Workflows, dashboard and AI agents
Swiftpilot does the routine work. You keep the overview.
Swiftpilot connects to your data, does recurring work in sales, service, HR and accounting and shows you on a dashboard where your company stands. Anything that needs a decision goes to your team.
- Hosted in Germany
- Four-eyes approvals
- Every change logged
What changes
Less manual work between your programs
Swiftpilot carries on where a chatbot stops. It reads your data, does the steps behind the question and asks your team before anything important happens.
Enquiries sit in inboxes
until someone has time to read them and pass them on.
Enquiries are taken and routed
with every detail, to the department that needs them.
Figures sit in three programs
and the monthly report is put together by hand.
The figures are on the dashboard
from your own data, up to date every day.
The same questions, every day
answered by people who have other work to do.
Answers come from your documents
around the clock. Whatever stays open goes to your team.
Who approved that?
is somewhere in an email.
Every approval is logged
with name and time.
How it works
Three steps from your data to work done
You set it up by talking to the Pilot, the assistant in Swiftpilot. You say what you need. It shows every change before it applies.
Connect your data
Swiftpilot learns what your company knows and reads what your systems count.
- Your website and your documents
- Your database: PostgreSQL, MySQL or SQL Server, read only and only the tables you approve
- HubSpot, Calendly, Slack, Microsoft Teams, Webex and email
Set up workflows
A workflow starts by itself and does step by step what someone would otherwise do by hand.
- Starts on a schedule, on an event, from your software or from the chat
- Steps that look things up, assess, write and pass on
- Approval by your team wherever you want it
See the results
What happens shows on your dashboard. What your team has to do waits in the work basket.
- Your own cards from your data, made in conversation
- Approvals, callback requests and faults in one place
- Every run traceable: what happened and why
In every department
One tool for the whole company
Swiftpilot is not built for one industry. It works wherever there is data and work that repeats.
Workflow
- The assistant takes their needs and contact details.
- It offers free slots from your calendar.
- The contact lands in HubSpot.
- Sales hears of it in their Teams channel.
On the dashboard
Start
A customer asks about delivery times or reports a problem.
More about this departmentWorkflow
- The assistant answers from your manuals and your website.
- If something stays open, it takes the details.
- A workflow assesses how urgent it is.
- The service team gets everything by email.
On the dashboard
Workflow
- IT and the team lead hear of it in their Teams channel.
- The first working day goes into the calendar.
- A welcome message is drafted.
- Once you approve it, it goes out.
On the dashboard
Workflow
- Read overdue invoices from your database.
- Draft a reminder for each invoice.
- Put the drafts up for approval.
- Once approved, they go to accounting.
On the dashboard
Dependable
You decide what Swiftpilot may do
Only what you want automated runs automatically, and every decision stays traceable.
Approvals
A second person approves important steps and changes before they apply.
Roles and rights
You set per role who may see and change what. The Pilot, too, can only do what its user may.
Audit log
Who changed or approved what and when is in the log, and it can be exported.
Hosted in Germany
Data centres in Germany, regular backups. Every customer has a database of their own.
Your data stays yours
Databases are only read, and only the tables and columns you approve. Swiftpilot deletes conversations after the period you set.
Costs under control
A monthly AI budget with a notice at 80 percent. Usage shows what it was spent on.
In conversation too
An assistant on your website, as one way in among several
Your customers ask on your website and get answers from your content, with the pages of your website the answer comes from listed below it. If the assistant finds nothing, it says so and takes the request for your team. It books appointments right in the chat.
The chat is one way to start a workflow. The others:
- Website chat
- Schedule
- Event in Swiftpilot
- Your software
- By hand
How long does delivery to Austria take?
We deliver to Austria in 3 to 5 working days. Shipping is free from €150.
Source: Shipping and delivery
And if I need it by Friday?
I have nothing certain on that. I am happy to pass your question to our team. Who should they contact?
Works with the tools you already have
Swiftpilot connects to your CRM, your calendar, your chat tools and your databases. The catalogue keeps growing.
- HubSpot
- Calendly
- Slack
- Microsoft Teams
- Webex
- PostgreSQL
- MySQL
- SQL Server
- Webhooks
Your software is not listed? Talk to us. All integrations
Try Swiftpilot
Tell us briefly where Swiftpilot should help. We set up a workspace of your own and get in touch with your access.
Request a trial