Business Brain: teach every Swashi agent your business
Set up the Swashi Business Brain: what to fill in, how to upload brand files, and how every AI agent uses it to write, speak and sell for your business.
- 1Open the Business Brain. Go to User Settings and scroll to the Business Brain section, or click Manage on the Business Brain card of the Business page.
- 2Draft it from your website. Click Generate with AI; Swashi reads your site and fills in the fields for you to review.
- 3Complete Identity & Story. Check your business name, description, industry, website, country, timezone, contact details and brand tone of voice.
- 4Complete Knowledge, Operations & Manager. Add services, products, pricing notes, objection handling, policies, business hours, meeting rules and when a human should take over.
- 5Save. Click Save Business Brain; both sections are saved and every agent updates instantly.
- 6Upload Branding Media. On a paid plan, drag in your logo, company profile, brochures and brand images, then choose which outputs each file trains.
- 7Add Smart FAQs. Click Generate or Add manually to give your receptionist and agents approved answers to common questions.
The Business Brain is where you teach Swashi about your business, once, so every AI agent writes, speaks and sells the same way. Your articles, social posts, images, outreach emails, AI Receptionist, voice calls and chatbots all read the same Brain.
Set it up before anything else. A complete Brain is the biggest single improvement you can make to what your agents produce.
Before you start
- Have your website address ready. Swashi can draft most of the Brain from it.
- Gather your logo, company profile, brochure and price list. Uploading brand files needs a paid plan.
- Know your business hours, meeting rules and booking link if you plan to use the AI Receptionist.
Where to find it
Open User Settings in the sidebar and scroll to Business Brain. You can also click Manage on the Business Brain card of the Business page, which shows your Setup completeness.
Set up your Business Brain
- Click Generate with AI. Swashi reads your website and shows Drafted from your website — review below, then Save.
- Review section 1 · Identity & Story.
- Review section 2 · Knowledge, Operations & Manager.
- Click Save Business Brain. This saves both sections at once and updates every agent instantly. You will see a confirmation that the new Brain version is live across all agents.
You can also save each section on its own with Save Identity or Save Knowledge.
What to fill in
1 · Identity & Story
| Field | What to enter |
|---|---|
| Business name | The name your agents introduce. |
| What does your business do? | A plain description of your offer and who it serves. |
| Industry, Website, Country, Timezone | Basic facts used for targeting and scheduling. |
| Contact person, Contact email, Phone | Who customers should reach. |
| Meeting/booking link | The link agents share when someone wants to book. |
| Brand tone of voice | For example Professional, Friendly, Luxury, Corporate, High Energy, Healthcare or Consultative. |
| Your Business Role | Your role, such as Founder, Owner or Sales. |
| Creator identity for social cards | The creator name and LinkedIn, Facebook and Instagram handles shown on social cards. |
2 · Knowledge, Operations & Manager
| Field | What to enter |
|---|---|
| Services / Products | One per line. |
| Pricing notes | One per line. Agents use these when customers ask. |
| Objection handling | Common pushbacks and how you answer them. |
| Policies | Refunds, cancellations, guarantees. |
| Business hours, Location | When and where you operate. |
| Calendar you use, Meeting rules, Buffer between meetings | How meetings should be booked. |
| When should a human take over? | The moments your agents should hand off to a person. |
| Sales objectives, Closing style | What a successful conversation looks like. |
| Company values, Anything else your AI should know | Extra context for every agent. |
| Languages you serve | One per line. |
You can also set the Personality, the Conversation goal (Receptionist, Book Meetings, Sales, Lead Qualification, Support or Mixed) and Lead capture (Capture All, Balanced or Only Qualified).
Tip:The Steps to reach 100% list tells you exactly what is missing, such as adding policies, adding more FAQs or uploading brand files.
Upload Branding Media
Branding Media lets your AI learn from your files. Drag in files or click to browse. Swashi groups them as:
- Company Profile: logo, about, FAQs, contact.
- Company Documents: brochures, services, pricing. Facts are extracted from these.
- Brand Assets: images and creatives. Swashi learns your visual style from these.
Each file has four training targets: Social, Website, Email and Voice. Tap them to choose which outputs learn from that file. A file must train at least one output. If you do not want it used, delete it instead. Changes reach your agents within a minute.
Note:Branding Media is a paid feature and is not available during the free trial.
Add Smart FAQs
Smart FAQs are approved answers your receptionist and every agent use on real calls. Click Generate to draft them, or Add manually. The panel also shows what callers asked your receptionist, so you can turn real questions into approved answers.
How agents use the Brain
The Brand Metrics panel shows how the Brain powers your agents: receptionist answers, Voice AI pitches, outreach emails, articles and socials, brand-style images, and ICP targeting. In practice:
- Lead Generation starts every search from the ideal customer profile in your Brain.
- Outreach and social drafts are written in your brand voice.
- The AI Receptionist answers questions from your Brain and Smart FAQs.
- Images follow the visual style learned from your brand assets.
Under Your AI Team in Settings, each agent shows ON BRAIN once the Brain is live, or NEEDS BRAIN if it is not set up.
For websites, the Brain is applied per site. You opt each site in under Website Settings. See Connect your website.
Important:Uploads are checked before they are stored. Adult, illegal, drug or gambling content is refused and never stored.
Next steps
- Set up the AI Receptionist, which answers from your Brain.
- Shape your article voice with Writer personas and style.
- Learn more on the Business Brain feature page.
Frequently asked questions
What is the Business Brain in Swashi?+
The Business Brain is the one place Swashi learns your business. You add your details and brand files once, and every agent, including articles, social posts, images, outreach emails, the voice receptionist and the chatbots, uses the same Brain.
Do I have to fill in the Business Brain by hand?+
No. Click Generate with AI and Swashi drafts the Brain from your website. You then review the fields, correct anything wrong and click Save Business Brain.
How quickly do agents use my changes?+
Saving the Business Brain updates every agent instantly. Changes to which outputs a Branding Media file trains reach your agents within a minute.
Can I upload brand files during the free trial?+
No. Branding Media uploads (logo, PDFs, brand imagery) are available on paid plans, not during the free trial. You can still fill in and save the Brain fields.
Is every file I upload accepted?+
Uploads are checked before they are stored. Adult, illegal, drug or gambling content is refused and never stored.