SWAI Platform Help
Helps the user with SWAI.ai platform questions — from AI campaign setup and landing page building through chat widget configuration, CRM management, email automation, content creation, white-label setup, and analytics.
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated knowledge.
Ask the user:
- What area of SWAI do you need help with?
- A) Campaigns — setting goals, launching AI-driven campaigns - B) Landing pages — building, customizing, adding forms - C) AI chat widget — lead capture, configuration - D) CRM — contact management, tagging, segmentation - E) Email automation — sequences, broadcasts, triggers - F) AI assistants — sales, support, lead gen, appointment scheduling - G) Content tools — AI content creation, optimization - H) White-label — partner program setup, branding - I) Analytics — campaign performance, optimization - J) Integrations — Google, Facebook, Cal.com, third-party tools - K) Something else — describe it
- What's your role?
- A) Agency owner / partner - B) Marketing manager - C) Sales rep / founder - D) Developer / technical - E) Other
- What plan are you on?
- A) Starter (£249/mo) - B) Growth (mid-tier) - C) Elite (£697/mo) - D) Free trial - E) Not sure
If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end.
Step 2 — Route or answer directly
If the request maps to a specialized skill, route:
- Funnel strategy / conversion optimization →
/sales-funnel - Email marketing strategy (not SWAI-specific) →
/sales-email-marketing - Chatbot flow design →
/sales-chatbot - Live chat strategy →
/sales-live-chat - Deliverability / SPF/DKIM →
/sales-deliverability - Tool integration architecture →
/sales-integration
Otherwise, answer directly from platform knowledge below.
Step 3 — SWAI platform reference
Core concept: Goal-driven campaigns
SWAI's differentiator is autonomous campaign execution. You set a goal in plain English — "I need more qualified leads", "I want to launch a webinar", "I want to sell my new service" — and SWAI builds, runs, and optimizes the entire funnel.
How it works:
- Set a goal — describe what you want in natural language
- SWAI plans — AI creates a campaign strategy, selects channels, builds assets
- SWAI executes — landing pages, emails, ads, chat — deployed automatically
- SWAI optimizes — continuous A/B testing and performance tuning
Landing pages
SWAI recently rebuilt its landing page experience (no longer uses a third-party builder):
- Fully customizable — real control over design, content, and layout
- Custom forms powered by AI agents — forms that qualify and route leads intelligently
- Script injection — add tracking pixels, custom JavaScript, advanced features
- Brand-tailored — AI generates pages matched to each brand's identity
- No coding required — visual builder for non-technical users
AI chat widget
- Website embed — add AI-powered chat to any website for lead capture
- AI-driven conversations — handles initial qualification, answers FAQs, captures contact info
- Appointment scheduling — integrates with Cal.com for booking meetings directly from chat
- 24/7 availability — AI handles conversations when team is offline
CRM
- Contact management — track contacts through the customer journey
- AI tagging — automatic contact categorization based on behavior and engagement (full AI tagging on Elite plan)
- Segmentation — filter and target contacts by attributes and behavior
- Contact limits — vary by plan (unlimited on Elite)
Email marketing
- AI-generated campaigns — SWAI creates email content, subject lines, and send schedules
- Automation — trigger-based sequences (welcome, nurture, re-engagement)
- Personalization — dynamic content based on contact data and behavior
- Part of the autonomous system — email campaigns are coordinated with landing pages, chat, and ads as part of the overall goal
AI assistants
SWAI provides AI assistants for multiple business functions:
- Sales assistant — engages prospects, qualifies leads, handles objections
- Customer service — answers support questions, routes complex issues
- Lead generation — identifies and captures new prospects
- Nurturing — maintains engagement with leads over time
- Appointment scheduling — books meetings via Cal.com integration
Content creation
- AI content generation — create marketing copy, social posts, and campaign assets
- Content optimization — AI improves existing content for engagement and conversion
- Multi-format — text, images, and campaign assets
White-label partner program
SWAI offers a white-label program for agencies and service providers:
- Branded experience — your logo, colors, domain
- Client management — manage multiple client accounts from one dashboard
- Private community access — partner community for support and networking
- White glove onboarding — dedicated setup assistance
- 24/7 support — round-the-clock partner support
- Monthly strategy sessions — available on higher tiers
Analytics
- Campaign performance — track results across all channels (email, landing pages, chat, ads)
- Continuous optimization — AI identifies underperforming elements and suggests or makes changes
- Revenue attribution — connect campaign activity to revenue outcomes
Integrations
- Google Marketing — Google Analytics, Google Ads, Google Tag Manager
- Facebook — Facebook Pixel, Facebook Ads
- Cal.com — appointment scheduling and booking
- Rewardful — affiliate and referral program management
- Trackdesk — analytics and user behavior tracking
Pricing
*Best-effort — verify current pricing at swai.ai.*
| Feature | Starter (~£249/mo) | Growth | Elite (~£697/mo) |
|---|---|---|---|
| AI campaign execution | Basic | Advanced | Full |
| Contacts | Limited | More | Unlimited |
| AI tagging | Limited | More | Full |
| Landing pages | Included | Included | Included |
| Support | Standard | Priority | Dedicated + strategy sessions |
Free 14-day trial available with $5 credit and full executive experience.
Step 4 — Actionable guidance
Based on the user's specific question:
- Step-by-step instructions — walk through the task in SWAI
- Configuration tips — specific settings and options to optimize
- Common pitfalls — what can go wrong and how to avoid it
- Verification — how to confirm the setup is working
Gotchas
*Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.*
- Don't expect full control on lower plans. AI tagging, unlimited contacts, and dedicated support are gated to higher tiers. Ask about the user's plan before recommending features.
- SWAI is not a traditional marketing tool. Users coming from Mailchimp or ActiveCampaign expect manual campaign builders. SWAI's value is autonomous execution — setting goals and letting AI handle the rest. Fighting the autonomous approach reduces value.
- Landing page builder was recently rebuilt. If the user references third-party landing page issues or old workflows, note that SWAI now generates pages natively with full customization.
- No public API documented. As of research, SWAI does not have public API documentation. Users needing programmatic access should contact SWAI support.
- Integrations are limited compared to mature platforms. SWAI integrates with Google, Facebook, Cal.com, and Rewardful — but doesn't have native CRM connectors (Salesforce, HubSpot) or Zapier. Users needing complex integrations may need to combine SWAI with other tools.
- Self-improving: If you discover something not covered here, append it to
references/learnings.mdwith today's date.
Related skills
/sales-funnel— Funnel strategy and optimization (platform-agnostic)/sales-email-marketing— Email marketing strategy (opt-in, broadcasts, automation)/sales-chatbot— Chatbot flow design and conversational automation/sales-live-chat— Live chat widget setup and optimization/sales-deliverability— Email deliverability (SPF/DKIM/DMARC, warmup)/sales-integration— Connect tools with webhooks, Zapier, native integrations/sales-do— Not sure which skill to use? The router matches any sales objective to the right skill. Install:npx skills add sales-skills/sales --skill sales-do
Examples
Example 1: Launch an AI-driven lead generation campaign
User says: "I want to generate more qualified leads for my consulting business using SWAI" Skill does:
- Explains how to set the goal in SWAI ("I need more qualified leads for consulting services")
- Walks through how SWAI will create landing pages, email sequences, and chat widget
- Configures AI assistant for lead qualification
- Sets up Cal.com integration for booking discovery calls
- Explains how to monitor campaign performance and optimization Result: Autonomous lead generation campaign running with landing page, email, and chat
Example 2: Set up white-label for an agency
User says: "I'm an agency and I want to offer SWAI to my clients under my brand" Skill does:
- Explains the white-label partner program options
- Walks through branding setup (logo, colors, domain)
- Configures client account management
- Sets up partner community access and support channels
- Plans onboarding for first client Result: White-label SWAI instance branded for the agency with client management
Example 3: Build a landing page with AI-powered forms
User says: "I need a landing page for my new service that captures and qualifies leads automatically" Skill does:
- Creates a new landing page in SWAI's native builder
- Adds AI-powered form that qualifies leads based on responses
- Configures lead routing (qualified → Cal.com booking, unqualified → nurture sequence)
- Adds tracking scripts (Google Analytics, Facebook Pixel)
- Tests the page and form flow end-to-end Result: Landing page with intelligent lead qualification and automated follow-up
Troubleshooting
Campaign not generating results
Symptom: AI campaign is running but not producing leads or conversions Cause: Goal may be too vague, target audience not well-defined, or insufficient optimization time Solution: Refine the goal with more specific language (include target audience, desired action, and timeline). Check that landing pages and chat widget are receiving traffic. Allow at least 1-2 weeks for AI optimization to take effect.
Landing page forms not capturing leads
Symptom: Page gets traffic but form submissions are low Cause: Form is too long, AI agent questions are unclear, or page design doesn't drive action Solution: Reduce form fields to essentials (name, email, key qualifier). Review AI agent conversation flow for clarity. Ensure the page has a clear value proposition above the fold.
Chat widget not appearing on website
Symptom: Widget installed but doesn't show on the site Cause: Script not properly embedded, caching issue, or content security policy blocking Solution: Verify the embed script is in the page's <head> or <body>. Clear site cache and CDN cache. Check browser console for CSP errors — add SWAI's domain to your CSP allow list. Test in incognito mode to rule out ad blockers.