sales-swai（销售斯瓦伊）

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

1. What's your role?

- A) Agency owner / partner - B) Marketing manager - C) Sales rep / founder - D) Developer / technical - E) Other

1. 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.*

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. 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.md with 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:

1. Explains how to set the goal in SWAI ("I need more qualified leads for consulting services")
2. Walks through how SWAI will create landing pages, email sequences, and chat widget
3. Configures AI assistant for lead qualification
4. Sets up Cal.com integration for booking discovery calls
5. 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:

1. Explains the white-label partner program options
2. Walks through branding setup (logo, colors, domain)
3. Configures client account management
4. Sets up partner community access and support channels
5. 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:

1. Creates a new landing page in SWAI's native builder
2. Adds AI-powered form that qualifies leads based on responses
3. Configures lead routing (qualified → Cal.com booking, unqualified → nurture sequence)
4. Adds tracking scripts (Google Analytics, Facebook Pixel)
5. 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.