Product
Workflows, dashboard and assistants in one platform
Swiftpilot connects to your data, does work in workflows, shows on the dashboard where you stand and answers questions with assistants. The Pilot sets it all up with you.
Workflows
Work that happens by itself
A workflow starts by itself and does step by step what someone would otherwise do by hand. AI steps read, assess and write. Tools send emails, create contacts and deals in HubSpot, post in Teams or Slack and book appointments. Conditions branch, approvals wait for your team.
- Starts by hand, on a schedule, on an event, through an assistant in a conversation or from your software by webhook
- Steps with AI, tools, conditions and approvals, in parallel too
- A test run that sends, books and changes nothing
- Every run with its history. A workflow that fails five times in a row stops and reports in the work basket
Dashboard
See where your company stands
The dashboard shows what Swiftpilot gets done, what your team has to decide and what it costs. You make cards of your own from your data by talking to the Pilot, from your database too.
- About 40 ready-made modules: enquiries, workflows, ratings, appointments and costs
- Cards of your own from your data, made by talking to the Pilot
- Every card shows on click how it counts
- AI notes on anything unusual, daily or weekly if you like
Work basket
One place for everything your team has to do
Approvals, callback requests, poorly rated answers, broken connections: the work basket collects them, sorts them by urgency and says what to do.
- Approvals, reviews, faults and follow-ups kept apart
- Everyone sees what their role handles and can assign items to a colleague
- What is fixed closes by itself. Urgent things come by email too
Pilot
Set up in conversation instead of menus
The Pilot knows every area of Swiftpilot. You say what you need, and it creates agents, reads websites, drafts workflows, arranges your dashboard and explains what a figure means. It shows every change first, and you confirm it.
- Agents, knowledge, workflows, dashboard, calendar, team and settings
- A preview of every change, many with undo
- Deletes only when you explicitly confirm it
- It can do only what you may do
Knowledge
Your website and your documents as a knowledge base
Swiftpilot reads your website, and again daily, weekly or monthly if you like. Add your documents: manuals, price lists, policies, FAQs.
- PDF, Word, Excel, PowerPoint, text and more
- Knowledge collections per topic, assigned to each agent
- Knowledge gaps: questions that had no answer yet, at a glance
Website assistant
A way in for your customers
One line of code on your website. The assistant answers questions from your knowledge, takes contact requests and appointments and starts workflows. You set its look, greeting and starter questions yourself.
- Pages of your website as sources, rating by thumbs
- Contact form with your opening hours, the conversation by email on request
- Starter questions per page and a short greeting after a few seconds
- File upload, light and dark, full screen on phones
- German and English, usable with screen readers and the keyboard
Databases
Your own data, read safely
Agents and workflows can read your database, for example to give an order status or summarise open items. You approve which tables and columns are visible. Nothing is ever written.
- PostgreSQL, MySQL and SQL Server
- Read only, approved tables and columns only
- Every query is checked against what you approved
- Encrypted connection
invoices
- numberapproved
- customer_idapproved
- amount_eurapproved
- due_dateapproved
- statusapproved
customers
- namenot approved
- ibannot approved
- phonenot approved
And everything else that belongs to it
The things you only miss in everyday work.
Calendar and appointments
The agent offers free times and books them in your calendar. With Calendly it gives free times and the booking link.
Team and roles
Admin, editor, read-only and subject owner, plus roles of your own from over 50 individual permissions.
Four-eyes principle
A colleague approves publishing agents and workflows and changes to knowledge, if you want.
Answer check
Test questions with expected answers show whether an agent still answers correctly after a change.
Moderation
Inappropriate messages are detected and flagged, and senders can be blocked.
German and English
App, chat and emails in both languages. Agents answer in the language of the question.