代理会立即解决。
“我们有另一个名为Catalyst的代理,它构建这些自动化。管理员与Catalyst对话,它可以构建任何自动化,如密码重置工作流、入职、离职、报告。然后它帮助部署这些自动化,供帮助台代理解决员工请求,或供团队其他人使用。它甚至构建后台代理,进行调查、从不同系统提取数据、返回报告并提出新工作流。
“旧的工作流构建器更有限,因为它将您的提示转换为代码并创建基于代码的工作流。您可以说‘我想要一个重置Microsoft Entra密码的工作流’,它可以构建。
“使用Catalyst,您可以说‘为我们拥有的所有不同身份提供商构建一堆密码重置工作流’,它将为Okta、Google和Microsoft构建工作流,并了解已经构建的内容。
“它还可以利用其他系统构建仪表板。它可以分析我的ServiceNow数据并构建显示所有信息的图表,然后根据其研究提出自动化建议。它可以更进一步构建用户界面。如果您说‘我想要一个为用户订购笔记本电脑的表单’,它可以构建该表单,然后您可以在整个公司部署用于设备采购。
如果Serval的AI代理行为不符合预期怎么办?有哪些保障措施防止它们采取意外行动?“Serval的架构围绕权力分离构建:一个代理构建自动化,另一个代理使用它们。Catalyst仅限管理员使用,并编写确定性的、基于代码的工作流。最终用户与之交互的帮助台代理只能调用管理员已发布的那些工作流;它不能创建新工作流或超出该预先批准的范围。
“每个工作流都带有自己的权限和审批门,不受LLM判断的影响。这意味着,虽然帮助台代理可以自由推理员工请求,但它采取的任何行动都可以追溯到特定的工作流运行,审计员可以审查审批和底层代码。
“这种组合——确定性工具加上构建工具代理与使用工具代理之间的隔离——使IT团队能够获得AI的好处,而无需将广泛的系统访问权交给实时做出判断的模型。”
ServiceNow和其他ITSM供应商也在其平台中添加AI代理和代理构建工具。Serval的方法有何不同,什么能阻止这些公司……
复制它? “区别不在于Serval有AI而传统厂商没有。而在于Serval从第一天起就是AI原生的,而不是把代理层叠加到为前AI世界设计的、积累了二十年的自定义表、业务规则和工作流逻辑之上。这种累积的复杂性正是如今在传统平台上即使简单的自动化变更也变得缓慢而昂贵的原因;在上面加一层AI并不会让它消失。
“这才是真正的复制障碍。并不是ServiceNow和其他现有厂商不能提供构建代理的功能;其中几家已经有了。而是他们的现有客户依赖于建立在旧架构上的多年定制,而现有厂商不能在不破坏客户已经依赖的东西的情况下将其拆除。
“Serval从一开始就同时构建了自动化引擎和记录系统,没有遗留结构,因此构建工作流、执行治理、捕获改进未来自动化的数据都发生在一个地方,而不是跨系统拼接。
“这也是为什么我们的许多客户选择完全替换他们现有的ITSM工具,而不是将Serval作为附加层运行。当Serval是记录系统,而不是其上的一个层时,每个工单和工作流都会随着时间推移直接反馈到更好的自动化建议中。”
Serval可以部署在ServiceNow或其他ITSM工具之上。这对客户来说能成为长期安排吗? “它可以作为起点——没有人希望那样[长期]。你可能花了六年时间才让ServiceNow实施完成,所以我们不指望你下周就离开它。我们必须给你一条从开始使用Serval那天就获得价值的路径。
“当你这样开始时,Serval会将数据同步回ServiceNow。你可以继续使用ServiceNow——或任何你的遗留ITSM——而Serval作为其上的自动化和编排层。
“在这样做的同时,Serval也是你的记录系统;它将请求记录为工单,并构建配置管理数据库。你最终会得到两个做同样事情的系统,其中一个还在自动化工作,而且不是20年前的。
“如果客户的ServiceNow续约即将到来,一些客户会立即迁移整个平台。如果他们的续约还有几年,他们会采取更慢的方法,在完全迁移之前使用Serval进行编排自动化。”
你看到IT之外的其他企业用例有什么潜力? “我们没有只将Serval用于IT的客户。IT实际上只占Serval中团队的一小部分。我们谈论IT很多,因为IT是这类产品的购买者;他们将其引入组织,然后它传播到其他部门,如人力资源、财务和法律。
“我们的典型客户有13个不同部门部署,包括IT、安全、财务、法律、销售、运营。所以,是的,我们面向IT营销,但IT实际上是进入组织的门户。”
增加的自动化对客户的IT团队有什么影响? “对许多公司来说,最技术性——通常也是最昂贵——的资源是IT团队。然而他们却整天在重置密码和将人员移入组。这是对他们才能和能力的浪费。
“我们的客户发现,当管理员不再需要做那些工作时,他们可以将他们部署到整个组织。他们可以将AI带到不同职能,并作为内部部署的工程师,为业务的其他部分构建自动化。你使他们成为构建者而非工单接收者,并将IT职能从服务职能转变为构建职能。”
随着自动化更多此类工作,客户会减少IT人员吗? “我们持续看到的是重新部署,而不是减少。自动化释放了管理员的时间——在Perplexity的案例中[一个Serval客户],每个管理员每天一到两个小时——这些时间被重新投资于为业务其他部分构建自动化:人力资源、财务、法律、安全和工程。在许多情况下,与其说是IT缩小,不如说是IT跟上公司其他部门的人员增长,而无需增加自己的员工。
“自动化并不意味着管理员完全退出。他们仍在验证工作流并批准那些触及敏感系统的工作流。改变的是他们这样做,而不是手动重置密码或第一百次配置Slack频道。
“我们看到的是对IT所拥有技能的无限需求,因此当工单被自动化,IT团队可以在Serval中构建出色的工具时,他们对组织变得更有价值,而不是更少。”
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Since launching two years ago, Serval has positioned itself as an “AI-native” alternative to incumbent IT service management (ITSM) software vendors, promising to simplify the automation of helpdesk workflows.
Serval’s ITSM platform includes a workflow builder that uses a natural language interface to build code-based workflows. While vendors such as Freshworks and ServiceNow also have workflow automation tools in their products, Serval claims its approach makes automating a recurring task quicker than completing it manually, resulting in more tickets resolved automatically.
Serval — whose customers now include Spotify, Fox, and Live Nation — has received significant venture funding from Sequoia and others, and was most recently valued at around $1 billion.
With its latest product update, Catalyst — made generally available last week — Serval promises to take on more of the work needed to build and deploy workflow automations. That includes analyzing ticket histories and other data to identify processes to automate, then configuring settings and connecting integrations to help put those automations into production.
Catalyst also lets admins create long-running background agents that detect problems using historical tickets and other data, proposing fixes before employees even run into an issue, according to Serval. Use case examples include identifying security vulnerabilities, reclaiming unused software licenses, and repairing failed workflows.
Computerworld spoke to Serval CEO and co-founder Jake Stauch about the company’s approach to IT automation and how Serval believes it can differentiate from established ITSM vendors.
The following transcript has been edited and condensed for clarity.
What are the biggest challenges IT teams face when resolving employee requests? “Traditional ITSM tools are built to track tickets; Serval is built to resolve requests. These tools do a very good job of saying that you have work to do, but that doesn’t do anything for the employee. The problem with employee support is really around automation: somebody has to go and build all the automations employees need.
“Historically, automations have been built in ITSMs as an afterthought, with drag-and-drop workflow builders. You build out these giant flow diagrams; they take months to build and then someone has to maintain them. But what happens when the business process changes, or you’ve got a new approval step for password resets? You’re doing surgery on all these different workflows.
“Where we differentiate is making automation easier. We think that the best way to build automations is not a drag-and-drop workflow builder, but letting AI do what it does best, which is to write code. Our code generation agent builds workflows for large enterprises to automate not just simple help desk requests, such as password resets, but longer employee journeys, including onboarding and offboarding, job changes, and reporting requirements.”
What are the main components of the Serval platform? And how does Catalyst fit in? “You can think of the system as two agents, though obviously it’s more complicated than this.
“There’s a help desk agent for employees. An employee can say, ‘I’m locked out of my computer,’ ‘What’s our Wi-Fi password?’ or ‘My laptop stopped working,’ in Slack and Teams, over the phone, or via email — and the agent resolves it right there.
“We have a separate agent, called Catalyst, that builds those automations. Admins talk to Catalyst, which can build any automation, like password reset workflows, onboarding, offboarding, reporting. Then it helps deploy them either for the help desk agent to resolve employee requests, or for others on the team to use. It even builds background agents that do investigations, pull data from different systems, and come back with reports and propose new workflows.
“The old Workflow Builder was more limited, in that it translated your prompt into code and created a code-based workflow. You could say, ‘I want a workflow that resets a Microsoft Entra password,’ and it could build that.
“With Catalyst, you can say, ‘Build a bunch of password-reset workflows for all the different [identity providers] that we have,’ and it’ll build workflows for Okta, Google, and Microsoft, with awareness of what’s already been built.
“It can also tap into other systems to build dashboards. It can analyze my ServiceNow data and build charts showing all the info, and then propose automations based on its research. It can go a step further and build user interfaces. If you say, ‘I want a form for ordering laptops for users,’ it can build that form, which you can then deploy for equipment purchases across the company.
What happens if Serval’s AI agents don’t behave as expected? What safeguards are in place to prevent them from taking unintended actions? “Serval’s architecture is built around a separation of powers: one agent builds automations, and a separate agent uses them. Catalyst is gated to admins only and writes deterministic, code-based workflows. The help desk agent that end users interact with can call only the workflows that admins have already published; it cannot create new workflows or reach outside that pre-approved scope.
“Every workflow carries its own permissions and approval gates that aren’t subject to LLM judgement. This means that while the help desk agent reasons freely over the employee request, any action it takes can be traced to a specific workflow run, and auditors can review both the approvals and underlying code.
“That combination — of deterministic tools plus an air gap between the agent that builds the tools and the agent that uses tools — is what lets IT teams get the benefits of AI without handing broad system access to a model making judgment calls in real time.”
ServiceNow and other ITSM vendors are also adding AI agents and agent-building tools to their platforms. What is different about Serval’s approach, and what would prevent these firms from replicating it? “The difference isn’t that Serval has AI and legacy vendors don’t. It’s that Serval was built AI-native from day one, rather than layering agents onto two decades of custom tables, business rules, and workflow logic designed for a pre-AI world. That accumulated complexity is exactly what makes even simple automation changes slow and expensive on legacy platforms today; adding an AI layer on top doesn’t make it go away.
“That’s the real barrier to replication. It isn’t that ServiceNow and other incumbents can’t ship agent-building features; several already have. It’s that their existing customers depend on years of customization built on the old architecture, and incumbents can’t tear that out without breaking what those customers already rely on.
“Serval built the automation engine and the system of record together from the start, with no legacy structure, so building a workflow, enforcing governance, and capturing the data that improves future automations all happen in one place, instead of being stitched together across systems.
“That’s also why many of our customers choose to fully replace their incumbent ITSM tool rather than run Serval as an add-on layer. When Serval is the system of record, not a layer on top of one, every ticket and workflow feeds directly back into better automation suggestions over time.”
Serval can be implemented on top of ServiceNow or another ITSM tool. Can that be a long-term arrangement for customers? “It can be as a starting point – no one wants it that way [longer term]. It may have taken you six years to get ServiceNow implemented, so we don’t expect you to get off it next week. We have to give you a path to get value out of Serval on the day you start.
“When you begin that way, Serval syncs data back into ServiceNow. You can continue to use ServiceNow — or whatever your legacy ITSM is — with Serval as the automation and orchestration layer on top.
“While it’s doing that, Serval is also your system of record; it records requests as tickets, and builds out the configuration management database. You end up with two systems doing the same thing, one of which is also automating the work and isn’t 20 years old.
“Some customers migrate the whole platform immediately, if their ServiceNow renewal is coming up. If their renewal is years into the future, they take a slower approach, using Serval for orchestration automation before the full migration.”
What potential do you see for other enterprise use cases outside of IT? “We don’t have any customers that only use Serval for IT. IT actually accounts for a minority of the teams in Serval today. We talk so much about IT because IT is the buyer of this product of this category; they bring it into the organization and it spreads to other departments, to HR and finance and legal.
“A typical customer of ours has 13 different departments deployed including IT, security, finance, legal, sales, operations. So, yes, we market towards IT, but IT is really the gateway into the organization.”
What impact does increased automation have on customers’ IT teams? “For a lot of companies, the most technical — and often most expensive –\— resource is the IT team. Yet they spend their day resetting passwords and moving people into groups. It’s a waste of their talent, of their capabilities.
“Our customers find that when admins no longer have to do that work, they can deploy them across the organization. They can bring AI to different functions, and act as internally deployed engineers that build automations for the rest of the business. You’re enabling them to be builders versus ticket takers, and transforming the IT function from a service function to a building function.”
Do customers reduce IT headcount as they automate more of this work? “What we’re consistently seeing is redeployment, not reduction. Automation frees up admins’ time — in Perplexity’s case [a Serval customer], one to two hours a day per admin — and that time gets reinvested into building automations for the rest of the business: HR, finance, legal, security, and engineering. In a lot of cases, it’s less about IT shrinking and more about IT keeping pace with headcount growth everywhere else in the company without having to add staff of its own.
“Automation doesn’t mean admins step away entirely. They’re still verifying workflows and approving the ones that touch sensitive systems. What changes is that they’re doing that instead of manually resetting a password or provisioning a Slack channel for the hundredth time.
“What we’re seeing is an unlimited demand for the skills that IT possesses, and so when tickets get automated and IT teams can build amazing tools in Serval, they become even more valuable to their organization, not less.”
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