sales-swai

What this skill does

# 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:

1. **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

2. **What's your role?**
   - A) Agency owner / partner
   - B) Marketing manager
   - C) Sales rep / founder
   - D) Developer / technical
   - E) Other

3. **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:**
1. **Set a goal** — describe what you want in natural language
2. **SWAI plans** — AI creates a campaign strategy, selects channels, builds assets
3. **SWAI executes** — landing pages, emails, ads, chat — deployed automatically
4. **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:

1. **Step-by-step instructions** — walk through the task in SWAI
2. **Configuration tips** — specific settings and options to optimize
3. **Common pitfalls** — what can go wrong and how to avoid it
4. **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. User