Swashi quick start: your first hour

This guide takes you from a new account to a running campaign in about an hour. You will teach Swashi your business, connect your website, find your first leads and start your first email campaign.

Each step links to a detailed page if you want to go deeper.

#Before you start

Have these ready:

• Your website address, plus any brochure, price list or company profile you want Swashi to learn from.
• For email outreach, a mailbox you can send from. For Gmail, you will need an App Password (created in your Google Account under Security), not your normal password.
• An idea of who you want to reach: the role or industry, and the city, state or country.

#Step 1: Create your account

1. Go to swashi.io and start free, or sign in at app.swashi.io.
2. Every new account receives 20 free leads at signup.
3. To try the paid features, open Billing and click Start Free Trial on the Starter plan. The trial lasts 7 days.

During the trial, limits are deliberately small: 20 leads, 50 outreach sends, 1 mailbox and 10 voice calls. Lead export, Google Sheets sync and Branding Media uploads are turned off until you are on a paid plan.

#Step 2: Set up your Business Brain

The Business Brain is what every agent reads before it writes or speaks for you. Do this first.

1. Open User Settings and scroll to Business Brain.
2. Click Generate with AI. Swashi reads your website and drafts the Brain for you.
3. Review the drafted fields, such as What does your business do?, Services and Brand tone of voice, and fix anything that is wrong.
4. Click Save Business Brain. Every agent updates at once.

The panel shows Steps to reach 100%, so you can see what is still missing. Read Business Brain for what each field does.

#Step 3: Connect your website

1. Open Website Settings in the sidebar.
2. Add your site. WordPress uses your site address and an Application Password. Shopify, Webflow, Wix, Squarespace and custom webhooks are also supported.
3. For each site, choose the publish target (draft or live) and whether auto-publish is on.

Your site's language is detected automatically. Full instructions are in Connect your website.

#Step 4: Find your first leads

1. Open Lead Generation.

2. Type the role or industry you want, such as a decision-maker title, and choose your market: a city, a state or a whole country.

3. Click Filters to narrow the list. Start with ICP tier A, then add B if you want more.

4. Click Find leads. Swashi searches, then checks every email before the lead reaches you.

   

The credits bar shows how many lead credits you have used this month. See Find leads and ICP tiers.

#Step 5: Connect a sending account

1. Open Email Outreach.

2. Connect a sending account: Gmail, Brevo, SendGrid or any SMTP server.

   

3. Swashi starts warming the account up straight away. The account card shows the warm-up day and today's safe daily limit, which grows automatically.

#Step 6: Start your first campaign

1. In Email Outreach, create a new campaign.

2. Audience: choose who to contact first. Start with tier A, then add B. Pick regions, a niche (optional), how many leads, and the lead source.

   

3. Message: describe your offer in one sentence, choose a persuasion angle, and let AI write all four steps of the sequence: an opener, two follow-ups and a final close.

4. Check the preview, then launch.

Follow-ups go out on day three, six and nine unless the lead replies. Every email carries an unsubscribe link and is checked against your suppression list. Replies arrive in the Unified Inbox.

#Step 7: Check the Business page

Open Business in the sidebar. You will see:

• Your AI Workforce and what each agent is doing.
• Unlock more of Swashi, a checklist of setup steps you have not finished yet.
• Needs Your Attention, where replies and callback requests appear.

Learn more in Business page.

#What to set up next

• Social media: connect LinkedIn, Facebook or Instagram in Social Studio.
• Phone: switch on the AI Receptionist so calls are answered around the clock.
• Search visibility: connect Google Search Console in SEO AI Rankings.
• Chat: control Swashi from LINE, WhatsApp or Telegram via Bot Channels.

#Next steps

• Business Brain: get your Brain to 100%.
• Find leads: build a list that matches your ideal customer.
• Watch the step-by-step episodes on the tutorials page.