# Swashi Docs — full text > Swashi is an AI growth platform for businesses: lead generation, email outreach, voice AI calling and an AI Receptionist, social media, website content and SEO/AI-search visibility, ecommerce research, and reports. This file contains every guide from https://swashi.io/docs in reading order. Each guide is also available on its own at https://swashi.io/docs/.md. The guides are also published natively in 17 more languages at https://swashi.io//docs. Prices are not stated here; current prices are at https://swashi.io/pricing. Last updated: 2026-10-20 --- # What is Swashi? An overview of your AI growth team > Learn what Swashi is: an AI growth platform whose agents find leads, send outreach, answer calls, post on social and write website content for your business. Source: https://swashi.io/docs/getting-started/what-is-swashi Section: Getting Started Last updated: 2026-10-20 Swashi is an AI growth platform that gives your business a team of AI agents. The agents find leads, email and call them, answer your phone, publish your social posts and website articles, and report on what worked. You manage all of it from one app at app.swashi.io, in your own language. This page explains what Swashi does, who it is for, and where to go next in these docs. ## How Swashi works Swashi replaces a stack of separate tools with one platform. You describe your business once, and a set of specialized AI agents works from that description. You review the results, step in when a prospect needs a person, and adjust as you go. Three ideas run through the whole product: - **One Business Brain.** You upload your brochure, price list, logo or website once. Every agent (content, social, images, outreach emails, the voice receptionist and the chatbots) reads the same [Business Brain](https://swashi.io/docs/getting-started/business-brain). - **Agents, not just tools.** Each agent has a job, such as finding leads or answering calls. The Business page shows what each one is doing right now. - **Measured numbers only.** When Swashi cannot measure something yet, it shows **Not measured** instead of a made-up figure. A blank is never shown as zero. ## Your AI team Your AI team is made up of these agents. On the Business page, under **Your AI Workforce**, each one shows whether it is **Working**, **Scheduled**, **Ready** or **Needs setup**. | Agent | What it does for you | |---|---| | **Lead Agent** | Finds businesses and decision-makers that match your ideal customer and scores each lead by fit. | | **Outreach Agent** | Writes and sends personalized email sequences from your own mailboxes and collects every reply in one inbox. | | **AI Receptionist** | Answers your Swashi phone number, answers questions, qualifies callers, books meetings and takes messages. | | **Voice AI** | Calls leads from your pipeline with an AI voice persona and logs every call outcome. | | **Content Agent** | Writes SEO-ready articles and publishes them to your connected website on a schedule. | | **Social Agent** | Drafts posts in your brand voice and publishes them to your connected social networks. | | **SEO Agent** | Tracks your rankings on Google and your visibility in AI answer engines. | ## What you can do with Swashi ### Find leads Search by role or industry and by market, then narrow the list with filters such as ICP tier, company size, seniority and verified email. Every lead gets an ICP score and a tier from A to D. Start with [Find leads](https://swashi.io/docs/leads/find-leads). ### Run email outreach Connect your own sending account (Gmail, Outlook/Microsoft 365 through SMTP, Brevo, SendGrid or any SMTP server). Swashi warms new accounts up gradually, writes a four-step sequence, and paces every send. Replies land in the Unified Inbox. See [Email Studio](https://swashi.io/docs/outreach/email-studio). ### Answer and make calls The [AI Receptionist](https://swashi.io/docs/voice/ai-receptionist) answers inbound calls around the clock. [Voice Outreach](https://swashi.io/docs/voice/voice-outreach) runs outbound calling campaigns with a voice persona you choose, and can text prospects your booking link. ### Publish content and social posts Plan articles around your keywords and let Swashi write and publish them to your site ([Website content](https://swashi.io/docs/content/website-content)). In [Social Studio](https://swashi.io/docs/social/social-studio), let AI draft posts, schedule them, or turn trending news into timely posts. ### Track search and AI visibility **SEO AI Rankings** covers classic SEO, answer engine optimization (AEO) and generative engine optimization (GEO), using your own Search Console data and real checks of AI engines. See [SEO and AI rankings](https://swashi.io/docs/seo/seo-ai-rankings). ### See results and act on them **Reports** show what Swashi accomplished, your pipeline, outreach results and deliverability. The [Business page](https://swashi.io/docs/getting-started/ai-virtual-office) brings the people who need you, such as callbacks and positive replies, to the top. ### Work from chat Connect LINE, WhatsApp or Telegram under **Bot Channels** and ask for leads, replies or articles in plain language. See [Chatbots](https://swashi.io/docs/chat/chatbots-line-whatsapp-telegram). ## Who Swashi is for Swashi's plans are built around four kinds of customers: - **Solopreneurs and consultants** who need a steady flow of leads and content without hiring. - **Founders and growing teams** who want outreach, calls and content running in parallel. - **Agencies and multi-client operations** that manage many websites, mailboxes and campaigns. - **Large teams and high-volume operations** that need more capacity, priority processing and custom integrations. Compare what each plan includes in [Plans and billing](https://swashi.io/docs/account/plans-and-billing), and see current prices on the [pricing page](https://swashi.io/pricing). ## Where to go next These docs are organized by what you want to get done: - **Getting Started:** [Quick start](https://swashi.io/docs/getting-started/quick-start) · [Business Brain](https://swashi.io/docs/getting-started/business-brain) · [Business page](https://swashi.io/docs/getting-started/ai-virtual-office) · [Languages](https://swashi.io/docs/getting-started/languages) · [Glossary](https://swashi.io/docs/getting-started/glossary) - **Lead Generation:** [Find leads](https://swashi.io/docs/leads/find-leads) · [ICP tiers](https://swashi.io/docs/leads/icp-tiers) · [Verified leads](https://swashi.io/docs/leads/verified-leads) · [Import leads](https://swashi.io/docs/leads/import-leads) - **Email Outreach:** [Connect a sending account](https://swashi.io/docs/outreach/connect-sending-account) · [Deliverability and warm-up](https://swashi.io/docs/outreach/deliverability-and-warmup) · [Unified Inbox](https://swashi.io/docs/outreach/unified-inbox) - **Voice:** [Voice Outreach](https://swashi.io/docs/voice/voice-outreach) · [AI Receptionist](https://swashi.io/docs/voice/ai-receptionist) · [Voice credits](https://swashi.io/docs/voice/voice-credits) - **Content, Social and SEO:** [Connect your website](https://swashi.io/docs/content/connect-your-website) · [Social Studio](https://swashi.io/docs/social/social-studio) · [AEO and GEO](https://swashi.io/docs/seo/aeo-and-geo) - **Reports:** [Reports](https://swashi.io/docs/reports/reports) · [Notifications and digests](https://swashi.io/docs/reports/notifications-and-digests) - **Account and Billing:** [Plans and billing](https://swashi.io/docs/account/plans-and-billing) · [Settings](https://swashi.io/docs/account/settings) · [Security and privacy](https://swashi.io/docs/account/security-and-privacy) · [FAQ](https://swashi.io/docs/account/faq) · [Troubleshooting](https://swashi.io/docs/account/troubleshooting) > **Tip:** Prefer video? The product walkthrough and step-by-step episodes are on the [tutorials page](https://swashi.io/tutorials). ## Next steps - Follow the [Quick start](https://swashi.io/docs/getting-started/quick-start) to set up your account in your first hour. - Teach Swashi your business in the [Business Brain](https://swashi.io/docs/getting-started/business-brain). - Explore the full feature list on the [features page](https://swashi.io/features). ## Frequently asked questions **What is Swashi?** Swashi is an AI growth platform for businesses. A team of specialized AI agents finds leads, runs email and voice outreach, answers your phone, publishes social posts and website articles, and tracks your search visibility, all from one app at app.swashi.io. **Who is Swashi for?** Swashi is built for solopreneurs and consultants, founders and growing teams, agencies running work for several clients, and larger teams with high-volume operations. Each plan is sized for one of these groups. **Do I need to set up each AI agent separately?** No. You teach Swashi about your business once in the Business Brain, and every agent reads the same Brain. The agents then work from your products, tone, facts and ideal customer. **Can I control Swashi from my phone?** Yes. You can connect Swashi to LINE, WhatsApp or Telegram under Bot Channels and use plain-language commands such as finding leads, checking replies or asking for an article. **Which languages does Swashi work in?** Swashi runs natively in 18 languages across the app, emails, voice calls, chatbots and generated content. --- # Swashi quick start: your first hour > Get started with Swashi in your first hour: create your account, set up the Business Brain, connect your website, find your first leads and start a campaign. Source: https://swashi.io/docs/getting-started/quick-start Section: Getting Started Last updated: 2026-10-20 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. > **Note:** Lead Generation and Email Outreach need a paid plan or the Starter trial. On the Free plan you can still use your 20 free signup leads, set up your Business Brain and connect a website. See [Plans and billing](https://swashi.io/docs/account/plans-and-billing). ## Step 1: Create your account 1. Go to [swashi.io](https://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](https://swashi.io/docs/getting-started/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](https://swashi.io/docs/content/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. ![Find Leads button highlighted on the Lead Generation page next to the search and location fields](https://swashi.io/docs/img/ep6-filters-find.webp "Click Find Leads to run your search.") The credits bar shows how many lead credits you have used this month. See [Find leads](https://swashi.io/docs/leads/find-leads) and [ICP tiers](https://swashi.io/docs/leads/icp-tiers). ## Step 5: Connect a sending account 1. Open **Email Outreach**. 2. Connect a sending account: Gmail, Brevo, SendGrid or any SMTP server. ![Email Sending Accounts panel highlighted with Gmail, Brevo, SendGrid and SMTP options and a Connect button](https://swashi.io/docs/img/ep7-accounts-send.webp "Connect a sending account in Email Outreach.") 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. > **Important:** Do not try to skip warm-up or push extra volume through a new mailbox. Gradual warm-up protects your sender reputation. See [Deliverability and warm-up](https://swashi.io/docs/outreach/deliverability-and-warmup). ## 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. ![Email Studio Audience step with tiers A and B selected under ICP Tier](https://swashi.io/docs/img/ep7-audience-tier.webp "Choose who to contact first in the Audience step.") 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](https://swashi.io/docs/outreach/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](https://swashi.io/docs/getting-started/ai-virtual-office). ## What to set up next - **Social media:** connect LinkedIn, Facebook or Instagram in [Social Studio](https://swashi.io/docs/social/social-studio). - **Phone:** switch on the [AI Receptionist](https://swashi.io/docs/voice/ai-receptionist) so calls are answered around the clock. - **Search visibility:** connect Google Search Console in [SEO AI Rankings](https://swashi.io/docs/seo/search-console). - **Chat:** control Swashi from LINE, WhatsApp or Telegram via [Bot Channels](https://swashi.io/docs/chat/chatbots-line-whatsapp-telegram). ## Next steps - [Business Brain](https://swashi.io/docs/getting-started/business-brain): get your Brain to 100%. - [Find leads](https://swashi.io/docs/leads/find-leads): build a list that matches your ideal customer. - Watch the step-by-step episodes on the [tutorials page](https://swashi.io/tutorials). ## Frequently asked questions **Is there a free trial?** Yes. The Starter plan includes a 7-day free trial. Growth, Agency and Enterprise are purchased directly without a trial. If you cancel before the trial ends, you are not charged. **Do I get free leads when I sign up?** Yes. Every new account receives 20 free leads at signup, one time, including Free accounts. **Do I need a Google Sheet before I can find leads?** No. Connecting a Google Sheet is optional. Without one, your leads stay in your Swashi pipeline. **Why does my new mailbox send so few emails at first?** Swashi warms up every newly connected mailbox gradually to protect your deliverability. The daily limit grows automatically, and the account card shows the current warm-up day and safe daily limit. --- # 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. Source: https://swashi.io/docs/getting-started/business-brain Section: Getting Started Last updated: 2026-10-20 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. Its booking hours, services and rules are then drafted from your Brain in **AI Receptionist → Receptionist setup**, where you confirm them. ## 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](https://swashi.io/docs/getting-started/ai-virtual-office), which shows your **Setup completeness**. ## Set up your Business Brain 1. Click **Generate with AI**. Swashi reads your website and shows **Drafted from your website — review below, then Save**. 2. Review section **1 · Identity & Story**. 3. Review section **2 · Knowledge, Operations & Manager**. 4. 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 ![1 · Identity & Story: business name, what the business does, industry, website, country, time zone and contact person](https://swashi.io/docs/img/bb-identity.webp "Drafted from your website, editable at any time.") | 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 ![2 · Knowledge, Operations & Manager: services, how a new customer gets started, products, pricing notes, objection handling and policies](https://swashi.io/docs/img/bb-knowledge.webp "Your sales playbook.") | 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: company profile, company documents and brand assets](https://swashi.io/docs/img/bb-media.webp "Teach every agent with your own files.") **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: approved questions and answers with the Generate button](https://swashi.io/docs/img/bb-faqs.webp "Approved answers for real calls.") **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. ## Brain health ![Brand Metrics: the Brain health score, the steps to reach 100% and the agents the Brain powers](https://swashi.io/docs/img/bb-health.webp "See how well Swashi knows your business.") The **Brand Metrics** card shows a live score for **Identity**, **Knowledge** and **Operations**. Under **Steps to reach 100%**, each missing piece shows how many points it adds, for example your hours or your brand files. **Improve My Brain** takes you straight to what is missing. ## 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](https://swashi.io/docs/content/connect-your-website). > **Important:** Uploads are checked before they are stored. Adult, illegal, drug or gambling content is refused and never stored. ## On the same screen ![Connected accounts: each account with its status and a Set up, Fix or Manage button](https://swashi.io/docs/img/bb-connected.webp "Everything you connected, in one place.") ![Notifications: alert switches including Requests & approvals and Mailbox needs reconnecting, and where your alerts go](https://swashi.io/docs/img/bb-alerts.webp "Choose what reaches you.") User Settings also holds the cards that decide what Swashi is connected to and which alerts reach you: - **Connected accounts**: every account Swashi uses, with its status. **Manage** opens it, **Fix** shows what needs reconnecting, and **Set up** opens the page where it is added. See [Settings](https://swashi.io/docs/account/settings). - **Notifications**: turn each alert on or off, including **Requests & approvals** and **Mailbox needs reconnecting**. **Where your alerts go** shows the bell in your header and each chat app (LINE, Telegram or WhatsApp) that receives the same alerts, in your language. See [Settings](https://swashi.io/docs/account/settings). - **Meetings Calendar**: meetings booked by your AI receptionist and your calendar, with dates in your language. See [Settings](https://swashi.io/docs/account/settings). ## Next steps - Set up the [AI Receptionist](https://swashi.io/docs/voice/ai-receptionist), which answers from your Brain. - Shape your article voice with [Writer personas and style](https://swashi.io/docs/content/writer-personas-and-style). - Learn more on the [Business Brain feature page](https://swashi.io/business-brain). ## 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. --- # The Business page: your AI Virtual Office > Use the Swashi Business page to see your AI workforce, act on what needs your attention, and follow opportunities, calls, lead journeys and daily results. Source: https://swashi.io/docs/getting-started/ai-virtual-office Section: Getting Started Last updated: 2026-10-20 The Business page is your [AI Virtual Office](https://swashi.io/automations/ai-virtual-office): one screen that shows what your AI workforce is doing, who needs you right now, and what is working. Open **Business** in the sidebar. The page sums itself up as "Your business. Your opportunities. Your AI workforce." Use it as your daily starting point. Everything on it comes from real activity in your account, and sections fill in as your agents start working. ## Before you start The Business page is available on all plans. It is most useful once you have: - Set up your [Business Brain](https://swashi.io/docs/getting-started/business-brain). - Found leads and started a campaign, or switched on the [AI Receptionist](https://swashi.io/docs/voice/ai-receptionist). Until then, sections show what will appear there instead of empty numbers. ## Your AI Workforce **Your AI Workforce** lists your agents and shows how many are working or scheduled right now: | Agent | Typical work | |---|---| | **Lead Agent** | Finding and scoring leads | | **Outreach Agent** | Sending your email sequences | | **AI Receptionist** | Answering inbound calls | | **Content Agent** | Writing and publishing articles | | **Social Agent** | Publishing social posts | | **SEO Agent** | Tracking search and AI visibility | | **Business Brain** | Feeding every agent your business knowledge | Each agent shows one state: **Working**, **Scheduled**, **Ready**, **Needs setup** or **Unavailable**. **Needs setup** tells you which step to finish next. Click any agent to open the page where you set it up. ## Unlock more of Swashi This checklist shows the setup steps you have not finished yet, each with a **Set up** button: - **Set up your Business Brain:** it powers every agent that speaks for your business. - **Find your first leads:** give your agents someone to reach. - **Start your first campaign:** let your Outreach Agent begin working. - **Add your website:** unlock search and AI visibility. - **Connect a social account:** let your Social Agent publish for you. ## Needs Your Attention **Needs Your Attention** is your to-do list of people waiting on you. When nothing needs you, it says so. New items appear when someone: - **Requested a callback** from your AI Receptionist (marked **Hot**) - **Showed strong interest** on a call (**High intent**) - **Replied positively** to a campaign (**Reply**) - Has a **meeting coming up** (**Meeting**) - **Texted you** and is awaiting your reply (**Text**) - **Called your business** in the last 7 days and your AI Receptionist answered (**Inbound call**) The **Ready to talk · act today** count shows everyone who asked for a callback, showed strong interest or booked a meeting. Every item shows when it happened, in your own timezone and language. Filter the list with **All**, **Hot**, **Replies** and **Calls**, and sort by **Hottest** or **Newest**. **Hottest** puts this week's hot items before older ones. The list shows 12 items; click **Show all** to see the rest. Act without leaving the page: 1. Click **Call back** to return a call. 2. Click **Reply** to answer an email. The reply is sent from your connected account. 3. Click **Reply by text** to answer a text message. > **Tip:** The page reminds you that replying within 24 hours keeps a prospect warm. ## Opportunities **Opportunities** lists the people worth your time, each with the reason why. Columns show **Who** (the person's name, or their email or phone number when no name is known, and when their latest signal happened), the **Signal** (for example a positive reply, a callback request, high interest, a buying signal or a booked meeting) and **What they said**. A summary shows how many are open, handled or have gone quiet. ## AI Receptionist The **AI Receptionist** section reports on your inbound calls: - **Conversations**, **Qualified**, **Callbacks asked** and **Need you**, for this week. - **Tone:** how callers sounded (positive, neutral or negative). - **What they need** and **What they push back on**, summarized from real calls. - **Recent conversations**, each showing who it was with, their number and whether it was an **Inbound call** or an **Outbound call**, with interest, callback requests and buying signals, plus **Call back** and **Email** actions. If you have not set up a number yet, this section explains how to give your receptionist one. See [AI Receptionist](https://swashi.io/docs/voice/ai-receptionist). ## Lead Journeys **Lead Journeys** shows a timeline for each person with more than one recorded event: **Found**, **Emailed**, **Contacted**, **Replied**, **Call**, **Callback**, **Next call** and **Meeting**. Use it to see where every prospect stands across email and voice. ## Your daily briefing Several sections give you the day at a glance: - **Today Swashi Worked For You:** leads, emails sent, replies, positive replies, meetings, content, calls handled and social posts. - **What Swashi Will Do Next:** upcoming agent work, meetings and how many sends are left today. - **What Your Customers Are Saying:** top objections (such as pricing, budget and timing, or an existing provider), pain points and buying signals. - **What's Working** and **Swashi Recommends:** these unlock only once there is enough evidence from your own results. - **Search & AI Visibility:** whether AI answers mention you and how many keywords are tracked, once your website is added. - **Business Brain:** your setup completeness, with a **Manage** button. - **Plan Capacity:** emails this month, voice credits and lead capacity, with a link to **Billing**. Swashi also emails you a daily brief in your own language that summarizes the day. > **Note:** "Not measured" means there is not enough verified activity yet, and "Unavailable" means a figure could not be loaded just now. Neither one means zero. ## Next steps - Follow up on replies in the [Unified Inbox](https://swashi.io/docs/outreach/unified-inbox). - Dig into the numbers in [Reports](https://swashi.io/docs/reports/reports). - Choose which alerts you receive in [Notifications and digests](https://swashi.io/docs/reports/notifications-and-digests). - See the [AI Virtual Office feature page](https://swashi.io/automations/ai-virtual-office). ## Frequently asked questions **What is the Business page in Swashi?** The Business page is your AI Virtual Office: one view of what your AI workforce is doing, who needs your attention, what customers are saying, what is working and what Swashi will do next. Open it from Business in the sidebar. **What shows up in Needs Your Attention?** People who need a response from you: callback requests, callers who showed strong interest, positive email replies, upcoming meetings and text messages waiting for your reply. You can call back or reply right from the list. **Why are some sections empty or showing Not measured?** Sections activate as data arrives. Until Swashi has real activity to report, a section explains what will appear there or shows Not measured. Swashi never fills a gap with a made-up number. **What is a Lead Journey?** A Lead Journey is a per-person timeline of every recorded step, such as found, emailed, replied, call, callback and meeting, so you can see exactly where each prospect stands. --- # Languages supported in Swashi > Swashi runs natively in 18 languages across the app, emails, voice calls, chatbots and content. See the full list and how to set your language per surface. Source: https://swashi.io/docs/getting-started/languages Section: Getting Started Last updated: 2026-10-20 Swashi runs natively in 18 languages. The same 18 are used everywhere: the app, every email Swashi sends you, your voice agents, the chatbots and the content you generate. You set one master language for your account, and you can run specific surfaces in a different language when you need to. ## The 18 supported languages | Language | Language | Language | |---|---|---| | English | Portuguese | Indonesian | | Spanish | Russian | Japanese | | French | Turkish | Korean | | German | Arabic | Malay | | Italian | Hebrew | Thai | | Dutch | Hindi | Chinese | Arabic and Hebrew are written right to left, and Swashi's emails display them that way. > **Note:** These 18 are the full list. If a language is not in this table, Swashi does not support it yet. ## Your master language Your account has one master language preference. It controls: - The **app** interface. - **Every email Swashi sends you**, including reports and notifications. - Your **voice agents**. - The **chatbots** on LINE, WhatsApp and Telegram, and in-app chat. Swashi detects your language automatically from your location when you sign up. Once you choose a language yourself, your choice always wins. ### Change your language 1. Click **Select Language** in the app header, or open **User Settings** and find **Language**. 2. Pick your language. 3. The app switches straight away. If you see **Language not saved — your agents will keep the previous language**, try again. Your agents keep using the previous language until the change is saved. ## Run a surface in a different language Under **Advanced language settings** in **User Settings**, you can set a different language for: - **Content generation (blogs & social)** - **Voice agent calls** - **Outreach emails to your leads** Your dashboard language stays as you set it in the header. For example, you can use the app in English while your outreach emails go out in Spanish. ## Language by feature ### Website content Each connected website has its own detected language, shown in **Website Settings** as **Language detected**. Swashi also notices when a site uses several languages. You can choose the language for each site and for each article. In **Trending Articles**, set the **Content Language** for news-based articles. See [Website content](https://swashi.io/docs/content/website-content). ### Social posts When you automate posts from trending news, you choose the topic, region, network and **language** of your posts. Generated images can carry exact text in any of the 18 languages. See [Trending and autodraft](https://swashi.io/docs/social/trending-and-autodraft). ### Email outreach Outreach emails can be written in the language you set for outreach. In several markets, Swashi finds, validates and contacts leads in the prospect's own language, without falling back to English. Lead details are described in your own language. ### Voice and the AI Receptionist Voice agents speak all 18 languages, and every voice persona speaks every supported language. During a call, the caller can ask for another language or simply start speaking it, and the agent follows: - Languages with their own script switch immediately. - Latin-script languages switch after a clear sentence. The agent greets callers with the right time of day for their timezone. After a call, it sends the caller's confirmation email in the caller's language. Your AI Receptionist answers in the language you choose. Multilingual answering is part of **AI Receptionist Business**, included from the Agency plan. See [AI Receptionist](https://swashi.io/docs/voice/ai-receptionist) and [Personas and voices](https://swashi.io/docs/voice/personas-and-voices). ### Chatbots The LINE, WhatsApp and Telegram bots support all 18 languages, with automatic detection. Their menu and welcome card are translated into all 18. The bot answers in your account language. See [Chatbots](https://swashi.io/docs/chat/chatbots-line-whatsapp-telegram). ### Business Brain List the languages your business serves in the **Languages you serve** field of your [Business Brain](https://swashi.io/docs/getting-started/business-brain), so your agents know which languages your customers use. ## Troubleshooting - **The app is in the wrong language:** choose your language manually with **Select Language**. A manual choice overrides automatic detection. - **Emails to leads are in the wrong language:** check **Outreach emails to your leads** under **Advanced language settings**. - **An article came out in the wrong language:** check the site's detected language in **Website Settings**, and the language chosen for that article. ## Next steps - Review all your preferences in [Settings](https://swashi.io/docs/account/settings). - Pick a voice in [Personas and voices](https://swashi.io/docs/voice/personas-and-voices). - Learn more on the [multilanguage automation page](https://swashi.io/automations/multilanguage-automation). ## Frequently asked questions **How many languages does Swashi support?** Swashi runs natively in 18 languages: English, Spanish, French, German, Italian, Dutch, Portuguese, Russian, Turkish, Arabic, Hebrew, Hindi, Indonesian, Japanese, Korean, Malay, Thai and Chinese. The same 18 are used across the app, emails, voice, chatbots and content. **How do I change my language?** Use Select Language in the app header, or the Language setting in User Settings. Your choice sets the language for the app, the emails Swashi sends you, your voice agents and the chatbots, and a manual choice always overrides automatic detection. **Can my outreach emails be in a different language from my dashboard?** Yes. Under Advanced language settings in User Settings you can run content generation, voice agent calls and outreach emails to your leads in a different language from your dashboard. **Can the voice agent switch languages during a call?** Yes. A caller can ask for another language or simply start speaking it, and the agent follows. Languages with their own script switch immediately, and Latin-script languages switch after a clear sentence. --- # Swashi glossary: terms A to Z > Plain-language definitions of Swashi terms from A to Z, including ICP tier, Business Brain, warm-up, suppression list, AEO, GEO, voice credits and more. Source: https://swashi.io/docs/getting-started/glossary Section: Getting Started Last updated: 2026-10-20 This glossary explains the terms you will see in Swashi and in these docs. Each entry is short and links to the page that covers it in detail. Terms are listed A to Z. ## A **Accomplishments.** A day-by-day record in **Reports** of what your agents actually did for you, such as emails sent, tasks completed, positive replies and meetings booked. See [Reports](https://swashi.io/docs/reports/reports). **AEO (answer engine optimization).** Making your content easy for search features such as featured snippets and "People Also Ask" to quote. Swashi shows which pages can win snippets and where FAQ schema is missing. See [AEO and GEO](https://swashi.io/docs/seo/aeo-and-geo). **Agent Monitor.** A sidebar page that shows the live status and recent activity of your background AI agents. **AI Draft.** The Social Studio button that writes a post in your brand voice using your Business Brain. **AI Receptionist.** An AI agent that answers calls to your Swashi number. It answers questions, qualifies callers, books meetings and takes messages. See [AI Receptionist](https://swashi.io/docs/voice/ai-receptionist). **AI Workforce.** The list of your agents on the Business page, each with a state such as **Working**, **Scheduled**, **Ready** or **Needs setup**. **App Password.** A separate password you create in your Google Account (under Security) so Swashi can send from Gmail. Use it instead of your normal password. See [Connect a sending account](https://swashi.io/docs/outreach/connect-sending-account). **Auto-post.** An article that Swashi writes and publishes to your connected website. Your plan includes a monthly number of auto-posts. **Auto-publish.** A per-site setting in **Website Settings** that publishes articles as soon as they are written, instead of saving them as drafts. **Autodraft.** Turning a trending news article into a ready-to-post social post with your take on it. See [Trending and autodraft](https://swashi.io/docs/social/trending-and-autodraft). ## B **Bot Channels.** The sidebar page where you connect Swashi to LINE, WhatsApp and Telegram. See [Chatbots](https://swashi.io/docs/chat/chatbots-line-whatsapp-telegram). **Bot Security Center.** A Settings panel that creates a security code. The Swashi bot asks for this code before it runs destructive commands, such as deleting a site. **Booster pack (add-on).** Extra capacity, such as more leads, inboxes or connected sites, added to your current plan without upgrading. See [Plans and billing](https://swashi.io/docs/account/plans-and-billing). **Bounce rate.** The share of emails that could not be delivered. A campaign pauses automatically if its bounce rate reaches 5%. **Branding Media.** The part of the Business Brain where you upload your logo, documents and brand images so your agents learn from them. It is available on paid plans. **Business Brain.** The one place where you teach Swashi about your business. Every agent reads it. See [Business Brain](https://swashi.io/docs/getting-started/business-brain). **Business page.** Your AI Virtual Office. It shows your workforce, what needs your attention, opportunities, calls and lead journeys. See [Business page](https://swashi.io/docs/getting-started/ai-virtual-office). ## C **Content Library.** Everything you and your AI team did — calls, texts, emails, social posts, articles and meetings — newest first, in one table. It also keeps every article Swashi has generated for your account, with View Content, View Live and Push to Social Studio. See [Content Library](https://swashi.io/docs/content/content-library). **Copy Intelligence.** The Email Outreach feature that writes all four emails of a campaign sequence from a one-sentence description of your offer. **Core Web Vitals.** Speed scores for the mobile and desktop versions of your site, shown in SEO AI Rankings with suggestions to improve them. **Creative Director.** A content setting that shapes the voice of your articles. ## D **Deliverability.** How reliably your emails reach the inbox. Reports show a deliverability **Health Score** from 0 to 100, plus delivery, bounce, open, click and spam rates. See [Deliverability and warm-up](https://swashi.io/docs/outreach/deliverability-and-warmup). ## G **GEO (generative engine optimization).** Improving how AI assistants mention your brand. Swashi asks AI engines the questions your buyers ask and checks each answer for your brand. See [AEO and GEO](https://swashi.io/docs/seo/aeo-and-geo). **Google Search Console (GSC).** Google's tool for your site's search data. Connecting it read-only unlocks keyword rankings, impressions, clicks and indexing status. See [Search Console](https://swashi.io/docs/seo/search-console). **Growth Hub.** The Lead Generation view that ranks your pipeline as Super Golden, Golden or Standard, with filters such as Top Value and Opportunity. ## I **ICP (Ideal Customer Profile).** A description of the customer you most want. Swashi reads it from your Business Brain and starts every lead search from it. **ICP score.** A 0 to 100 rating of how well a lead fits your ideal customer, based on niche fit, outreach readiness, digital presence, business maturity and website opportunity. **ICP tier.** The band a lead's ICP score falls into: **A** (75 to 100, perfect fit), **B** (55 to 74, strong fit), **C** (35 to 54, moderate fit) or **D** (0 to 34, poor fit). See [ICP tiers](https://swashi.io/docs/leads/icp-tiers). ## L **Lead credits.** Your monthly allowance of leads. A bar in Lead Generation shows how many you have used this month. **Lead Journey.** A per-person timeline (found, emailed, replied, call, callback, meeting) on the Business page. **Lead source.** Where a campaign takes its leads from: Swashi's leads, your Google Sheet, or leads you uploaded. **Lead status.** Where a lead stands, such as new, contacted, replied or closed. Statuses update automatically as you contact leads and they reply. ## M **Mailbox (sending account).** An email account you connect to send outreach, such as Gmail, Brevo, SendGrid or SMTP. Your outreach capacity depends on how many mailboxes your plan includes. ## N **Needs Your Attention.** The Business page list of people waiting on you, such as callback requests, positive replies, upcoming meetings and texts. **Not measured.** Shown when there is not enough verified activity to report a figure. It never means zero. **Unavailable** means a figure could not be loaded just now. ## O **Opportunities.** People showing buying signals, listed on the Business page with the reason why. ## P **Persona (writer).** A writing style for articles, such as Generalist, Trend Hunter, Professor or Storyteller. See [Writer personas and style](https://swashi.io/docs/content/writer-personas-and-style). **Persona (voice).** A named AI voice used on calls. Click an avatar to hear a preview. See [Personas and voices](https://swashi.io/docs/voice/personas-and-voices). **Persuasion angle.** The approach an outreach sequence takes: authority, automation, social proof, ROI or urgency. ## R **Reply Intelligence.** Automatic sorting of email replies into positive, neutral, objection or not interested. **Research scan.** A market research scan. Your plan includes a monthly number of them. ## S **Smart FAQs.** Approved answers that your receptionist and every agent use on real calls. **SEO AI Rankings.** The sidebar page that tracks traditional SEO, AEO and GEO, plus automation, in one place. **Spam trigger scan.** A check on every email for words that commonly trigger spam filters, run before the email is sent. **Suppression list.** People who must not be emailed again, such as those who unsubscribed or whose mailbox hard-bounced. Swashi checks it before every send. See [Compliance and unsubscribe](https://swashi.io/docs/outreach/compliance-and-unsubscribe). ## T **Test call.** A live AI call to yourself, so you can hear your voice setup before you launch a campaign. **Trial.** The 7-day free trial on the Starter plan, with deliberately small limits. ## U **Unified Inbox.** One inbox for every reply from every connected mailbox. You can answer without leaving Swashi. See [Unified Inbox](https://swashi.io/docs/outreach/unified-inbox). **Unsubscribe link.** A link Swashi automatically adds to every outreach email. People who use it are added to your suppression list. ## V **Verified email.** An email address Swashi checked before the lead reached you. It is marked with a green check on the lead card. See [Verified leads](https://swashi.io/docs/leads/verified-leads). **Voice credits.** Prepaid credits that calls and texts draw from. Credits never expire. See [Voice credits](https://swashi.io/docs/voice/voice-credits). ## W **Warm-up.** The gradual increase in daily sending for a newly connected mailbox. The account card shows the warm-up day and today's safe limit. Never skip it. **Website Settings.** The sidebar page where you connect and configure your websites for publishing. See [Connect your website](https://swashi.io/docs/content/connect-your-website). ## Frequently asked questions **What does ICP mean in Swashi?** ICP stands for Ideal Customer Profile. Swashi scores every lead from 0 to 100 on how well it matches your ideal customer and groups leads into tiers A, B, C and D. **What is the difference between AEO and GEO?** AEO (answer engine optimization) helps your content appear in featured snippets and answer boxes, for example with FAQ schema. GEO (generative engine optimization) tracks and improves whether AI assistants mention your brand in their answers. **What is email warm-up?** Warm-up gradually raises how many emails a newly connected mailbox sends each day, so inbox providers build trust in it. Swashi does this automatically and shows the warm-up day and safe daily limit on each account. **What does Not measured mean?** Not measured means there is not enough verified activity yet to report a figure. It is not the same as zero, and Swashi never shows a made-up number in its place. --- # How to find high-ticket leads > Learn how to find high-ticket leads in Swashi: search by role or industry, pick a location, apply your ICP and filters, then review and contact your results. Source: https://swashi.io/docs/leads/find-leads Section: Lead Generation Last updated: 2026-10-20 To find high-ticket leads in Swashi, open **Lead Generation**, search for the decision-maker role or industry you sell to, choose a location, and narrow the results with **Filters** (ICP tier A, Top Value sorting, verified emails, larger companies and senior titles). Swashi starts every search from your ideal customer profile, verifies each email, and returns a ranked list you can contact right away. This guide is for business owners and sales teams who want a short list of people who can actually sign a deal, not a long list of names. It follows the same steps as the EP2 video tutorial, "How to Generate High Ticket Leads with Swashi." ## Before you start - **Plan:** every new account gets 20 free leads at signup. After that, Lead Generation is included from the Starter plan up. See [plans and billing](https://swashi.io/docs/account/plans-and-billing) for what each plan includes. - **Business Brain:** Swashi reads your [Business Brain](https://swashi.io/docs/getting-started/business-brain) to build your ideal customer profile (ICP). The more you teach it about your business, the better your first search fits. - **Google Sheet (optional):** if you want every lead copied into a spreadsheet, connect a sheet first. You can also do it later. See [export and Google Sheets sync](https://swashi.io/docs/leads/export-and-sheets). ## Part 1: Set up your search 1. Click **Lead Generation** in the sidebar. The page reads "Find verified business leads by industry and location." ![Lead Generation highlighted in the Swashi sidebar, with the Google Sheet Sync and Find Leads panels on the page](https://swashi.io/docs/img/ep6-filters-nav.webp "Start in Lead Generation.") 2. **Connect Google Sheets first (optional).** The **Google Sheet Sync** card is marked **STEP 1**. Click **Connect Sheet ↗** once and every lead you discover lands in that sheet automatically, ready for outreach. 3. **Check your ICP.** Below the search bar you will see a line starting with **🎯 Your ICP:** that lists the industry, market and contact channels Swashi took from your Business Brain. Every search starts from this profile. 4. **Search by role or industry.** Type into the box labeled **Search — e.g. Dentists, CEO, Founder, Real Estate**. For high-ticket deals, aim at the people who sign: CEO, founder or VP. 5. **Choose your market.** Type into **Location — e.g. Austin TX, Los Angeles CA**. A city, a state or a whole country all work. 6. **Or use a quick pick.** One click on a chip fills the search with a common role or industry. The chips are **CEO**, **Founder**, **Owner**, **Director**, **VP Sales**, **Real Estate**, **Lawyers**, **Dentists**, **HVAC**, **IT Services**, **Marketing** and **Finance**. 7. **Know your credits.** The usage bar (for example "99/5000 used") shows how many lead credits you have used this month. > **Tip:** Your recent searches appear under **Recent**. Use **Run this search again** to repeat one without retyping it. ## Part 2: High-ticket targeting Click **Filters**. This is where an ordinary list becomes a high-ticket list. The settings below are the ones used in the EP2 tutorial; the [filters reference](https://swashi.io/docs/leads/filters-reference) explains every option. 1. **ICP Tier:** start with **A** (a perfect match for your ideal customer). Add **B** to widen the net. Read more in [ICP and lead tiers](https://swashi.io/docs/leads/icp-tiers). 2. **Sort By:** choose **Top Value** so the biggest opportunities come first. 3. **Has Contact:** turn on **Email** and **Phone** so every lead can be contacted. ![Has Contact filter highlighted with Email and Phone switched on](https://swashi.io/docs/img/ep6-filters-contact.webp "Turn on Email and Phone so every lead can be reached.") 4. **Company Size:** choose 201 employees and up to focus on established businesses with real budgets. 5. **Seniority / Title:** choose the level that signs the deal: C-Suite, VP or Director. 6. **Annual Revenue:** the tutorial picks the 10M-and-up band, which keeps the list to companies that can afford a high-ticket offer. 7. **Contact Quality:** turn on **✓ Verified Email** so only leads with a verified email make the list. 8. **ICP Tags:** add high-ticket signals such as **Decision Maker**, **High Ticket** and **1M+ Revenue**. 9. **Leads Volume:** pick how many leads you want from this search. 10. **Freshness:** choose **New to me** to see only leads you have not seen before. **Recently searched** reopens past results for free. 11. Click **Find Leads**. Swashi searches, then verifies every email before it reaches you. ![Find Leads button highlighted next to the search and location fields, with the Your ICP line and the 99/5000 used credits bar](https://swashi.io/docs/img/ep6-filters-find.webp "Click Find Leads to search and verify.") > **Note:** If you ask for more leads than your plan has left this month, Swashi tells you how many leads your plan has left and shows that many instead of the number you asked for. ## Part 3: Your leads When the search finishes, a banner shows how many leads are ready, for example "40 leads ready to contact." - **Ranked by fit.** Counters such as **ICP·A: 20** and **ICP·B: 20** show how closely the leads match your ideal customer. ![Result counters ICP-A: 20 and ICP-B: 20 highlighted above the lead cards](https://swashi.io/docs/img/ep6-cards-count.webp "Counters show how your leads split by ICP tier.") - **Everything on one card.** Each card shows the decision-maker and their title, a verified email (with a check mark), a direct phone, the website, the location, annual revenue, team size and signal tags such as **High Ticket**. See [how to read a lead card](https://swashi.io/docs/leads/company-research). ![Lead card highlighted with an ICP-A 80 badge, decision-maker and title, a verified example.com email, a 555 phone number, revenue, team size and signal tags](https://swashi.io/docs/img/ep6-cards-card1.webp "Each card has the decision-maker, verified email, phone and signals.") - **Track every lead.** Use the **All Statuses** menu to filter by NEW, CONTACTED, REPLIED, WARM, HOT, COLD or CLOSED as leads move through your pipeline. ![All Statuses menu highlighted above the lead cards in Lead Generation](https://swashi.io/docs/img/ep6-cards-status.webp "Filter leads by status with the All Statuses menu.") - **Take them anywhere.** Click **CSV** or **PDF** to export at any time. - **Start outreach.** Click **Start outreach** and the Outreach Agent writes a personalized sequence for every lead. Continue in [Email Studio](https://swashi.io/docs/outreach/email-studio). > **Important:** Leads are deduplicated. A business you already found does not come back as a new lead and does not use your quota again. ## Find leads from chat If you have connected LINE, WhatsApp or Telegram, you can also type a request such as `find 20 dentists in Texas`. The bot queues the search and messages you when your leads are ready. Type `check my leads` for a pipeline summary. See [chatbots on LINE, WhatsApp and Telegram](https://swashi.io/docs/chat/chatbots-line-whatsapp-telegram). ## Troubleshooting - **"You've used your leads for this month."** Your allowance refreshes with your billing cycle. To get more now, upgrade your plan; see current options on the [pricing page](https://swashi.io/pricing). - **"We couldn't load your leads."** This is a temporary problem on Swashi's side and your leads are safe. Click **Try again** or refresh in a moment. - **Too few results.** Remove one filter at a time, add tier **B**, or widen the location from a city to a state. ## Next steps - [Every filter explained](https://swashi.io/docs/leads/filters-reference) - [How verified leads work](https://swashi.io/docs/leads/verified-leads) - [Start an email campaign](https://swashi.io/docs/outreach/email-studio) - [Lead generation and outreach automation](https://swashi.io/automations/lead-gen-outreach-automation) ## Frequently asked questions **Do I need to connect a Google Sheet before I search for leads?** No. The Google Sheet is optional. If you connect one, every lead you find is added to it automatically; if you don't, your leads stay in your Swashi pipeline. **How long does a lead search take?** A search typically takes 60 to 120 seconds. Your results then appear on the Lead Generation page. **Will I pay twice for the same lead?** No. Leads are automatically deduplicated, so a business you already found in an earlier search is not added again and does not count against your quota. Reopening leads you already own under My Leads is always free. **What happens if I ask for more leads than I have left this month?** Swashi tells you how many leads your plan has left and shows that many instead. Your allowance refreshes with your billing cycle, or you can upgrade to raise it. **Which plans include Lead Generation?** Every new account gets 20 free leads at signup. After that, Lead Generation is included from the Starter plan up, with a monthly lead allowance that grows with each plan. --- # Lead Generation filters reference > A complete reference to every Swashi lead filter: ICP tier, sort, contact, company size, seniority, revenue, contact quality, ICP tags, freshness and more. Source: https://swashi.io/docs/leads/filters-reference Section: Lead Generation Last updated: 2026-10-20 The **Filters** panel on the **Lead Generation** page controls which leads a search returns and in what order. This page lists every filter, what each option means, and when to use it, so you can turn a broad search into a short list of the right people. Open it by clicking **Filters** next to the search bar. You can combine as many filters as you like. Click **✕ Reset all filters** to start over, or **Clear** to reset a single filter. ## Before you start - Run your first search by role or industry and location. See [How to find high-ticket leads](https://swashi.io/docs/leads/find-leads). - Your ideal customer profile (ICP) comes from your [Business Brain](https://swashi.io/docs/getting-started/business-brain). Several filters, such as **ICP Tier** and **ICP Tags**, depend on it. ## Filters at a glance | Filter | Options | What it does | When to use it | |---|---|---|---| | **ICP Tier** | **A — Perfect**, **B — Strong**, **C — Average**, **D — Low**, **Any** | Limits results to leads in the fit tiers you choose. Tiers come from each lead's ICP score. | Start with **A**. Add **B** to widen the net. Use **Any** for exploratory searches. | | **Sort By** | **Top Value** (and other ranking options shown in the menu) | Sets the order of your results. **Top Value** puts the biggest opportunities first. | Use **Top Value** when you want the best deals at the top of the list. | | **Has Contact** | **📧 Email**, **📞 Phone**, **🌐 Website**, **🏆 No Website** | Keeps only leads that have the contact channel you select. **No Website** finds businesses without a site. | Turn on **Email** and **Phone** so every lead can be reached. Use **No Website** if you sell websites or web services. | | **Leads Volume** | A number of leads | Sets how many leads this search returns. If you choose more than your remaining quota, Swashi shows only what your plan has left. | Pick a smaller number for a test, a larger one for a campaign. | | **My Leads** | **My Leads**, **Recently searched** | Shows leads you already own, or reopens past search results. Always free — no quota used. | Use it to revisit or re-sort leads you already have without spending credits. | | **Freshness** | **New to me** | Shows only leads you have not seen before. | Use it on repeat searches in the same market so you only get new people. | | **Company Size** | Employee-count bands, for example 201 and up | Limits results by number of employees. | Choose 201 and up for established businesses with real budgets; choose smaller bands for local or owner-run businesses. | | **Seniority / Title** | Levels such as **C-Suite**, **VP**, **Director** | Limits results to people at the level you choose. | Pick the level that signs the deal. For high-ticket offers, that is usually C-Suite, VP or Director. | | **Annual Revenue** | Revenue bands, for example 10M and up | Limits results by company revenue. | Use a high band for high-ticket offers so the list contains companies that can afford them. | | **Contact Quality** | **✓ Verified Email**, **in LinkedIn** | **Verified Email** keeps only leads whose email has been checked. **LinkedIn** keeps leads with a LinkedIn presence. | Turn on **Verified Email** before any email campaign. See [verified leads](https://swashi.io/docs/leads/verified-leads). | | **ICP Tags** | See the table below | Keeps only leads carrying the signals you select. | Add the signals that match your offer, such as **Decision Maker** and **High Ticket**. | > **Note:** The exact bands in **Company Size**, **Seniority / Title** and **Annual Revenue** are listed in the panel itself. The examples above are the ones used in the EP2 tutorial. ## ICP Tags ICP tags are signals Swashi attaches to a lead. Selecting a tag keeps only leads with that signal. ![ICP Tags section of the Filters panel highlighted, listing Decision Maker, Senior Stakeholder, High Ticket, Verified Email, Voice Agent Compatible, AI Ready and more](https://swashi.io/docs/img/ep6-filters-tags.webp "The ICP Tags section of the Filters panel.") | Tag | Use it to find | |---|---| | **Decision Maker** | People who make the buying decision | | **Senior Stakeholder** | Senior people at the company | | **High Ticket** | Leads suited to high-value offers | | **High LTV Potential** | Leads flagged as potential high lifetime-value customers | | **1M+ Revenue** | Companies in the 1M-and-up revenue range | | **Verified Email** | Leads whose email address has been verified | | **LinkedIn Active** | People active on LinkedIn | | **Voice Agent Compatible** | Leads flagged as a fit for your voice AI calls | | **AI Ready** | Leads carrying the AI Ready signal | | **Fast-Growth Signal** | Businesses showing a growth signal | | **Website Opportunity** | Businesses whose website has room for improvement | | **Appointment-Based** | Businesses flagged as appointment-based | > **Tip:** Tags narrow a list quickly. Add one or two at a time and watch the result count, rather than selecting many at once. ## Recipes **High-ticket, enterprise decision-makers** (from the EP2 tutorial) ICP Tier **A** (add **B** if needed) · Sort By **Top Value** · Has Contact **Email** + **Phone** · Company Size 201 and up · Seniority C-Suite, VP or Director · Annual Revenue 10M and up · **✓ Verified Email** · Tags **Decision Maker**, **High Ticket**, **1M+ Revenue** · Freshness **New to me**. **Verified contacts only** (from the EP6 tutorial) Has Contact **Email** + **Phone** · Contact Quality **✓ Verified Email** · Tags **Verified Email**, **LinkedIn Active**, **Decision Maker**. **Website or web-services sellers** Has Contact **No Website**, or tag **Website Opportunity**. **Phone-first campaigns** Has Contact **Phone** · tag **Voice Agent Compatible**. Then see [voice outreach](https://swashi.io/docs/voice/voice-outreach). ## Quota messages you may see | Message | Meaning | |---|---| | **More than your remaining quota** | The Leads Volume you picked is higher than the leads your plan has left this month. | | **Your plan has n leads left — we will show n** | Swashi caps the search at what you have left. | | **You have used your lead quota for this month.** | New searches are paused until your allowance refreshes with your billing cycle. **My Leads** stays free. Click **Get more leads →** to see options. | ## Troubleshooting - **No results.** Too many filters are on. Click **✕ Reset all filters**, then add them back one at a time. - **Results keep showing the same companies.** Turn on **Freshness → New to me**. ## Next steps - [How ICP tiers are scored](https://swashi.io/docs/leads/icp-tiers) - [Verified emails and contact quality](https://swashi.io/docs/leads/verified-leads) - [Export your list or sync it to Google Sheets](https://swashi.io/docs/leads/export-and-sheets) ## Frequently asked questions **Which filters should I use for high-ticket leads?** Start with ICP tier A, sort by Top Value, require Email and Phone, choose larger company sizes and C-Suite, VP or Director seniority, a high annual revenue band, Verified Email, and tags such as Decision Maker and High Ticket. **Do filters use up my lead credits?** Filters only shape the search. Credits are used by the new leads a search returns. Viewing leads you already own under My Leads, or reopening a recent search, is always free and uses no quota. **How do I clear all my filters?** Open Filters and click Reset all filters. Each group also has a Clear option if you only want to reset one filter. **What does New to me mean?** New to me, under Freshness, shows only leads you have not seen before, so a repeat search does not return people you already have. --- # ICP scoring and lead tiers A, B, C and D > Understand how Swashi scores every lead 0–100 against your ideal customer profile and sorts it into tiers A, B, C or D, and how to use tiers in campaigns. Source: https://swashi.io/docs/leads/icp-tiers Section: Lead Generation Last updated: 2026-10-20 Swashi gives every lead an **ICP score** from 0 to 100 that measures how closely it matches your ideal customer profile (ICP), then places it in one of four tiers: **A** (75–100), **B** (55–74), **C** (35–54) or **D** (0–34). Use tiers to decide who to contact first: start with tier A, then add tier B. This page explains where your ICP comes from, how the score is built, what each tier means, and where tiers appear across Swashi. ## Where your ideal customer profile comes from Swashi reads your [Business Brain](https://swashi.io/docs/getting-started/business-brain), so every lead search starts from your ideal customer profile. On the **Lead Generation** page you will see it as a line beginning **🎯 Your ICP:**, which lists the industry, the market and the contact channels Swashi is targeting for you. If that line doesn't describe the customers you want, improve your Business Brain (for example, upload your brochure, price list or website) so Swashi has more to learn from. Every agent reads the same Brain, so the change helps your outreach, voice calls and content too. ## How the score is calculated Every lead, whether Swashi found it or you imported it, is scored automatically on five dimensions: | Dimension | What it measures | |---|---| | **Niche Fit** | How well the business aligns with your target niche | | **Outreach Readiness** | Whether the business has reachable contact information | | **Digital Presence** | The quality of its online footprint (website, reviews, social) | | **Business Maturity** | Signals of an established, active business | | **Website Opportunity** | Whether its website has room for improvement | Scoring is additive across the dimensions, and the total is a score from 0 to 100. ## The four tiers | Tier | Score | Label in the app | Priority | What to do | |---|---|---|---|---| | **A** | 75–100 | **A — Perfect** | Highest | Perfect fit. Contact first, with your best message. | | **B** | 55–74 | **B — Strong** | High | Strong fit. A good candidate for outreach and worth prioritizing. | | **C** | 35–54 | **C — Average** | Medium | Moderate fit. Lower priority; suited to broader, general messages. | | **D** | 0–34 | **D — Low** | Low | Poor fit. Not recommended for outreach. | > **Tip:** Most campaigns should target tiers A and B. Keep C for later or for testing a broader message, and leave D out of outreach. ## Where tiers appear - **Lead cards.** Each card shows a tier badge and the score, for example **ICP·A 80**. - **Search results.** Counters such as **ICP·A: 20** and **ICP·B: 20** show how your results split by tier. ![Counters ICP-A: 20 and ICP-B: 20 highlighted above search results in Lead Generation](https://swashi.io/docs/img/ep6-cards-count.webp "Tier counters show how your results split.") - **Filters.** The **ICP Tier** filter lets you search for A, B, C, D or **Any**. See the [filters reference](https://swashi.io/docs/leads/filters-reference). - **Email campaigns.** In the **Audience** step of a campaign you choose which tiers to contact. The tutorials recommend starting with tier A, your perfect-fit leads, then adding B. See [Email Studio](https://swashi.io/docs/outreach/email-studio). ![ICP Tier selector highlighted in the Email Studio Audience step with tiers A and B selected](https://swashi.io/docs/img/ep7-audience-tier.webp "Choose which tiers a campaign contacts.") - **Voice campaigns.** When you build a calling campaign you also pick the ICP tier. See [voice outreach](https://swashi.io/docs/voice/voice-outreach). - **Reports.** The **Lead Pipeline** section shows your total leads, tier A and tier B counts, and how many you have contacted. See [reports](https://swashi.io/docs/reports/reports). ## Tiers and Growth Hub ranking Lead cards can also carry a ranking label: **Super Golden**, **Golden** or **Standard**. This comes from the Growth Hub on the Lead Generation page, which ranks your pipeline so campaigns start from your best leads. Tiers tell you how well a lead fits your ICP; the ranking and the **Top Value** sort help you pick the biggest opportunities within that fit. You may also see an **🧭 Explore** label. It marks a lead from an adjacent niche outside your usual ICP. It is worth a test: niches that work can become new target markets. ## Troubleshooting - **Most of my leads are tier C or D.** Your search may be outside your ideal customer profile. Check the **Your ICP** line, add detail to your Business Brain, and search with roles or industries closer to your best customers. - **I see too few tier A leads.** Add tier **B** in the **ICP Tier** filter, widen the location, or remove a narrow filter. ## Next steps - [Find high-ticket leads](https://swashi.io/docs/leads/find-leads) - [Teach your Business Brain](https://swashi.io/docs/getting-started/business-brain) - [Target tiers in an email campaign](https://swashi.io/docs/outreach/email-studio) ## Frequently asked questions **What is an ICP score?** It is a score from 0 to 100 that rates how well a lead matches your ideal customer profile. Swashi scores every lead automatically across five dimensions: niche fit, outreach readiness, digital presence, business maturity and website opportunity. **What does a tier A lead mean?** A tier A lead scored 75 or above, the highest rating. It closely matches your ideal customer profile and should be contacted first, with your best message. **What is the difference between tiers A, B, C and D?** A is 75–100 (perfect fit), B is 55–74 (strong fit), C is 35–54 (moderate fit, lower priority) and D is 0–34 (poor fit, not recommended for outreach). **Where does Swashi get my ideal customer profile?** From your Business Brain. Swashi reads what you have taught it about your business, so every search starts from your ideal customer profile, shown on the Lead Generation page as Your ICP. **Are imported leads scored too?** Yes. Leads you import are validated and scored like the leads Swashi finds for you. --- # How to get verified leads with verified emails > Learn how Swashi verifies lead emails, how to search only for verified contacts with phones, how imported lists are cleaned, and how to track deliverability. Source: https://swashi.io/docs/leads/verified-leads Section: Lead Generation Last updated: 2026-10-20 Swashi verifies the email address of every lead it finds before that lead reaches you, and lets you search only for leads with a verified email and a phone number. Verified emails carry a green check on the lead card. This matters because sending to bad addresses causes bounces, and bounces hurt the reputation of the mailbox you send from. This guide follows the EP6 video tutorial, "How to Generate Verified Leads with Swashi." It covers four things: asking only for verified contacts, reading a verified lead card, cleaning your own list, and watching your deliverability. ## Part 1: Ask only for verified contacts 1. Click **Lead Generation** in the sidebar. Verified contacts start with the right search; see [how to find leads](https://swashi.io/docs/leads/find-leads). 2. Click **Filters**. 3. **Require email and phone.** Under **Has Contact**, turn on **📧 Email** and **📞 Phone**. Only leads with an email address and a phone number make the list. 4. **Verified emails only.** Under **Contact Quality**, turn on **✓ Verified Email**. Every lead's address has then been checked before it reaches you. ![Contact Quality filter highlighted in Lead Generation with Verified Email switched on next to in LinkedIn](https://swashi.io/docs/img/ep6-filters-quality.webp "Turn on Verified Email under Contact Quality.") 5. **Signals you can trust.** Under **ICP Tags**, add tags such as **Verified Email**, **LinkedIn Active** and **Decision Maker** to narrow the list further. ![ICP Tags filter highlighted with tags such as Decision Maker, High Ticket, Verified Email and LinkedIn Active](https://swashi.io/docs/img/ep6-filters-tags.webp "ICP Tags narrow the list to the signals you trust.") 6. Click **Find Leads**. Swashi searches, then verifies every email before it reaches you. > **Tip:** The **in LinkedIn** option under **Contact Quality** keeps only leads with a LinkedIn presence, which is useful when you plan to reach people there as well. ## Part 2: Read a verified lead card Each lead card puts what you need in one place: ![Lead card highlighted showing an ICP-A 80 badge, a decision-maker, an example.com email with a green check, a 555 phone number, website, revenue, team size and tags](https://swashi.io/docs/img/ep6-cards-card1.webp "A verified lead card: the green check marks a verified email.") | On the card | What it tells you | |---|---| | Decision-maker name and title | The person you will contact, for example a VP | | Email with a green **✓** | The address has been verified | | Phone number | A direct phone number for the lead | | Website | The company's site | | Tags such as **Verified Email** and **LinkedIn Active** | Contact signals attached to the lead | | **ICP·A**, **ICP·B** and so on | How well the lead fits your ideal customer | - **Sorted by fit.** ICP tiers show how well each verified lead matches your ideal customer. See [ICP and lead tiers](https://swashi.io/docs/leads/icp-tiers). - **Track every lead.** Statuses show which leads are new, contacted, replied or closed. Use the **All Statuses** menu to filter. - **Export the clean list.** Download verified leads with **CSV** or **PDF**. See [export and Google Sheets](https://swashi.io/docs/leads/export-and-sheets). ![CSV and PDF export buttons highlighted above the lead cards in Lead Generation](https://swashi.io/docs/img/ep6-cards-export.webp "Download your verified leads as CSV or PDF.") For a full guide to every field on a card, see [how to read a lead card](https://swashi.io/docs/leads/company-research). ## Part 3: Clean your own list Already have leads? You can import them, and Swashi cleans them on the way in. 1. Click **Email Outreach** in the sidebar. 2. Find the **Import Your Own Leads** panel. Upload leads from Apollo, Hunter, LinkedIn Sales Navigator, HubSpot or any CSV. ![Import Your Own Leads panel highlighted with Apollo.io, Hunter.io, LinkedIn Sales Nav, HubSpot and Custom CSV sources and a CSV drop zone](https://swashi.io/docs/img/ep6-import-panel.webp "Import your own list in Email Outreach.") 3. Your file needs an **email** column plus at least one of **company**, **name** or **business_name**. What happens to your rows: | Row | What Swashi does | |---|---| | No valid email | Skipped | | Duplicate of a lead you already have | Removed | | New lead with an email | Imported, and the email is validated in the background | Imported leads are scored like the leads Swashi finds for you. Importing is available from the Growth plan up. The full steps are in [import your own leads](https://swashi.io/docs/leads/import-leads). ## Part 4: Watch your deliverability Verified data shows up in your results. 1. Click **Reports** in the sidebar. 2. Find **📧 Email Deliverability**. It shows your **Health Score**, **Delivery Rate**, **Bounce Rate**, **Open Rate**, **Click Rate** and **Spam Rate**. ![Email Deliverability card highlighted in Reports with Health Score, Delivery Rate, Bounce Rate, Open Rate, Click Rate and Spam Rate](https://swashi.io/docs/img/ep6-deliver-deliver.webp "Email Deliverability in Reports shows how clean your list is.") The health score runs from 0 to 100: green at 80 and above, amber from 60 to 79, and red below 60. A low bounce rate is the clearest proof that your list is clean. See [deliverability and warm-up](https://swashi.io/docs/outreach/deliverability-and-warmup) for how to keep it that way. > **Important:** Verification checks addresses; it does not replace careful sending. Keep using warm-up on new mailboxes and never send in sudden bursts. ## Troubleshooting - **My search returned fewer leads with Verified Email on.** That is expected: leads without a verified address are left out. Widen the location, add tier **B**, or remove a narrow tag. - **Some rows didn't import.** Rows without a valid email are skipped and duplicates of your existing leads are removed. Check that your file has an email column and a company or name column. ## Next steps - [Every lead filter explained](https://swashi.io/docs/leads/filters-reference) - [Import your own leads](https://swashi.io/docs/leads/import-leads) - [Deliverability and warm-up](https://swashi.io/docs/outreach/deliverability-and-warmup) - [Lead generation and outreach automation](https://swashi.io/automations/lead-gen-outreach-automation) ## Frequently asked questions **Does Swashi verify the emails it finds?** Yes. When you click Find Leads, Swashi searches and then verifies every email before the lead reaches you. Verified emails are marked with a green check on the lead card. **How do I get only leads with a verified email?** Open Filters and turn on Verified Email under Contact Quality. Only leads with a verified email will make the list. **Are the emails in my imported list verified too?** Imported lists are cleaned on the way in: rows without a valid email are skipped, duplicates of leads you already have are removed, and every new email is validated in the background. **How can I tell if my list is staying clean after I start sending?** Open Reports and check Email Deliverability, which shows your health score and your delivery, bounce, open, click and spam rates. --- # How to import your own leads from CSV, Apollo, Hunter or HubSpot > Learn how to import your own leads into Swashi from CSV, Apollo, Hunter, LinkedIn Sales Navigator or HubSpot, which columns you need, and how rows are cleaned. Source: https://swashi.io/docs/leads/import-leads Section: Lead Generation Last updated: 2026-10-20 You can bring your own lead list into Swashi by uploading a CSV in the **Import Your Own Leads** panel on the **Email Outreach** page. Swashi accepts exports from Apollo, Hunter, LinkedIn Sales Navigator, HubSpot or any custom CSV. All you need is an **email** column plus a **company** or **name** column. Swashi then cleans, validates and scores the list so your Outreach Agent can contact it. This page explains who can import, how to prepare your file, what happens to each row, and how to use imported leads in a campaign. It matches part three of the EP6 video tutorial. ## Before you start - **Plan:** importing your own leads is available on the **Growth**, **Agency** and **Enterprise** plans. On other plans the panel shows an upgrade prompt. See [plans and billing](https://swashi.io/docs/account/plans-and-billing). - **Permission:** only import contacts you are allowed to email. Swashi does not suggest buying lists, and good outreach depends on a clean, relevant list. See [compliance and unsubscribe](https://swashi.io/docs/outreach/compliance-and-unsubscribe). - **A connected mailbox** is needed before a campaign can send to these leads. See [connect a sending account](https://swashi.io/docs/outreach/connect-sending-account). ## Prepare your file Export your contacts from your current tool as a CSV file. The panel lists these sources: **Apollo.io**, **Hunter.io**, **LinkedIn Sales Nav**, **HubSpot** and **Custom CSV**. | Column | Required? | Notes | |---|---|---| | **email** | Required | Each row needs a valid email address. Rows without one are skipped. | | **company** | One of these three is required | The company the person works for. | | **name** | | The person's name. | | **business_name** | | The business name, if you use this instead of company. | > **Tip:** Add a name column even if you have a company column. Campaign messages can fill in variables such as the first name, business and city for each lead, so the more you include, the more personal each email can be. ## Import the file 1. Click **Email Outreach** in the sidebar. ![Email Outreach highlighted in the Swashi sidebar with the Outreach Studio page open](https://swashi.io/docs/img/ep6-import-nav.webp "Imports live on the Email Outreach page.") 2. Find the panel titled **Import Your Own Leads**. On eligible plans it shows **Unlimited leads per upload**. ![Import Your Own Leads panel highlighted with Unlimited leads per upload, the supported sources and the required columns](https://swashi.io/docs/img/ep6-import-panel.webp "The Import Your Own Leads panel lists the supported sources.") 3. **Drag & drop your CSV here or click to browse**, then select your file. To pick a different file, click to change it. ![CSV drop zone highlighted inside the Import Your Own Leads panel with the text Drag and drop your CSV here](https://swashi.io/docs/img/ep6-import-validate.webp "Drop your CSV file here or click to browse.") 4. Click **Import Leads**. 5. When you see **Import complete**, read the summary. It shows how many rows were imported, how many were skipped because they had no email, and how many duplicates were ignored. 6. To upload another list, click **Import another file**. ## What Swashi does with your rows Your list is cleaned on the way in: - **Rows without a valid email are skipped.** - **Duplicates of leads you already have are removed**, so nobody is added twice. - **Every new email is validated in the background**, after the import finishes. - **Imported leads are scored** like the leads Swashi finds, so each one gets an ICP score and tier. See [ICP and lead tiers](https://swashi.io/docs/leads/icp-tiers). ## Use imported leads in a campaign When you create a campaign in [Email Studio](https://swashi.io/docs/outreach/email-studio), the **Audience** step asks for a lead source: | Lead source | What it contacts | |---|---| | **All Sources** | Sheet and uploaded leads together | | **Sheet Targets** | Leads from your connected Google Sheet | | **My Uploaded Leads** | CSV imports only | Choose **My Uploaded Leads** to contact only the list you imported. The Outreach Agent contacts your uploaded list too. Voice calling campaigns also let you pick the lead source; see [voice outreach](https://swashi.io/docs/voice/voice-outreach). ![Lead source options highlighted in the Email Studio Audience step: All Sources, Sheet Targets and My Uploaded Leads](https://swashi.io/docs/img/ep7-audience-source.webp "Pick My Uploaded Leads to contact only your imported list.") ## Troubleshooting - **The panel shows "Available on Growth, Agency & Enterprise plans."** Your plan does not include importing. Click **Upgrade to unlock →**, or see the [pricing page](https://swashi.io/pricing). - **Fewer leads were imported than rows in my file.** Rows without a valid email are skipped and duplicates of your existing leads are removed. Check the import summary. - **Every row was skipped.** Make sure the email column header is named **email**, and that the file also has a **company**, **name** or **business_name** column. ## Next steps - [How verification works](https://swashi.io/docs/leads/verified-leads) - [Build a campaign in Email Studio](https://swashi.io/docs/outreach/email-studio) - [Export your leads or sync them to Google Sheets](https://swashi.io/docs/leads/export-and-sheets) ## Frequently asked questions **Which plans can import leads?** Importing your own leads from CSV is available on the Growth, Agency and Enterprise plans. Free and Starter accounts see an upgrade prompt on the import panel. **What columns does my CSV need?** An email column, plus at least one of company, name or business_name. Rows without a valid email are skipped. **What happens to duplicates?** Duplicates of leads you already have are removed during the import, so the same person is not added twice. **Are imported leads verified and scored?** Every new email is validated in the background, and imported leads are scored like the leads Swashi finds for you, so they get an ICP tier too. **Can a campaign send only to my imported leads?** Yes. When you build a campaign, choose My Uploaded Leads (CSV imports only) as the lead source. All Sources combines your sheet and uploaded leads. --- # How to export leads to CSV or PDF and sync them to Google Sheets > Learn how to export your Swashi leads to CSV or PDF, and how to connect a Google Sheet so every new lead you find is added to it and kept in sync for you. Source: https://swashi.io/docs/leads/export-and-sheets Section: Lead Generation Last updated: 2026-10-20 You can take your Swashi leads anywhere in two ways: **export** them as a **CSV** or **PDF** file at any time, or **connect a Google Sheet** so every lead you find is added to it automatically. Export is best for a one-off copy; the Google Sheet keeps a live, up-to-date copy of your pipeline that your team and your outreach campaigns can use. This page covers both, plus how to fix a paused sync. ## Before you start - **Plan:** lead export and Google Sheets sync are turned off during the free trial. They are available on paid plans that include Lead Generation. See [plans and billing](https://swashi.io/docs/account/plans-and-billing). - **Google account:** to sync, you need a Google account with access to Google Sheets. ## Export leads to CSV or PDF 1. Click **Lead Generation** in the sidebar. 2. Narrow the list first if you want only some leads, for example with the **All Statuses** menu or the **Filters** panel. See the [filters reference](https://swashi.io/docs/leads/filters-reference). 3. Click **CSV** for a spreadsheet file, or **PDF** for a document you can read or share. ![CSV and PDF buttons highlighted above the lead cards on the Lead Generation page](https://swashi.io/docs/img/ep6-cards-export.webp "Export your leads as CSV or PDF.") | Format | Best for | |---|---| | **CSV** | Opening in a spreadsheet, or loading into another tool such as your CRM | | **PDF** | Reading, printing or sharing a clean list with your team | > **Note:** If you see **Upgrade** with the message "Upgrade to export your leads," your current plan or trial does not include export. ## Connect a Google Sheet The **Google Sheet Sync** card at the top of the Lead Generation page is marked **STEP 1**. It reads: "Connect your Google Sheet first — every lead you discover will be synced there automatically, so your sheet is always up to date and ready for outreach." Connecting is optional, and you can do it at any time. 1. Click **Lead Generation** in the sidebar. 2. In the **Google Sheet Sync** card, click **Connect Sheet ↗**. 3. Sign in with Google and allow Swashi access. 4. Choose where your leads should go: **Select Google Sheet** to pick an existing sheet, or **Create new sheet**. If you are asked for a link, paste the URL of the Google Sheet where you'd like your leads to appear and click **Confirm**. 5. The card now shows a **CONNECTED** badge, **Your Sheet**, and a count of **rows synced**. From now on, new leads are added automatically when you search. > **Tip:** As the app says, "We only access the sheet you select." ### Push the leads you already have New leads sync automatically as you search. To copy the leads already in your pipeline, click **Sync All** to push all your leads to this sheet right now. The button shows **Syncing…** while it works. ### How the sheet is used for outreach Your connected sheet is also a lead source for your campaigns. When you build a campaign, choose **Sheet Targets** to contact the leads in your sheet, or **All Sources** to combine your sheet with leads you uploaded. See [Email Studio](https://swashi.io/docs/outreach/email-studio) and [import your own leads](https://swashi.io/docs/leads/import-leads). ![Lead source options in the Email Studio Audience step, with Sheet Targets for Google Sheet leads](https://swashi.io/docs/img/ep7-audience-source.webp "Choose Sheet Targets to contact the leads in your sheet.") You can see how many leads have reached your sheet under **Sheet Rows Synced** in the Lead Gen section of **Performance**. ## Change or disconnect your sheet | You want to | Do this | |---|---| | Use a different sheet | Click **Change Sheet**. There is no need to disconnect first. | | Stop syncing | Click **Disconnect Sheet**. New leads will no longer sync there. | | Start over completely | Use **Disconnect & start over**, then connect again. | ## Troubleshooting - **The card says SYNC PAUSED or "Your Google token has expired."** Your Google sign-in has expired. Click **Reconnect** to resume auto-syncing leads to your sheet. - **My earlier leads aren't in the sheet.** Click **Sync All** to push all your leads to the sheet. - **Export or Connect Sheet asks me to upgrade.** Export and sync are off during the trial and on plans without Lead Generation. See current options on the [pricing page](https://swashi.io/pricing). ## Next steps - [Find high-ticket leads](https://swashi.io/docs/leads/find-leads) - [Import your own leads](https://swashi.io/docs/leads/import-leads) - [Start an email campaign](https://swashi.io/docs/outreach/email-studio) ## Frequently asked questions **Do I have to connect a Google Sheet to use Lead Generation?** No. The sheet is optional. Without one, your leads stay in your Swashi pipeline and you can export them as CSV or PDF. **Will leads I already found be added to a sheet I connect later?** New leads are added automatically when you search. To push the leads you already have, click Sync All on the Google Sheet Sync card. **Can Swashi see my other Google Sheets?** No. Swashi only accesses the sheet you select. **Why can't I export or sync during my free trial?** Lead export and Google Sheets sync are turned off during the Starter trial. They become available once you are on a paid plan. **Why does my sheet say SYNC PAUSED?** Usually your Google sign-in has expired. Click Reconnect to resume syncing new leads to your sheet. --- # How to read a lead card: what Swashi researches about each lead > Learn what Swashi finds about each lead and company, from decision-makers and verified contacts to revenue, signals and ICP score, and how to read a lead card. Source: https://swashi.io/docs/leads/company-research Section: Lead Generation Last updated: 2026-10-20 For every lead, Swashi researches the company and the person behind it: who the decision-maker is, how to reach them, how big the business is, and what signals suggest it is a good fit. It puts all of this on one **lead card**, together with an ICP score that tells you how closely the lead matches your ideal customer. This page explains what Swashi looks for, how to read each part of a lead card, and where research shows up after you start contacting people. ## What Swashi researches When you click **Find Leads**, Swashi searches business listings and directories for the role or industry and location you entered, gathers contact details, verifies every email, and scores the result against your ideal customer profile from your [Business Brain](https://swashi.io/docs/getting-started/business-brain). A search typically takes 60 to 120 seconds. Leads are deduplicated, so the same business does not appear twice. Leads are found and described in your own language. In several markets, Swashi finds, validates and contacts leads natively in the prospect's language. ## How to read a lead card Here is an example card from the EP2 tutorial, read left to right: > Standard · ICP·A 80 · Northwind Lending · Rowan Warren · VP of Loan Conversions · rowan.warren@northwindlending.example ✓ · +1 (555) 0150-1687 · northwindlending.example · Suffolk, Virginia · 💰 618.0M · 👥 1.2K employees · High Ticket · LinkedIn Active · Verified Email ![Example lead card with Standard and ICP-A 80 badges, company, decision-maker and title, a verified example.com email, a 555 phone number, website, location, revenue, team size and tags](https://swashi.io/docs/img/ep6-cards-card1.webp "A lead card from Lead Generation.") | Part of the card | What it means | |---|---| | **Standard**, **Golden** or **Super Golden** | The Growth Hub ranking. It ranks your pipeline so campaigns start from your best leads. | | **ICP·A 80** | The ICP tier (A, B, C or D) and the ICP score from 0 to 100. See [ICP and lead tiers](https://swashi.io/docs/leads/icp-tiers). | | Company name | The business Swashi found. | | Person and title | The decision-maker and their role, for example a VP. | | Email with **✓** | The email address. A check mark means it is verified. See [verified leads](https://swashi.io/docs/leads/verified-leads). | | Phone | A direct phone number, when found. | | Website | The company's website, when found. | | Location | The city and state or region. | | **💰** | The company's annual revenue. | | **👥** | Team size (number of employees). | | Tags | Signals such as **High Ticket**, **LinkedIn Active** and **Verified Email**. | | Status | Where the lead is in your pipeline (see below). | Cards may also show the business category, a Google rating and review count, the date the lead was added, and a short **Lead ID** you can use to refer to a specific lead. > **Tip:** A lead marked **🧭 Explore** comes from an adjacent niche outside your usual ICP. It is worth a test: niches that work can become new target markets. ## Signals Swashi detects Signals help you choose who to contact and what to say. Some appear as **ICP Tags** you can filter by, including **Decision Maker**, **Senior Stakeholder**, **High Ticket**, **High LTV Potential**, **1M+ Revenue**, **Verified Email**, **LinkedIn Active**, **Voice Agent Compatible**, **AI Ready**, **Fast-Growth Signal**, **Website Opportunity** and **Appointment-Based**. See the [filters reference](https://swashi.io/docs/leads/filters-reference). Swashi also looks for signals in a business's online presence, such as: - a LinkedIn presence - an online booking system - paid advertising - a WhatsApp contact number - job postings (a growth signal) - no website (a website opportunity) - few reviews (fewer than 10 Google reviews) - a recently opened business (less than 12 months) These feed the five dimensions of the ICP score: niche fit, outreach readiness, digital presence, business maturity and website opportunity. ## Lead status Statuses show where each lead stands. They update automatically when the Outreach Agent sends emails or detects replies. Leads move through these statuses: ``` NEW → CONTACTED → REPLIED → WARM → HOT → CLOSED ↘ COLD ``` A lead starts as **NEW**, becomes **CONTACTED** once you reach out and **REPLIED** when they answer. From there it can warm up (**WARM**, then **HOT**) toward **CLOSED**, or go **COLD**. Use the **All Statuses** menu above your leads to filter by status. ![All Statuses menu highlighted above the lead cards](https://swashi.io/docs/img/ep6-cards-status.webp "Filter your leads by status.") ## After you make contact Research keeps growing as your outreach runs. On the **Business** page, **Opportunities** lists people showing buying signals, and **Lead Journeys** shows a per-person timeline from discovered to contacted, replied and meeting. Sections there activate as data arrives; until then they say "activating" or "Not measured" instead of showing a number. In **Reports**, the **Lead Pipeline** section shows your total leads, tier A and tier B counts, and how many you have contacted. See [reports](https://swashi.io/docs/reports/reports). ## Troubleshooting - **A card has no email or phone.** Swashi shows only what it finds. Turn on **Email** and **Phone** under **Has Contact** in your next search. - **The revenue or team size is missing.** These details appear only when Swashi finds them. Use the **Annual Revenue** or **Company Size** filter to keep only leads that match your range. ## Next steps - [How ICP tiers are scored](https://swashi.io/docs/leads/icp-tiers) - [Every filter explained](https://swashi.io/docs/leads/filters-reference) - [Start an email campaign](https://swashi.io/docs/outreach/email-studio) - [Lead generation and outreach automation](https://swashi.io/automations/lead-gen-outreach-automation) ## Frequently asked questions **What information does Swashi find for each lead?** Depending on what is available, a lead card shows the business and the decision-maker with their title, an email (with a check mark when verified), a phone number, the website, the location, annual revenue, team size, signal tags, and an ICP tier and score. **Why do some leads have no email or phone?** Swashi shows contact details only when it finds them. Use the Has Contact filter to require Email or Phone, and Verified Email under Contact Quality to keep only checked addresses. **What are signals on a lead?** Signals are tags Swashi attaches during research, such as Decision Maker, High Ticket, LinkedIn Active or Website Opportunity. They help you pick the right leads and the right message. **Are leads described in my language?** Yes. Leads are found and described in your own language, and in several markets leads are found, validated and contacted in the prospect's own language. **Where can I follow a lead after I contact them?** Use the lead status on the card and the All Statuses filter on the Lead Generation page. The Business page also shows Lead Journeys, a per-person timeline from discovered to contacted, replied and meeting. --- # How to connect an email sending account to Swashi > Connect Gmail, Outlook / Microsoft 365, Brevo, SendGrid or any SMTP server to Swashi Email Outreach, step by step, with the exact fields each provider needs. Source: https://swashi.io/docs/outreach/connect-sending-account Section: Email Outreach Last updated: 2026-10-20 To send email campaigns from Swashi, you connect your own mailbox: Gmail, Outlook / Microsoft 365, Brevo, SendGrid or any SMTP server. Open **Email Outreach**, click **Connect account**, choose your provider, enter the details below, then **Verify Account** and **Save Account**. Swashi then warms the new mailbox up automatically before it sends at full pace. ## Before you start - **A paid plan.** Email Outreach is locked on the Free plan. Starter includes 1 mailbox, Growth 6, Agency 18 and Enterprise 55. Extra Inbox (+1 inbox) and Outreach Pack (+3 inboxes) add more. See current prices on the [pricing page](https://swashi.io/pricing). - **The mailbox you want to send from.** Every campaign email goes out from an account you own, so replies come back to you. - **2-factor authentication** turned on, if you use Gmail or Microsoft 365. You need it to create an app password. ## Connect an account 1. Click **Email Outreach** in the sidebar. The page opens on **Outreach Studio**. ![Email Outreach highlighted in the Swashi sidebar with the Outreach Studio page open](https://swashi.io/docs/img/ep7-accounts-nav.webp "Open Email Outreach to reach Outreach Studio.") 2. In **Email Sending Accounts**, click **Connect account**. If you have no accounts yet, the card reads "Connect an email account to start sending campaigns." ![Email Sending Accounts panel highlighted with a Connect button and provider cards for Gmail, Brevo, SendGrid and SMTP](https://swashi.io/docs/img/ep7-accounts-send.webp "Connect a mailbox from the Email Sending Accounts panel.") 3. In **Connect Your Email Account**, under **Choose Your Service Provider**, pick your provider. To switch later, click **Click Here to Change Provider**. 4. Fill in the fields for your provider (see the sections below). 5. Click **Verify Account**. When you see "Connection verified! Click Save to add this account.", continue. 6. Click **Save Account**. The mailbox is added to your account list with its warm-up status. ## Gmail (app password) The window title reads **Connect Your Gmail Account**. 1. In your Google account, turn on 2-factor authentication. 2. Create an **App password**: Google Account → Security → App Passwords. 3. In Swashi, enter **Your Gmail ID** (your Gmail address). 4. Paste the app password into the password field. Use the app password, not your regular Google password. 5. Click **Verify Account**, then **Save Account**. ## Outlook / Microsoft 365 The window title reads **Connect Your Outlook / 365 Account**. 1. For a Microsoft 365 work or school account, turn on 2-factor authentication and generate an app password. The app points you to account.microsoft.com → Security → Advanced security. 2. Enter **Your Email ID** and **Your App Password**. 3. Click **Verify Account**, then **Save Account**. > **Important:** The app notes that personal Hotmail/Outlook.com accounts can no longer send via SMTP (Microsoft disabled it). Use Gmail, Brevo or SendGrid instead. ## Brevo The window title reads **Connect Your Brevo Account**. 1. In Brevo, go to **SMTP & API → SMTP** (app.brevo.com/settings/keys/smtp). 2. In Swashi, enter **Sender Email (From)**. This must be a verified Brevo sender. 3. Enter **Brevo SMTP Login**. This is the "Login" shown in Brevo → SMTP & API → SMTP (it looks like xxxx@smtp-brevo.com), not your email address. 4. Enter **Your Brevo SMTP Key**. 5. Click **Verify Account**, then **Save Account**. > **Note:** If you see an "Unauthorized IP" error, turn off **Authorized IPs** in Brevo. Swashi sends from changing server IPs. ## SendGrid The window title reads **Connect Your SendGrid Account**. 1. In SendGrid, go to **Settings → API Keys** and create a key. Make sure it has **Mail Send** permission. 2. In Swashi, enter your **Sender Email ID**. 3. Paste the key into **SendGrid API Key**. 4. Click **Verify Account**, then **Save Account**. > **Note:** SendGrid is a sending-only service. Inbound reply monitoring is not available for this provider, so replies will not reach your [Unified Inbox](https://swashi.io/docs/outreach/unified-inbox). ## Any other provider (SMTP) The window title reads **Connect Your SMTP Account**. Use this for providers that offer standard SMTP, such as your own domain's mail server. 1. Enter **Your Email ID**. 2. Enter **Your SMTP Host Link**: the SMTP hostname from your mail provider. 3. Enter the **Port**. Common ports are 587 (STARTTLS) or 465 (SSL). 4. Enter **Your Password** for that mailbox. 5. Click **Verify Account**, then **Save Account**. ## After you connect - **Warm-up starts automatically.** The account card shows "Day N of warmup", the safe number of sends for today and how many were sent. Read [Deliverability and warm-up](https://swashi.io/docs/outreach/deliverability-and-warmup) for the full ramp. - **Round-Robin rotation.** With more than one account, emails rotate across all active accounts in order (#1 → #2 → #3). Paused accounts are skipped. - **Pause or resume.** Click **Pause** on any account to remove it from rotation without disconnecting it, and **Resume** to bring it back. - **Daily send cap.** Each account shows its **Daily send cap**. > **Tip:** Connect your mailbox early, even before your first campaign is ready. Warm-up counts from the day you connect. ## Troubleshooting | What you see | What to do | |---|---| | Verification fails on Gmail or Microsoft 365 | Check that 2-factor authentication is on and that you pasted an app password, not your normal password. | | "Unauthorized IP" with Brevo | Turn off Authorized IPs in Brevo, then click Verify Account again. | | Brevo login rejected | Use the SMTP Login from Brevo's SMTP & API → SMTP page, not your email address. | | Personal Outlook.com or Hotmail will not connect | Personal Microsoft accounts can no longer send via SMTP. Connect Gmail, Brevo or SendGrid instead. | | "Connect an email account first" in Email Studio | No sending account is connected yet. Connect one here first. | ## Next steps - [Write your first sequence in Email Studio](https://swashi.io/docs/outreach/email-studio) - [Understand warm-up and daily caps](https://swashi.io/docs/outreach/deliverability-and-warmup) - [Read and answer replies in the Unified Inbox](https://swashi.io/docs/outreach/unified-inbox) - See how [lead generation and outreach automation](https://swashi.io/automations/lead-gen-outreach-automation) fit together ## Frequently asked questions **Do I use my normal Gmail password to connect Gmail?** No. Turn on 2-factor authentication in your Google account, then create an App password under Google Account → Security → App Passwords, and paste that app password into Swashi. **Can I connect a personal Outlook.com or Hotmail address?** The app notes that personal Hotmail/Outlook.com accounts can no longer send via SMTP because Microsoft disabled it. Use Gmail, Brevo or SendGrid instead. Microsoft 365 work or school accounts can connect with an app password. **Why do I get an Unauthorized IP error with Brevo?** Swashi sends from changing server IPs. If you see an Unauthorized IP error, turn off Authorized IPs in your Brevo account and verify again. **Will replies show up if I connect SendGrid?** No. SendGrid is a sending-only service, so inbound reply monitoring is not available for this provider. Use a mailbox provider such as Gmail if you want replies in your Unified Inbox. **How many email accounts can I connect?** It depends on your plan: Starter includes 1 mailbox, Growth 6, Agency 18 and Enterprise 55. The Free plan cannot connect mailboxes. See the pricing page for current plans and add-ons. --- # How to create an email campaign in Email Studio > Build an AI-written cold email campaign in Swashi Email Studio: choose your audience, let Copy Intelligence write four steps, set the schedule and automate. Source: https://swashi.io/docs/outreach/email-studio Section: Email Outreach Last updated: 2026-10-20 Email Studio is where you build an outreach campaign in Swashi: you choose who to contact, Copy Intelligence writes a four-email sequence, you set when it sends, and you click **Automate**. The Outreach Agent then sends each step on a paced schedule and stops following up when a lead replies. It is built for business owners and sales teams who want personalized cold email without writing every message by hand. ## Before you start - Connect at least one mailbox. See [Connect a sending account](https://swashi.io/docs/outreach/connect-sending-account). Without one, Email Studio shows "Connect an email account first". - Have leads to contact: leads found in Lead Generation, your Google Sheet, or a CSV you uploaded (CSV import is available from the Growth plan). - Add your offers and tone to your Business Brain (User Settings → Business Brain), so the AI writes in your voice. Open **Email Outreach** in the sidebar and scroll to **Email Studio** ("Build your outreach sequence · AI angles · Schedule · Launch"). The wizard has four steps: **Audience**, **Message**, **Schedule** and **Automate**. ## Step 1: Audience 1. **ICP Tier (who to contact first).** Select tiers **A**, **B**, **C** or **D**. Tier A = Perfect ICP, B = Strong fit, C = Average, D = Low priority. Start with tier A, then add B. Learn more in [ICP tiers](https://swashi.io/docs/leads/icp-tiers). ![Email Studio Audience step with the ICP Tier selector highlighted and tiers A and B selected](https://swashi.io/docs/img/ep7-audience-tier.webp "Start with tier A, then add B.") 2. **Target regions (states, cities, countries).** Type a region such as "Texas", "Los Angeles" or "UK" and click **Add**. Leave it empty to target all regions. ![Target regions field highlighted in the Email Studio Audience step with an Add button](https://swashi.io/docs/img/ep7-audience-region.webp "Add regions, or leave the field empty to target all regions.") 3. **Niche (optional — leave blank for all).** Focus the campaign on one industry, for example "Dentists" or "HVAC Contractors". 4. **Maximum leads to contact.** Set how many leads this campaign contacts. 5. **Lead source.** Choose one: ![Lead source options highlighted in the Audience step: All Sources, Sheet Targets and My Uploaded Leads](https://swashi.io/docs/img/ep7-audience-source.webp "Choose where the campaign takes its leads from.") | Option | What it uses | |---|---| | **All Sources** | Sheet + uploaded leads | | **Sheet Targets** | Your Google Sheet / Apps Script | | **My Uploaded Leads** | CSV imports only | > **Note:** If you choose Sheet Targets without a sheet, the app shows "No Google Sheet connected — connect one in Settings first." ## Step 2: Message This step is powered by **Copy Intelligence — AI writes with proven psychology**. 1. **Describe your offer.** One sentence is enough, for example "offer a free website audit to dentists in Texas". ![Copy Intelligence offer field highlighted in the Message step with the text Offer a free website audit to dental clinics in Texas](https://swashi.io/docs/img/ep7-message-prompt.webp "Describe your offer in one sentence.") 2. **Choose your angle.** Pick the persuasion angle the emails lean on: | Angle | Idea | |---|---| | **Website Authority** | Their site is losing leads | | **Lead Automation** | Automate their growth | | **Social Proof** | Others like them win | | **ROI Analytical** | Show the numbers | | **Urgency / FOMO** | Window is closing | 3. **Tone.** Choose **Professional**, **Conversational**, **Urgent**, **Analytical** or **Storytelling**. 4. Click **Write All 4 Steps**. One click writes the full sequence in your brand voice. Click **Regenerate** to try again. ![Write All 4 Steps button highlighted next to the offer field in the Email Studio Message step](https://swashi.io/docs/img/ep7-message-write.webp "One click writes the whole four-email sequence.") 5. **Review each step.** The sequence has four emails with four jobs: **Initial Touch**, **Follow-up 1**, **Follow-up 2** and **Breakup**. Use **Sequence step** to switch between them and edit the **Subject line** and **Email body**. The cadence bar shows Day 0, +3d, +6d and +9d, and "4/4 steps written" when all steps are ready. See [Follow-ups and timing](https://swashi.io/docs/outreach/follow-ups-and-timing). 6. **Check the preview.** "PREVIEW — HOW RECIPIENTS SEE IT" shows the email with variables such as `{first_name}`, `{business_name}` and `{city}` filled in for a lead. ![Preview - How recipients see it panel highlighted, showing an email with the business name, city and first name filled in](https://swashi.io/docs/img/ep7-message-body.webp "The preview shows the email with variables filled in.") Prefer to start from a draft? Click **Start with a template** and choose **Cold Intro**, **Follow-up 1**, **Follow-up 2** or **Value-First**. > **Tip:** If you see "Spam trigger word detected. Remove it to improve deliverability.", edit the wording before you continue. Every email also carries the safety line "Swashi auto-appends unsubscribe link · Suppression list active · Content safety check running". See [Compliance and unsubscribe](https://swashi.io/docs/outreach/compliance-and-unsubscribe). ## Step 3: Schedule 1. **Campaign Name.** Give the campaign a name you will recognize in reports. 2. **Timezone.** The timezone your schedule uses. 3. **Send window (local time).** The hours emails may go out, for example business hours. 4. **Send on.** The days of the week to send. 5. **Start date (optional)** and **End date (optional).** With an end date, the campaign runs daily until that date. Leave it blank to run until all leads are contacted. 6. **Daily Cap (emails).** The most emails this campaign sends per day. Sending also stays within each mailbox's safe warm-up limit. ## Step 4: Automate 1. Check the **Campaign Summary**: **Targeting**, **Max Leads**, **Send Window**, **Timezone**, **Daily Cap** and **Est. Duration**. 2. Review the protection checklist: suppression list checked before every send, unsubscribe link auto-appended, 72-hour cooldown between emails to the same lead, bounce rate above 5% auto-pauses the account, spam trigger scan and content safety check. 3. Click **Automate**. Your campaign appears under **Campaigns** with its **Next run**, sends and reply rate. ## Managing a running campaign - **Pause** and **Resume** a campaign at any time. - **Next Run** uses your campaign timezone. Pick today and an earlier time to run sooner. - Watch the **Live Email Sequence** to see exactly what is being sent at each step. See [Unified Inbox](https://swashi.io/docs/outreach/unified-inbox). - Status messages explain a quiet day, for example "No eligible leads left today — resumes at your next scheduled run." or "Monthly send limit reached — resumes on the 1st." ## Next steps - [Follow-ups and timing](https://swashi.io/docs/outreach/follow-ups-and-timing) - [Deliverability and warm-up](https://swashi.io/docs/outreach/deliverability-and-warmup) ## Frequently asked questions **Do I have to write the emails myself?** No. Describe your offer in one sentence and Copy Intelligence writes all four emails of the sequence in your brand voice. You can edit any step or start from a template instead. **Which leads does a campaign contact?** The leads that match your Audience settings: ICP tier, regions, niche and lead source (All Sources, Sheet Targets or My Uploaded Leads), up to the maximum you set. **Can I change the lead source of a running campaign?** Pause the campaign first. The app locks the lead source while a campaign is running. **What happens if I leave the end date blank?** The campaign runs daily until all matching leads are contacted. If you set an end date, it runs daily until that date. **Why can't I launch my campaign?** You need at least one connected sending account. If Email Studio shows 'Connect an email account first', connect a mailbox in Email Sending Accounts and try again. --- # How email follow-ups and send timing work in Swashi > Learn how Swashi's 4-step email sequence works: Initial Touch, two follow-ups and a Breakup on day 0, +3, +6 and +9, and stopping as soon as the lead replies. Source: https://swashi.io/docs/outreach/follow-ups-and-timing Section: Email Outreach Last updated: 2026-10-20 Every Swashi email campaign is a four-step sequence: an **Initial Touch** on day 0, **Follow-up 1** on day 3, **Follow-up 2** on day 6 and a **Breakup** email on day 9. Follow-ups only go out if the lead has not replied, so nobody who answers you gets chased. This page explains what each step is for, how timing is decided and how personalization variables work. ## Before you start You write and review the sequence in [Email Studio](https://swashi.io/docs/outreach/email-studio), in the **Message** step. Click **Write All 4 Steps** and Copy Intelligence writes all four emails at once, using the offer, angle and tone you chose. ## The four steps Each email has its own job. The app labels them like this: ![Sequence step tabs highlighted in Email Studio: Initial Touch, Follow-up 1, Follow-up 2 and Breakup](https://swashi.io/docs/img/ep7-message-steps.webp "Four emails, four jobs.") | Step | Label in the app | Its job | When it sends | |---|---|---|---| | 1 | **Initial Touch** | First contact — build curiosity. The first cold email, with no prior contact. | Day 0 | | 2 | **Follow-up 1** | Gentle reminder + new hook, for a lead who received the email but didn't reply. | +3 days | | 3 | **Follow-up 2** | Value-first, low pressure. A second follow-up with an angle switch. | +6 days | | 4 | **Breakup** | Respectful final close. The last email before the sequence ends. | +9 days | In some places the same steps appear as **Cold Intro (Step 1)**, **Follow-up 1 (Step 2)**, **Follow-up 2 (Step 3)** and **Closing (Step 4)**. They are the same four emails. > **Note:** The Breakup is the last email. After it, the sequence ends for that lead. ## How timing works The cadence bar in Email Studio shows **Day 0 · +3d · +6d · +9d**. On top of that, three things decide the exact moment an email is sent: ![Cadence bar highlighted below the email preview showing Day 0, +3d, +6d and +9d](https://swashi.io/docs/img/ep7-message-cadence.webp "The cadence bar shows when each step sends.") - **Your schedule.** Emails go out only inside your **Send window (local time)** and on the days you chose under **Send on**. Where the recipient's country has a single timezone, sends are gated by the recipient's local business hours. - **Pacing.** Every send waits a random 30–120 seconds after the last one. Swashi never sends a whole batch at once. - **Safe daily limits.** Sending stays within the campaign's **Daily Cap** and each mailbox's warm-up limit. See [Deliverability and warm-up](https://swashi.io/docs/outreach/deliverability-and-warmup). Swashi also applies a **72-hour cooldown**: a lead never receives another email within 72 hours of the last one. You cannot override this setting. ## Stopping on reply The sequence is reply-first. A reply or a booked meeting stops further steps to that person. Their message lands in your [Unified Inbox](https://swashi.io/docs/outreach/unified-inbox), where you can answer from your own mailbox. > **Note:** Replies are detected on mailbox providers that support inbound monitoring. SendGrid is a sending-only service, so reply monitoring is not available for SendGrid accounts. ## Personalization variables Under the email body, the app lists the variables you can use: | Variable | Filled with | |---|---| | `{first_name}` | The lead's first name | | `{business_name}` | The lead's business name | | `{city}` | The lead's city | | `{niche}` | The lead's niche or industry | | `{sender_name}` | Your name as the sender | Example subject line from the app: `Quick question about {business_name}`. To check how a lead will see an email, look at **PREVIEW — HOW RECIPIENTS SEE IT**. Variables appear there filled in. ![Preview - How recipients see it panel highlighted, with variables replaced by a sample lead's details](https://swashi.io/docs/img/ep7-message-body.webp "Check the preview to see what the lead receives.") > **Important:** Type variables exactly as listed, with curly braces. At the final step before sending, Swashi removes any merge token it cannot fill, so no email ever ships with a raw `{token}` in it. ## Editing a step 1. In the **Message** step, use **Sequence step** to open the step you want. 2. Edit the **Subject line** or **Email body**, or click **Regenerate** to get a new version. 3. Check the preview, then move on to **Schedule**. ## Troubleshooting | What you see | Why | |---|---| | A follow-up did not go out on day 3 | The lead replied, today is outside your send window or sending days, or the daily cap was reached. | | "No eligible leads left today — resumes at your next scheduled run." | Every lead due today has been handled. The campaign continues on its next run. | | "Monthly send limit reached — resumes on the 1st." | Your plan's monthly outreach quota is used up. | ## Next steps - [Build your campaign in Email Studio](https://swashi.io/docs/outreach/email-studio) - [Read and answer replies](https://swashi.io/docs/outreach/unified-inbox) - [Keep your sending healthy](https://swashi.io/docs/outreach/deliverability-and-warmup) ## Frequently asked questions **When do follow-up emails go out?** The first email goes out on day 0, then follow-ups on day 3, day 6 and day 9, unless the lead replies. Each send also falls inside the send window and sending days you set. **Does Swashi keep emailing someone who replied?** No. A reply or a booked meeting stops further steps to that person, and the reply lands in your Unified Inbox. **Which personalization variables can I use?** The app lists {business_name}, {first_name}, {city}, {niche} and {sender_name}. They are filled in for each lead, and the preview shows what the recipient sees. **Can a lead get two emails in one day?** No. Swashi applies a 72-hour cooldown between emails to the same lead, and this setting cannot be overridden. **What if a variable can't be filled for a lead?** Swashi checks every email at the last step before sending, so no email ever ships with an unfilled merge token. --- # Email deliverability and warm-up in Swashi > How Swashi warms up a new mailbox from 10 to 30 emails a day, sets daily caps, tracks delivery health and protects your sender reputation automatically. Source: https://swashi.io/docs/outreach/deliverability-and-warmup Section: Email Outreach Last updated: 2026-10-20 Swashi protects your sender reputation by warming up every new mailbox automatically, pacing every send and lowering daily caps on its own if bounces rise. A newly connected mailbox starts at 10 emails a day, steps up to 30 a day, and counts as fully warmed from day 45. You don't need to manage any of this by hand, but knowing how it works helps you plan campaign volume. ## Why warm-up matters Email providers watch how a mailbox behaves. A sudden jump in volume from a mailbox, even one you have used for years, can send your emails to spam. Warm-up builds a steady, positive sending history so your emails keep reaching the inbox. Skipping warm-up risks your emails landing in spam. ## The warm-up ramp The ramp is per mailbox and starts on the day you connect it: | Days since connecting | Stage shown in the app | Daily send limit | |---|---|---| | Days 0–13 | Warming · Stage 1 of 4 | 10 emails/day | | Days 14–27 | Stage 2 of 4 | 20 emails/day | | Days 28–34 | Stage 3 of 4 | 25 emails/day | | Days 35–44 | Final stage | 30 emails/day | | Day 45+ | Fully warmed | Up to the live health cap (normally 30/day) | Each account card also shows its progress, for example "Day 12 of warmup · Safe: 10/day · 4 sent today". > **Important:** The ramp starts on the connection date even for an old mailbox. Don't try to work around it. If you need more volume, add mailboxes instead of pushing one mailbox harder. ## Daily caps and pacing Several limits work together, and the lowest one wins: - **The mailbox's safe limit.** The warm-up stage or health cap above. - **Daily send cap.** Each account shows its own **Daily send cap**. - **The campaign's Daily Cap.** Set in the **Schedule** step of [Email Studio](https://swashi.io/docs/outreach/email-studio). - **Your monthly quota.** **Monthly Outreach Quota** shows emails used this month and when it resets. Every send also waits a random 30–120 seconds after the previous one. Swashi never sends a burst. With several mailboxes, **Round-Robin** rotation sends from each active account in turn (#1 → #2 → #3), so the load is spread. Pause any account to take it out of rotation without disconnecting it. ### How much can I send? A fully warmed mailbox safely sends about 300 cold emails a month (around 13 per sending day). Your plan's outreach volume follows from its number of mailboxes: | Plan | Mailboxes | Outreach emails per month | |---|---|---| | Starter | 1 | 300 | | Growth | 6 | 1,800 | | Agency | 18 | 5,400 | | Enterprise | 55 | 16,500 | The **Extra Inbox** (+1 inbox, +300 sends a month) and **Outreach Pack** (+3 inboxes, +900 sends a month) add-ons add capacity. See current prices on the [pricing page](https://swashi.io/pricing). ## Automatic health protection Swashi watches each mailbox's bounce rate and adjusts its cap automatically: | Health tier | Bounce rate | Daily cap per mailbox | |---|---|---| | Normal | below 2% | 30 | | Warning | 2% or more | 20 | | Throttle | above 3% | 10 | | Freeze | above 4% | 5 | | Critical | above 6% | 0 | Caps rise again as health recovers. Separately, the protection checklist states that a bounce rate above 5% auto-pauses the account. Review your list quality before you resume. Before any email is sent, every address is validated in three layers: syntax, domain and a live mailbox check. ## Delivery intelligence **Outreach Delivery Intelligence** on the Email Outreach page tracks your sending live over a rolling seven-day window: ![Outreach Delivery Intelligence panel highlighted with Sent Today, Safe Today, This Month, Month Quota, Reply Rate, Hot Leads and Accounts](https://swashi.io/docs/img/ep7-accounts-delivery.webp "Delivery Intelligence tracks sending over a rolling seven days.") | Metric | What it shows | |---|---| | **Sent Today** / **Safe Today** | Emails sent today and the safe total for today across your accounts | | **This Month** / **Month Quota** | Monthly usage against your plan | | **Sent (7 days)** | Emails sent in the last seven days | | **Reply Rate (7d)** and **Grade** | Replies as a share of sends, with a grade | | **Hot Leads (7d)** | Hot leads from the last seven days, with a **Respond now** prompt | | **Accounts**, **Active**, **Warming Up**, **Daily Capacity** | Your mailboxes and how much they can send | For longer-term health, open **Reports → Email Deliverability**: Health Score (0–100; green 80+, amber 60–79, red below 60), Delivery Rate, Bounce Rate, 7-day Open and Click Rates, and Spam Rate (red above 0.1%). See [Reports](https://swashi.io/docs/reports/reports). ![Email Deliverability card highlighted in Reports with Health Score, Delivery Rate, Bounce Rate, Open Rate, Click Rate and Spam Rate](https://swashi.io/docs/img/ep9-detail-deliver.webp "Email Deliverability in Reports shows long-term health.") ## Best practices - **Connect early.** Warm-up counts from the connection date, so connect a mailbox before your campaign is ready. - **Target well.** Start with Tier A, then Tier B. See [ICP tiers](https://swashi.io/docs/leads/icp-tiers). - **Keep content clean.** Fix any "Spam trigger word detected" warning in Email Studio. - **Grow with mailboxes.** Add mailboxes for more volume. Never try to make one mailbox send faster. - **Watch bounces.** If the cap drops or an account pauses, check your lead list before resuming. ## Next steps - [Connect another sending account](https://swashi.io/docs/outreach/connect-sending-account) - [Compliance and unsubscribe](https://swashi.io/docs/outreach/compliance-and-unsubscribe) - [Reports](https://swashi.io/docs/reports/reports) ## Frequently asked questions **How long does email warm-up take in Swashi?** The ramp runs from the day you connect the mailbox: 10 emails a day for days 0–13, 20 for days 14–27, 25 for days 28–34 and 30 for days 35–44. From day 45 the mailbox counts as fully warmed, up to its health cap, normally 30 a day. **Can I skip warm-up for an old mailbox?** No. The ramp starts on the connection date even for an old mailbox, because email providers flag sudden changes in sending behavior. **Why did my daily limit go down?** If a mailbox's bounce rate rises, Swashi automatically lowers its daily cap, starting from a 2% bounce rate, and raises it again as health recovers. **How do I send more emails per month?** Add mailboxes rather than pushing one harder. A warmed mailbox safely sends about 300 cold emails a month. Higher plans include more mailboxes, and the Extra Inbox and Outreach Pack add-ons add more. **What does the Health Score in Reports mean?** It is a 0–100 score for your sending health. 80 and above is green, 60–79 is amber and below 60 is red. --- # How to manage campaigns and replies in the Unified Inbox > Read and answer every campaign reply in Swashi's Unified Inbox, see AI intent labels, follow the live email sequence and apply weekly AI copy suggestions. Source: https://swashi.io/docs/outreach/unified-inbox Section: Email Outreach Last updated: 2026-10-20 The Unified Inbox collects every reply to your Swashi email campaigns, from every connected mailbox, in one place. Open **Email Outreach** and go to **Campaigns & Unified Inbox**: you can read each reply, see its AI intent label and answer from your own mailbox without leaving Swashi. The same area shows your campaigns, the live sequence they are sending and weekly AI copy suggestions. ## Before you start - Run at least one campaign. See [Email Studio](https://swashi.io/docs/outreach/email-studio). - Replies are monitored on mailbox providers that support it. SendGrid is a sending-only service, so inbound reply monitoring is not available for SendGrid accounts. See [Connect a sending account](https://swashi.io/docs/outreach/connect-sending-account). ## The four tabs | Tab | What it holds | |---|---| | **Campaigns** | Your campaigns, with their status, next run, sends and reply rate | | **Inbox** | Every reply to your campaigns, with AI intent classification | | **Sent** | Every email your campaigns sent: business, recipient, subject, campaign, sending account and time | | **Archive** | Replies you archived from the Inbox | The inbox refreshes in real time and only ever shows your own account's replies. ## Read and answer a reply 1. Click the **Inbox** tab. Each row shows **From**, **Campaign**, **Preview**, **Intent** and **Received**. 2. Click **Open message** to read the full message. Signatures, quoted text and legal notices are shown separately, so the prospect's own words are easy to find. 3. Click **Reply**. The **To** field is filled in for you. 4. Under **Send from**, choose which connected account to answer from. 5. Write your answer and click **Send Reply**. > **Tip:** You can attach up to 3 files per reply, under 5 MB in total. The app warns that attachments can reduce inbox placement, so send them only when the conversation genuinely needs one. > **Note:** For some older messages, only a preview was saved. Messages received from now on are stored in full. ## Organize your replies - Click **Hot** to flag a reply as a hot lead. - **Archive** moves a handled reply to the **Archive** tab. Click **Restore** to bring it back. ## AI reply classification Swashi's AI reads each reply and labels its intent. Only the prospect's own words are classified; quoted text is ignored. | Intent | Meaning | |---|---| | **Positive** | Interested, asking for more info, wants a call | | **Neutral** | Acknowledged but non-committal | | **Objection** | Raised a concern or resistance | | **Not Interested** | Explicit opt-out or rejection | A reply also stops the rest of that lead's sequence. See [Follow-ups and timing](https://swashi.io/docs/outreach/follow-ups-and-timing). ## Live Email Sequence **Live Email Sequence** shows what is currently being sent at each step of your outreach pipeline: Cold Intro, Follow-up 1, Follow-up 2 and Closing. Use it to check exactly what a running campaign is sending. Until a campaign is running, it reads "No active campaign. Launch a campaign to see your live sequence here." **Template Performance** scores your templates with a composite of reply rate, send share and positive replies across all campaigns. ## AI Copy Suggestions **AI Copy Suggestions** proposes data-driven improvements to your email copy each week, based on your own results. The analysis runs every Monday; you can also click **Get AI Suggestion** to generate one now. 1. Open **This week's AI copy improvement**. 2. Compare **Current** with **AI Improved**. 3. Click **Apply It** to use the new copy, or **Skip for now**. Nothing changes without your approval. ## Get notified about replies In **Reports → Report Notifications** you can add email addresses and choose **Instant** (on every positive reply), **Daily digest** or **Weekly summary**. See [Notifications and digests](https://swashi.io/docs/reports/notifications-and-digests). ![Report Notifications panel highlighted with an email field, the Instant on positive reply, Daily digest and Weekly summary options and a delivery time](https://swashi.io/docs/img/ep9-detail-notify.webp "Get reply alerts and digests from Reports.") From a connected chatbot, type `check my campaigns` to see your active campaigns, or `check replies` for a breakdown of positive, neutral and objection replies. See [Chatbots](https://swashi.io/docs/chat/chatbots-line-whatsapp-telegram). ## Troubleshooting | What you see | What to check | |---|---| | "No replies yet" | No one has replied to a campaign yet, or your campaigns send only from SendGrid, which has no reply monitoring. | | "No emails sent yet" in Sent | Your campaigns have not sent yet. Check the campaign's next run and your send window. | | A reply is missing from Inbox | Look in the **Archive** tab. | ## Next steps - [Write a better sequence in Email Studio](https://swashi.io/docs/outreach/email-studio) - [Keep your sending healthy](https://swashi.io/docs/outreach/deliverability-and-warmup) - [Set up reply notifications](https://swashi.io/docs/reports/notifications-and-digests) ## Frequently asked questions **Where do replies to my campaigns go?** Into the Unified Inbox: Email Outreach → Inbox. Every reply from every connected account lands there, and you can answer without leaving Swashi. **How does Swashi classify replies?** Each reply is labeled by intent: Positive, Neutral, Objection or Not Interested. Only the prospect's own words are classified; quoted text from your original email is ignored. **Can I attach files to a reply?** Yes, up to 3 files per reply, under 5 MB in total. The app warns that attachments can reduce inbox placement, so send them only when the conversation genuinely needs one. **Can other Swashi users see my replies?** No. The inbox only ever shows your own account's replies. **Are AI copy suggestions applied automatically?** No. Swashi suggests a weekly improvement based on your own results, and it is applied only when you click Apply It. --- # Unsubscribe links, suppression and content safety in Swashi email > How Swashi adds an unsubscribe link to every email, keeps a suppression list of opt-outs, scans content for spam triggers and protects your reputation. Source: https://swashi.io/docs/outreach/compliance-and-unsubscribe Section: Email Outreach Last updated: 2026-10-20 Every email Swashi sends for you includes an unsubscribe link, is checked against your suppression list and passes a spam and content safety check before it goes out. You don't switch these protections on; they run on every campaign by default. This page explains what each one does, so you know what happens when a recipient opts out. In Email Studio, every email shows the line: **"Swashi auto-appends unsubscribe link · Suppression list active · Content safety check running."** ![Safety line highlighted in Email Studio: Swashi auto-appends unsubscribe link, Suppression list active, Content safety check running](https://swashi.io/docs/img/ep7-message-safety.webp "The safety line appears under every email in Email Studio.") ## Before you start These protections are built into [Email Studio](https://swashi.io/docs/outreach/email-studio) and the Outreach Agent. There is nothing to configure. They are product safeguards, not legal advice: you remain responsible for the email rules that apply to your business and your recipients. ## Unsubscribe link - Swashi automatically appends an unsubscribe link to every campaign email. You don't need to add one to your copy. - Every send also carries List-Unsubscribe headers, so supporting email apps can offer one-click unsubscribe. - When a recipient unsubscribes, their address is added to your suppression list. ## Suppression list Your suppression list is the set of addresses Swashi will not email. - **Checked before every send.** The protection checklist reads "Suppression list checked before every send". - **Opt-outs are permanent.** Contacts who opted out are never emailed again. - **Only real evidence suppresses an address.** Explicit unsubscribes and mailbox-level evidence, such as a hard bounce, put an address on the list. Swashi never blocks a sendable address because of a domain statistic alone. ## Address validation Before an email is sent, the address passes three layers of validation: syntax, domain and a live mailbox check. This keeps bounces down and protects your mailbox's reputation. ## Spam trigger scan Swashi scans your email content for spam trigger words before sending. In the **Message** step of Email Studio, you may see: > "Spam trigger word detected. Remove it to improve deliverability." Edit the wording and continue. The checklist shows "Spam trigger scan passed" when the content is clean. ## Content safety check Every email is checked for content that is not allowed: illegal content, scam language or misleading claims. The checklist shows "Content safety check passed" when an email clears it. > **Tip:** Write about what your business really offers. Keep your offers and facts up to date in your [Business Brain](https://swashi.io/docs/getting-started/business-brain) so the AI writes from accurate information. ## Contact limits that protect recipients | Protection | What it does | |---|---| | **72-hour cooldown** | A lead cannot receive another email within 72 hours of the last one. This cannot be overridden. | | **Stop on reply** | A reply or a booked meeting stops the rest of the sequence for that person. | | **Bounce auto-pause** | A bounce rate above 5% auto-pauses the account. Daily caps are lowered automatically from 2%. | | **No raw merge tokens** | No email ever ships with an unfilled `{token}`. | ## The protection checklist Before you click **Automate**, the final step of Email Studio lists every protection: - Suppression list checked before every send - Unsubscribe link auto-appended to all emails - 72-hour cooldown between emails to same lead - Bounce rate > 5% auto-pauses the account - Spam trigger scan passed - Content safety check passed ## Replies that say "not interested" Swashi's AI labels replies by intent, and **Not Interested** covers explicit opt-outs and rejections. Any reply stops the sequence for that lead. Review these replies in the [Unified Inbox](https://swashi.io/docs/outreach/unified-inbox). ## Next steps - [Deliverability and warm-up](https://swashi.io/docs/outreach/deliverability-and-warmup) - [Build a campaign in Email Studio](https://swashi.io/docs/outreach/email-studio) - [Security and privacy](https://swashi.io/docs/account/security-and-privacy) ## Frequently asked questions **Do I need to add an unsubscribe link myself?** No. Swashi automatically appends an unsubscribe link to every campaign email, and every send carries List-Unsubscribe headers for one-click unsubscribe. **What happens when someone unsubscribes?** The address goes on your suppression list. Contacts who opted out are never emailed again, and the suppression list is checked before every send. **Will Swashi block an address just because its domain looks risky?** No. Only explicit unsubscribes and mailbox-level evidence, such as a hard bounce, suppress an address. A domain statistic alone never does. **Can I turn off the 72-hour cooldown?** No. A lead never receives another email within 72 hours of the last one, and this setting cannot be overridden. **Is Swashi's checklist legal advice?** No. These protections are built into the product to support responsible sending. You remain responsible for following the email rules that apply to your business and recipients. --- # How to run AI voice calling campaigns with Voice Outreach > Learn how to set up AI voice calling in Swashi: activate your number, respect safe daily calls, build a Voice Studio campaign and review every call result. Source: https://swashi.io/docs/voice/voice-outreach Section: Voice AI & Chat Last updated: 2026-10-20 Voice Outreach is where you run outbound AI calling in Swashi: an AI persona calls your leads from your own Swashi number, qualifies interest, books demos and logs every result. This guide shows you how to activate your number, build a calling campaign in Voice Studio and read your call results. ## Before you start - **Plan.** Outbound AI Voice Campaigns are included from the **Growth** plan. Starter is "Voice AI ready", so you can activate a number at any time. Compare plans on the [pricing page](https://swashi.io/pricing). - **Leads.** You need leads in your pipeline. See [Find high-ticket leads](https://swashi.io/docs/leads/find-leads) and [ICP tiers](https://swashi.io/docs/leads/icp-tiers). - **Credits.** Calls and texts are paid from your voice credits. See [Voice credits](https://swashi.io/docs/voice/voice-credits). - **Business Brain.** The AI answers questions about your business from your [Business Brain](https://swashi.io/docs/getting-started/business-brain), so fill it in first. ## Open Voice Outreach Click **Voice Outreach** in the sidebar. This is your AI calling team in one place: campaigns, personas, texts and every call result. ## Activate your Swashi number Calls and texts go out from your own Swashi number. If you do not have one yet, the page shows **Activate Your AI Calling Number**: 1. Under **Where are your customers?**, choose your country. You get a local number there — see [Local numbers by country](https://swashi.io/docs/voice/local-numbers). 2. Review what is included: a **dedicated number** in that country, isolated from other users, plus **Starter Voice Credits**, and the usage prices for that country. 3. Tick the confirmation that you have a **lawful basis** to contact these leads by phone and will follow the calling rules of your country (in the United States, **TCPA regulations**), including Do Not Call lists and permitted calling hours. 4. Click **Activate Voice AI** and complete checkout. 5. In countries that register business numbers, confirm your business details and submit them. Otherwise, refresh the page once the number is provisioned. The number renews monthly. > **Note:** The same number is used by the [AI Receptionist](https://swashi.io/docs/voice/ai-receptionist) for inbound calls and by [Texts](https://swashi.io/docs/voice/texting). ### Safe daily calls Your number card shows the number, its status (**Warming Up** or **Active**), the warm-up **Day** and **Safe calls/day**. Swashi keeps your calling inside a safe daily limit so your number stays healthy. ![Number card highlighted at the top of Voice Outreach with a 555 number, Active status, the warm-up day and Safe calls per day](https://swashi.io/docs/img/ep8-voice-line.webp "Your number card shows status and safe daily calls.") ## Choose a persona and make a test call 1. Under **Active Voice Persona**, click any avatar to hear a preview, then click **Set as Active Persona**. New campaigns use this persona by default. See [Personas and voices](https://swashi.io/docs/voice/personas-and-voices). ![Active Voice Persona grid highlighted with 16 persona avatars and the Set as Active Persona button](https://swashi.io/docs/img/ep8-voice-personas.webp "Preview personas and set the active one.") 2. In **Manual Test Call**, enter a **Phone Number** and **Contact Name** (Company is optional), choose an **AI Persona** and click **Trigger Call**. Call yourself first to hear exactly what your leads will hear. ![Manual Test Call section highlighted in Voice Outreach, above Voice Studio](https://swashi.io/docs/img/ep8-voice-test.webp "Call yourself first with a test call.") ## Build a campaign in Voice Studio **Voice Studio** has three steps: **Audience**, **Call Setup** and **Schedule**. ![Voice Studio highlighted with the Audience step: ICP tier, lead source with Warm - Opened email recommended, regions and max leads to call](https://swashi.io/docs/img/ep8-voice-studio.webp "Build a calling campaign in Voice Studio.") ### Step 1 — Audience | Setting | What it does | |---|---| | **ICP Tier** | Pick one or more tiers: A, B, C, D. Tier A leads are your best fit. | | **Lead Source** | **Warm — Opened email** (Recommended): leads who opened your email. **All leads**: your whole pipeline. **Sheet Targets**: your Google Sheet. **My Uploaded Leads**: CSV imports only. | | **Regions** | Type a state or region (for example Texas, California) and click **Add**. Call one region, several, or everywhere you sell. | | **Max leads to call** | The most leads this campaign will call. | > **Tip:** Start with warm leads. A person who opened your email already knows your name, which makes for a better first call. Click **Next Step**. ### Step 2 — Call Setup - **Value Proposition** (optional): what you offer, in one sentence. - **Call Goal**: **Book a Demo** (schedule a live demo or meeting), **Qualify Interest** (assess fit and buying intent) or **Collect Pain Points** (gather needs and challenges). ### Step 3 — Schedule Set the **Timezone**, **Call Window**, **Days of Week**, **Start Date**, **End Date** and **Daily Call Cap**. The step also shows how many calls remain this month. Every campaign runs with **Brand Protection**: - DNC check before every call - 4-day cooldown between attempts - Business hours only, in the lead's timezone (calls are placed Mon–Fri, 10 AM–4 PM local time) - Max 3 attempts per lead Click **Start Voice Campaign**. ## Manage active campaigns Your campaigns appear under **Active Voice Campaigns** with the persona, tier, whether they target warm leads or cold outreach, and progress such as "12 of 50 leads called". Each card shows **Calls**, **Connected**, **Positive** and **VM** (voicemail). Use **Pause**, **Resume** or **Delete** to control it, or **New Campaign** to start another. > **Important:** If your credits run out, campaigns pause and the wallet shows **NO CREDITS — Campaigns Paused**. Top up to continue. ## Read your results ### Voice Performance Shows **Total Calls** (with voicemails), **Answered** (with answer rate), **Avg Duration** (with total minutes) and **Warm Leads** (calls converted to warm), plus a **Persona Breakdown** table with calls, answered, answer rate, voicemails, warm leads and average duration for each persona. ![Voice Performance heading highlighted above Total Calls, Answered, Avg Duration, Warm Leads and the Persona Breakdown table](https://swashi.io/docs/img/ep8-voice-perf.webp "Voice Performance and the Persona Breakdown.") ### Recent Calls Every call with its **Lead**, **Business**, **Persona**, **Outcome**, **Duration**, **Score** and **Date**. Under **Actions** you can **Play Recording**, **Download MP3** or **Download Transcript**. Call outcomes include Booked, Interested, Not Interested, Voicemail and No Answer. ![Recent Calls table highlighted with lead, business, persona, outcome, duration, score, date and actions columns](https://swashi.io/docs/img/ep8-voice-calls.webp "Every call with its outcome, score and recording.") ## Troubleshooting - **"Ready to Make Your First Call"** means your number is active but you have no campaign yet. Click **Create Your First Campaign**. - **The test call will not start.** You need enough voice credits in your wallet. Top up with **Buy Credits**. - **No calls are going out.** Check the campaign is not paused, the time is inside the call window and business hours, and your credit balance is not empty. ## Next steps - [Texting on calls and the Texts inbox](https://swashi.io/docs/voice/texting) - [Set up the AI Receptionist for inbound calls](https://swashi.io/docs/voice/ai-receptionist) - [Keep your existing number with call forwarding](https://swashi.io/docs/voice/call-forwarding) - [How voice credits work](https://swashi.io/docs/voice/voice-credits) - Learn more about [Swashi Voice AI](https://swashi.io/voice-ai) ## Frequently asked questions **Which leads should my AI call first?** In Voice Studio the recommended lead source is Warm — Opened email: leads who opened one of your outreach emails. You can also call all leads, your Google Sheet targets or your uploaded CSV leads. **When does the AI place calls?** Campaign calls are placed Monday to Friday, 10 AM to 4 PM in the lead's local timezone. Each lead is checked against Do Not Call before every call, with a 4-day cooldown between attempts and a maximum of 3 attempts per lead. **What does 'Safe calls/day' mean on my number?** Your Swashi number has a safe daily call limit, shown on the number card with its status (Warming Up or Active) and the day count. It keeps your calling volume at a level that protects your number. **Can I listen to the calls?** Yes. Recent Calls lists every call with its persona, outcome, duration and score, and you can play the recording, download it as an MP3 or download the transcript. **Which plan do I need for outbound AI calling?** Outbound AI Voice Campaigns are included from the Growth plan and paid from your voice credits. Starter is voice-ready: you can activate a number at any time. See the pricing page for current details. --- # How to get a local Swashi number in your country > Choose your country in Voice Outreach and get a local business number in 28 countries, with registration handled in the app and calls in each lead's local time. Source: https://swashi.io/docs/voice/local-numbers Section: Voice AI & Chat Last updated: 2026-10-20 Swashi gives you a **local number in the country where your customers are**. Your AI Receptionist answers it, your AI personas call your leads from it, and your prospects see a local caller ID. Choose the country once, when you activate Voice Outreach. ## Before you start - **A paid plan.** Voice needs Starter or above. See [Plans and billing](https://swashi.io/docs/account/plans-and-billing). - **Your Business profile.** Registration forms are pre-filled from it, so keep your business name, website and address up to date. ## Choose your country Open **Voice Outreach**. Above the offer you see **Where are your customers?** — the country is pre-selected from your account; change it if your customers are elsewhere. Everything on the card follows your choice: - the monthly price of your **dedicated number** in that country, - **Usage, paid from your Voice Credits**: calls you place, and texts where the country's numbers support them (some countries' business numbers are calls only), - what **registration** the country needs, - the **calling rules** you confirm before you activate. Voice Outreach shows the current prices for the country you pick before you pay. Plans are compared on the [pricing page](https://swashi.io/pricing). ![Voice Outreach activation card with the Where are your customers? country menu, the plan, the dedicated local number, starter credits, the call and text rates and the registration note for that country](https://swashi.io/docs/img/voice-country-picker.webp "Pick your country first: the number, rates and paperwork follow it.") ## Countries and registration Many countries register every business phone number to a real business. Swashi tells you before you pay: - **Ready in seconds:** United States, Canada, Puerto Rico and Israel. - **Business details only:** United Kingdom, Ireland, Netherlands and Denmark. - **Business details and a document:** the other countries — usually your **company registration extract**; a few countries also ask for your authorised representative's ID or a signed authorisation letter. After checkout, Voice Outreach shows **Register your business for a [country] number**. Swashi builds the form from the phone company's current rules and pre-fills what it knows from your Business profile. One document can cover several requirements — upload your registration extract once. Swashi checks the form before submitting it, so a missing field is shown to you right away. > **Note:** Documents go straight to the phone company and are not stored by Swashi. Registration is usually approved within **1 to 3 business days**. You get an email and a notification in the bell when your number is live, or when something needs a correction — fix it and submit again. ![Business registration form for a local number, pre-filled from the Business profile, with the legal business name, registration details, the authorised person and the business address](https://swashi.io/docs/img/voice-registration.webp "The registration form is pre-filled from your Business profile.") ## How calls work in each country - **Calls stay local.** A number calls numbers in its own country; US and Canadian numbers call each other. - **Local calling hours.** Campaigns call each lead within your schedule **in that lead's own time zone**. - **AI disclosure in Europe.** When Swashi calls someone in the EU, the wider European Economic Area, the United Kingdom or Switzerland, the first sentence says that the caller is an AI assistant, as the EU AI Act requires. Your AI Receptionist says it too on numbers in those countries. ## Keep your existing number You do not have to change the number your customers know. Forward it to your Swashi number and the AI Receptionist answers it. See [Keep your number with call forwarding](https://swashi.io/docs/voice/call-forwarding). ## Troubleshooting - **My country is not in the list.** Swashi adds countries where local numbers can be offered at a fair price. Until then, you can forward your existing number to a Swashi number — see [call forwarding](https://swashi.io/docs/voice/call-forwarding). - **The registration was not approved.** Open Voice Outreach: the reason is shown above the form. Correct it and submit again. - **A lead was not called.** The lead's number may be in another country than your Swashi number, or outside your calling hours in the lead's time zone. ## Next steps - [Run your first campaign in Voice Outreach](https://swashi.io/docs/voice/voice-outreach) - [Set up your AI Receptionist](https://swashi.io/docs/voice/ai-receptionist) - [Understand voice credits](https://swashi.io/docs/voice/voice-credits) ## Frequently asked questions **Which countries can I get a number in?** United States, Canada, Puerto Rico, United Kingdom, Ireland, Netherlands, Belgium, France, Germany, Luxembourg, Austria, Switzerland, Denmark, Finland, Estonia, Romania, Australia, New Zealand, Japan, Hong Kong, Israel, Thailand, Malaysia, Brazil, Mexico, Chile, Colombia and South Africa. **Why do I have to register my business?** Many countries require every business phone number to be registered to a real business. Swashi builds the form from the phone company's current rules, pre-fills it from your Business profile and checks it before it is submitted. **Does Swashi keep my documents?** No. Documents go straight to the phone company for the registration and are not stored by Swashi. **Can my number call other countries?** A number calls numbers in its own country. US and Canadian numbers can call each other. This keeps calls local, trusted and fairly priced. **Can I keep the number my customers already know?** Yes. Get your Swashi number, then forward your existing number to it. See Keep your number with call forwarding. **Can I use my existing number for outbound calls?** Your outbound calls show your Swashi local number, which is registered for calling in its country. Your existing number keeps receiving calls: forward it to Swashi and the AI Receptionist answers it. **How long does registration take?** In countries without paperwork the number is ready in seconds. Where the phone company requires a registration, approval usually takes 1–3 business days, and Swashi emails you as soon as your number is live. **What if my registration is not approved?** You see the phone company's reason in Voice Outreach and by email. Correct the marked details and submit again — it takes a minute. If the registration cannot be approved, the number fee is refunded. **Are callers told they are speaking with an AI?** Yes, where the law requires it. Callers in the EU, the EEA, the UK and Switzerland hear at the start of the call that they are speaking with an AI assistant, as the EU AI Act requires. --- # How to choose an AI voice persona for your calls > Meet Swashi's 16 AI voice personas, hear voice previews, set the active persona for your AI calls, and see how many voice personas each plan includes. Source: https://swashi.io/docs/voice/personas-and-voices Section: Voice AI & Chat Last updated: 2026-10-20 A voice persona is the AI caller your leads hear: a name, a voice and a speaking style. Swashi offers 16 voice personas (8 female, 8 male); you preview them in Voice Outreach and set one as your active persona, which new calling campaigns use by default. ## Before you start - You need access to Voice Outreach. See [Voice Outreach campaigns](https://swashi.io/docs/voice/voice-outreach). - The number of personas you can use depends on your plan (see the table below). ## The 16 voice personas Each persona has its own voice and tone. The tone is shown under the name in the app. ![The 16 Swashi voice personas: Aria, Jira, Swashi, Sofia, Nadia, Diana, Olivia and Elena (female); Mark, Paul, Andrew, Robert, Daniel, Brian, Jason and Michael (male), each with their speaking tone](https://swashi.io/docs/img/voice-personas-16.webp "Meet the 16 voice personas. Click an avatar in Voice Outreach to hear each one.") | Persona | Voice | Tone | |---|---|---| | **Aria** | Female | Warm, consultative | | **Jira** | Female | Direct, confident | | **Swashi** | Female | Energetic, brand voice | | **Sofia** | Female | Smooth, reassuring | | **Nadia** | Female | Upbeat, friendly | | **Diana** | Female | Seasoned, trusted advisor | | **Olivia** | Female | Clear, precise | | **Elena** | Female | Premium, warm & polished | | **Mark** | Male | Professional, steady | | **Paul** | Male | Friendly, upbeat | | **Andrew** | Male | Authority, deep | | **Robert** | Male | Enterprise, measured | | **Daniel** | Male | Consultative, caring | | **Brian** | Male | Reassuring, calm | | **Jason** | Male | Results-driven | | **Michael** | Male | Executive, gravitas | **Aria** is the default persona. Every persona speaks every supported Swashi language. During a call the AI follows the person's language: they can ask for another language or simply start speaking it. See [Languages](https://swashi.io/docs/getting-started/languages). ## Preview a voice 1. Click **Voice Outreach** in the sidebar. 2. Find **Active Voice Persona**. The persona currently in use is shown first with its tone, for example "Aria · Warm, consultative". 3. Click any avatar (or its play button) to hear a preview. ![Active Voice Persona grid highlighted with 16 persona avatars, Aria selected, and the Set as Active Persona button](https://swashi.io/docs/img/ep8-voice-personas.webp "Click an avatar to hear a preview.") > **Note:** If a preview shows "Real voice unavailable — browser voice used", the preview fell back to your browser's built-in voice for a moment. Try again shortly to hear the real persona. ## Set your active persona 1. Select the persona you want. 2. Click **Set as Active Persona**. The button shows **Saving...** and then **Saved!**. New campaigns use this persona by default. Each campaign card under **Active Voice Campaigns** shows its **Persona**, and the **Persona Breakdown** table in Voice Performance compares calls, answer rate, voicemails, warm leads and average duration for each persona you have used. ![Voice Performance panel with total calls, answered, average duration, warm leads and a Persona Breakdown table](https://swashi.io/docs/img/ep8-voice-perf.webp "The Persona Breakdown compares personas side by side.") > **Tip:** Try two personas on similar audiences, then compare their answer rate and warm leads in the Persona Breakdown before you settle on one. ## Test a persona on a real call In **Manual Test Call**, enter your **Phone Number** and **Contact Name**, choose the persona under **AI Persona** and click **Trigger Call**. Hearing a full conversation tells you more than a short preview. Test calls use your voice credits. ![Manual Test Call section highlighted below the persona grid in Voice Outreach](https://swashi.io/docs/img/ep8-voice-test.webp "Trigger a live test call to yourself.") ## Personas included in each plan Your plan unlocks a set number of personas. The app shows "Your plan includes N of 16 voice personas". | Plan | Voice personas included | |---|---| | Starter | 2 (1 female, 1 male) | | Growth | 4 (2 female, 2 male) | | Agency | 8 (4 female, 4 male) | | Enterprise | All 16 | Personas outside your plan carry a badge such as **Agency+** or **Enterprise** and show "Requires [plan] plan". You can still preview them, but saving one shows "This persona is not included in your plan." To unlock more, upgrade your plan. See [Plans and billing](https://swashi.io/docs/account/plans-and-billing) and the [pricing page](https://swashi.io/pricing). ## How the persona sounds on your business The persona supplies the voice and the style. What it says about your business comes from your [Business Brain](https://swashi.io/docs/getting-started/business-brain): your offers, facts and tone. Keep the Brain up to date so every persona describes your business accurately. ## Troubleshooting - **The Set as Active Persona button does nothing.** The persona may not be included in your plan. Check for a plan badge on the avatar. - **The preview is silent.** You may see "Voice preview is unavailable right now — please try again in a moment." Wait and try again. ## Next steps - [Build a calling campaign](https://swashi.io/docs/voice/voice-outreach) - [Set up the AI Receptionist](https://swashi.io/docs/voice/ai-receptionist) - Learn more about [Swashi Voice AI](https://swashi.io/voice-ai) ## Frequently asked questions **How many voice personas does Swashi have?** Swashi has 16 voice personas, 8 female and 8 male, each with its own voice and tone. Aria is the default persona. **Do the personas speak other languages?** Yes. Every persona speaks every supported language, and the AI can switch language during a call if the person asks for another language or starts speaking it. **Why can't I save a persona I like?** Each plan unlocks a set number of personas. Personas outside your plan show a plan badge such as Agency+ or Enterprise, and saving one shows 'This persona is not included in your plan.' Upgrade to unlock more. **Does changing my active persona change running campaigns?** The active persona is the default for new campaigns. Each campaign card shows the persona it uses. **What if the voice preview doesn't play?** If the real voice is temporarily unavailable, the preview may fall back to your browser's voice and say so. Try again in a moment to hear the real persona. --- # How to set up the Swashi AI Receptionist for inbound calls > Set up Swashi's AI Receptionist to answer inbound calls in your language, qualify callers, book meetings, and show callbacks, caller tone and buying signals. Source: https://swashi.io/docs/voice/ai-receptionist Section: Voice AI & Chat Last updated: 2026-10-20 The Swashi AI Receptionist answers your business phone automatically, in the language you choose. It answers questions from your Business Brain, qualifies callers, books meetings and takes messages, then shows you who called, what they needed and who wants a callback. ## Before you start - **A paid plan.** The AI Receptionist is included in every paid plan. See the [pricing page](https://swashi.io/pricing). - **A Swashi number.** The receptionist answers the same number you use in Voice Outreach. If you have none, the page shows **NO NUMBER YET**: activate one from [Voice Outreach](https://swashi.io/docs/voice/voice-outreach). - **Your Business Brain.** The receptionist answers questions from your [Business Brain](https://swashi.io/docs/getting-started/business-brain). The more complete it is, the better its answers. ## What each plan includes | Plan | Receptionist capabilities | |---|---| | Starter | Answers and routes every call, voicemail with transcript, full transcripts and summaries | | Growth (Pro) | Everything in Starter, plus appointment booking on the call, CRM sync, AI qualification and lead scoring | | Agency (Business) | Everything in Pro, plus multilingual answering, calendar orchestration and human transfer | | Enterprise | Everything in Business, plus custom workflows and SLAs | Each plan has a monthly call allowance, shown on the page as **Calls this month**. Calls after the allowance are declined until your cycle resets, and **unused calls do not roll over**. To raise the ceiling, add the **Receptionist Pack** (more receptionist calls every month) with **Add pack**. ## Open the AI Receptionist Open **AI Receptionist**. The header shows **INBOUND** and **Agent Active** when it is running: incoming calls are answered automatically, in the language you selected. ![AI Receptionist page header highlighted with the INBOUND badge, Agent Active and a description of what the receptionist does](https://swashi.io/docs/img/ep8-recep-head.webp "The AI Receptionist header shows when it is answering.") ### Choose the answering language Your calls follow your account language. To run voice calls in a different language from your dashboard, open **User Settings → Advanced language settings** and choose a language for **Voice agent calls**. The receptionist greets callers in that language and follows them if they switch language during the call. See [Languages](https://swashi.io/docs/getting-started/languages). ## Receptionist settings 1. Find **Receptionist settings**. 2. Enter your **Business name**: how the receptionist introduces you. 3. Enter your **Calendly link**: texted to callers who want to book. 4. Click **Save**. ![Receptionist settings card highlighted with Business name and Calendly link fields, a Save button and the shared 555 number marked Active](https://swashi.io/docs/img/ep8-recep-settings.webp "Set the business name and booking link, then Save.") The section also shows your **Number**, marked "shared with Voice Outreach", with a link to **Open Voice Outreach →**. ## Receptionist setup **Receptionist setup** on the AI Receptionist page is one guided setup in short steps. When bookings are not set up yet, the steps open straight away. Nothing changes until you click **Save**, and your receptionist uses the new setup from the next call. ![Receptionist setup on the Your receptionist step: sixteen personas with play buttons, the selected persona, an optional name field and the line callers hear](https://swashi.io/docs/img/ep8-recep-setup-voice.webp "Pick a persona, hear it, and give it your own name if you like.") ### Your receptionist 1. Pick a **persona**. Press ▶ to hear its voice. Your plan decides which personas you can choose; the others show a lock and the plan that includes them. 2. Under **Name your receptionist (optional)**, type the name callers should hear, in any language. Leave it empty to use the persona's own name. 3. **Callers hear** shows the greeting your callers hear, with your business name and the receptionist's name. The voice and its grammar stay the persona's in every language. When asked, the receptionist always says it is an AI assistant, and on numbers in the EU and UK it says so in its first words. ### How it books Type your kind of business, or tap one, and click **Set it up for me**: hours, services and rules are drafted for any business, in any language. **Fill from my Business Brain** drafts them from your own Business Brain instead. Then choose what the receptionist does when a caller wants a booking or a change: - **Book it on the call**: checks your availability, offers times and books the one the caller picks, then confirms by text. Growth plan and above. - **Text my booking link**: texts your booking link so the caller picks a time there. - **Take a request for me**: notes what the caller needs (a time, a change, a refund or a claim) and tells you. Nothing is done until you or your own system confirm. Best for banks, airlines, hotels and businesses with their own reservation system. ![How it books step: the kind of business with Set it up for me and Fill from my Business Brain, industry chips and the three booking choices](https://swashi.io/docs/img/ep8-recep-setup-mode.webp "Choose how your receptionist handles bookings.") ### Hours, services, people & places, rules & messages - **Hours**: the days and times callers can book, breaks, holidays and special days. - **Services**: what callers can book, how long it takes and an optional break after it. Turn on **I approve each booking first** for anything you want to confirm yourself. - **People & places**: who and what callers book, named for your business: tables for a restaurant, barbers for a barbershop, dentists and treatment rooms for a dental practice, advisers and branches for a bank. Your kind of business switches on the right questions, and both are optional: switch them off or leave them empty. - **Rules & messages**: how far ahead callers can book, how a caller proves a booking is theirs before it is changed (the booking name, or a code texted to them), confirmation texts and emails, reminder texts and your Google Calendar. ### Your customers Upload your customer list and the receptionist greets returning callers by first name, in their language, and knows your notes about them. 1. Click **Upload your list** and choose a CSV file with **Name** and **Phone** or **Email**. **Language**, **Notes** and **VIP** are optional. **Download a template** gives you the right columns. 2. Under **Numbers without a + are from**, choose the country for local numbers. 3. The step shows how many customers were saved and which rows were skipped. ![Your customers step: three promises, the customer count, the upload button, the country for local numbers and the first rows of the list](https://swashi.io/docs/img/ep8-recep-setup-customers.webp "Upload your customer list so returning callers are greeted by name.") - **Only for answering**: the list is never used for calls, texts or emails you did not ask for. - **Recognised, still checked**: a known number gets a warm hello, but bookings still need the booking name or a texted code. - **Yours to remove**: upload again to update, or click **Delete the list**. ### Connect API Optional. If you already use a booking, reservation or case system, connect its API here and your receptionist checks it on every call: real free times, bookings, changes, cancellations, look-ups, refunds and claims. It only tells a caller what your system confirms. ![Connect API step: the nine kinds of system, the actions your API answers, and the fields for your API address and shared secret](https://swashi.io/docs/img/ep8-recep-setup-connect.webp "Pick your kind of system and connect its API.") 1. Choose your kind of system: airlines, banks, insurance, shipping & logistics, telecom & utilities, hospitals & clinics, hotels, restaurants, or others. 2. Enter the web address of your API and a shared secret (16 characters or more). Every request is signed with it. 3. Click **Connect**, then turn on **Use it for bookings**. Your system only needs to answer what it supports; anything it does not answer, the receptionist never promises. No system of your own? Skip this step and Swashi books with the hours, services and team you set up. ### Try it Type what a caller would say, in any language, and your receptionist answers from your saved setup. Nothing is booked or sent. When the setup is saved, the section shows a summary: who answers, your hours, services, tables & team, how bookings are checked and your customer count. Click **Edit setup** to change it. ![Receptionist setup summary: who answers, opening hours, services, tables and team, how bookings are checked and the number of customers](https://swashi.io/docs/img/ep8-recep-setup-summary.webp "Your receptionist setup at a glance.") ## Smart FAQs **Smart FAQs** are approved answers your receptionist and every agent use on real calls. - Click **Generate** to create answers, or **+ Add manually** to write your own. - The **Callers asked your receptionist** list shows real questions from calls, so you can add an answer for each one. - Click **Manage in Settings →** to edit them alongside your Business Brain. > **Tip:** Add an FAQ for every question you hear more than once. ## Read what your callers said ### Your week at a glance Counters for **Conversations**, **Qualified**, **Callbacks asked** and **Need you**, with this week's count. ![Weekly counters highlighted: Conversations, Qualified, Callbacks asked, Need you, Calls, Booked, Messages and Last 7d](https://swashi.io/docs/img/ep8-recep-kpis.webp "Your week at a glance.") ### Caller tone How your callers sounded: **positive**, **neutral** or **negative**, with the number of rated calls. Tone appears after the first answered calls. ### Callbacks & high-intent callers Everyone who asked to be called back or showed strong interest, with their interest score, what they said and their pain points. Click **Call back** to return the call in one click. These are the same rows shown in **Business → Needs Your Attention**. ![Callbacks and high-intent callers list highlighted with interest scores, pain points and Call back buttons](https://swashi.io/docs/img/ep8-recep-callbacks.webp "Return a call in one click from the callbacks list.") ### What they need and what they push back on **What they need** summarizes callers' needs from the receptionist's call summaries. **What they push back on** lists objections heard on calls, most frequent first. ![What they need and What they push back on panels highlighted with needs and objections summarized from calls](https://swashi.io/docs/img/ep8-recep-needs.webp "Needs and objections, summarized from real calls.") ### Buying signals & objections Counts of buying signals detected and top objections, the same counts that **Business → "What your customers are saying"** shows. ### Recent conversations A transcript excerpt, the caller, their needs, objection and buying signals for every answered call. ### Requests & approvals What your receptionist needs you to decide, right on the AI Receptionist page: bookings waiting for your approval, times a caller asked for, and requests such as a refund, a change or a claim. Approve or decline in one click, and the caller is told the outcome. These also reach your bell as **Requests & approvals**. ### Meetings booked by the receptionist Every calendar booking made on a call, with this month's count. Bookings also appear in **Settings → Meetings Calendar**. Booking on calls is part of AI Receptionist Pro (Growth plan and above). Choose how the receptionist books in **Receptionist setup → How it books**. ![Meetings booked by the receptionist card highlighted with four bookings and a 2 this month badge](https://swashi.io/docs/img/ep8-recep-meetings.webp "Every meeting the receptionist booked.") ## Texts from callers The receptionist can text callers your booking link and ask them to text back their email, so it is captured exactly. Turn this on with **Texting on incoming calls**. Texts callers send to your number appear under **Inbound messages**. See [Texting](https://swashi.io/docs/voice/texting). ## Get notified In **User Settings**, under **Notifications**, you can be alerted for **Callback requests**, a call that scored 7/10 or more on buying intent, a caller who booked a slot, and each call your receptionist answered. See [Notifications and digests](https://swashi.io/docs/reports/notifications-and-digests). ## Troubleshooting - **NO NUMBER YET** — activate a number in Voice Outreach. - **Callers are being declined** — your monthly allowance is used up. Add a Receptionist Pack or wait for your cycle to reset. - **No meetings appear** — booking on calls needs the Growth plan or higher, and a Calendly link in Receptionist settings for text bookings. Choose **Book it on the call** in **Receptionist setup → How it books**. - **Tone shows nothing** — tone appears after the first answered calls. ## Next steps - [Texting on calls and the Texts inbox](https://swashi.io/docs/voice/texting) - [How voice credits work](https://swashi.io/docs/voice/voice-credits) - Learn more about the [AI Receptionist](https://swashi.io/ai-receptionist) ## Frequently asked questions **What does the Swashi AI Receptionist do?** It answers incoming calls to your Swashi number automatically, in the language you selected. It answers questions, qualifies callers, books meetings and takes messages, then shows you what each caller needed. **Which plans include the AI Receptionist?** The AI Receptionist is included in every paid plan. Starter covers routing, voicemail and transcripts; Growth adds appointment booking, CRM sync, AI qualification and lead scoring; Agency adds multilingual answering, calendar orchestration and human transfer; Enterprise adds custom workflows and SLAs. **What happens when I use up my monthly receptionist calls?** Calls after your monthly allowance are declined until your cycle resets, and unused calls do not roll over. You can add more calls every month with the Receptionist Pack add-on. **Can the receptionist speak my callers' language?** Yes. It answers in the language you selected and can switch during the call if the caller changes language, across all 18 Swashi languages. **Where do meetings booked by the receptionist appear?** Under Meetings booked by the receptionist on the AI Receptionist page, and in Settings → Meetings Calendar. **Can the receptionist answer my existing business number?** Yes. Forward the number your customers already know to your Swashi number with one dial code, choose which calls Swashi answers, and use Test it to confirm. See Keep your number (call forwarding). **Can I give the AI Receptionist my own name?** Yes. In Receptionist setup → Your receptionist, pick one of the Swashi personas and type the name callers should hear, or leave it empty to keep the persona's name. The voice stays the persona's in every language, and the receptionist always says it is an AI assistant when asked. **Can the receptionist recognise my existing customers?** Yes. Upload your customer list as a CSV in Receptionist setup → Your customers. Returning callers are greeted by their first name, in their language. The list is used only for answering calls, never for outreach, and bookings are still checked by booking name or a texted code. --- # How to keep your number and forward it to Swashi > Forward the business number your customers already know to your Swashi number, choose which calls the AI Receptionist answers, and test it in one click. Source: https://swashi.io/docs/voice/call-forwarding Section: Voice AI & Chat Last updated: 2026-10-20 Keep the number your customers already know — on your website, your Google listing and your cards — and let your Swashi AI Receptionist answer it. You forward your existing number to your Swashi number once; Swashi tests it for you. ## Before you start - **An active Swashi number.** Activate it in Voice Outreach. See [Local numbers by country](https://swashi.io/docs/voice/local-numbers). - **Your business phone**, or access to your phone provider's settings. ## Connect your existing number 1. Open **Voice Outreach** and find **Connect your existing business number**. 2. Enter **Your business number**, including the area code. 3. Under **Which calls should Swashi answer?** choose: - **All calls (recommended)** — your AI Receptionist answers every call to your number. - **Only calls I don't answer** — your phone rings first; Swashi answers if nobody picks up. - **Only when my line is busy**, or **Missed, busy or unreachable**. ![Connect your existing business number card in Voice Outreach with the business number, the Which calls should Swashi answer? menu, the dial code to copy and the Test it button](https://swashi.io/docs/img/voice-forwarding.webp "Enter your number, pick which calls Swashi answers, dial the code, then Test it.") ## Dial the forwarding code Swashi shows the exact code to dial from your business phone, with your Swashi number already in it. On mobile phones the codes are the same worldwide — for example `**21*` followed by your Swashi number and `#` forwards all calls, and `##21#` turns it off. Verizon and most US landlines use `*72` instead, and `*73` to turn it off. > **Tip:** On an office phone system or a landline, ask your provider to forward calls to your Swashi number — it usually takes them a minute. ## Test it Click **Test it**. Swashi calls your business number: - With **All calls**, the call is forwarded straight to Swashi. - With **Only calls I don't answer**, let it ring without answering. When the call reaches Swashi you see **Forwarding works — your AI Receptionist answers your business number**, and the card shows **Connected**. If you see that the call did not reach Swashi, check that your phone accepted the code, then test again. ## How calls work after forwarding - **Incoming calls** to your business number are answered by your AI Receptionist, in your chosen language. See [AI Receptionist](https://swashi.io/docs/voice/ai-receptionist). - **Calls you place** with Voice Outreach go out from your local Swashi number. - **Texts** to your business number are not forwarded. ## Troubleshooting - **The test did not reach Swashi.** Check that the code was accepted (most phones show a confirmation), that you entered your business number with its area code, and that you did not answer the test call when using a missed-calls mode. - **My provider does not support the code.** Ask your provider to set up call forwarding to your Swashi number. - **I want to stop.** Dial the off code shown in Voice Outreach. ## Next steps - [Set up your AI Receptionist](https://swashi.io/docs/voice/ai-receptionist) - [Local numbers by country](https://swashi.io/docs/voice/local-numbers) ## Frequently asked questions **Do I have to change my business number?** No. Your customers keep calling the number they know. It forwards to your Swashi number, where your AI Receptionist answers. **Which number do my outbound calls show?** Calls the AI places go out from your local Swashi number. Your main business number is never used for outbound calls, so it never risks a spam label. **How do I turn forwarding off?** Dial the off code shown in Voice Outreach from your business phone, or ask your phone provider to stop forwarding. **Does forwarding cost anything?** Your phone provider may charge for forwarded calls, especially to a number in another country. Calls the AI Receptionist answers are covered by your plan. **Can texts be forwarded too?** No. Call forwarding moves calls only. Texts to your business number stay with your phone provider. **Does forwarding work with a landline or an office phone system?** Yes. The dial codes are for mobile phones. For a landline or an office phone system, ask your phone provider (or your system admin) to forward calls to your Swashi number. It usually takes them a minute, and you can then use Test it as usual. **Can Swashi answer only the calls I miss?** Yes. Under Which calls should Swashi answer? choose Only calls I don't answer, Only when my line is busy, or Missed, busy or unreachable. Your own phone rings first, and the AI Receptionist picks up only the calls you cannot take. **What do my callers see and hear?** Nothing changes for them. They dial the number they already know, and the AI Receptionist answers in the language you chose for it. They never need to learn a new number. **Can I move my number to Swashi instead of forwarding it?** Not today. Forwarding keeps your number with your current phone provider, takes about a minute, and can be undone at any time — there is no transfer paperwork and no risk of losing the number. **What happens to my number if I stop using Swashi?** Your number always stays yours. Dial the turn-off code shown in Voice Outreach (or ask your provider to remove forwarding) and calls ring only your own phone again. **Do I need a Swashi number to forward my calls?** Yes. Calls are forwarded to your Swashi local number, which you activate in Voice Outreach. The same number places your outbound calls. --- # How to use AI texting on calls and the Texts inbox > Turn on AI texting for outreach and incoming calls, send booking links, capture emails by text, and reply to every conversation in the Swashi Texts inbox. Source: https://swashi.io/docs/voice/texting Section: Voice AI & Chat Last updated: 2026-10-20 Swashi can text your prospects and callers from your own Swashi number during and after AI calls: it sends your booking link and asks them to text back their email so it is captured exactly. Every text to and from your number lands in one **Texts** inbox, where you can reply yourself. ## Before you start - **A Swashi number.** Texts go from the same number as your calls. Without one, you will see "You need a Swashi number to text — activate one in Voice Outreach." See [Voice Outreach](https://swashi.io/docs/voice/voice-outreach). - **Voice credits.** Texts are paid from your credits. See [Voice credits](https://swashi.io/docs/voice/voice-credits). - **A booking link.** Add your **Calendly link** in **Receptionist settings** so the AI has a link to send. See [AI Receptionist](https://swashi.io/docs/voice/ai-receptionist). ## Texting on outreach calls When **Texting on outreach calls** is **On**, the AI texts prospects during and after your outbound calls with: - your booking link, and - a request to text back their email. The setting shows the text rate on your account (each text up to 160 characters, paid from your credits). ![Texting on outreach calls setting highlighted and switched On in Voice Outreach](https://swashi.io/docs/img/ep8-voice-texting.webp "Texting on outreach calls sends your booking link.") ## Texting on incoming calls When **Texting on incoming calls** is **On**, the AI Receptionist texts callers your booking link and asks them to text back their email, so it is captured exactly. > **Note:** Turning either toggle **Off** stops only the AI. You can still text from **Texts**. If AI texting is off somewhere, the Texts page shows "AI texting off:" followed by where. Click **Open Texts →** next to a toggle to jump to your conversations. ## The Texts inbox **Texts** (marked **SMS**) shows every text to and from your Swashi number: replies from callers and prospects, and what the AI sent them. Your number is shown at the top as **Your texting number**. ![Texts inbox highlighted with the texting number, a search box, a conversation list and a New text button](https://swashi.io/docs/img/ep8-voice-texts.webp "Every text to and from your Swashi number.") ### Read a conversation 1. Open **Texts** in Voice Outreach. 2. Use **Search name, number or message** to find someone. 3. Click a conversation. Ones marked **Awaiting your reply** need you. Each message shows who sent it: | Label | Sent by | |---|---| | **AI Receptionist** | The receptionist, on an incoming call | | **AI outreach** | The AI, on an outbound call | | **You** | You, from the Texts inbox | | **Auto-reply** | An automatic reply | | **Swashi** | A system message | ### Reply Type in **Write a text…** and click **Send**, or press **⌘/Ctrl + Enter**. The reply goes from your own Swashi number, so the person's answer comes back to the same conversation. The counter shows how many texts a long message will use. ### Start a new text 1. Click **New text**. 2. Under **To**, enter the number with its country code, for example +1 for the US. 3. Write your message and click **Send**. ### Texts on the AI Receptionist page The AI Receptionist page has an **Inbound messages** section: texts callers and prospects sent to your number, newest first, with a count awaiting reply. For example, a caller texting their email after a call appears here. Click **All texts in Voice Outreach →** for the full inbox. > **Tip:** A text-back email is spelled exactly as the person typed it, which is more reliable than an email read out on a call. Watch for these replies after busy calling days. ## Where texting works Texting is not available to every country. If a country is not enabled, Swashi shows "Texting to this country is not enabled." Numbers that cannot receive texts show "That number cannot receive texts." ## Troubleshooting | Message | What to do | |---|---| | You need a Swashi number to text | Activate a number in Voice Outreach. | | Not enough voice credits | Top up in Voice Outreach with **Buy Credits**. | | This person replied STOP — they cannot be texted | The person opted out. Do not text them again. | | Texting to this country is not enabled | Texting to that country is not available. | | That number cannot receive texts | Check the number, or contact the person another way. | | The text was not sent | Try again. | ## Next steps - [Run an AI calling campaign](https://swashi.io/docs/voice/voice-outreach) - [Set up the AI Receptionist](https://swashi.io/docs/voice/ai-receptionist) - [How voice credits work](https://swashi.io/docs/voice/voice-credits) - Learn more about [AI texting](https://swashi.io/automations/ai-texting) ## Frequently asked questions **What does the AI text to people?** During and after a call, the AI texts your booking link and asks the person to text back their email address, so the email is captured exactly instead of being spelled out loud. **If I turn AI texting off, can I still send texts?** Yes. Turning the toggle off stops only the AI. You can still text people yourself from Texts. **Do texts cost credits?** Yes. Texts are paid from your voice credits and counted per text of up to 160 characters. The exact rate for your account, and whether received texts are billed, is shown in your Voice Outreach wallet. **Can I text any country?** Not every country. If a country is not enabled for texting, Swashi shows 'Texting to this country is not enabled.' and the text is not sent. **What happens if someone replies STOP?** They are opted out and cannot be texted. Swashi shows 'This person replied STOP — they cannot be texted.' if you try. --- # How voice credits work for AI calls and texts > Understand how Swashi voice credits pay for AI calls and texts, how to buy more credits, what happens at a low balance, and how safe daily calls work. Source: https://swashi.io/docs/voice/voice-credits Section: Voice AI & Chat Last updated: 2026-10-20 Swashi voice works on a pay-as-you-go basis: AI calls and texts use voice credits, and you top up whenever you need more. Voice credits never expire, and bigger packs include bonus credits. This page explains what uses credits, how to buy more and how to keep your campaigns running. ## Before you start - You need a Swashi number to make calls or send texts. Activating a number includes a starter amount of voice credits. See [Voice Outreach](https://swashi.io/docs/voice/voice-outreach). - For current prices, see the [pricing page](https://swashi.io/pricing). The app also shows the price of each pack before you buy. ## What uses credits | Activity | How it is charged | |---|---| | Outbound campaign calls | Call minutes, from your voice credits | | Manual test calls | Call minutes, from your voice credits | | AI Receptionist calls | Call minutes, from your voice credits, within your plan's monthly call allowance | | Texts | Per text of up to 160 characters, from your voice credits | One credit equals one minute of calling, which is why the wallet also shows your available minutes. > **Note:** Your plan's receptionist **call allowance** (calls per month) and your **voice credits** (minutes) are two different things. The allowance caps how many inbound calls the receptionist takes each month; credits pay for the minutes. See [AI Receptionist](https://swashi.io/docs/voice/ai-receptionist). ### How texts are billed The wallet shows the exact text rate on your account: either "each sent" or "each, sent or received", always for texts up to 160 characters and paid from your credits. A long message can use more than one text; the Texts inbox shows how many before you send. See [Texting](https://swashi.io/docs/voice/texting). ## Check your balance Open **Voice Outreach**. The wallet shows: - **Available Credits** and **Available Minutes** - **Credits Used** and **Minutes Used** - **Calls This Month** and **Texts This Month** > **Note:** If you see "Counted from [date], when usage tracking started", usage before that date is not included in these figures. ## Buy credits 1. Click **Buy Credits** in Voice Outreach. When the balance is low, you will also see **Low Balance** and a **Top Up Now** button. ![Buy Credits heading highlighted in the Voice Outreach wallet above the voice credit packs](https://swashi.io/docs/img/ep8-voice-credits.webp "Top up from Buy Credits in Voice Outreach.") 2. Choose a voice pack: **Starter Voice Pack**, **Growth Voice Pack** (marked **POPULAR**), **Scale Voice Pack** or **Max Voice Pack** (marked **Best value**). Bigger packs include bonus credits. 3. Complete the secure Stripe checkout. Tax may be added. You can also buy voice packs from **Billing** in the sidebar, under Voice AI Credits. See [Plans and billing](https://swashi.io/docs/account/plans-and-billing). ## When credits run low or out - **Low Balance** — top up soon so calls are not interrupted. - **NO CREDITS — Campaigns Paused** — your voice campaigns stop until you add credits. - **Manual Test Call** shows "You need at least … in your wallet to make calls" with your current balance if there is not enough to start a call. - Texts fail with "Not enough voice credits — top up in Voice Outreach." > **Tip:** Check your balance before you start a new campaign, and size the campaign's **Max leads to call** and **Daily Call Cap** to the credits you have. ## Safe calls per day Credits are not the only limit on calling. Your Swashi number has a **safe daily call limit**, shown on the number card as **Safe calls/day**, with its status (**Warming Up** or **Active**) and the warm-up **Day**. Calls go out within this safe daily limit to protect your number, so a large credit balance does not mean more calls per day. ![Number card highlighted in Voice Outreach with a 555 number, Active status, Day 1 and Safe calls per day](https://swashi.io/docs/img/ep8-voice-line.webp "The number card shows your safe calls per day.") ## Plans and voice | Plan | Voice access | |---|---| | Free | No voice | | Starter | AI Receptionist call allowance; Voice AI ready (activate a number any time) | | Growth, Agency, Enterprise | AI Receptionist plus Outbound AI Voice Campaigns, paid from your voice credits | Starter trial accounts include 10 voice calls. Compare plan details on the [pricing page](https://swashi.io/pricing). ## Next steps - [Run an AI calling campaign](https://swashi.io/docs/voice/voice-outreach) - [Texting on calls](https://swashi.io/docs/voice/texting) - [Plans and billing](https://swashi.io/docs/account/plans-and-billing) ## Frequently asked questions **What uses voice credits?** AI calls and texts. Outbound campaign calls, test calls and AI Receptionist calls draw from your voice credits, measured by call minutes, and texts are charged per text of up to 160 characters. **Do voice credits expire?** No. Voice credits never expire, so you only pay when you use them. **What happens when I run out of credits?** Your campaigns pause and the wallet shows NO CREDITS — Campaigns Paused. Buy credits to resume calling. **Is the receptionist call allowance the same as credits?** No. Your plan sets how many receptionist calls you can take each month, while the minutes of those calls are paid from your voice credits. **How much do credits cost?** Prices are shown in the app when you buy credits and on the pricing page. Bigger packs include bonus credits. --- # How to use Swashi on LINE, WhatsApp and Telegram > Connect the Swashi bot on LINE, WhatsApp or Telegram, verify your account with a 6-digit code, and find leads, check campaigns and write content from chat. Source: https://swashi.io/docs/chat/chatbots-line-whatsapp-telegram Section: Voice AI & Chat Last updated: 2026-10-20 The Swashi bot lets you run your account from LINE, WhatsApp or Telegram: find leads, check campaigns and replies, write articles and ask questions about your business, all by typing in plain words. Connect it from **Bot Channels**, verify your account once with a 6-digit code, and every request runs against your own Swashi account. ## Before you start - **Any plan.** Bot Channels is available on all plans. - **Your account email.** You verify with the email address of your Swashi account, so have access to that inbox. - **The messaging app** (LINE, WhatsApp or Telegram) installed on your phone or computer. ## Connect a messenger 1. Sign in at app.swashi.io and click **Bot Channels** in the sidebar. 2. Choose your platform and follow the connection steps: - **LINE** — scan the QR code or click **Open LINE**. - **WhatsApp** — scan the QR code or click the WhatsApp link. - **Telegram** — click the Telegram bot link and press **Start**. 3. Send any message to the bot to begin. ## Verify your account The first time you message the bot, it links the chat to your Swashi account: 1. The bot asks for your Swashi account email address. 2. Reply with your email. A **6-digit verification code** is sent to that address. 3. Type the code in the chat. 4. Your account is linked. All commands now run against your Swashi account. > **Note:** Verification expires after **30 days**. You may also need to verify again after a session reset. The bot will walk you through it. ## What you can do from chat You can type natural language or exact commands. Here are the main ones. ### Lead generation | Type | What happens | |---|---| | `find leads` | Starts a lead search; the bot asks for the niche and location | | `find 20 dentists in Texas` | Queues a search for 20 dental businesses in Texas directly | | `check my leads` | Shows your pipeline: total, by tier and contacted count | ### Outreach | Type | What happens | |---|---| | `check my campaigns` | Lists your active outreach automations with their status | | `check replies` | Shows your Reply Intelligence summary: positive, neutral and objection counts | ### Analytics and status | Type | What happens | |---|---| | `analytics` | Returns your stats for content, leads and outreach | | `status` | Shows scheduled tasks and queued jobs | | `job status` | Shows the status of a queued job | ### Content and social | Type | What happens | |---|---| | `write an article about [topic]` | Queues an AI article | | `fetch AI news` | Returns today's top AI and tech headlines; pick one to repurpose | | `schedule LinkedIn post` | Opens the social scheduling flow for LinkedIn | ### More | Type | What happens | |---|---| | `brain` or "what do you know about my business" | Answers from your [Business Brain](https://swashi.io/docs/getting-started/business-brain) | | `mission` | Starts or reports a scoped agent mission, such as a lead search across a region | | `research products` | Runs ecommerce product research | | `billing` or "my plan" | Shows your plan, usage and upgrade options | | `how to …` | Gives step-by-step help | | Any greeting | Shows a welcome card and menu in your language | Any free-form business question is answered from your Business Brain; you are not limited to these commands. > **Tip:** Ask for exactly what you want in one message, for example "find 20 gyms in Dubai". The bot queues the search straight away instead of asking follow-up questions. ## How results come back When you send a request, the bot understands it, hands it to the right Swashi agent and replies in the same chat. Results usually arrive within 60–120 seconds. If the bot cannot do something, it tells you so instead of staying silent. ## Languages The bot speaks all 18 Swashi languages: English, Spanish, French, German, Italian, Dutch, Portuguese, Russian, Turkish, Arabic, Hebrew, Hindi, Indonesian, Japanese, Korean, Malay, Thai and Chinese. Its menu and welcome card are fully localized. It answers in your account language, the same preference used by the app, emails and voice, and a manual language choice always wins. See [Languages](https://swashi.io/docs/getting-started/languages). ## Chat or app? The app at app.swashi.io gives you the full visual interface: dashboards, charts and settings. The bot is for quick work on the go: lead searches, status checks, content requests and social scheduling. Both use the same account and data. ## Troubleshooting - **The bot asks me to verify again.** Verification lasts 30 days, and a session reset can also require it. Enter your email and the new code. - **I did not get the code.** Check that you typed the email of your Swashi account, and look in that inbox's spam folder. - **A request did not finish.** Type `job status` or `status` to check queued jobs. If it persists, contact the Support Center or support@swashi.io. ## Next steps - [Teach the Business Brain about your business](https://swashi.io/docs/getting-started/business-brain) - [Find leads in the app](https://swashi.io/docs/leads/find-leads) - Learn more about the [Swashi bot](https://swashi.io/features/swashi-bot) ## Frequently asked questions **Which messaging apps does the Swashi bot work on?** LINE, WhatsApp and Telegram. They share one Brain with the in-app chat, so the experience is consistent everywhere and works with the same account and data. **Why does the bot ask me to verify my account?** For security. Verification links the chat to your specific Swashi account, so commands run against your own leads, campaigns and articles and no one else can issue commands on your behalf. **How long does verification last?** Verification expires after 30 days. You may also need to verify again after a session reset; the bot will ask for your email and a new code. **Which languages does the bot speak?** All 18 Swashi languages. It answers in your account language, detects the language you write in, and a manual language choice always wins. **Do I have to use exact commands?** No. You can type natural language or exact commands, and any free-form question about your business is answered from your Business Brain. --- # How to automate website content with Swashi > Learn how to automate website content in Swashi: add keywords, choose a category and target site, set a frequency, switch on SEO features and track usage. Source: https://swashi.io/docs/content/website-content Section: Website Content Last updated: 2026-10-20 To automate website content in Swashi, open **Website Content**, enter the keyword you want to rank for, pick a category and a target site, choose how often to publish, and click **+ Add to Queue**. Swashi then writes each article, adds the SEO features you switched on, and publishes it to your connected website on schedule. This guide is for business owners and marketers who want a steady flow of search-friendly articles without writing each one by hand. It follows the EP4 video tutorial, "How to Automate Website Content for SEO, AEO, GEO on Swashi." ## Before you start - **Connect a website.** Articles publish to a site you connect in **Website Settings**. If you have not done this yet, follow [connect your website](https://swashi.io/docs/content/connect-your-website) first. - **Teach your Business Brain.** When a site uses your [Business Brain](https://swashi.io/docs/getting-started/business-brain), articles follow your brand voice, products and facts. - **Know your plan.** Every plan includes a monthly number of articles (see the table below). ## Part 1: Plan your content The top of the page is the **Content Configuration** panel. This is where you tell Swashi what to write about, where to publish it and how often. ![Content Configuration panel highlighted with Topic / Keyword, Select Category, Target Site, Frequency and the Add to Queue button](https://swashi.io/docs/img/ep4-plan-config.webp "The Content Configuration panel holds every planning setting.") 1. Click **Website Content** in the sidebar. The page is headed **Automate Website Content**. 2. **Pick a topic or keyword.** Type into **TOPIC / KEYWORD** (for example, "The Future of AI Marketing"). Swashi plans the article around this keyword. ![Topic / Keyword field highlighted in Content Configuration with the placeholder The Future of AI Marketing](https://swashi.io/docs/img/ep4-plan-topic.webp "Type the keyword you want to rank for.") 3. **Choose a category.** Under **SELECT CATEGORY**, choose **General**, **Technology**, **Marketing**, **Business** or **Finance**. Click **Add New Category** to create one that matches your site. Categories keep your articles organized on your website. 4. **Choose the target site.** Under **TARGET SITE**, pick one connected website, or choose **Auto-Switch** to rotate articles between your sites. ![Target Site field highlighted in Content Configuration and set to Auto-Switch](https://swashi.io/docs/img/ep4-plan-site.webp "Pick one site or let Auto-Switch rotate between them.") 5. **Set the frequency.** Under **FREQUENCY**, choose **Daily**, **Weekly**, **Bi-Weekly** or **Monthly**. Swashi keeps publishing on that schedule. 6. Click **+ Add to Queue**. One click adds the topic to your content queue. 7. **Check your publish target.** The **Default Publish Target** card shows the website your articles go to and whether they publish **Live**. 8. **Review your queue.** Every planned article waits in the **ACTIVE QUEUE** until it is written and published. When the queue is empty, it reads "The queue is empty. Add a keyword above to start." ![Active Queue panel highlighted showing 0 items and the message The queue is empty](https://swashi.io/docs/img/ep4-plan-queue.webp "Planned articles wait in the Active Queue.") > **Tip:** Add several keywords on related subjects. Grouping articles around one theme makes it easier to link them together and to build depth on the subjects you want to be known for. ### Queue statuses | Status | What it means | |---|---| | **In Queue** | Planned and waiting for its turn | | **Generating...** | Swashi is writing the article now | | **Draft** | Written but not published live | | **Completed** | Written and published | | **Failed** | Something stopped the article; check your website connection and try again | You can reschedule or delete a queued task from the queue. ## Part 2: Optimize for SEO, AEO and GEO Below the queue you will find the optimization switches. Turn a feature on once and Swashi adds it to every article from then on. ![Optimization switches highlighted, with Auto Internal Linking, Schema Markup, Meta Og Tags, Auto Image Alt Text, Auto Sitemap Ping and Canonical Control switched on](https://swashi.io/docs/img/ep4-optimize-features.webp "Switch features on once and every article gets them.") | Switch | What it adds | |---|---| | **Schema Markup** | Structured data that helps search engines and AI assistants understand your content | | **Auto Internal Linking** | Links between your own articles | | **Auto Image Alt Text** | Keyword-rich alt text on every published image | | **Auto Sitemap Ping** | Lets search engines know new pages exist | | **Canonical Control** | Tells search engines which version of a page is the main one | The panel also lists **Meta Og Tags**, **Freshness Optimization**, **Backlink Outreach**, **Google News Optimization**, **Topic Clusters** and **Social Repurpose**. Switch on the ones that suit your site. Structured data helps search engines and AI assistants understand your content. That matters for AEO (answer engine optimization) and GEO (generative engine optimization) as well as classic SEO, and you can measure both in SEO AI Rankings. Next, the **Creative Director** panel lets you shape the voice of your content: start from a source link, choose a writer persona and add your own instructions. It has its own guide: [writer personas and style](https://swashi.io/docs/content/writer-personas-and-style). When you change settings there, click **Save All Changes** so they apply to every article. ## See your schedule The **Website Schedule** calendar shows which day each article goes live. The **Schedule** page in the sidebar shows every scheduled article and social post together, including several on the same day. ## Track your plan and usage The **Plan & Usage** panel shows your current monthly limits: **Generated Posts**, **Prompt Personas**, **Social Posts**, **Viral Research Scans** and **Connected Sites**. Use **Manage Subscription** to change your plan. ![Plan & Usage panel highlighted showing Generated Posts, Prompt Personas, Social Posts, Viral Research Scans, Connected Sites and a Manage Subscription button](https://swashi.io/docs/img/ep4-optimize-usage.webp "Plan & Usage shows what your plan has left this month.") | Plan | Articles per month | Connected sites | |---|---|---| | Free | 1 | 1 | | Starter | 10 | 3 | | Growth | 75 | 10 | | Agency | 350 | 35 | | Enterprise | Unlimited | 150 | Your article allowance resets each month, and unused articles do not carry over. Need more? The Auto-Post Pack adds extra articles and the Website Pack adds more sites. See current prices on the [pricing page](https://swashi.io/pricing). ## Where your articles live Every article Swashi writes is kept in **Content Library**. From there you can open an article, use **Copy HTML**, or create a social media draft from it in Social Studio. ## Troubleshooting - **"No website selected" or "No websites connected":** connect a site in **Website Settings** first. - **"Queue is empty. Add keywords first.":** add at least one topic with **+ Add to Queue**. - **An article shows Failed:** check that your website connection is still active in Website Settings, then add the topic again. ## Next steps - [Connect your website](https://swashi.io/docs/content/connect-your-website) so articles publish automatically. - [Choose a writer persona and style](https://swashi.io/docs/content/writer-personas-and-style). - [Track your rankings in SEO AI Rankings](https://swashi.io/docs/seo/seo-ai-rankings). - See what [content automation](https://swashi.io/automations/content-automation) can do for your business. ## Frequently asked questions **Do I need a connected website before I can automate content?** Yes, to publish automatically. Articles go live on the website you connect in Website Settings. Until a site is connected, the Target Site field shows that no website is connected. **What does Auto-Switch do?** Auto-Switch rotates new articles between your connected websites instead of sending every article to one site. Choose a single site in Target Site if you want everything on one website. **How many articles can I publish each month?** It depends on your plan: Free includes 1 article a month, Starter 10, Growth 75, Agency 350 and Enterprise is unlimited. The Plan & Usage panel shows how many you have used. **Does Swashi add SEO features like schema and alt text automatically?** Yes, once you switch them on. Features such as Schema Markup, Auto Internal Linking, Auto Image Alt Text, Auto Sitemap Ping and Canonical Control are then added to every article. **Can I write articles in languages other than English?** Yes. Swashi writes in 18 languages, and each connected site has its own detected language. You can also set a separate language for content generation in your advanced language settings. --- # How to connect your website to Swashi for auto-publishing > Connect your WordPress, Shopify or custom website to Swashi in Website Settings so AI-written articles publish automatically, and set Business Brain per site. Source: https://swashi.io/docs/content/connect-your-website Section: Website Content Last updated: 2026-10-20 To connect your website to Swashi, open **Website Settings**, click **Connect Website**, choose your platform (WordPress, Shopify or a custom website), enter your site address and access details, and save. Once the connection is active, articles from [Website Content](https://swashi.io/docs/content/website-content) publish to your site automatically. This guide is for anyone who wants Swashi to publish articles straight to their own website. It covers only the steps you take as a customer. No coding is needed for WordPress or Shopify. ## Before you start - **Admin access.** You need to be able to sign in to your website as an administrator to create access details for Swashi. - **Your site address.** Have the full URL ready, for example `https://example.com/`. - **A free slot on your plan.** The header of Website Settings shows how many sites you are using, for example "1 of 3 websites on the Starter plan." ## Connect a website 1. Click **Website Settings** in the sidebar. The page reads "Connect WordPress, Shopify, Next.js or any Custom Website to Swashi to Automate Content Generation." 2. Click **Connect Website** (WordPress, Shopify, or Custom). The **New Connection** form opens. 3. Enter a **Friendly Name**. This is the name you will see in Swashi, for example "Main blog." 4. Choose the **Platform**. 5. Enter your **Site URL**. 6. Fill in the details for your platform (see the sections below). 7. Save the connection. Swashi tests it and confirms. Your site then appears in the list as **Active**. To change details later, open the site and choose **Update Connection**. To remove a site, delete it from the list and confirm "Are you sure you want to remove this website?" ### WordPress WordPress connects with an Application Password: a separate password you create just for Swashi, which you can revoke at any time. 1. In your WordPress dashboard, go to **Users > Profile > Application Passwords**. 2. Create a new application password named "Swashi." 3. Copy the password WordPress shows you. 4. In Swashi, under **WordPress Configuration**, enter your **Admin Username** and paste the **Application Password**. > **Important:** Copy the application password straight away. WordPress shows it only once. ### Shopify Choose Shopify as the platform and enter your store URL. Under **Shopify Configuration**, add the Admin API access token from your Shopify store admin. ### Custom website (webhook) For a website built on another system, such as Next.js, choose the custom option and use **Webhook Integration**. Enter the webhook URL where your site receives new articles and the **API Key / Secret Token** your site expects. Swashi sends each article as both HTML and Markdown, together with its tags, FAQ and meta information, so your site can show it the way it prefers. ## Settings for each website Every connected site has its own settings. | Setting | What it does | |---|---| | **Uses your Business Brain** | **On**: the site inherits your brand voice, company profile, documents and FAQs. **Off**: content is written from the site's own topic and audience. | | **Language detected** | The language Swashi found on your site. Multilingual sites show how many languages were found. | | **Publish target** | Whether articles go live or arrive as drafts. The Website Content page shows this as your **Default Publish Target**. | > **Note:** Business Brain is off by default for each website. Turn it on with the switch if the site belongs to the business your Brain describes. Leave it off for a website that belongs to a different company or industry, such as a client's site. Use **Open Business Brain** to update what your Brain knows. Learn more about the [Business Brain](https://swashi.io/docs/getting-started/business-brain). ## Website limits by plan | Plan | Connected websites | |---|---| | Free | 1 | | Starter | 3 | | Growth | 10 | | Agency | 35 | | Enterprise | 150 | When every slot is used, the button reads **Limit Reached**. Choose **Add a Website Pack or upgrade** to add room. The Website Pack adds 5 connected sites. See current prices on the [pricing page](https://swashi.io/pricing), or read [plans and billing](https://swashi.io/docs/account/plans-and-billing). ## Troubleshooting - **"Error saving website. Please try again.":** check the Site URL (include `https://`) and the access details, then save again. - **WordPress connection fails:** make sure you pasted the application password, not your normal WordPress password, and that the username belongs to an administrator. - **Duplicate site warning:** "This website is also connected to another Swashi account" means another account publishes to the same site. That can create duplicate articles. It is expected if an agency manages the site with you. - **Articles stopped publishing:** open Website Settings and confirm the site still shows as active. If you changed your password or revoked the application password, update the connection. ## Next steps - [Plan your first articles in Website Content](https://swashi.io/docs/content/website-content). - [Choose a writer persona and style](https://swashi.io/docs/content/writer-personas-and-style). - See how [website automation](https://swashi.io/automations/website-automation) works end to end. ## Frequently asked questions **Which website platforms can I connect to Swashi?** Website Settings connects WordPress, Shopify and custom websites. A custom site, such as one built with Next.js, connects through a webhook integration. **Do I have to give Swashi my WordPress password?** No. You create a separate WordPress Application Password for Swashi and paste that in. Your normal login password is never needed. **How many websites can I connect?** Free connects 1 website, Starter 3, Growth 10, Agency 35 and Enterprise 150. The Website Pack add-on adds 5 more sites to any plan. **Why is Business Brain off for my new website?** Business Brain is off by default for each website. Turn it on only if the site belongs to the business your Brain describes, so a client's site is never written in your brand voice. **What does the warning that my website is connected to another Swashi account mean?** Another Swashi account has also connected the same site. Publishing from more than one account can create duplicate articles. This is expected if an agency manages the site with you. --- # How to set writer personas and style with Creative Director > Use Creative Director in Swashi to rewrite a YouTube or news link, choose a writer persona like The Professor or The Storyteller, and add a system prompt. Source: https://swashi.io/docs/content/writer-personas-and-style Section: Website Content Last updated: 2026-10-20 Creative Director is the part of **Website Content** where you shape how Swashi writes for you. You can paste a YouTube or news link for Swashi to rewrite into an original article, choose one of four writer personas, and add a system prompt with your own instructions. Click **Save All Changes** and your settings apply to every article from then on. This guide is for anyone who wants their automated articles to sound a particular way: newsy and quick, deep and authoritative, or warm and story-led. It follows Part 2 of the EP4 video tutorial, "How to Automate Website Content for SEO, AEO, GEO on Swashi." ## Before you start - **Plan:** Creative Director Mode is included from the Growth plan up. See [plans and billing](https://swashi.io/docs/account/plans-and-billing) for details. - **Set up content first.** Creative Director shapes the articles you plan in [Website Content](https://swashi.io/docs/content/website-content). Connect a site and add a topic before you fine-tune the style. - **Teach your Business Brain.** Your [Business Brain](https://swashi.io/docs/getting-started/business-brain) gives the writer your brand voice and facts. The persona and prompt then decide the style. ## Open Creative Director 1. Click **Website Content** in the sidebar. 2. Scroll past the queue and optimization switches to the **Creative Director** panel. Its subtitle is "Shape the soul of your content." The panel has three parts: **Source Material (Optional)**, **Writer Persona** and **System Prompt**. ![Creative Director panel highlighted with Source Material, four Writer Persona cards and the System Prompt box](https://swashi.io/docs/img/ep4-optimize-director.webp "Creative Director: source, persona and system prompt in one panel.") ## Start from a source (optional) Do you have a video or a news story you want to write about? Use it as the starting point. 1. Paste the link into the box labeled **Paste YouTube or News URL to rewrite...** ![Source Material field highlighted with the placeholder Paste YouTube or News URL to rewrite](https://swashi.io/docs/img/ep4-optimize-source.webp "Paste a YouTube or news link to rewrite.") 2. Go to the top of the page and type your **TOPIC / KEYWORD**, as the hint in the panel says. 3. Add the topic to your queue as usual. Swashi rewrites the source into an original article built around your keyword. It does not copy the source. > **Tip:** Source links work well for reacting to news in your industry. For a ready-made feed of current stories, see [Trending Articles and Autodraft](https://swashi.io/docs/social/trending-and-autodraft). ## Choose a writer persona Pick the style that fits your audience. The persona applies to every article until you change it. ![Writer Persona options highlighted: The Generalist selected, plus The Trend Hunter, The Professor and The Storyteller](https://swashi.io/docs/img/ep4-optimize-persona.webp "Choose one of the four writer personas.") | Persona | Style | Good for | |---|---|---| | **The Generalist** | Balanced, clear, standard tone | Most business blogs | | **The Trend Hunter** | Punchy, viral, short sentences | News and timely topics | | **The Professor** | Deep, citation-heavy, authoritative | Education and in-depth guides | | **The Storyteller** | Narrative-driven, emotional hooks | Engagement and brand stories | > **Note:** A persona sets the *style* of the writing. Your Business Brain still supplies the *substance*: your products, offers, tone and facts, on every site where Business Brain is switched on. ## Add your own instructions (System Prompt) The **System Prompt** box lets you tell the writer exactly what to focus on, in your own words. The app suggests an example: "You are a skeptical tech reviewer. Be critical of pricing and focus on specs..." ![System Prompt label highlighted above the instructions box with an example about a skeptical tech reviewer](https://swashi.io/docs/img/ep4-optimize-prompt.webp "Add your own instructions in the System Prompt box.") Good instructions are short and specific. For example: - Who the reader is ("owners of small dental practices"). - What to emphasize ("practical steps, not theory"). - What to avoid ("no jargon; never mention competitors by name"). - The call to action you want ("invite readers to book a consultation"). > **Note:** Custom system prompts are part of Creative Director Mode. On a plan without it, the box reads "Upgrade to Pro to unlock custom system prompts..." and an **Unlock Director Mode** button appears. ## Save your settings Click **Save All Changes**. Your source, persona and instructions now apply to every article Swashi writes from then on. Articles already published are not rewritten. ![Save All Changes button highlighted below the Creative Director panel](https://swashi.io/docs/img/ep4-optimize-save.webp "Save All Changes applies your settings to every article.") ## Prompt Personas and your plan The **Plan & Usage** panel on the Website Content page shows **Prompt Personas**, the number of custom writing profiles your plan allows. | Plan | Prompt Personas | |---|---| | Free | 1 | | Starter | 3 | | Growth | 25 | | Agency | Unlimited | | Enterprise | Unlimited | ## Troubleshooting - **My articles don't sound different:** check that you clicked **Save All Changes** after choosing a persona or editing the prompt. - **Articles mention the wrong business:** on a website that belongs to another company, switch **Uses your Business Brain** off in **Website Settings**. See [connect your website](https://swashi.io/docs/content/connect-your-website). - **The System Prompt box is locked:** custom system prompts need Creative Director Mode, included from Growth. ## Next steps - [Plan and queue your articles](https://swashi.io/docs/content/website-content). - [Teach your Business Brain your brand voice](https://swashi.io/docs/getting-started/business-brain). - Explore [content automation](https://swashi.io/automations/content-automation) on the Swashi website. ## Frequently asked questions **What is Creative Director in Swashi?** Creative Director is the panel on the Website Content page where you shape the voice of your articles. You can start from a source link, choose a writer persona and give the writer your own instructions. **Can Swashi turn a YouTube video or news story into an article?** Yes. Paste the YouTube or news URL into Source Material and Swashi rewrites it into an original article around the topic you enter. **Which writer persona should I choose?** The Generalist suits most sites, The Trend Hunter suits news, The Professor suits education and in-depth guides, and The Storyteller suits content built for engagement. **Which plans include Creative Director Mode and custom system prompts?** Creative Director Mode is included from the Growth plan up. On lower plans the System Prompt box shows an upgrade message. **How does the persona work with my Business Brain?** The persona sets the writing style. Your Business Brain supplies your brand voice, products and facts on sites where it is switched on, so both shape every article. --- # How to use the Content Library to see all activity and reuse articles > See every call, text, email, social post, article and meeting in the Swashi Content Library, and read, copy or reuse the articles the AI wrote for you. Source: https://swashi.io/docs/content/content-library Section: Website Content Last updated: 2026-10-20 The Content Library is the place in Swashi where you see everything you and your AI team did: calls, texts, emails, social posts, articles and meetings, newest first, in one table. It also keeps every article the AI has written for your account, so you can read any article, copy its HTML, open the live page on your website, or turn it into a social media draft in one click. It is useful for business owners and marketers who want one place to check what happened and to reuse their website content without searching their site. ## Before you start - The library fills up as Swashi works for you. Set up topics in [Website Content](https://swashi.io/docs/content/website-content) first. - To get a live page link for each article, [connect your website](https://swashi.io/docs/content/connect-your-website) so articles publish automatically. - Calls, texts and emails appear once you use [Voice Outreach](https://swashi.io/docs/voice/voice-outreach) and [Email Studio](https://swashi.io/docs/outreach/email-studio). ## What you see in the Content Library Click **Content Library** in the sidebar. The page header reads "Everything you and your AI team did — calls, texts, emails, social posts, articles and meetings." Two buttons sit in the header: - **View Docs** opens Swashi's help docs. See [Get help with Swashi](https://swashi.io/docs/account/get-help). - **Schedule** opens the Schedule page with your upcoming articles and posts. See [Schedule](https://swashi.io/docs/content/schedule). ![Content Library highlighted in the Swashi sidebar, with the All tab showing calls, an enquiry, a reply and a social post](https://swashi.io/docs/img/content-library-nav.webp "Open Content Library from the sidebar.") ## Choose a tab Seven tabs sit under the header. **All** is open when you arrive and shows everything together, newest first. The other tabs show one kind of activity: | Tab | What it shows | |---|---| | **All** | Every activity below, newest first | | **Calls** | Calls your AI made or answered, and calls you made from your dial pad | | **Texts** | Text messages sent and received on your Swashi number | | **Emails** | Outreach emails sent, the replies they brought and new enquiries | | **Social** | Social media posts, with their networks and status | | **Articles** | The articles the AI wrote for your website | | **Meetings** | Meetings booked with you | ![The seven Content Library tabs highlighted above the activity table](https://swashi.io/docs/img/content-library-tabs.webp "Pick a tab to see one kind of activity.") Every tab except Articles uses the same table: | Column | What it shows | |---|---| | **Who / what** | The person or business, with their number or the email subject. For posts and articles, the title | | **Type** | What happened, for example AI call, Your call, Text received, Reply received, New inquiry, Social post or Meeting | | **When** | How long ago it happened, and the date and time in your timezone | | **Detail** | The result: whether a call was answered and how long it lasted, which of your mailboxes an email arrived in or was sent from, or whether a post was published | | **Actions** | The buttons described below | ## Act on a row ![A call you made from your dial pad highlighted in the Content Library, showing the result, the call length and the phone icon](https://swashi.io/docs/img/content-library-row.webp "Each row says who, what, when and how it went.") - **Phone icon:** rows with a phone number have a phone icon. Click it to open your dial pad with the number filled in, then click **Call**. - **Open post:** a published LinkedIn post has an icon that opens the post. - **Join meeting:** a booked meeting with a meeting link has a button to join it. **AI call** means your AI agent made the call. **AI receptionist** means a caller rang your Swashi number and your receptionist answered. **Your call** means you called from your dial pad. The list shows your most recent activity. Click **Load more** at the bottom to see older activity. ## Read an article and copy its HTML Choose the **Articles** tab. Your articles appear in a table, newest first, with the **Article Title**, **Category**, **Date** and **Words** columns. The library shows your 50 most recent articles. If you have no articles yet, the tab shows "No content generated yet". ![The Articles tab of the Content Library with the view, live page and share icons highlighted](https://swashi.io/docs/img/content-library-articles.webp "Read, open or share an article from the Articles tab.") 1. Click the **View Content** icon (the eye) on the article's row. 2. A window opens with the title, the word count, the featured image and the full article. 3. Click **Copy HTML** to copy the article's HTML. The app confirms "HTML copied to clipboard!" 4. Paste the HTML wherever you need it, for example into a page builder or a newsletter tool. > **Tip:** Copy HTML is handy when your website is not connected to Swashi. You can paste the article into your site by hand. ## Open the live page Click the **View Live** icon (the globe) to open the published article on your website in a new tab. This icon only appears when the article has a live address. If an article did not publish, you will not see it. Check your connection in **Website Settings** and see [Connect your website](https://swashi.io/docs/content/connect-your-website). ## Turn an article into a social media post 1. Click the **Push to Social Studio** icon (the share symbol) on the article's row. 2. Confirm "Create a social media draft from this article?" 3. When the app shows "Draft created in Social Studio!", open **Social Studio**. The new draft is in your queue, ready to edit and schedule. The draft is written from the article's title and summary, and links back to the live article when there is one. > **Note:** Each draft counts toward your plan's monthly social post allowance. If the app shows "Failed to create draft.", check what your plan has left. See [Plans and billing](https://swashi.io/docs/account/plans-and-billing). To edit, schedule or post the draft, follow [Create and schedule posts](https://swashi.io/docs/social/social-studio). ## Which emails appear The **Emails** tab shows business email only: - **Email sent:** emails your outreach campaigns sent, with the mailbox they were sent from. - **Reply received:** replies to your outreach, with the mailbox they arrived in. - **New inquiry:** a new message from someone interested in your business, even if it is not a reply. Newsletters, notifications and automatic replies that arrive in your connected mailboxes are left out. To read and answer every reply, use the [Unified Inbox](https://swashi.io/docs/outreach/unified-inbox). ## Troubleshooting - **"No content generated yet":** no article has been written for your account yet. Add topics in **Website Content**. - **A tab says nothing happened yet, for example "No calls yet.":** that kind of activity has not happened on your account yet. - **"Some activity couldn't load":** part of your activity could not be read just now. The rest still shows. Try again in a moment. - **"Contact not identified":** Swashi does not know the name or number of the person on that call. - **An older article is missing:** the library lists your 50 most recent articles. - **No View Live icon:** the article has no live address yet. Check **Website Settings**. - **"Failed to create draft.":** your monthly social post allowance may be used up, or the request did not complete. Try again, then check your plan. ## Next steps - [Plan more articles in Website Content](https://swashi.io/docs/content/website-content) - [See what is coming up on the Schedule page](https://swashi.io/docs/content/schedule) - [Create and schedule social posts](https://swashi.io/docs/social/social-studio) ## Frequently asked questions **What does the Content Library show?** Everything you and your AI team did, newest first, in one table: calls made by your AI and by you, texts sent and received, outreach emails with the replies and new enquiries they bring, social posts, articles and booked meetings. **Where can I see all the articles Swashi wrote for me?** Open Content Library and choose the Articles tab. It lists your articles newest first with their title, category, date and word count, and shows your 50 most recent articles. **Can I call someone back from the Content Library?** Yes. Rows with a phone number have a phone icon that opens your dial pad with the number filled in. Calling from your dial pad needs a paid plan and an active Swashi number. **Why don't I see every email from my inbox?** The Content Library shows business email only: replies to your outreach and new enquiries. Newsletters, notifications and automatic replies that arrive in your connected mailbox are left out. **Can I edit or delete an article in the Content Library?** No. The Content Library has no edit or delete button. You can read an article, copy its HTML, open the live page or create a social media draft from it. **Why is there no View Live icon next to my article?** The View Live icon only appears when the article has a live address on your website. If the article was not published, connect or check your site in Website Settings. **Does Push to Social Studio use my social post allowance?** Yes. Creating a social draft from an article counts toward your plan's monthly social post allowance. If the allowance is used up, the app shows 'Failed to create draft.' --- # How to use the Schedule page to track scheduled articles and posts > Use the Swashi Schedule page to see upcoming articles and social posts in one list, cancel a scheduled task, review what ran and check why a task failed. Source: https://swashi.io/docs/content/schedule Section: Website Content Last updated: 2026-10-20 The Schedule page is one list of everything Swashi is set to do for you: articles waiting to be written and published, social posts waiting to go out, and other automated tasks. Open **Schedule** in the sidebar to see what is coming up, cancel what you no longer want, and check what already ran or failed. It suits anyone who plans content in more than one place and wants a single view. ## Before you start Tasks appear here once you schedule them elsewhere: - Articles you add in [Website Content](https://swashi.io/docs/content/website-content). - Posts you schedule in [Social Studio](https://swashi.io/docs/social/social-studio) or from [Trending Articles and Autodraft](https://swashi.io/docs/social/trending-and-autodraft). If nothing is scheduled yet, the page shows "No tasks found" and "You haven't scheduled any tasks yet. Head over to Social, Content, or Ecommerce to get started." ## Open the Schedule page Click **Schedule** in the sidebar. A green number beside it shows how many tasks are scheduled or running right now (it shows "99+" above 99). The page subtitle reads "Visual timeline for all autonomous tasks and agent missions." The list updates on its own as tasks run. To reload it yourself, click the refresh icon (the circular arrows) at the top right of the list. ## The three tabs ![Schedule page header with the Upcoming, History and Failed tabs, Upcoming selected](https://swashi.io/docs/img/ep11-sched-tabs.webp "Switch between Upcoming, History and Failed.") | Tab | List title | What it shows | Order | |---|---|---|---| | **Upcoming** | Upcoming Queue | Tasks that are Scheduled or Processing | Soonest first | | **History** | Execution History | Tasks that finished (Completed) | Newest first | | **Failed** | Failed Tasks | Tasks that failed, with the error message | Newest first | ## Read a task Each row tells you what the task is, when it runs and where it goes: - **Module label:** **Social**, **Content**, **Ecommerce**, **Newsroom**, **Leads** or **SEO**. - **Status:** **Scheduled**, **Processing** (running now), **Completed** or **Failed**. - **Title:** the article or post title. An article that has not been written yet shows its topic, for example "Article: best dentist in Austin". A post shows "Post:" and its topic. - **Date and time:** when the task runs, shown in your device's local time. - **Repeat badge:** a recurring task shows how often it repeats. - **Destination:** a social post shows the logo of every network it goes to (LinkedIn, X, Facebook, Instagram). An article shows the name or address of the website it publishes to. ## Cancel a scheduled task 1. On the **Upcoming** tab, find the task. Its status must be **Scheduled**. 2. Click **Cancel Task** (the X on the right of the row). 3. Confirm "Are you sure you want to cancel this scheduled task?" 4. The app shows "Task cancelled" and the task leaves the list. > **Important:** You cannot cancel a task marked **Processing**. It is already running. ## Change the date or time Make changes where you created the item: - **Social posts:** edit the post in Social Studio, then choose **Update Schedule**. See [Create and schedule posts](https://swashi.io/docs/social/social-studio). - **Articles:** reschedule or delete the queued topic in Website Content. See [Website content](https://swashi.io/docs/content/website-content). ## When a task fails The page notes: "The central scheduling system automatically handles retries and prevents duplicate execution across all your Swashi modules." If a task fails, Swashi tries it again. If it still cannot run after several attempts, it is set back to a draft rather than deleted. A social post set back to a draft appears as **Draft** in the **Upcoming Queue** in Social Studio, where you can fix it and schedule it again. The **Failed** tab shows each failed task with its error message in red. Read it first. It often names the cause, such as a disconnected site or network. ## Troubleshooting - **A post or article is missing from Upcoming:** it may have already run. Check **History**. If you cancelled it, it no longer appears. - **An article failed:** check that your site is still connected in **Website Settings**. See [Connect your website](https://swashi.io/docs/content/connect-your-website). - **A social post failed:** reconnect the network. See [Connect social networks](https://swashi.io/docs/social/connect-social-networks). - More fixes are in [Troubleshooting](https://swashi.io/docs/account/troubleshooting). ## Next steps - [Plan articles in Website Content](https://swashi.io/docs/content/website-content) - [Find your finished articles in the Content Library](https://swashi.io/docs/content/content-library) - [Create and schedule social posts](https://swashi.io/docs/social/social-studio) ## Frequently asked questions **Where can I see all my scheduled articles and social posts together?** Open Schedule in the sidebar. The Upcoming tab lists every scheduled and running task from Website Content, Social Studio and other modules in one list, soonest first. **How is the Schedule page different from the Social Schedule calendar?** The Social Schedule calendar in Social Studio and the Website Schedule calendar in Website Content show items by day. The Schedule page is one combined list across modules, with Upcoming, History and Failed tabs. **Why can't I cancel a task?** Only tasks with the Scheduled status can be cancelled. A task marked Processing is already running, and completed or failed tasks cannot be cancelled. **Can I change the date or time of a task here?** Change it where you created it. Edit a social post in Social Studio and choose Update Schedule, or reschedule an article from the queue in Website Content. **What happens when a scheduled task fails?** Swashi retries it automatically and prevents it from running twice. If it still cannot run after several attempts, it is set back to a draft instead of being deleted. --- # How to create and schedule social media posts with Social Studio > Create social media posts in Swashi Social Studio: enter a topic, add hashtags and an image, let AI Draft write it, then schedule or post now to every network. Source: https://swashi.io/docs/social/social-studio Section: Social Media Last updated: 2026-10-20 Social Studio is where you create, schedule and publish social media posts in Swashi. Type a topic or paste a link, let **AI Draft** write the post in your brand voice, add a visual, then **Schedule** it or click **Post Now** to publish to every network you selected. This guide is for business owners and marketers who want a steady social presence without writing every post from scratch. It follows Part 1 of the EP3 video tutorial, "How to Automate Social Media with Swashi." ## Before you start - **Connect your networks.** You can post only to networks you have connected. See [connect your social networks](https://swashi.io/docs/social/connect-social-networks). - **Teach your Business Brain.** AI Draft writes from your [Business Brain](https://swashi.io/docs/getting-started/business-brain), so your posts sound like your business and use your real facts. - **Know your allowance.** Your plan includes a monthly number of social posts (see the table below). ## Create a post 1. Click **Social Studio** in the sidebar. Everything social lives here: your networks, new posts and your publishing schedule. 2. **Choose where the post goes.** Under **Connected Networks**, click the cards to toggle where you want to post. A connected network shows **Connected**. 3. **Tell Swashi the topic.** In the box that reads **What do you want to post about? Or paste a URL...**, type an idea or paste the link to an article you want to share. ![Create Post text box in Social Studio highlighted, containing the topic How AI agents help small businesses grow](https://swashi.io/docs/img/ep3-create-compose.webp "Type an idea or paste a link in the Create Post box.") 4. **Review the hashtags.** Under **Suggestions**, Swashi offers hashtags that fit your business. Use the ones you like. 5. **Add a visual.** Click **Add Image** to upload your own image, or **Add Video** for a video. Or click **Generate Image** and Swashi creates a fresh image from your post text. Generated images follow your brand style from the Business Brain. ![Add Image, Add Video and Generate Image buttons highlighted under the Create Post box](https://swashi.io/docs/img/ep3-create-media.webp "Upload your own image or video, or generate one.") 6. **Let AI write the post.** Click **AI Draft**. Swashi writes the post in your brand voice. Read it and edit anything you want to change. ![AI Draft button highlighted below the post text and hashtag suggestions in Social Studio](https://swashi.io/docs/img/ep3-create-draft.webp "AI Draft writes the post in your brand voice.") 7. **Schedule or post now.** Click **Schedule** and choose a **Date** and **Time**, then **Confirm Schedule**. Or click **Post Now** to publish to every selected network immediately. ![Schedule and Post Now buttons highlighted at the bottom of the Create Post panel](https://swashi.io/docs/img/ep3-create-publish.webp "Schedule the post for later or publish it now.") > **Tip:** Write your text first, then generate the image. Generate Image works from your post text, so the visual matches what you say. > **Note:** Video posts go to Facebook and Instagram for now. If LinkedIn is selected, untick it or attach an image instead. ### Creator card images When you generate an image, Swashi can render a **Creator card** that shows the hook and an excerpt of your post. Your full post and hashtags still go in the caption. If you prefer a plain image, choose **Generate random** for a fresh image from your text instead. ## Upload videos in Media Studio Use **Media Studio** to add high-resolution videos to your posts. Drag and drop videos of up to 1 GB, or click **Browse Files**. When the upload finishes you will see **Upload Complete**. ![Media Studio drop zone highlighted with the text Drag and drop high-res videos up to 1GB and a Browse Files button](https://swashi.io/docs/img/ep3-create-studio.webp "Drag videos of up to 1 GB into Media Studio.") ## Manage your Upcoming Queue Every scheduled post waits in the **Upcoming Queue**, so you always know what goes out next. The counter shows how many are **Pending**. When nothing is scheduled, it reads "No active social tasks." ![Upcoming Queue panel highlighted showing 0 Pending and the message No active social tasks](https://swashi.io/docs/img/ep3-create-queue.webp "Scheduled posts wait in the Upcoming Queue.") - **Edit a post:** choose **Edit**, change it, then **Update Post** or **Update Schedule**. - **Duplicates:** if the same post is scheduled more than once at the same time, Swashi marks it as a duplicate. **Delete All** removes every copy. Edit and save once to keep a single copy. To see your posts by day, use the **Social Schedule** calendar further down the page, or open **Schedule** in the sidebar for all your scheduled posts and articles together. See [Trending Articles and Autodraft](https://swashi.io/docs/social/trending-and-autodraft) for the calendar and for posts based on the news. ## Social posts by plan | Plan | Social posts per month | |---|---| | Free | 1 | | Starter | 30 | | Growth | 350 | | Agency | 1,500 | | Enterprise | Unlimited | Need more? The Social Pack adds extra posts. See current prices on the [pricing page](https://swashi.io/pricing). ## Post from chat You can also schedule a LinkedIn post from Swashi's chatbot on LINE, WhatsApp or Telegram. Type "schedule LinkedIn post" and the bot asks what the post should be about. See [chatbots on LINE, WhatsApp and Telegram](https://swashi.io/docs/chat/chatbots-line-whatsapp-telegram). ## Troubleshooting | Message | What to do | |---|---| | "Please select at least one social network to schedule." | Click at least one connected network card before you schedule. | | "Instagram requires an image or video. Please upload one first." | Add an image or video, or generate an image. | | "Type or paste your post first, then generate an image." | Write the post text before you click Generate Image. | | "Publish Failed" | Check that the network still shows **Connected**. If it shows **Reconnect needed**, reconnect it and try again. | ## Next steps - [Connect LinkedIn, Facebook and Instagram](https://swashi.io/docs/social/connect-social-networks). - [Turn trending news into posts with Autodraft](https://swashi.io/docs/social/trending-and-autodraft). - Learn more about [Social Studio](https://swashi.io/features/social-studio) on the Swashi website. ## Frequently asked questions **Which social networks can I post to from Swashi?** You can connect LinkedIn, Facebook and Instagram in Social Studio. X / Twitter shows as Coming Soon in the app. **Does Swashi write the posts for me?** Yes. Click AI Draft and Swashi writes the post in your brand voice using your Business Brain. You can edit the text before you schedule it. **Can I post the same content to several networks at once?** Yes. Click the cards of each connected network you want, then click Schedule or Post Now. The post goes to every selected network. **Why can't I post to Instagram without an image?** Instagram requires an image or a video on every post. Upload one with Add Image or create one with Generate Image first. **How many social posts does my plan include?** Free includes 1 social post a month, Starter 30, Growth 350, Agency 1,500 and Enterprise is unlimited. The Social Pack add-on adds more posts. --- # How to connect LinkedIn, Facebook and Instagram to Swashi > Connect LinkedIn, Facebook and Instagram to Swashi Social Studio. Learn the Facebook Page and Instagram professional account you need, and what Connected means. Source: https://swashi.io/docs/social/connect-social-networks Section: Social Media Last updated: 2026-10-20 To connect a social network to Swashi, open **Social Studio**, click **+ Connect** on the network's card, sign in on that network's own page and approve access. You can connect **LinkedIn**, **Facebook** and **Instagram**. Once a card shows **Connected**, Swashi can publish there for you. This guide is for anyone setting up Social Studio for the first time, or fixing a network that stopped posting. It follows the "Connect your networks" steps in the EP3 video tutorial, "How to Automate Social Media with Swashi." ## Before you start - **LinkedIn:** you need the LinkedIn account you want Swashi to post from. - **Facebook:** you need to be an admin of the Facebook Page you want to post to. - **Instagram:** your Instagram account must be a professional account linked to a Facebook Page you manage. Instagram connects through Facebook. You never type a social media password into Swashi. Each network uses its own secure sign-in, and Swashi never stores your password. ## Network status at a glance The **Connected Networks** panel at the top of Social Studio shows one card per network. ![Social Studio Connected Networks panel with cards for LinkedIn, X / Twitter, Facebook and Instagram highlighted](https://swashi.io/docs/img/ep3-create-networks.webp "The Connected Networks panel shows one card per network.") | Network | How it connects | Notes | |---|---|---| | **LinkedIn** | Sign in with LinkedIn | Text and image posts | | **Facebook** | Sign in with Facebook | Posts to a Facebook Page you manage | | **Instagram** | Connects via Facebook | Every post needs an image or video | | **X / Twitter** | — | Shown as **Coming Soon** in the app | Each card shows one of these statuses: | Status | Meaning | |---|---| | **Connected** | Ready. Swashi can publish here. | | **Not Connected** | Click **+ Connect** to set it up. | | **Reconnect needed** | Access expired or was removed. Click **Reconnect**. | | **Coming Soon** | Not available yet. | ## Connect a network 1. Click **Social Studio** in the sidebar. 2. Under **Connected Networks**, find a card that shows **Not Connected**. 3. Click **+ Connect Facebook**, **+ Connect Instagram** or the LinkedIn connect button. One click starts the secure connection with the network. ![Facebook and Instagram cards highlighted in Social Studio, both marked Not Connected](https://swashi.io/docs/img/ep3-create-more.webp "A card marked Not Connected starts the secure connection with one click.") 4. Sign in on the network's page and approve the access Swashi asks for. 5. You return to Swashi. The message **Connected** reads "Your account is connected and ready to post," and the card now shows **Connected**. ![LinkedIn card highlighted in Connected Networks with a check mark and the Connected status](https://swashi.io/docs/img/ep3-create-linkedin.webp "A connected network shows Connected and is ready to post.") Connect each network once. After that, click the cards to toggle where each post goes. See [create and schedule posts](https://swashi.io/docs/social/social-studio). ### Connect Instagram Instagram connects through Facebook, so the card reads **Connects via Facebook**. 1. Make sure your Instagram account is a professional account linked to a Facebook Page you manage. 2. Click **+ Connect Instagram**. 3. Sign in with the Facebook account that manages that Page and approve access. > **Important:** Instagram posts always need an image or a video. Add one with **Add Image** or **Generate Image** before you schedule. ## Disconnect or reconnect - **Disconnect:** click **✕ Disconnect** on the network's card. Swashi stops posting there. - **Reconnect:** if a card shows **Reconnect needed**, click **Reconnect** and approve access again. Swashi also flags a social connection that is **expiring soon** or has **expired — reconnect**. Reconnect when you see it so your scheduled posts are not held up. ## Troubleshooting | Message | What it means and what to do | |---|---| | "Facebook returned no Page you manage." | Instagram and Facebook posting need a Facebook Page, with Instagram as a professional account linked to it. Create or get admin access to a Page, then connect again. | | "The network refused or cancelled the authorisation." | You may not be an admin of a Facebook Page, or a permission was declined. Connect again and approve every permission requested. | | "This sign-in link had expired." | Click **Connect** again to start a fresh sign-in. | | "Connection did not complete" / "The network could not complete the connection." | Try again. If it keeps failing, contact support from the **Support Center** in the sidebar. | You can also review your connected accounts in your account security settings. See [security and privacy](https://swashi.io/docs/account/security-and-privacy). ## Next steps - [Create and schedule your first post](https://swashi.io/docs/social/social-studio). - [Turn trending news into posts](https://swashi.io/docs/social/trending-and-autodraft). - See the network-specific pages for [LinkedIn](https://swashi.io/automations/linkedin-automation), [Facebook](https://swashi.io/automations/facebook-automation) and [Instagram](https://swashi.io/automations/instagram-automation) automation. ## Frequently asked questions **Which social networks can I connect to Swashi?** LinkedIn, Facebook and Instagram. X / Twitter is shown as Coming Soon in Social Studio. **Does Swashi store my social media passwords?** No. You sign in on the network's own page and approve access. Swashi never sees or stores your social media password. **Why do I need a Facebook Page to post to Instagram?** Instagram connects through Facebook. Posting to Instagram and Facebook needs a Facebook Page you manage, with Instagram set up as a professional account linked to that Page. **What does Reconnect needed mean?** The network's access has expired or been removed. Click Reconnect on the card and approve access again; your scheduled posts can then publish. **How do I disconnect a network?** Click ✕ Disconnect on the network's card in Social Studio. You can connect it again at any time. --- # How to turn trending news into posts with Autodraft > Use Trending Articles in Swashi to follow news by topic, region and language, turn a story into a ready post with Autodraft, and plan it on your schedule. Source: https://swashi.io/docs/social/trending-and-autodraft Section: Social Media Last updated: 2026-10-20 Trending Articles is a live news feed inside Swashi. Pick a topic, a region, a network and a language, and Swashi gives you timely stories from your industry. Click **Autodraft** on any story to turn it into a ready post with your take on it, then plan it on your **Social Schedule**. This guide is for businesses that want to post about what is happening in their industry without searching the news every day. It follows Part 2 of the EP3 video tutorial, "How to Automate Social Media with Swashi." ## Before you start - **Connect at least one network.** Autodrafted posts go to the networks you have connected. See [connect your social networks](https://swashi.io/docs/social/connect-social-networks). - **Teach your Business Brain.** Your take on each story comes from your [Business Brain](https://swashi.io/docs/getting-started/business-brain), so posts stay on-brand. - **Check your allowance.** Every post counts toward your plan's monthly social posts. ## Follow trending news 1. Click **Social Studio** in the sidebar and scroll to **Trending Articles**. The feed is marked **LIVE**. Swashi watches the news in your industry, so you always have something timely to say. ![Trending Articles feed highlighted in Social Studio, marked LIVE, with news stories and Autodraft buttons](https://swashi.io/docs/img/ep3-automate-trending.webp "Trending Articles shows live stories from your industry.") 2. **Pick the topic.** Choose from topics such as **Top Stories**, **U.S. (National/Local)**, **World**, **Business**, **Technology**, **AI**, **Agentic AI**, **Finance**, **Venture Capital**, **Startups**, **Crypto**, **Marketing**, **Ecommerce**, **Cybersecurity**, **Health**, **Science**, **Energy**, **Automotive**, **Real Estate**, **Construction**, **Travel**, **Legal**, **Education**, **Lifestyle** and **Fashion**. 3. **Pick the region, network and language.** Choose where the news comes from, which network your posts go to, and the language your posts are written in. 4. **Set how often posts go out.** Choose **Once**, **Daily** or **Weekly**. ![Trending Articles controls highlighted: topic Marketing, region Global, network Auto (linkedin), language English and frequency Once](https://swashi.io/docs/img/ep3-automate-filters.webp "Pick the topic, region, network, language and frequency.") > **Tip:** Pick the topic your customers care about, not just your own industry. A dentist might follow Health; a real estate agency might follow Real Estate and Finance. ## Autodraft from the news When you see a story worth sharing, click **✏️ Autodraft** on it. One click turns the article into a ready post with your take on it. ![Autodraft button highlighted on a trending marketing news story in Social Studio](https://swashi.io/docs/img/ep3-automate-autodraft.webp "One click on Autodraft turns a story into a post.") - While Swashi writes, the button shows **Drafting...**. - When it is done, you see "AI Draft added to Upcoming Queue!" - If something goes wrong, click **Retry Draft**. Open the **Upcoming Queue** to read the draft, edit it, and choose when it goes out. See [create and schedule posts](https://swashi.io/docs/social/social-studio) for editing and scheduling. > **Note:** Autodraft writes the post for you, but you stay in control. Review each draft before it goes live, especially for fast-moving news. ## Plan with the Social Schedule The **Social Schedule** calendar in Social Studio shows every scheduled post by day, so you can plan your month at a glance. Several posts on the same day all appear. ![Social Schedule calendar for October 2026 highlighted in Social Studio, with today's date outlined](https://swashi.io/docs/img/ep3-automate-calendar.webp "Plan your month on the Social Schedule calendar.") For a combined view of social posts and website articles, open **Schedule** in the sidebar. It has three tabs: **Upcoming**, **History** and **Failed**. The scheduling system handles retries and prevents the same task from running twice. ## Trending Articles for your website **Trending Articles** also has its own page in the sidebar, for turning news into website articles instead of social posts. 1. Click **Trending Articles** in the sidebar. 2. Choose a category under **Select Category**, such as **AI & Technology**, **Marketing & Growth**, **Business & Finance**, **Ecommerce & Retail** or **Health & Wellness**. 3. Choose the **Content Language**. 4. Click **Fetch News** to load current stories. 5. Click **Add to Queue** on a story. You will see "Added to Queue as Draft!" You can also set **Auto Post** with a frequency of **Once**, **Daily** or **Weekly** so Swashi keeps writing from the news for you. If your plan does not include it, the page shows **Unlock Autonomous Newsjacking** instead. Queued stories follow the same writing settings as the rest of your [website content](https://swashi.io/docs/content/website-content). ## Troubleshooting - **No stories appear:** try a broader topic, such as Top Stories or Business, or a different region. - **Autodraft failed:** click **Retry Draft**. If it keeps failing, check that you still have social posts left this month in **Plan & Usage**. - **A draft is not posting:** make sure at least one network is selected and shows **Connected**. ## Next steps - [Create and schedule posts by hand](https://swashi.io/docs/social/social-studio). - [Write articles from your own sources with Creative Director](https://swashi.io/docs/content/writer-personas-and-style). - See [Social Studio](https://swashi.io/features/social-studio) on the Swashi website. ## Frequently asked questions **What is Autodraft in Swashi?** Autodraft turns a trending news article into a ready social post with your take on it, in one click. The draft is added to your Upcoming Queue in Social Studio. **Which news topics can I follow?** The Trending Articles feed includes topics such as Top Stories, World, Business, Technology, AI, Finance, Startups, Marketing, Ecommerce, Cybersecurity, Health, Real Estate, Construction, Travel, Legal, Education and more. **How often can Swashi post from the news?** You choose Once, Daily or Weekly. Each post still counts toward your plan's monthly social post allowance. **Can I turn a news story into a blog article instead of a social post?** Yes. The Trending Articles page in the sidebar can add a story to your website content queue as a draft. You can also paste a news link into Creative Director's Source Material to have it rewritten into an original article. **Can I see all my scheduled posts on one calendar?** Yes. The Social Schedule calendar in Social Studio shows every scheduled post by day, and the Schedule page in the sidebar shows posts and articles together. --- # How to create on-brand images and creator cards for social posts > Teach Swashi your visual style with Branding Media, then create on-brand images and creator cards with your real photo, name and handle for LinkedIn, Facebook and Instagram. Source: https://swashi.io/docs/social/creator-style-images Section: Social Media Last updated: 2026-10-20 Creator-style images are social post images that look like your brand made them. Swashi learns your colours, style and mood from the files you upload, and it can turn a post into a **creator card**: an image with your real photo, your name, the network badge and your handle, with your post's opening line as the headline. This guide is for business owners, founders and marketers who post on LinkedIn, Facebook or Instagram and want every image to look on-brand without designing it. ## Before you start - **Use a paid plan.** Creator-style images are included in paid plans. Branding Media files start on Starter (see the table below). - **Connect your networks.** You can only post to networks you have connected. See [connect your social networks](https://swashi.io/docs/social/connect-social-networks). - **Teach your Business Brain.** Swashi writes and designs from your [Business Brain](https://swashi.io/docs/getting-started/business-brain), so the more it knows, the better your images fit. ## Teach Swashi your visual style 1. Open **User Settings** and go to **Branding Media**. 2. Upload your logo, company profile, brochures and any creatives you already use. 3. For each file, choose where it applies: LinkedIn, Facebook, Instagram, your website or email. Swashi studies the colours, composition and mood of those files and applies them to new images. When you change a file, your AI employees pick up the change within about a minute. ## Set up your creator card A creator card needs three things: 1. **A creator-card reference.** In **Branding Media**, upload a creator-card image whose style you like and tick the network chips it should be used for. This "pins" the creator card to those networks. 2. **Your creator identity.** In **User Settings → Business Brain → Identity**, fill in **Creator name (as shown on social cards)** and your LinkedIn, Facebook and Instagram handles. 3. **Your photo.** Add your profile photo in **User Settings**. It is the face on your cards. If you have none, Swashi uses your connected account's photo or a photo from Branding Media. Swashi never generates an AI face. ## Create a post with a creator card 1. Open **Social Studio** and pick the networks for the post. 2. Write your post or click **AI Draft** to write it in your brand voice. 3. Choose the image: - **Creator card** — your photo, name, network badge and handle, with your post's opening line as a bold headline and a strip of matching photos underneath. - **Generate Image** — a fresh AI image from your post text in your brand style. 4. Wait while Swashi shows "Rendering your creator card…". A card usually takes a minute or two because each one is laid out and checked before it is ready. 5. Click **Schedule** or **Post Now**. The card shows only the hook and a short excerpt. Your full post and hashtags go in the caption, word for word. If a card cannot be rendered, Swashi says so and uses a normal image instead, so the post still goes out. ## Automatic posts use your creator card too Once a creator-card reference is pinned to a network, posts that Swashi creates for you on that network, such as [trending posts and auto-drafts](https://swashi.io/docs/social/trending-and-autodraft) and scheduled automations, use the creator card automatically. Networks without a pinned reference get a normal on-brand image. ## Designed graphics, photography and correct spelling If your brand relies on designed graphics, Swashi produces clean infographics in that style; if it relies on photography, you get scenes that match its mood. Headlines are set as real text rather than drawn by an image model, so they are spelled correctly in all 18 languages Swashi supports, including Thai, Arabic, Hindi, Chinese and Japanese. ## What each plan includes | Plan | Branding Media files | Images per month | |---|---|---| | Free | 0 | 0 | | Starter | 10 | 20 | | Growth | 50 | 200 | | Agency | 200 | 1,000 | | Enterprise | Unlimited | 5,000 | Need more in a busy month? The **Image Pack** add-on adds 200 HD images. See [plans and billing](https://swashi.io/docs/account/plans-and-billing). ## Troubleshooting - **I don't see Creator card in Social Studio.** Check that you ticked the network's chip on a creator-card reference in Branding Media, and that you are on a paid plan. - **The card shows the wrong face.** Update your profile photo in User Settings; it is used first. - **The card shows no name.** Fill in Creator name in User Settings → Business Brain → Identity. ## Frequently asked questions **Which plans include creator-style images?** Creator cards and on-brand images are included in paid plans. Free does not include Branding Media files, so creator cards start on Starter. **Does Swashi put an AI-generated face on my card?** No. The face on a creator card is always a real photo you chose: your Swashi profile photo first, otherwise your connected account's photo or a photo from Branding Media. **Which networks support creator cards?** LinkedIn, Facebook and Instagram. A card is used for a network only when you ticked that network's chip on a creator-card reference in Branding Media. **Will the card change my post text?** No. The card shows the hook and a short excerpt; your full post and hashtags stay word for word in the caption. **Are headlines spelled correctly in other languages?** Yes. Headlines are set as real text, not drawn by an image model, so they are spelled correctly in all 18 languages Swashi supports, including Thai, Arabic, Hindi, Chinese and Japanese. **What happens if a creator card cannot be made?** Swashi tells you it could not render the card and uses a normal image instead, so your post is never blocked. --- # How to track your SEO and AI search rankings in Swashi > Use SEO AI Rankings in Swashi to audit site health, Core Web Vitals and AI readiness, and track search performance, keywords, AI visibility and indexing. Source: https://swashi.io/docs/seo/seo-ai-rankings Section: SEO & AI Search Last updated: 2026-10-20 SEO AI Rankings shows how your website performs on Google and in AI search engines, in one place. Connect your website and Google Search Console once, and Swashi audits your site health, speed and AI readiness, then tracks your clicks, keyword rankings, AI visibility and indexing. Every number is measured from real data or shown as "Not measured." This guide is for business owners and marketers who want to know where they rank and what to fix next. It covers the setup checklist and the **Traditional SEO** view, following Part 1 of the EP5 video tutorial, "How to Monitor SERP AI For AEO, GEO, SEO with Swashi." ## Before you start - **Your website URL.** Swashi needs the address of a site you own. - **Google Search Console (recommended).** It unlocks your real keyword and indexing data. See [connect Google Search Console](https://swashi.io/docs/seo/search-console). - **Your plan.** | Feature | Free | Starter | Growth | Agency | Enterprise | |---|---|---|---|---|---| | Site speed audit (Core Web Vitals) | Yes | Yes | Yes | Yes | Yes | | Search Console rankings | No | Yes | Yes | Yes | Yes | | AEO and GEO | No | No | Yes | Yes | Yes | When a feature is not on your plan, the card shows which plan unlocks it. ## Set up: the Setup Checklist 1. Click **SEO AI Rankings** in the sidebar. 2. Find the **Setup Checklist — Real-Time Data Requirements**. Every data section depends on these connections, and the checklist shows what each one unlocks. A counter shows how many are complete, for example "2 of 5 complete." 3. **Your Website URL:** paste your site URL. Swashi crawls it for issues. No setup is needed on your side. 4. **Google Search Console:** click **Connect →**. This is read-only and no password is stored. It unlocks keyword rankings, impressions, click-through rate and indexing status. You must own the Search Console property. The other checklist items are set up by Swashi by default. You do not need to add anything for them. To track another site, use **+ Add site**. The **Viewing site** switcher at the top lets you move between your sites. ## The four views Switch between the four tabs at the top of the page: | Tab | What it shows | |---|---| | **Traditional SEO** | Site health, speed, AI readiness, Google performance, keywords, AI visibility and indexing | | **AEO** | Featured snippets, People Also Ask and FAQ schema. See [AEO and GEO](https://swashi.io/docs/seo/aeo-and-geo). | | **GEO** | Whether AI assistants mention your brand. See [AEO and GEO](https://swashi.io/docs/seo/aeo-and-geo). | | **Automation** | The checks Swashi runs for you in the background | The rest of this page covers **Traditional SEO**. ## Site Health Audit Swashi crawls your site for on-page issues and shows an **SEO Score**. Findings can include pages with errors, missing meta titles, sitemap status and missing structured data. Click **Re-crawl Site** at any time, for example after you fix something. The on-page checks apply to the audited page (your homepage). ## Core Web Vitals Speed scores for **mobile** and **desktop**, shown separately, plus **Performance Opportunities**: the changes that would save the most loading time. - **Lab scores** are a simulation of a single page load. - **Real users — mobile** shows Google's 28-day figures from actual visitors across your whole site. > **Note:** If you see "Not measured — Google has not collected enough real-user data for this site yet," your site does not have enough visitors in Google's data. The lab figures are a simulation and do not decide your Core Web Vitals grade. ## AI Readiness Check Can AI engines crawl, read and cite your site? The **AI Readiness Check** gives a score out of 100 and shows: ![AI Readiness Check card scoring 80 out of 100, listing AI crawlers allowed in robots.txt and machine-readable signals found or missing](https://swashi.io/docs/img/ep5-seo-ready.webp "The AI Readiness Check scores how well AI engines can read your site.") - **AI crawler access (robots.txt):** which AI crawlers are **allowed** or **blocked** on your site. - **Machine-readable signals:** whether your page title, meta description, Organization schema, FAQ schema and llms.txt file are **Found** or **Missing**. Click **Re-check** after you make changes. ## Search Performance With Search Console connected, you see the last 28 days of **clicks**, **impressions**, **CTR** (click-through rate) and **Avg position**, with your **Top pages**, **Top countries** and **Devices**. The label "Google data through" shows the latest date Google has reported, because Google's data arrives with a short delay. Click **Refresh** to pull the latest. ![Search Performance card highlighted with clicks, impressions, CTR and average position, plus top pages, top countries and devices](https://swashi.io/docs/img/ep5-seo-perf.webp "Search Performance shows the last 28 days of Google data.") ### Striking-distance queries These are searches where you rank between positions 4 and 20. A few positions gained here bring the most new clicks. The **If top 3** column is an estimate, and it is labeled as one. Click **✎ Write about this** to turn a query into new content. ## Keyword Rankings The keywords you rank for, with position, impressions, CTR and how each one moves. Filter by **Top 10** or **Top 50**, and click **Refresh** to re-pull rankings from Search Console. ![Keyword Rankings card highlighted with position, keyword, impressions and CTR columns and Top 10 / Top 50 filters](https://swashi.io/docs/img/ep5-seo-kw.webp "Keyword Rankings lists the searches you rank for.") ## AI Content Visibility Whether AI answer engines mention your brand, engine by engine. Each engine shows **Mentions your brand**, **Did not mention your brand**, **Not scanned yet** or **Not included on your plan**. To fill this row, run a scan from the **GEO** tab. ![AI Content Visibility card highlighted with a row of answer engines that are measured for brand mentions](https://swashi.io/docs/img/ep5-seo-vis.webp "AI Content Visibility shows, engine by engine, whether AI answers mention you.") ## Indexing Status Which pages Google has indexed, which are **Pending** and which are **Excluded**. You also see how many pages are **In sitemap**, how many are **Serving in Search**, and any **Sitemap errors**. Use **Submit** on a page, or **Submit All**, to ask Google to index your pages. Open the full page-indexing report in Search Console for more detail. ![Indexing Status card highlighted with In sitemap, Serving in Search and Sitemap errors counts, a spot check of Indexed, Pending and Excluded pages and Submit buttons](https://swashi.io/docs/img/ep5-seo-index.webp "Indexing Status shows which pages Google has indexed.") ## Troubleshooting - **"Connect Google Search Console to see your ranking keywords."** Connect Search Console in the Setup Checklist. - **"Please reconnect your Google account to enable Indexing API access."** Reconnect Google before using **Submit**. - **A card shows "— Not measured":** the data has not arrived yet. This is not zero. Try **Refresh** later. ## Next steps - [Connect Google Search Console](https://swashi.io/docs/seo/search-console). - [Optimize for answer engines and AI search](https://swashi.io/docs/seo/aeo-and-geo). - [Publish articles that target your keywords](https://swashi.io/docs/content/website-content). - Learn more about [SERP AI](https://swashi.io/features/serp-ai) on the Swashi website. ## Frequently asked questions **What is SEO AI Rankings in Swashi?** SEO AI Rankings is the page where you track how your website performs on Google and in AI search. It has four views: Traditional SEO, AEO, GEO and Automation. **Do I need Google Search Console to use SEO AI Rankings?** No, but it unlocks the most data. Without it you still get the site health audit and Core Web Vitals; with it you also get keyword rankings, impressions, clicks and indexing status. **Which plan do I need?** The site speed audit is on every plan, including Free. Search Console rankings are included from Starter, and AEO and GEO from Growth. **Why does a card say Not measured instead of a number?** Swashi never invents a figure. Not measured means the data source has not answered or nothing has been recorded yet, which is different from zero. **Why are my lab scores different from real-user Core Web Vitals?** Lab scores are a simulation of one page load. Real-user figures come from Google's data on actual visitors over 28 days, and only those decide your Core Web Vitals grade. --- # AEO and GEO: how to get found in answer engines and AI search > Learn what AEO and GEO are, then use Swashi's AEO tab for snippets and FAQ schema and the GEO tab to see which AI assistants mention your brand in answers. Source: https://swashi.io/docs/seo/aeo-and-geo Section: SEO & AI Search Last updated: 2026-10-20 AEO (answer engine optimization) helps your pages become the direct answer in search, such as a featured snippet or a People Also Ask box. GEO (generative engine optimization) is about whether AI assistants such as ChatGPT and Perplexity mention and cite your brand. In Swashi, both live in **SEO AI Rankings**: the **AEO** tab measures your answer-box chances from your own data, and the **GEO** tab checks real AI answers for your brand. This guide is for businesses that want to be found where buyers now ask questions: in answer boxes and in AI assistants. It follows Parts 2 to 4 of the EP5 video tutorial, "How to Monitor SERP AI For AEO, GEO, SEO with Swashi." ## Before you start - **Plan:** AEO and GEO are included from the Growth plan. See [plans and billing](https://swashi.io/docs/account/plans-and-billing). - **Google Search Console:** AEO needs it, because it measures the searches you already appear for. See [connect Google Search Console](https://swashi.io/docs/seo/search-console). - **Your website** added in [SEO AI Rankings](https://swashi.io/docs/seo/seo-ai-rankings). ## SEO, AEO and GEO at a glance | | Goal | Where you win | |---|---|---| | **SEO** | Rank high in search results | Google's list of links | | **AEO** | Be the direct answer | Featured snippets, People Also Ask, answer boxes | | **GEO** | Be mentioned by AI assistants | Answers from ChatGPT, Perplexity and other AI engines | ## The AEO tab Every AEO number comes from your own Search Console data and your own pages. Nothing is estimated. Swashi uses three real measurements: 1. **Search Console** supplies the queries you rank for. Pages at positions 2 to 8 are snippet-eligible, and question-shaped queries are your People Also Ask opportunities. 2. **Your own pages** are fetched and their structured data (JSON-LD) is read to see which already carry FAQ schema. 3. **The optimizer and schema generator** rewrite content into answer-box format when you ask. ### Snippets, questions and FAQ schema - **Featured Snippet Reach:** your pages near position zero. Swashi's advice: rewrite the intro with an H2 and a 60-word direct answer to capture the snippet. - **People Also Ask Coverage:** question-shaped searches you already earn impressions for. Answer them directly to take the slot. - **FAQ Schema Deployment:** of your top pages, how many already publish FAQ schema, for example "0/20." - **Answer Opportunities:** question searches you appeared for in the last 28 days. Pages marked **Snippet-ready** are the closest wins; click **Target →** to work on one. ### Structured data found This card lists the schema types found across your highest-impression pages, and **Top pages without FAQ schema**. Structured data helps search engines and AI assistants understand your content. ### AEO content optimizer 1. Click **Run Optimizer** to rewrite a section into an answer-first format. The suggested rewrite appears below. 2. In the **AEO FAQ Schema Generator**, enter a topic and click **Generate AEO Schema**. Swashi creates FAQ schema that is ready to be added to your page's ``. > **Tip:** If Swashi publishes your articles, switch on **Schema Markup** in [Website Content](https://swashi.io/docs/content/website-content) so new articles carry structured data automatically. ## The GEO tab ### Ask like a buyer Type the question your customers ask AI assistants into the query box, for example "Best AI agents for business," and click **Analyze →**. ### How GEO data is generated Your prompt is sent to each answer engine as a real question, exactly as a buyer would ask it. Whether the reply mentions you is decided in code, by matching your domain and brand name against the answer text and its cited sources. No model is ever asked whether it mentioned you. ![How GEO data is generated panel highlighted in the GEO Monitor tab, with the list of answer engines that are checked](https://swashi.io/docs/img/ep5-geo-how.webp "Each engine gets your question as a real buyer would ask it.") ### Multi-Models Matrix Ask a buying-intent question and click **Scan AI Models →** to see which AI models mention your brand in their answer, side by side. Each model shows whether your brand was in the answer. Some models are marked as citing live web sources. Growth scans 3 models per query; Agency and Enterprise scan all of them. ![Multi-Models Matrix card highlighted with a buying-intent question field and the Scan AI Models button](https://swashi.io/docs/img/ep5-geo-matrix.webp "The Multi-Models Matrix checks every engine at once.") ### AI Visibility Trend and Share of Voice - **AI Visibility Trend:** every scan is stored, so you can see your presence over time. - **AI Share of Voice:** who AI answers cite in your space across all your scans. Competitors appear here as your scans add up. ![AI Visibility Trend and AI Share of Voice cards highlighted in the GEO tab before any scans are stored](https://swashi.io/docs/img/ep5-geo-trend.webp "Every scan is stored, so trend and share of voice build over time.") ### Tracked Prompts Save the questions that should bring you customers. Type one and click **Track**. Swashi scans tracked prompts automatically every night across your models, and you can click **Scan now** at any time. ![Tracked Prompts card highlighted with a question field, a Track button and a 0/25 counter](https://swashi.io/docs/img/ep5-geo-tracked.webp "Track the questions that matter; Swashi re-checks them nightly.") | Plan | Tracked prompts | AI models per query | |---|---|---| | Growth | 10 | 3 | | Agency | 25 | All | | Enterprise | 25 | All | When you reach your limit, you see "Prompt limit reached for your plan." ## The Automation tab - **Background Jobs** shows what runs and when: the AI visibility scan of tracked prompts runs **nightly**, the Search Console rankings refresh and the site health and Core Web Vitals audit run **on view**, and Google indexing submission runs **on demand**. - **Weekly SEO Digest** shows an example of a weekly summary of your SEO and AI visibility. It is a preview of the format; automated delivery is coming soon. ![Weekly SEO Digest preview highlighted, marked Example digest, with sample ranking, performance, AEO and GEO items](https://swashi.io/docs/img/ep5-auto-digest.webp "The Weekly SEO Digest preview shows the summary format.") ## Troubleshooting - **"Connect Google Search Console to measure your answer-engine coverage."** Connect Search Console first. - **"No scans stored yet."** Run an analysis or a Multi-Models scan. Every run becomes a trend point. - **A model shows "Not included on your plan."** Your plan scans fewer models. Upgrade to scan them all. ## Next steps - [Track your traditional SEO](https://swashi.io/docs/seo/seo-ai-rankings). - [Connect Google Search Console](https://swashi.io/docs/seo/search-console). - [Publish answer-ready articles automatically](https://swashi.io/docs/content/website-content). - See [SERP AI](https://swashi.io/features/serp-ai) on the Swashi website. ## Frequently asked questions **What is the difference between SEO, AEO and GEO?** SEO is about ranking in classic search results. AEO (answer engine optimization) is about being the direct answer, such as a featured snippet or People Also Ask box. GEO (generative engine optimization) is about being mentioned and cited by AI assistants such as ChatGPT and Perplexity. **Are the AEO numbers in Swashi estimates?** No. AEO figures come from your own Search Console data and your own pages. Nothing on the AEO tab is estimated. **How does Swashi know whether an AI assistant mentioned my brand?** Swashi sends your question to each AI engine as a real buyer would ask it, then checks the answer and its cited sources for your domain and brand name in code. No model is asked whether it mentioned you. **How many tracked prompts and AI models do I get?** AEO and GEO are included from Growth. Growth scans 3 AI models per query and tracks up to 10 prompts; Agency and Enterprise scan all models and track up to 25 prompts. **How often are tracked prompts checked?** Swashi re-checks your tracked prompts automatically every night. You can also click Scan now at any time. --- # How to connect Google Search Console to Swashi > Connect Google Search Console to Swashi with read-only access to unlock keyword rankings, impressions, clicks, CTR, indexing status and answer engine data. Source: https://swashi.io/docs/seo/search-console Section: SEO & AI Search Last updated: 2026-10-20 To connect Google Search Console to Swashi, open **SEO AI Rankings**, click **Connect →** on the Google Search Console item in the **Setup Checklist**, sign in with the Google account that owns your property, and choose the site to monitor. The connection is read-only. It unlocks your real keyword rankings, impressions, clicks, click-through rate and indexing status. This guide is for anyone who wants real Google data in Swashi instead of guesses. It follows the "Google Search Console" step of the EP5 video tutorial, "How to Monitor SERP AI For AEO, GEO, SEO with Swashi." ## Before you start - **Plan:** Search Console rankings are included from Starter. The AEO tab, which also relies on Search Console, is included from Growth. - **Ownership:** you must own the Search Console property for your site. Use the Google account that owns it. - **Not on Search Console yet?** Add and verify your site in Google Search Console first, then come back to Swashi. ## What Search Console unlocks | In Swashi | What you get | |---|---| | **Search Performance** | Clicks, impressions, CTR and average position for the last 28 days, with top pages, countries and devices | | **Keyword Rankings** | The keywords you rank for and how they move, filtered by Top 10 or Top 50 | | **Striking-distance queries** | Searches where you rank 4 to 20, the quickest places to gain clicks | | **Indexing Status** | Which pages are indexed, pending or excluded, plus sitemap and serving counts | | **AEO tab** | Snippet-eligible pages, People Also Ask questions and answer opportunities | Without Search Console, those cards read "Connect Google Search Console to see your ranking keywords" or a similar message. The site health audit and Core Web Vitals still work without it. ## Connect Search Console 1. Click **SEO AI Rankings** in the sidebar. 2. In the **Setup Checklist**, find **Google Search Console**. It unlocks keyword rankings, impressions, CTR and indexing status, and reads "Read-only. No password stored. You must own the GSC property." 3. Click **Connect →**. The **Connect Google Search Console** window opens. 4. **Sign in with Google.** Click **Continue with Google** and use the Google account that owns your Search Console property. Your password is never shared with Swashi. 5. **Select your property.** Swashi lists the properties found on your Google account. Choose the one you want to monitor and click **Link →**. You will see "Property linked successfully!" 6. The checklist item now shows **✓ Connected**, and your cards begin to fill with real data. > **Note:** Swashi has read-only access. It reads your rankings, impressions and indexing status and never writes to your Search Console account. ## Change or disconnect - **Change property:** click **Change property** on the checklist item to pick a different site. - **Disconnect:** click **Disconnect** and confirm. You can reconnect and pick a different property at any time. - **Revoke from Google:** you can also remove access from your Google Account under **Security → Third-party apps**. Swashi stores only the access token, never your password. ## Submitting pages for indexing On the **Indexing Status** card, **Submit** or **Submit All** asks Google to index your pages. If you see "Please reconnect your Google account to enable Indexing API access," reconnect Google and try again. See [SEO AI Rankings](https://swashi.io/docs/seo/seo-ai-rankings) for the full card. ![Indexing Status card with Refresh and Submit All buttons and a Submit button next to each crawled page](https://swashi.io/docs/img/ep5-seo-index.webp "Submit or Submit All asks Google to index your pages.") ## Keeping data fresh Google reports search data with a short delay. The label **Google data through** shows the latest date Google has reported. Click **Refresh** on a card to re-pull the latest data from Search Console. ![Search Performance card with the Google data through date label and a Refresh button](https://swashi.io/docs/img/ep5-seo-perf.webp "The Google data through label shows the latest reported date.") ## Troubleshooting | Message | What to do | |---|---| | "No properties found in this Google account." | Sign in with the account that owns your site's property, or add your site to Search Console. Then click **Refresh list**. | | "Google access was declined — nothing was connected." | Connect again and approve access. | | "That connect link expired. Please try again." | Start again with **Connect →**. | | "Your Google session has expired." | Click **Reconnect Google Account**. | | "Connected to Google, but saving failed." | Try again. If it keeps happening, contact the **Support Center**. | ## Next steps - [Read your rankings in SEO AI Rankings](https://swashi.io/docs/seo/seo-ai-rankings). - [Use your Search Console data for AEO](https://swashi.io/docs/seo/aeo-and-geo). - Read about how Swashi handles your data in [security and privacy](https://swashi.io/docs/account/security-and-privacy). - See Swashi's [Google API compliance](https://swashi.io/google-api-compliance) page. ## Frequently asked questions **Can Swashi change anything in my Google Search Console?** No. The connection is read-only. Swashi reads your rankings, impressions and indexing status and never writes to your Search Console account. **Does Swashi store my Google password?** No. You sign in with Google directly. Swashi stores only the access token, never your password, and you can revoke access at any time from your Google Account security settings. **Which plan includes Search Console rankings?** Search Console rankings are included from the Starter plan up. The AEO tab, which also uses Search Console data, is included from Growth. **Why does Swashi say No properties found?** The Google account you signed in with does not own a Search Console property. Sign in with the account that owns your site's property, or add your site to Search Console first. **Why is my Search Console data a few days behind?** Google reports search data with a short delay. Swashi shows the latest date Google has reported next to Google data through. --- # How to read and export your reports in Swashi > Read your Swashi Reports: what Swashi accomplished, your latest report and PDF export, lead pipeline, outreach, replies, deliverability and campaign results. Source: https://swashi.io/docs/reports/reports Section: Reports Last updated: 2026-10-20 Reports shows what Swashi did for your business and how it is working, all on one page: what your agents accomplished, your latest performance report, your lead pipeline, outreach results, replies and email deliverability. You can export your latest report as a PDF. Every figure comes from your own data. Anything Swashi cannot measure shows as a dash or "Not measured," never as a fake zero. This guide is for business owners and sales teams who want to see results at a glance and share them. It follows the EP9 video tutorial, "How to Generate Reports on Swashi." ## Before you start - **Plan:** Reports is available on every plan. Some sections carry a plan badge and are included only from that plan. On a lower plan, the section shows which plan unlocks it. - **Data:** outreach sections fill once you have a connected mailbox and a running campaign. See [connect a sending account](https://swashi.io/docs/outreach/connect-sending-account). ## Part 1: Your results Click **Reports** in the sidebar. The page reads "Your outreach performance, lead pipeline health, and reply intelligence — all in one place." ### What Swashi Accomplished A day-by-day record of what your agents actually did: **Emails sent**, **Tasks completed**, **Positive replies** and **Meetings booked**. A summary line reads, for example, "Across 4 active days in the last 30 days." Days are shown in UTC. If nothing happened recently, it says so instead of showing empty numbers. ![What Swashi Accomplished panel highlighted with Emails Sent, Tasks Completed, Positive Replies and Meetings Booked, and a bar for each active day](https://swashi.io/docs/img/ep9-overview-accomplished.webp "What Swashi Accomplished, day by day.") ### Latest Report · Performance Spotlight Your latest report with the numbers that matter: emails sent, reply rate, positive replies, delivery rate and meetings booked. The header shows the report number, how many campaigns are active and how many leads were discovered. Reply rate is labeled **🟢 Strong** or **🟡 Building**. When there is data, the spotlight also shows figures such as cost per lead and cost per meeting. ![Latest Report Performance Spotlight highlighted with emails sent, reply rate, positive replies, delivery rate, meetings booked and cost per meeting](https://swashi.io/docs/img/ep9-overview-spotlight.webp "The Performance Spotlight sums up your latest report.") **Export and share:** - Click **Export PDF** to download the report. - Click **View Full Report ↓** to open the full report. ### Your Performance Intelligence Built from your data only: leads contacted, reply rate, positive replies, delivery rate, **Your top niches** and **Your top regions**, plus content published and voice sessions. ![Your Performance Intelligence panel highlighted with leads contacted, reply rate, top niches and top regions](https://swashi.io/docs/img/ep9-overview-perf.webp "Performance Intelligence uses your own data only.") ### Growth Intelligence Your Business Brain learns what wins for your business: **Best ICP**, **Best Hook**, **Best Offer**, **Best Send Time** and **Top Objection**, with **Recommended Plays** you can **Apply**. Until there is enough of your own data, insights show **To be Determined**. They unlock after about 20 outreach sends with replies. ## Part 2: Pipeline, outreach and delivery ### Lead Pipeline | Metric | Meaning | |---|---| | **Total Leads** | Leads in your collection | | **ICP Tier A** | Perfect-fit leads | | **ICP Tier B** | Strong-fit leads | | **Contacted** | Leads you have reached out to | ![Lead Pipeline section highlighted with Total Leads 40, ICP Tier A 20, ICP Tier B 20 and Contacted 0](https://swashi.io/docs/img/ep9-detail-pipeline.webp "Lead Pipeline: totals by tier and how many you contacted.") Read more about tiers in [ICP and lead tiers](https://swashi.io/docs/leads/icp-tiers). ### Outreach Campaign **Sent Today**, **Sent Total**, **Open Rate** and **Reply Rate**. ### Reply Intelligence Replies sorted for you: **Positive (24h)**, **Neutral (24h)**, **Objection (24h)** and **All-Time Total**. To read and answer replies, open the [Unified Inbox](https://swashi.io/docs/outreach/unified-inbox). ![Reply Intelligence section highlighted with Positive, Neutral and Objection counts for 24 hours and an All-Time Total](https://swashi.io/docs/img/ep9-detail-replies.webp "Reply Intelligence sorts your replies.") ### Email Deliverability | Metric | Meaning | |---|---| | **Health Score** | Overall sending health from 0 to 100: green 80+, amber 60–79, red below 60 | | **Delivery Rate** | Share of emails successfully delivered | | **Bounce Rate** | Share of emails that bounced: green below 2%, amber 2–5%, red 5% or above | | **Open Rate** | Share of emails opened | | **Click Rate** | Share of emails with a link clicked | | **Spam Rate** | Share marked as spam | ![Email Deliverability section highlighted in Reports with Health Score, Delivery Rate, Bounce Rate, Open Rate, Click Rate and Spam Rate](https://swashi.io/docs/img/ep9-detail-deliver.webp "Email Deliverability shows your sending health.") > **Important:** A rising bounce rate puts your sender reputation at risk. If it turns amber or red, review your list and mailbox health before sending more. See [deliverability and warm-up](https://swashi.io/docs/outreach/deliverability-and-warmup). ### 30-Day Send Activity Your sending volume over the last 30 days, with the total for the period. ### Campaign Breakdown and Recent Sends - **Campaign Breakdown:** results per campaign, with **Campaign**, **Status**, **Sent**, **Reached** and **Started**. - **Recent Sends:** exactly who was contacted and when, with **Business**, **Email** and **Sent At**. If you have not started outreach, these read "No campaigns found. Start an automation in Outreach Studio to see data here." ### Report Notifications At the bottom of the page you can have reports sent to your inbox. See [report notifications and digests](https://swashi.io/docs/reports/notifications-and-digests). ## Troubleshooting - **Everything shows a dash:** you may not have sent any outreach yet. Numbers appear once your campaigns run. - **"Some of your activity could not be loaded, so this history is incomplete."** Refresh the page in a moment. Swashi tells you when data is partial instead of showing a lower number. - **A section shows "Available on … plan and above":** that section is not included on your current plan. ## Next steps - [Get reports by email](https://swashi.io/docs/reports/notifications-and-digests). - [Improve deliverability](https://swashi.io/docs/outreach/deliverability-and-warmup). - Learn about [revenue intelligence](https://swashi.io/revenue-intelligence) on the Swashi website. ## Frequently asked questions **How do I export a report from Swashi?** Open Reports and click Export PDF on the Latest Report card. Click View Full Report to open the full report on screen. **Why does my report show a dash or Not measured instead of 0?** Swashi never shows a made-up number. A dash or Not measured means there is no data yet or the source could not be read, which is different from zero. **What does the Email Deliverability Health Score mean?** It is a 0 to 100 score for the health of your sending. 80 and above is green, 60 to 79 is amber and below 60 is red. **Why does Growth Intelligence say To be Determined?** Your Business Brain needs enough of your own data first. Insights unlock after about 20 outreach sends with replies. **Why are some report sections locked or empty?** Some sections are included only from a certain plan, and the badge shows which. Campaign sections also need a connected mailbox and a running campaign before they fill. --- # How to set up report notifications and email digests > Set up Swashi report notifications: get an instant email on every positive reply, a daily digest or a weekly summary, delivered at the local time you choose. Source: https://swashi.io/docs/reports/notifications-and-digests Section: Reports Last updated: 2026-10-20 Report notifications send your Swashi results to your inbox, so you do not have to open the app to know what is happening. In **Reports → Report Notifications**, add one or more email addresses and choose **Instant on positive reply**, **Daily digest** or **Weekly summary**, then pick the local time you want reports delivered. This guide is for owners and sales teams who want to react quickly to interested prospects and keep their team informed. It follows the "Reports in your inbox" step of the EP9 video tutorial, "How to Generate Reports on Swashi." ## Before you start - **Plan:** Report Notifications carries a plan badge in Reports and is included from that plan up. On a lower plan, the section shows which plan unlocks it. - **Outreach running:** positive-reply alerts need campaigns that are sending and receiving replies. See [Reports](https://swashi.io/docs/reports/reports) for how replies are counted. ## Choose how often you hear from Swashi | Option | What you get | Best for | |---|---|---| | **Instant on positive reply** | An email as soon as a prospect replies positively | Following up with interested prospects quickly | | **Daily digest** | A summary every day | Owners who check in once a day | | **Weekly summary** | A summary every week | Managers, partners and clients | ## Set up report notifications 1. Click **Reports** in the sidebar. 2. Scroll to **Report Notifications** at the bottom of the page. 3. Under **Send reply notifications and daily digests to:**, type an email address (for example, you@company.com) and click **Add**. Repeat for each person who should receive reports. 4. Under **Notification frequency:**, choose **Instant on positive reply**, **Daily digest** or **Weekly summary**. ![Report Notifications panel highlighted with a you@company.com field, frequency options with Weekly summary selected and Deliver report at 08:00 AM](https://swashi.io/docs/img/ep9-detail-notify.webp "Add recipients, choose a frequency and set the delivery time.") 5. Under **Deliver report at:**, choose the time. It uses **your local time**. 6. Your choices are saved. You will see "Notification settings saved." > **Tip:** Choose **Instant on positive reply** if speed matters. A prospect who just said yes is easiest to reach right away. Then answer them from the [Unified Inbox](https://swashi.io/docs/outreach/unified-inbox). ## Send a test report Click **Send Test Report Now** to send a live preview to all the addresses you added. Use it to check that everyone receives the email and that it does not land in a spam folder. ## Your daily brief Separately from Report Notifications, Swashi sends you a daily brief email that sums up the day, in your account language. Your language is set once in User Settings and applies to the app, every email Swashi sends you, voice and chat. See [languages](https://swashi.io/docs/getting-started/languages). ## In-app notifications (the bell) The bell in the app header shows your own business events as they happen, never marketing. Choose which events reach it in **User Settings → Notifications**: | Notification | When it appears | |---|---| | **Positive email replies** | A prospect answered one of your campaigns and wants a person | | **Callback requests** | A caller asked your AI receptionist to be called back | | **High-intent calls** | A receptionist call scored 7/10 or more on buying intent | | **Meetings booked** | A caller booked a slot with your receptionist | | **Content published** | An article or social post (LinkedIn, Facebook, Instagram, X…) went live | | **Inbound calls** | Your AI receptionist answered a call | | **Text messages** | Someone texted your Swashi number and is waiting for your reply | | **Requests & approvals** | A booking waits for your approval, or a caller asked for a time, a refund or a change | | **Mailbox needs reconnecting** | One of your sending mailboxes stopped working and outreach from it is paused | | **Your local number** | Your business registration was approved and your number is live, or the phone company needs a correction | The same alerts can also reach LINE, Telegram or WhatsApp, in your language, once you connect them in **Bot Channels**. **Where your alerts go**, at the bottom of the Notifications card, shows where they arrive today: the bell in your header, plus each chat app you connected. The bell shows your most recent items. When there is nothing new, it reads "Nothing new. Replies, callbacks and bookings appear here as they happen." Learn more about the [AI Receptionist](https://swashi.io/docs/voice/ai-receptionist). ## Troubleshooting - **"Save failed. Try again."** Check that each address is a valid email and try again. - **The test report did not arrive:** check spam and promotions folders, and confirm the address is spelled correctly. - **No positive-reply alerts:** alerts only go out when a reply is classified as positive. Check **Reply Intelligence** in Reports to see how your replies were sorted. - **The bell says "Some sources could not be read; this list may be incomplete."** Refresh in a moment. Swashi tells you when a list is partial. ## Next steps - [Read your full Reports page](https://swashi.io/docs/reports/reports). - [Answer replies in the Unified Inbox](https://swashi.io/docs/outreach/unified-inbox). - [Manage your account settings](https://swashi.io/docs/account/settings). - See [revenue intelligence](https://swashi.io/revenue-intelligence) on the Swashi website. ## Frequently asked questions **Can Swashi email me when a prospect replies positively?** Yes. In Reports, under Report Notifications, add your email address and choose Instant on positive reply. You are emailed as soon as a positive reply is detected. **Can I send reports to more than one person?** Yes. Add as many addresses as you need under Report Notifications. Each one receives the notifications and digests, and Send Test Report Now sends a preview to all of them. **What is the difference between the daily digest and the weekly summary?** The daily digest is a summary sent every day. The weekly summary is a summary sent once a week. Both arrive at the delivery time you choose. **Which plan includes report notifications?** Report Notifications carries a plan badge in Reports and is included from that plan up. On a lower plan, the section shows which plan unlocks it. **What appears in the notification bell in the app?** Only your own business events, never marketing: positive email replies, callback requests, high-intent calls, meetings booked, articles published, inbound calls and text messages. You choose which ones in User Settings under Notifications. --- # How to use the Ecommerce tab and the Ecommerce Agent > Learn how the Swashi Ecommerce tab works: connect a website, stage products, push them to the Ecommerce Agent queue and track each task in Upcoming Queue. Source: https://swashi.io/docs/ecommerce/ecommerce-agent Section: Ecommerce Last updated: 2026-10-20 The **Ecommerce** tab is where you research products to sell and hand them to the Ecommerce Agent, Swashi's **Product Research & Launch Agent**. You find products, review them in a Staging Area, then push the ones you want to the agent's queue and follow each task as it runs. It is built for store owners and dropshippers who want to test product ideas without doing every step by hand. When you click **Ecommerce** in the sidebar, the page opens as **Commerce Intelligence**: "Track products, optimize conversions, and schedule promotional campaigns with AI insights." ## Before you start - **Connect your website.** Open **Website Settings** in the sidebar and connect the site you sell from. See [Connect your website](https://swashi.io/docs/content/connect-your-website). The **Active Connection** card on the Ecommerce tab shows the address of the site in use and an **Online** badge. If you have no site connected, it reads "No website selected". - **Check your scans.** Product research uses your monthly **Viral Research Scans**. The **Plan & Usage** card on the right shows how many you have used. - **Fill in your Business Brain.** It gives Swashi's AI the context of your business. See [Business Brain](https://swashi.io/docs/getting-started/business-brain). ## What is on the Ecommerce tab ![Swashi sidebar with Ecommerce highlighted, opening the Commerce Intelligence page](https://swashi.io/docs/img/ep11-ecom-nav.webp "Open Ecommerce in the sidebar.") | Card | What it does | |---|---| | **Staging Area** | Products you found, waiting for review: "Products ready to be pushed to the agent." | | **Ecommerce Agent** | Add a product by URL and keep a list of products for the agent. | | **Active Connection** | The connected website the agent uses. | | **Optimization Layer** | On/off switches for publishing options, saved with **Save Changes**. | | **Competitor Watch**, **Profit Calculator**, **Viral Score** | Research tools in the right column. See [Find winning products](https://swashi.io/docs/ecommerce/find-winning-products). | | **Plan & Usage** | Your monthly limits and usage. | | **Upcoming Queue** | Every ecommerce task that is scheduled or running. | ## Stage products and push them to the agent ![Staging Area card highlighted with the Find Opportunities button and the Find Winners with AI link](https://swashi.io/docs/img/ep11-ecom-staging.webp "The Staging Area holds products waiting for review.") 1. In the **Staging Area**, click **Find Opportunities** (or **Find Winners with AI** when the area is empty). 2. Scan a niche and click **+ ADD TO STAGING** on the products you like. The full walkthrough is in [Find winning products](https://swashi.io/docs/ecommerce/find-winning-products). 3. Click **Back to Dashboard** to return. Each staged product shows its image, name, link and **Viral** and **Profit** badges. 4. Click **Push to Queue** on a product. Swashi hands it to the Ecommerce Agent as a task for your connected website and removes it from the Staging Area. You see "Product pushed to global queue!" > **Important:** Push to Queue needs a connected website. If none is connected, you see "Please select a connected website from the sidebar first." Swashi uses your first connected website. ## Add a product by URL The **Ecommerce Agent** card ("Product Research & Launch Agent", labelled **Dropshipping Mode**) lets you add a product directly. 1. Optional: type a name in **Create new category...** and click **+ New Category**. Your own categories join the built-in ones (General, Technology, Marketing, Business, Finance). 2. Paste the product link into **Product URL**. 3. Choose a **Category**. 4. Choose a **Target Site**, or leave it on **Auto-Switch ⚡️**. 5. Choose a **Frequency**: **Daily**, **Weekly**, **Bi-Weekly** or **Monthly**. ![Ecommerce Agent card highlighted with the Create new category field, Product URL, Category, Target Site, Frequency and the Add to Queue button](https://swashi.io/docs/img/ep11-ecom-agent.webp "The Ecommerce Agent card, labelled Dropshipping Mode.") 6. Click **+ Add to Queue**. The product appears in the list below the form with its category and target site. Click the trash icon to remove it. > **Note:** In the classic layout, a **Start Agent** card sends every product in this list to the agent at once and shows a progress count, and an **Autopilot Agent** card ("Automate processing while you sleep.") has an on/off switch saved with **Update Schedule**. The current layout replaces those cards with Competitor Watch, Profit Calculator and Viral Score, so use **Push to Queue** from the Staging Area to send a product to the agent. ## Follow the queue The **Upcoming Queue** card lists your ecommerce tasks in time order and shows a count such as "3 Pending". Each task is marked **○ Scheduled** or **● Running...** with its time. When nothing is waiting, it reads "No research/generation tasks queued." Finished tasks leave the list. ## Plans and limits ![Plan & Usage card highlighted showing generated posts, prompt personas, social posts, viral research scans and connected sites](https://swashi.io/docs/img/ep11-ecom-usage.webp "Plan & Usage shows your monthly limits, including research scans.") | Item | Plan availability | |---|---| | Product research scans (Viral Research Scans) | Every plan: Free 1, Starter 10, Growth 100, Agency 500, Enterprise 5,000 per month | | Ecommerce Intelligence | Agency and Enterprise | | Competitor Watch | Agency and higher | A Research Pack add-on adds 100 scans. Compare plans in [Plans and billing](https://swashi.io/docs/account/plans-and-billing), and see current prices on the [pricing page](https://swashi.io/pricing). ## Troubleshooting - **"No website selected".** Connect a site in **Website Settings**, then reopen the Ecommerce tab. - **"This product is already in your Staging Area!"** The product is already staged. Push or remove the existing one. - **Queue shows "Queue sync unavailable — refreshing..."** The page is reconnecting to your queue. Wait a moment or reload. ## Next steps - [Find winning products](https://swashi.io/docs/ecommerce/find-winning-products) - [Connect your website](https://swashi.io/docs/content/connect-your-website) - [Dropshipping automation](https://swashi.io/automations/dropshipping-automation) ## Frequently asked questions **Do I need a connected website to use the Ecommerce tab?** You can research and stage products without one, but Push to Queue needs a connected website. Without one, the app shows 'Please select a connected website from the sidebar first.' **Which plans include Ecommerce Intelligence?** Ecommerce Intelligence is listed on the Agency and Enterprise plans. Product research scans are available on every plan within its monthly Viral Research Scans allowance, and Competitor Watch requires Agency or higher. **What is Dropshipping Mode?** Dropshipping Mode is the label on the Ecommerce Agent card. It shows that the agent works on products you source from suppliers rather than stock you hold yourself. It is not a switch you need to turn on. **Where do I see what the Ecommerce Agent is working on?** The Upcoming Queue card lists every ecommerce task that is scheduled or running, with its time, and shows the number of pending tasks. **Why can't I see the Start Agent or Autopilot Agent cards?** In the current layout those cards are replaced by Competitor Watch, Profit Calculator and Viral Score. Use Push to Queue in the Staging Area to send a product to the agent. --- # How to find winning products with AI in Swashi > Use Find Winners with AI to scan a niche for dropship products, read each product score, stage the best ones, compare suppliers and check margins in Swashi. Source: https://swashi.io/docs/ecommerce/find-winning-products Section: Ecommerce Last updated: 2026-10-20 **Find Winners with AI** is Swashi's AI Product Researcher: you type a niche, click **Scan Market**, and Swashi returns scored product ideas "Scouting winning dropship products in real-time". You add the best ones to your Staging Area, compare suppliers, and push the products you choose to the [Ecommerce Agent](https://swashi.io/docs/ecommerce/ecommerce-agent). It is for store owners and dropshippers who want a short list of products worth testing, with the numbers behind each one. ## Before you start - You need scans left. The researcher header reads "ECOMMERCE AGENT (N scans left)". When you have none left, **Scan Market** opens the plans window instead. See [Plans and billing](https://swashi.io/docs/account/plans-and-billing). - To push products to the agent later, connect a website in **Website Settings**. See [Connect your website](https://swashi.io/docs/content/connect-your-website). ## Scan a niche 1. Open **Ecommerce** in the sidebar. 2. In the **Staging Area**, click **Find Opportunities** (or **Find Winners with AI** when it is empty). 3. Type a niche, for example "wireless earbuds" or "fitness gear". 4. Click **Scan Market** or press Enter. The button shows **Scanning...** while it works. You can search in your app language. Product names are shown in your app language too. Results show 12 at a time; click **Load More Results** for more. When results come from more than one source, filter tabs appear, starting with **All Sources**. A small bar shows **LIVE** for a fresh scan or **CACHED RESULTS (24H CYCLE)** when the same search ran recently. > **Tip:** If you see "No matches found.", try a broader niche such as "Fitness" or "Kitchen". ## Read a product card | Element | What it tells you | |---|---| | **SCORE** | A score out of 100 for the product. | | **STATUS** | **Hot Pick** (70+), **Worth Testing** (50–69), **Risky** (35–49) or **Avoid** (below 35). | | Trend tag | **RISING** or **STABLE**. | | Competition tag | **LOW COMP**, **MED COMP** or **HIGH COMP**. | | **RETAIL PRICE** | The selling price found, or **Check Retailer** when there is none. | | **Supplier Cost** | Shown when a supplier price is known. | | **BREAKOUT** / **% OFF** | Extra tags when they apply. | Click **ANALYSIS BREAKDOWN** to see trend, competition, category and, when available, seller, rating and reviews, number of offers, typical price, shipping time and **Est. Margin**. The link icon opens the product page in a new tab. ## Add products to the Staging Area Click **+ ADD TO STAGING** on a product. Swashi's AI tidies the product name and writes a short sales line, then the product lands in your **Staging Area** under the category Dropshipping. The card button changes to **ADDED**. If you add the same product twice, you see "This product is already in your Staging Area!" Click **Back to Dashboard** to return to the Staging Area. ## Work in the Staging Area Each staged product has four actions: - **Push to Queue** hands the product to the Ecommerce Agent and removes it from staging. You see "Product pushed to global queue!" and the task appears in **Upcoming Queue**. A connected website is required. - **Compare Suppliers** opens the supplier window (below). - **Promote** is marked **Soon**. Paid ad campaigns are coming soon. - **Remove** deletes the product from staging. ### Compare suppliers The **Compare Suppliers** window searches for the product right away. 1. Under **Select Platforms**, choose any of **AliExpress**, **CJDropshipping**, **Alibaba** and **1688.com**. The first two are selected by default. 2. Click **Search Again** after changing platforms. 3. Each result shows the platform's **Avg. Shipping** and **Min Order**. Click **Search** to open that platform's results for the product in a new tab. The window also lists **Pro Tips**: compare shipping times, check supplier ratings, look for fast shipping options and order samples before buying in bulk. ## Research tools in the right column ![Profit Calculator card highlighted with supplier cost, shipping, selling price and niche fields and the Calculate button](https://swashi.io/docs/img/ep11-ecom-profit.webp "Profit Calculator: your costs in, a suggested price and margin out.") ![Viral Score card highlighted with a product name field and the Score button](https://swashi.io/docs/img/ep11-ecom-viral.webp "Viral Score rates a product idea from 0 to 100.") - **Profit Calculator.** Enter **Supplier cost**, **Shipping**, an optional **Selling price** and a **Niche**, then click **Calculate**. You get a **Suggested price** (Swashi suggests one when you leave the selling price blank), **Platform fee**, **Ad budget**, **VAT**, **Total costs**, **Net profit** with its margin, and a short recommendation. - **Viral Score.** Type a product name, or click one of your staged products, and click **Score** to get a score from 0 to 100. - **Competitor Watch.** Paste a competitor store address and click **Track** to add it to your watch list; click ✕ to remove it. Competitor Watch requires the Agency plan or higher. On other plans, the card shows the upgrade message. ## Next steps - [Ecommerce Agent](https://swashi.io/docs/ecommerce/ecommerce-agent) - [Dropshipping automation](https://swashi.io/automations/dropshipping-automation) - See current prices on the [pricing page](https://swashi.io/pricing) ## Frequently asked questions **How many product scans can I run?** Each scan uses one Viral Research Scan. Free includes 1, Starter 10, Growth 100, Agency 500 and Enterprise 5,000 per month. The researcher shows how many scans you have left. **What do Hot Pick, Worth Testing, Risky and Avoid mean?** They come from the product's score out of 100: Hot Pick is 70 or more, Worth Testing 50 to 69, Risky 35 to 49 and Avoid below 35. **Does Compare Suppliers buy anything or contact suppliers?** No. It opens a search for the product on each platform you select, in a new tab, so you can compare suppliers yourself. **Can I run paid ads from the Staging Area?** Not yet. The Promote button is marked Soon: paid ad campaigns are coming soon. **What does DEMO MODE mean on my results?** It means product research could not return live results, so sample products are shown. These are not real results. Try your scan again later. --- # Plans and billing: trial, upgrades, add-ons and cancellation > How Swashi plans and billing work: the Starter free trial, upgrading and downgrading, booster packs, voice credits, monthly quotas, invoices and cancelling. Source: https://swashi.io/docs/account/plans-and-billing Section: Account & Billing Last updated: 2026-10-20 Swashi has five plans: **Free**, **Starter**, **Growth**, **Agency** and **Enterprise**. You manage your plan, booster packs and subscription from the **Billing** page in the app. Starter comes with a 7-day free trial. Every plan can be bought monthly or annually, and you can cancel anytime. For current prices, see the [pricing page](https://swashi.io/pricing). This page explains how plans, the trial, upgrades, add-ons and cancellation work. ## The plans at a glance Each plan is sized for a different kind of business: | Plan | Built for | Highlights | |---|---|---| | **Free** | Trying Swashi at no cost | 1 connected website, 1 auto-post and 1 social post a month, PageSpeed audits. Lead Generation and Outreach need an upgrade. | | **Starter** | Solopreneurs and consultants | 3 websites, 250 AI leads and 300 outreach emails a month from 1 mailbox, Search Console rankings, AI Receptionist with 30 calls a month. | | **Growth** | Founders and growing teams | 10 websites, 1,500 AI leads, 1,800 outreach emails from 6 mailboxes, full AEO and GEO, CSV lead import, AI Receptionist Pro, outbound voice campaigns. | | **Agency** | Agencies and multi-client operations | 35 websites, 5,000 AI leads, 5,400 outreach emails from 18 mailboxes, Ecommerce Intelligence, priority processing, AI Receptionist Business. | | **Enterprise** | Large teams and high-volume operations | 150 websites, 15,000 AI leads, 16,500 outreach emails from 55 mailboxes, dedicated account manager, custom integrations. | The Billing page lists every feature for each plan. The live app is always the final word on what your plan includes. > **Note:** Outreach capacity is tied to mailboxes. A warmed mailbox can safely send about 300 cold emails a month, so each plan's outreach allowance is its number of mailboxes times 300. To send more, you add mailboxes rather than buying bare email counts. ## Free signup leads Every new account, including Free, receives **20 free leads** at signup. This is a one-time grant. When it is used up, Lead Generation needs a paid plan or a Lead Pack. ## The free trial - The **7-day free trial is available on Starter only**. Growth, Agency and Enterprise are purchased directly. - No charge is made until the trial ends. Cancel before then and nothing is billed. - You can start the trial with Google sign-in or with a password checkout. - 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 off during the trial. ## Upgrade your plan 1. Click **Billing** in the sidebar. 2. Choose **Monthly** or **Annually**. 3. Click **Start Free Trial** on Starter, or **Upgrade Now** on the plan you want. 4. Complete payment on the secure Stripe checkout page. 5. Your subscription activates and the new limits apply straight away. > **Tip:** If your plan still shows the old name right after paying, wait 2 to 3 minutes and refresh. If it has not updated after 5 minutes, contact support@swashi.io with your account email and your Stripe payment confirmation. ## Downgrade your plan 1. Open **Billing**. 2. Click **Downgrade** on the lower plan and confirm. 3. The change applies **straight away**. The price difference is prorated, so it is credited or charged on your next invoice. Nothing is deleted when you downgrade. New usage simply follows the new plan's limits. ## Booster packs (add-ons) Under **Need more? Add booster packs**, you can top up your plan without upgrading. Packs are applied instantly. | Pack | Adds | Type | |---|---|---| | **Lead Pack** | +500 AI leads | One-time | | **Extra Inbox** | +1 inbox (+300 sends a month) | Monthly | | **Outreach Pack** | +3 inboxes (+900 sends a month) | Monthly | | **Website Pack** | +5 connected sites | Monthly | | **Research Pack** | +100 research scans | One-time | | **Image Pack** | +200 HD images | One-time | | **Auto-Post Pack** | +25 auto-posts | One-time | | **Social Pack** | +250 social posts | One-time | | **Receptionist Pack** | +100 receptionist calls a month | Monthly | One-time packs top up the current period. Monthly packs raise your allowance every month. You need a plan before you can add a pack. ## Voice credits Outbound calls and texts draw from **Voice Credits**, which you buy as packs. Credits never expire, and bigger packs include bonus credits. Your Plan Capacity card on the Business page shows your balance. See [Voice credits](https://swashi.io/docs/voice/voice-credits). ## Monthly quotas and usage warnings - Monthly quotas for articles, leads, research scans and social posts reset **when your plan renews** at the start of each billing period. Unused quota does not roll over. - Outreach campaigns count sends per calendar month, so a campaign that reaches its monthly limit resumes on the 1st. - **Plan & Usage** in Settings shows your current monthly limits and usage. - Swashi warns you at 80% and 95% of an allowance, and again when you have used all of it. You can then add a pack or upgrade. - When an outreach mailbox hits its monthly send limit, sending resumes on the 1st. ## Invoices and payments All payments are handled securely by **Stripe**. Swashi never stores your card details. Invoices are generated automatically, and tax is applied where required. To update your subscription, use **Manage Subscription** in Billing. Enterprise customers can ask about invoice-based billing and custom contract terms by contacting support@swashi.io. ## Cancel your subscription 1. Open **Billing**. 2. Click **Manage Subscription** and cancel. - Your access continues until the end of the period you have paid for. - Payments are non-refundable unless required by law or stated otherwise. See the [Terms of Service](https://swashi.io/legal/terms). - When the paid period ends, your account moves to the **Free** plan. Your data is **not** deleted automatically, and you can upgrade again at any time to restore paid features. - Want your account and data deleted? Contact support@swashi.io and we will delete it. See the [Privacy Policy](https://swashi.io/legal/privacy). ## Next steps - Compare current prices on the [pricing page](https://swashi.io/pricing). - Review your usage and preferences in [Settings](https://swashi.io/docs/account/settings). - Fix billing hiccups with [Troubleshooting](https://swashi.io/docs/account/troubleshooting). ## Frequently asked questions **Is there a free trial of Swashi?** Yes. The Starter plan has a 7-day free trial. Growth, Agency and Enterprise are purchased directly. Cancel before the trial ends and you are not charged. **Can I cancel my Swashi subscription anytime?** Yes. There are no long-term contracts. Cancel from Billing using Manage Subscription, and your access continues until the end of the period you have paid for. **Do unused monthly allowances roll over?** No. Monthly quotas such as articles, leads, research scans and social posts reset when your plan renews at the start of each billing period, and unused amounts do not carry over. Outreach campaigns count sends per calendar month, so a campaign that reaches its monthly limit resumes on the 1st. **How do I get more leads or sending capacity without upgrading?** Buy a booster pack from Billing. For example, a Lead Pack adds 500 AI leads, and Extra Inbox or Outreach Pack adds mailboxes along with the sends they support. Packs apply instantly. **Where can I see Swashi prices?** Current prices for every plan, add-on and voice credit pack are on the pricing page at swashi.io/pricing and on the Billing page in the app. --- # Account and settings in Swashi > Manage your Swashi account settings: profile and photo, password, language, two-factor authentication, notifications, Business Brain, calendar and plan usage. Source: https://swashi.io/docs/account/settings Section: Account & Billing Last updated: 2026-10-20 Your account settings live on the **Settings** page, which you open with **User Settings** in the sidebar or **Profile** in the app header. Here you manage your profile, password, language, security, notifications and Business Brain, and see your plan usage. This page walks through each section in the order you will use it. ## Profile Under **Account Settings** you can: - Edit your **Display Name**. - See your **Email Address**. - Change your picture. Click **Change** to **Pick an avatar** or **Upload a photo**. You can also choose **Remove picture — use my initial**. Click **Save Profile Changes** when you are done. ## Change your password 1. Click **Change Password**. 2. Click **Send verification code**. Swashi emails a 6-digit code to your account address. 3. Enter the code. 4. Type a new password of at least 8 characters, then confirm it. 5. Click **Update password**. If you do not receive the code, use **Resend code**. You can also use **Send Password Reset Email** to reset your password by email. ## Language Choose your language under **Language**, or with **Select Language** in the app header. This one master preference sets the language of the app, every email Swashi sends you, your voice agents and the chatbots. Swashi detects it from your location at signup, but your own choice always wins. Under **Advanced language settings**, you can run specific surfaces in a different language: - **Content generation (blogs & social)** - **Voice agent calls** - **Outreach emails to your leads** See [Languages](https://swashi.io/docs/getting-started/languages) for the 18 supported languages. ## Two-Factor Authentication **Two-Factor Authentication** adds an extra layer of security. With **Email verification on login** enabled, a 6-digit code is sent to your email every time you sign in. To turn it off, enter the code sent to your email and click **Confirm Disable**. > **Tip:** If you have not enabled it yet, Swashi may show a **Secure your account** reminder. Click **Enable 2FA** to switch it on. ## Bot Security Center If you use the Swashi bot on LINE, WhatsApp or Telegram, the **Bot Security Center** creates a security code. The bot asks for this code before it runs destructive commands, such as deleting a site. - Click **Rotate Code** to create a new code. The old one stops working. - Copy and save the new code straight away. It is not shown again after you refresh the page. See [Security and privacy](https://swashi.io/docs/account/security-and-privacy). ## Notifications **Notifications** controls what reaches the bell in your header. It covers only your own business events, never marketing. Turn each one on or off: | Notification | When it fires | |---|---| | **Positive email replies** | A prospect answered one of your campaigns and wants a person. | | **Callback requests** | A caller asked your AI receptionist to call them back. | | **High-intent calls** | A receptionist call scored 7/10 or more on buying intent. | | **Meetings booked** | A caller booked a slot with your receptionist. | | **Content published** | An article or social post (LinkedIn, Facebook, Instagram, X…) went live. | | **Inbound calls** | Your AI receptionist answered a call. | | **Text messages** | Someone texted your Swashi number and is waiting for your reply. | | **Requests & approvals** | A booking waits for your approval, or a caller asked for a time, a refund or a change. | | **Mailbox needs reconnecting** | One of your sending mailboxes stopped working and outreach from it is paused. | | **Your local number** | Your business registration was approved and your number is live, or the phone company needs a correction. | **Where your alerts go.** At the bottom of the card, Swashi shows where your alerts arrive: the bell in your header, plus LINE, Telegram or WhatsApp when you connect them in **Bot Channels**. Click **Set up chat alerts** to connect one. Email reports, such as an instant alert on a positive reply or a daily or weekly digest, are set up in **Reports**. See [Notifications and digests](https://swashi.io/docs/reports/notifications-and-digests). ## Connected accounts **Connected accounts** shows everything Swashi is connected to, with a bar for how many are connected and how many need attention. | Account | Where you set it up | |---|---| | **Email mailboxes** | Email Outreach | | **Phone number** | Voice Outreach | | **Google Calendar** | Meetings Calendar, on this page | | **Google Sheets** | Lead Generation | | **Social accounts** | Social Studio | | **Search Console** | SEO AI Rankings | | **Website** | Website Settings | | **Chat alerts** | Bot Channels | - **Connected** accounts show what is linked, such as "2 mailboxes connected" or "Bookings are added to it". Click **Manage** to open their page. - **Needs attention** means something stopped working, for example a mailbox that needs reconnecting. Click **Fix**. - **Not set up** shows why it is worth connecting and a **Set up** button that opens the right page. If a status cannot be checked, the card says so instead of showing it as not set up. ## Business Brain The **Business Brain** section is where you teach every agent your business: identity, knowledge, operations, brand files and Smart FAQs. **Your AI Team** shows which agents are running on your Brain. Read the full guide in [Business Brain](https://swashi.io/docs/getting-started/business-brain). **Business Pulse** summarizes what your AI did this month: calls answered, meetings booked, messages taken and Brain health. ## Meetings Calendar The **Meetings Calendar** shows meetings booked by your AI receptionist and your calendar. 1. Click **Connect Google Calendar** and sign in with Google. 2. Your upcoming events and Calendly bookings appear with their meeting links. Access is read-only unless you allow more. Swashi shows your upcoming events and checks whether a time is free when a caller asks for one. If you click **Allow adding bookings**, your AI receptionist also adds the bookings it confirms to this calendar, and moves or removes only those events when a booking changes, never your other events. To remove access, click **Disconnect**. ## Plan & Usage **Plan & Usage** shows your current plan and monthly limits, such as auto-posts, social posts, research scans, connected sites and prompt personas. Click **Manage Subscription** to change your plan. See [Plans and billing](https://swashi.io/docs/account/plans-and-billing). ## Referral If someone referred you but you did not sign up through their link, enter their email under **Referral** and click **Save**. If you signed up through a referral link, it is already recorded. Referrals are locked once your plan is paid. ## Next steps - Secure your account with the guidance in [Security and privacy](https://swashi.io/docs/account/security-and-privacy). - Complete your [Business Brain](https://swashi.io/docs/getting-started/business-brain). - Manage your subscription in [Plans and billing](https://swashi.io/docs/account/plans-and-billing). ## Frequently asked questions **Where are my account settings in Swashi?** Click User Settings in the sidebar, or Profile in the app header. Settings holds your profile, password, language, two-factor authentication, notifications, Business Brain and plan usage. **How do I change my Swashi password?** In User Settings, click Change Password and then Send verification code. Enter the 6-digit code emailed to you, choose a new password of at least 8 characters, confirm it and click Update password. **How do I turn on two-factor authentication?** In User Settings, open Two-Factor Authentication and turn on Email verification on login. After that, a 6-digit code is sent to your email every time you sign in. **Which notifications can I turn on?** You can choose which events reach the bell in your header: positive email replies, callback requests, high-intent calls, meetings booked, content published, inbound calls, text messages, requests & approvals, mailbox needs reconnecting and your local number. The same alerts can also reach LINE, Telegram or WhatsApp. **Where do I see everything I connected to Swashi?** In User Settings, the Connected accounts card lists your mailboxes, phone number, Google Calendar, Google Sheets, social accounts, Search Console, website and chat alerts. Anything not connected has a Set up button that opens the page where you add it. --- # Security and privacy in Swashi > How Swashi protects your account and data: two-factor sign-in, secure connections, safe payments, data isolation, Business Brain checks and email compliance. Source: https://swashi.io/docs/account/security-and-privacy Section: Account & Billing Last updated: 2026-10-20 Swashi protects your account with two-factor sign-in, secure connections and strict separation between customers. Your data is stored securely and encrypted, payments are handled by Stripe, and each account can only ever see its own leads, campaigns, replies and calls. This page explains what Swashi does to protect you, and the steps you can take yourself. ## Protect your account ### Turn on two-factor authentication 1. Open **User Settings**. 2. Under **Two-Factor Authentication**, turn on **Email verification on login**. 3. From then on, a 6-digit code is sent to your email every time you sign in. ### Change your password safely Password changes are confirmed with a 6-digit code sent to your account email. New passwords must be at least 8 characters. See [Settings](https://swashi.io/docs/account/settings). ### Secure the chatbot When you connect the Swashi bot on LINE, WhatsApp or Telegram, you verify your account with your email address and a 6-digit code. Verification lasts 30 days, after which you may be asked to verify again. The **Bot Security Center** in Settings adds a security code that the bot asks for before destructive commands, such as deleting a site. Rotate the code anytime. The old code then stops working. > **Important:** Swashi will never ask for your password or card number in a chat, an email or a call. The only credentials you enter are an app password or API key for your sending mailbox, and only in the official app screen. If anyone asks for more, contact support@swashi.io. ## How your connections are protected | Connection | How it works | |---|---| | **LinkedIn, Facebook, Instagram, X** | Connected through each network's official sign-in. Swashi never stores your social media passwords. | | **Google Search Console** | Connected read-only through Google sign-in. Swashi stores only the access token, never your password. You can revoke access anytime from your Google Account under Security, then Third-party apps. | | **Google Calendar** | Read-only. Swashi shows your upcoming events and checks whether a time is free when a caller asks. It never creates, changes or deletes events and never stores their details. | | **Gmail** | Connected with an App Password, which is separate from your normal Google password. Never enter your main Gmail password. | | **Brevo, SendGrid, SMTP** | Connected with an API key or SMTP login that you control. | | **Payments** | Handled by Stripe. Swashi never stores your card details. | ## Your data stays yours - **One account, one dataset.** Every view, inbox and report shows only your own account's data. The Unified Inbox only ever shows your own replies. - **No sharing between customers.** Swashi never shares one user's personal data, leads, campaigns or account details with another user. - **No cross-customer learning.** Your Business Brain and results shape your own agents. They are not applied to another customer's outputs. - **Verified sessions only.** Account data is only available in a verified, signed-in session, including in the chatbots. ## What goes into your Business Brain Every file uploaded to the Business Brain is checked before it is stored. Adult, illegal, drug or gambling content is refused and never stored. You choose which outputs each file trains (Social, Website, Email or Voice), and you can delete a file at any time. See [Business Brain](https://swashi.io/docs/getting-started/business-brain). ## Responsible email sending Swashi protects both your recipients and your sender reputation: - An **unsubscribe link** is added to every outreach email, along with one-click unsubscribe headers. - Your **suppression list** is checked before every send. People who unsubscribe are never emailed again. - Every address is **validated** before sending, and every email gets a **spam trigger scan** and a **content safety** check. - A campaign **pauses automatically** if its bounce rate reaches 5%. - New mailboxes are **warmed up gradually**, and every send is paced rather than sent in bursts. See [Compliance and unsubscribe](https://swashi.io/docs/outreach/compliance-and-unsubscribe) and [Deliverability and warm-up](https://swashi.io/docs/outreach/deliverability-and-warmup). ## Calls and recordings Your AI Receptionist and voice campaigns log each call's transcript, recording and outcome. You can see them in **Voice Outreach** and on the **Business** page. Only your account can see your calls. ## Honest numbers Swashi never makes up a figure. When something cannot be measured yet, you see **Not measured**. When a figure could not be loaded, you see **Unavailable**. Neither is ever shown as zero. ## Cancellation and your data If you cancel, your account moves to the Free plan when the paid period ends, and your data stays in it. Nothing is deleted automatically. You can ask for your account and data to be deleted at any time by contacting support@swashi.io (see the [Privacy Policy](https://swashi.io/legal/privacy)). See [Plans and billing](https://swashi.io/docs/account/plans-and-billing). ## Learn more - Read the [Privacy Policy](https://swashi.io/legal/privacy) and [Terms of Service](https://swashi.io/legal/terms). - See how Swashi uses Google data on the [Google API compliance page](https://swashi.io/google-api-compliance). - For a security concern, contact support@swashi.io. ## Frequently asked questions **Is my data secure with Swashi?** Your data is stored securely and encrypted. Every account sees only its own data, payments are handled by Stripe, and social and Google connections use the networks' official sign-in, so Swashi never sees those passwords. **Does Swashi store my credit card?** No. All payments are handled by Stripe. Swashi never stores your card details. **Will Swashi ever ask for my password?** No. Swashi never asks for your passwords or card numbers in chat, email or on calls. The only credential you enter is an app password or API key for your email account, and only in the official app screen. **Is my Business Brain used to train other customers' AI?** No. What you put in your Business Brain is used for your account. Swashi does not apply one customer's data to another customer's outputs. **Can Swashi edit my Google Calendar?** No. Calendar access is read-only. Swashi shows your upcoming events and checks whether a time is free; it never creates, changes or deletes events. --- # Swashi FAQ: answers to common customer questions > Answers to the most common Swashi questions: free trial, cancelling, leads, ICP tiers, email warm-up, replies, voice, chatbots, languages and your data. Source: https://swashi.io/docs/account/faq Section: Account & Billing Last updated: 2026-10-20 Quick answers to the questions Swashi customers ask most. For step-by-step fixes, see [Troubleshooting](https://swashi.io/docs/account/troubleshooting). For current prices, see the [pricing page](https://swashi.io/pricing). ## Getting started ### What is the quickest way to start with Swashi? Teach your [Business Brain](https://swashi.io/docs/getting-started/business-brain) first. Then connect your website and social accounts, find leads, connect a mailbox and start a campaign aimed at your tier A leads. Switch on the AI Receptionist when you are ready. The [Quick start](https://swashi.io/docs/getting-started/quick-start) walks through each step. ### What is the Business Brain? It is the one place Swashi learns your business. You add your details, documents, images and website, and every agent uses the same Brain: articles, social posts, images, outreach emails, the voice receptionist and the chatbots. Update it once and every agent updates with it. ### What is the difference between the app and the chatbot? The app at app.swashi.io gives you the full visual interface. The chatbot on LINE, WhatsApp or Telegram lets you work through plain conversation, which is handy for lead searches, status checks and content requests on the go. Both use the same account and data. ## Plans and billing ### Is there a free trial? Yes, on the Starter plan only. It lasts 7 days and has small limits: 20 leads, 50 outreach sends, 1 mailbox and 10 voice calls. Lead export and Google Sheets sync are off during the trial. Every new account also gets 20 free leads at signup. ### Can I cancel anytime? Yes. There are no long-term contracts. Cancel from **Billing** using **Manage Subscription**. Your access continues until the end of the period you have paid for. ### What happens to my data if I cancel? When your paid period ends, your account moves to the Free plan and your data stays in it. Nothing is deleted automatically. If you want your account and data deleted, contact support@swashi.io. ### Do unused allowances roll over? No. Monthly quotas for articles, leads, scans and social posts reset when your plan renews at the start of each billing period. Outreach campaigns count sends per calendar month, so a campaign that reaches its monthly limit resumes on the 1st. ### Can I add capacity without upgrading? Yes. Booster packs in **Billing** add leads, inboxes, websites, scans, images, auto-posts, social posts or receptionist calls. They apply instantly. See [Plans and billing](https://swashi.io/docs/account/plans-and-billing). ## Leads ### How does lead search work? Open **Lead Generation**, type the role or industry you want and choose a market: a city, a state or a country. Set your filters and click **Find leads**. Swashi searches, checks every email, and adds the leads to your pipeline, usually within 60 to 120 seconds. See [Find leads](https://swashi.io/docs/leads/find-leads). ### What do ICP tiers A, B, C and D mean? Every lead gets an ICP (Ideal Customer Profile) score from 0 to 100. **A** is 75 to 100 (perfect fit), **B** is 55 to 74 (strong fit), **C** is 35 to 54 (moderate fit) and **D** is 0 to 34 (poor fit). Start your campaigns with A, then add B. See [ICP tiers](https://swashi.io/docs/leads/icp-tiers). ### Are leads deduplicated? Yes. If a business you have already found appears in a new search, it is not added again and does not count against your quota. ### Do I need a Google Sheet before finding leads? No. A Google Sheet is optional. Without one, your leads stay in your Swashi pipeline. ### Can I import my own leads? Yes, from the Growth plan up. Upload a CSV, for example from Apollo, Hunter, LinkedIn Sales Navigator or HubSpot. You need an email column plus a company or name. Rows without a valid email are skipped, and duplicates are removed. See [Import leads](https://swashi.io/docs/leads/import-leads). ## Email outreach ### Which email providers can I connect? Gmail (with an App Password), Brevo and SendGrid (with an API key), or any SMTP server, such as Outlook or your own domain. See [Connect a sending account](https://swashi.io/docs/outreach/connect-sending-account). ### Why does a new mailbox send so few emails at first? Swashi warms up each newly connected mailbox gradually, starting from the day you connect it, so inbox providers learn to trust it. The account card shows the warm-up day and today's safe limit, which grows automatically. Skipping warm-up risks your emails landing in spam. ### What makes a campaign pause automatically? A campaign pauses if its bounce rate reaches 5%. Review your list quality and sender health before you resume. ### Where do replies go? Into the **Unified Inbox** in **Email Outreach**. Replies are sorted as positive, neutral, objection or not interested, and you can answer from the connected mailbox. A reply or a booked meeting stops further follow-ups to that person. ### Can I get an alert when someone replies positively? Yes. In **Reports**, set up report notifications and choose an instant alert on a positive reply, a daily digest or a weekly summary. See [Notifications and digests](https://swashi.io/docs/reports/notifications-and-digests). ## Voice and chat ### What can the AI Receptionist do? It answers your Swashi number around the clock. It answers questions from your Business Brain, qualifies callers, books meetings and takes messages. Booking, CRM sync and lead scoring come with AI Receptionist Pro (Growth). Multilingual answering, calendar orchestration and human transfer come with AI Receptionist Business (Agency). See [AI Receptionist](https://swashi.io/docs/voice/ai-receptionist). ### Does the voice agent follow up after a call? Yes. When there is a concrete request and a valid email, it emails the caller a confirmation in their language. It also alerts you, and updates the lead's status and journey. ### How do I connect the Swashi bot? Open **Bot Channels**, choose LINE, WhatsApp or Telegram, and follow the steps. The bot then asks for your Swashi email and a 6-digit code to verify your account. See [Chatbots](https://swashi.io/docs/chat/chatbots-line-whatsapp-telegram). ### Which languages are supported? 18: English, Spanish, French, German, Italian, Dutch, Portuguese, Russian, Turkish, Arabic, Hebrew, Hindi, Indonesian, Japanese, Korean, Malay, Thai and Chinese. See [Languages](https://swashi.io/docs/getting-started/languages). ## Data and support ### Why does a number say "Not measured" instead of 0? Because Swashi never invents a figure. "Not measured" means nothing has been recorded yet or the data is not available. It does not mean zero. ### Is my data secure? Yes. Your data is stored securely and encrypted. Each account sees only its own data, Stripe handles payments, and social and Google connections use the official sign-in flows. See [Security and privacy](https://swashi.io/docs/account/security-and-privacy). ### How do I contact support? Open **Support Center** in the app to submit a ticket. Replies arrive by email. You can also email support@swashi.io or message the Swashi bot. When you write, include your account email, the feature you were using, what happened versus what you expected, and any error message. ## Next steps - Follow the [Quick start](https://swashi.io/docs/getting-started/quick-start). - Look up a term in the [Glossary](https://swashi.io/docs/getting-started/glossary). - Fix a problem with [Troubleshooting](https://swashi.io/docs/account/troubleshooting). ## Frequently asked questions **Is there a free trial?** Yes. The Starter plan includes a 7-day free trial with small trial limits. Growth, Agency and Enterprise are purchased directly. Cancel before the trial ends and you are not charged. **Can I cancel anytime?** Yes. There are no long-term contracts. Cancel from Billing using Manage Subscription; your access continues until the end of the period you have paid for. **Do I need to connect a Google Sheet before finding leads?** No. The Google Sheet is optional. Connect one if you want a live copy of your pipeline in a sheet; otherwise leads stay in your Swashi pipeline. **Why does my new mailbox send so few emails at first?** Swashi warms up each newly connected mailbox gradually so inbox providers learn to trust it. The daily limit grows automatically. Skipping warm-up risks your emails landing in spam. **Where do email replies go?** Into the Unified Inbox in Email Outreach. It shows the full message, sorts replies by intent and lets you answer from the connected mailbox without leaving Swashi. --- # Troubleshooting common Swashi problems > Fix common Swashi problems: social accounts to reconnect, mailbox sync errors, paused campaigns, low sending limits, voice credits, and plan or language issues. Source: https://swashi.io/docs/account/troubleshooting Section: Account & Billing Last updated: 2026-10-20 Most Swashi problems come from a connection that needs renewing, a safety limit doing its job, or a plan limit. This page lists common problems in the format **Problem → Why → Fix**, grouped by area. If your problem is not listed, see the "Get more help" section at the end. ## Connections ### A social account shows "Reconnect needed" or "expired — reconnect" - **Why:** The network's permission for Swashi has expired, or is about to (shown as "expiring soon"). - **Fix:** In **Social Studio**, click **Reconnect** and sign in to the network again. See [Connect social networks](https://swashi.io/docs/social/connect-social-networks). ### Facebook or Instagram returns no Page - **Why:** Instagram and Facebook posting need a Facebook Page that you manage, with Instagram set up as a professional account linked to it. - **Fix:** Create or get admin access to a Facebook Page, link your Instagram professional account to it, then click **Connect** again. ### "The network refused or cancelled the authorisation" - **Why:** You are not an admin of the Facebook Page, or a permission the connection needs was declined. - **Fix:** Make sure you are a Page admin and accept every requested permission when you connect again. ### "This sign-in link had expired" - **Why:** The sign-in link is no longer valid. - **Fix:** Click **Connect** again to start a fresh sign-in. ### An email account shows "Sync failing — reconnect" - **Why:** Swashi cannot read the inbox for that account, so replies may be missed. - **Fix:** Reconnect the account with a fresh App Password so replies reach your [Unified Inbox](https://swashi.io/docs/outreach/unified-inbox). ### An email account is marked "Send-only" - **Why:** The account can send, but its inbox is not being synced. - **Fix:** Reconnect it with an App Password to bring its replies into your Unified Inbox. ### Leads stopped syncing to Google Sheets ("SYNC PAUSED") - **Why:** Your Google token has expired. - **Fix:** In **Lead Generation**, click **Reconnect** to resume syncing. Sheets sync is off during the free trial. See [Export and Google Sheets](https://swashi.io/docs/leads/export-and-sheets). ### Search Console says your Google session expired - **Why:** Google sign-in for Search Console needs renewing, or the connect link timed out. - **Fix:** In **SEO AI Rankings**, click **Reconnect Google Account**. Sign in with the Google account that owns your Search Console property. See [Search Console](https://swashi.io/docs/seo/search-console). ### "Limit Reached" when adding a website - **Why:** You have connected as many websites as your plan allows. - **Fix:** Add a Website Pack for more sites, or upgrade. See [Plans and billing](https://swashi.io/docs/account/plans-and-billing). ## Email deliverability and sending ### A new mailbox sends only a few emails a day - **Why:** New mailboxes are warmed up gradually from the day you connect them, to protect deliverability. This is expected. - **Fix:** Nothing to fix. The account card shows the warm-up day and today's safe limit, which grows automatically. Do not try to skip warm-up. See [Deliverability and warm-up](https://swashi.io/docs/outreach/deliverability-and-warmup). ### A campaign paused on its own - **Why:** Its bounce rate reached 5%. Daily caps are also lowered automatically when deliverability starts to slip. - **Fix:** Check the **Deliverability** section in Reports. Remove poor-quality addresses, target leads with verified emails, and resume only once health improves. See [Verified leads](https://swashi.io/docs/leads/verified-leads). ### "Spam trigger word detected" - **Why:** Your email contains a word that commonly triggers spam filters. - **Fix:** Remove or rephrase the flagged word before you send. ### "Monthly send limit reached — resumes on the 1st" - **Why:** You have used this month's outreach allowance. - **Fix:** Wait for your quota to reset when your plan renews, or add sending capacity with an Extra Inbox or Outreach Pack. ### "Campaign limit reached" - **Why:** Your plan allows a set number of active campaigns. - **Fix:** Wait for a running campaign to finish, or upgrade for more active campaigns. ## Voice ### "NO CREDITS — Campaigns Paused" or "Low Balance" - **Why:** Calls and texts draw from your Voice Credits, and your balance is empty or low. - **Fix:** In **Voice Outreach**, click **Buy Credits** or **Top Up Now**. Credits never expire. See [Voice credits](https://swashi.io/docs/voice/voice-credits). ### "Not enough voice credits" when sending a text - **Why:** Texts are also paid from your credits. - **Fix:** Top up in **Voice Outreach**. ### Callers cannot book appointments - **Why:** Appointment booking on calls is part of AI Receptionist Pro, which comes with the Growth plan. - **Fix:** Upgrade to let callers book straight into your calendar. Also make sure your booking link is set in the receptionist settings and your [Business Brain](https://swashi.io/docs/getting-started/business-brain). ### Calendar events do not appear in Meetings Calendar - **Why:** Google Calendar is not connected, or Swashi needs permission again. - **Fix:** In **User Settings**, click **Connect Google Calendar** or **Reconnect Google Calendar**, and allow calendar access. ## Account and plan ### My plan still says Free after upgrading - **Why:** The payment can take a couple of minutes to sync. - **Fix:** Wait 2 to 3 minutes and refresh. If it has not changed after 5 minutes, contact support@swashi.io with your account email and your Stripe payment confirmation. ### "You've used all of your free signup leads" - **Why:** The one-time 20 free leads have been used. - **Fix:** Start the Starter trial, choose a plan, or add a Lead Pack. ### Lead export or Branding Media is locked - **Why:** Export, Google Sheets sync and Branding Media are not available during the free trial. - **Fix:** Choose a paid plan in **Billing**. ### "Language not saved" - **Why:** The language change did not save, so your agents keep the previous language. - **Fix:** Choose the language again in **Select Language** or **User Settings**. See [Languages](https://swashi.io/docs/getting-started/languages). ### The chatbot asks me to verify again - **Why:** Bot verification lasts 30 days. - **Fix:** Enter your Swashi email, then the 6-digit code sent to it. ### A figure shows "Not measured" or "Unavailable" - **Why:** "Not measured" means there is not enough verified activity yet. "Unavailable" means the figure could not be loaded just now. Neither one means zero. - **Fix:** Try again shortly. Check the **Agent Monitor** if it persists. ## Get more help 1. Check **Agent Monitor** to see whether your agents are online. 2. Open **Support Center** and click **Submit Ticket**. Choose a category (**Report a Bug**, **Billing Issue**, **Feature Request** or **Other**) and describe what happened. Replies arrive by email. 3. Or email support@swashi.io with your account email, the feature you were using, what happened versus what you expected, and any error message. You can also [contact us](https://swashi.io/contact) or browse the [FAQ](https://swashi.io/docs/account/faq). ## Frequently asked questions **Why does my social account say Reconnect needed?** The network's permission for Swashi has expired or been withdrawn. Click Reconnect and sign in to the network again to restore posting. **Why can't I connect Instagram or Facebook?** Instagram and Facebook posting need a Facebook Page that you manage, with Instagram set up as a professional account linked to that Page. If Facebook returns no Page, set this up first and then connect again. **Why did my campaign pause on its own?** A campaign pauses automatically when its bounce rate reaches 5%, to protect your sender reputation. Review your list quality and mailbox health before you resume. **My plan still says Free after I upgraded. What should I do?** Wait 2 to 3 minutes for the payment to sync and refresh the page. If it has not updated after 5 minutes, contact support@swashi.io with your account email and your Stripe payment confirmation. **Why are my voice campaigns paused?** Calls and texts draw from your Voice Credits. When the wallet shows NO CREDITS — Campaigns Paused, top up your credits in Voice Outreach and campaigns can call again. --- # Get help with Swashi: Support Center, docs and tutorials > Get help with Swashi: raise a ticket in the Support Center, track its status, read the docs, watch video tutorials, ask the in-app assistant or email support. Source: https://swashi.io/docs/account/get-help Section: Account & Billing Last updated: 2026-10-20 To get help with Swashi, open **Support Center** in the sidebar and submit a ticket: choose a category, describe the problem and click **Submit Ticket**. Replies arrive by email at your account address. For quick answers, start with these docs, the video tutorials or the in-app assistant. If you cannot sign in, email support@swashi.io. ## Before you write Many questions are answered already: - [Troubleshooting](https://swashi.io/docs/account/troubleshooting) covers common errors and what to do about them. - The [FAQ](https://swashi.io/docs/account/faq) answers frequent questions about plans, data and features. - [Quick start](https://swashi.io/docs/getting-started/quick-start) walks you through your first steps. ## Submit a support ticket You must be signed in to submit a ticket. If you are not, the app asks you to log in first. 1. Click **Support Center** in the sidebar. The page says "Tell us what happened — we add it to our queue and reply by email." 2. In **Submit a ticket**, choose a **Category**: | Category | Use it for | |---|---| | **Report a Bug** | Something in the app does not work as expected | | **Billing Issue** | Payments, plans or invoices | | **Feature Request** | Something you would like Swashi to do | | **Other** | Anything else | 3. Choose the **Urgency**: **Normal** or **High Priority**. 4. Write a **Subject** ("Brief summary...") and a **Message** ("Describe the issue..."). Both are required. 5. Check the line under the form: "Sent from the [plan] plan · account [email]". This is the plan and email address your ticket is sent from. 6. Click **Submit Ticket**. The app shows "Ticket Received" and "We have added this to our queue." Click **Submit another ticket** to raise a new one. > **Tip:** "Screenshots help — paste a link to one in the message." The form has no file upload, so share a link to the image. A good message names the feature you were using, what you did, what happened, what you expected, and the exact error text. ## Where replies go Tickets go to the Swashi team, and we reply by email to the address shown on the form, which is your account email. Watch that inbox, including its spam folder. ## Track your tickets The **Your recent tickets** card shows your latest tickets, newest first. Each one shows its subject, category, urgency (when it is **High Priority**), the date and a status: | Status | Meaning | |---|---| | **Open** | Received and in the queue | | **In progress** | Being worked on | | **Resolved** | The issue has been answered or fixed | | **Closed** | The ticket is closed | If you have none, the card says "No tickets yet. When you submit one it appears here with its status." If the list cannot load, it says "We couldn't load this just now. Try again shortly." That does not mean your tickets are gone. ## Other ways to get help The Support Center also has a **Before you write** card with shortcuts, including: - **Ask Swashi CEO (chat, bottom-right):** opens the in-app assistant. - **Book a call with the team:** opens a booking page in a new tab. ### The in-app assistant Click the small robot head at the bottom right of any page ("Chat with the Swashi CEO") to open the **Swashi CEO** chat, an AI assistant. Type your question in the chat box. You can change the **Chat language** at the top of the chat. ### Chatbots on your phone You can also talk to Swashi on LINE, WhatsApp or Telegram. Connect them in **Bot Channels**. See [Chatbots on LINE, WhatsApp and Telegram](https://swashi.io/docs/chat/chatbots-line-whatsapp-telegram). ### Docs and View Docs buttons **Docs** in the sidebar opens these help docs. Many pages in the app also have a **View Docs** button in the header that opens the guide for that page. ### Video tutorials Step-by-step videos are on the [tutorials page](https://swashi.io/tutorials). In the app, click the **Watch tutorials** icon (the play button) in the top bar. It opens the tutorials in your language in a new tab. ## Email support If you cannot sign in or the form will not send, email **support@swashi.io**. Include your account email, the feature you were using, what happened versus what you expected, and any error message. You can also use the [contact page](https://swashi.io/contact). ## Next steps - [Troubleshooting](https://swashi.io/docs/account/troubleshooting) - [FAQ](https://swashi.io/docs/account/faq) - [Watch the video tutorials](https://swashi.io/tutorials) ## Frequently asked questions **How do I contact Swashi support?** Open Support Center in the sidebar and submit a ticket with a category, urgency, subject and message. If you cannot sign in, email support@swashi.io instead. **Where will I get a reply to my ticket?** By email, at the email address of the Swashi account you were signed in with when you submitted the ticket. The form shows that address before you send. **How do I see the status of my ticket?** Open Support Center and look at Your recent tickets. Each ticket shows its status: Open, In progress, Resolved or Closed. **Where can I watch Swashi video tutorials?** Open the tutorials page at swashi.io/tutorials, or click the Watch tutorials icon in the top bar of the app. It opens the tutorials in your language. **Is support available on the Free plan?** Yes. The Support Center is in the sidebar on every plan, and the form shows which plan your ticket was sent from.