sales-skills/sales-swai

SWAI Platform Help

Helps the user with SWAI.ai platform questions — from AI campaign setup and landing page building through chat widget configuration, CRM management, email automation, content creation, white-label setup, and analytics.

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated knowledge.

Ask the user:

1. What area of SWAI do you need help with?

   • A) Campaigns — setting goals, launching AI-driven campaigns
   • B) Landing pages — building, customizing, adding forms
   • C) AI chat widget — lead capture, configuration
   • D) CRM — contact management, tagging, segmentation
   • E) Email automation — sequences, broadcasts, triggers
   • F) AI assistants — sales, support, lead gen, appointment scheduling
   • G) Content tools — AI content creation, optimization
   • H) White-label — partner program setup, branding
   • I) Analytics — campaign performance, optimization
   • J) Integrations — Google, Facebook, Cal.com, third-party tools
   • K) Something else — describe it

2. What's your role?

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

3. What plan are you on?

   • A) Starter (£249/mo)
   • B) Growth (mid-tier)
   • C) Elite (£697/mo)
   • D) Free trial
   • E) Not sure

If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end.

Step 2 — Route or answer directly

If the request maps to a specialized skill, route:

• Funnel strategy / conversion optimization → /sales-funnel
• Email marketing strategy (not SWAI-specific) → /sales-email-marketing
• Chatbot flow design → /sales-chatbot
• Live chat strategy → /sales-live-chat
• Deliverability / SPF/DKIM → /sales-deliverability
• Tool integration architecture → /sales-integration

Otherwise, answer directly from platform knowledge below.

Step 3 — SWAI platform reference

Read references/platform-guide.md for the full reference — the goal-driven autonomous campaign concept, landing pages, AI chat widget, CRM, email marketing, AI assistants, content creation, the white-label partner program, analytics, integrations (Google/Facebook/Cal.com/Rewardful/Trackdesk), and best-effort pricing (Starter/Growth/Elite). Pull only the section the question needs.

Step 4 — Actionable guidance

Based on the user's specific question:

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

Gotchas

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

• Don't expect full control on lower plans. AI tagging, unlimited contacts, and dedicated support are gated to higher tiers. Ask about the user's plan before recommending features.

• SWAI is not a traditional marketing tool. Users coming from Mailchimp or ActiveCampaign expect manual campaign builders. SWAI's value is autonomous execution — setting goals and letting AI handle the rest. Fighting the autonomous approach reduces value.

• Landing page builder was recently rebuilt. If the user references third-party landing page issues or old workflows, note that SWAI now generates pages natively with full customization.

• No public API documented. As of research, SWAI does not have public API documentation. Users needing programmatic access should contact SWAI support.

• Integrations are limited compared to mature platforms. SWAI integrates with Google, Facebook, Cal.com, and Rewardful — but doesn't have native CRM connectors (Salesforce, HubSpot) or Zapier. Users needing complex integrations may need to combine SWAI with other tools.

• Self-improving: If you discover something not covered here, append it to references/learnings.md with today's date.

Related skills

• /sales-funnel — Funnel strategy and optimization (platform-agnostic)
• /sales-email-marketing — Email marketing strategy (opt-in, broadcasts, automation)
• /sales-chatbot — Chatbot flow design and conversational automation
• /sales-live-chat — Live chat widget setup and optimization
• /sales-deliverability — Email deliverability (SPF/DKIM/DMARC, warmup)
• /sales-integration — Connect tools with webhooks, Zapier, native integrations
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do

Examples

Example 1: Launch an AI-driven lead generation campaign

User says: "I want to generate more qualified leads for my consulting business using SWAI" Skill does:

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

Example 2: Set up white-label for an agency

User says: "I'm an agency and I want to offer SWAI to my clients under my brand" Skill does:

1. Explains the white-label partner program options
2. Walks through branding setup (logo, colors, domain)
3. Configures client account management
4. Sets up partner community access and support channels
5. Plans onboarding for first client Result: White-label SWAI instance branded for the agency with client management

Example 3: Build a landing page with AI-powered forms

User says: "I need a landing page for my new service that captures and qualifies leads automatically" Skill does:

1. Creates a new landing page in SWAI's native builder
2. Adds AI-powered form that qualifies leads based on responses
3. Configures lead routing (qualified → Cal.com booking, unqualified → nurture sequence)
4. Adds tracking scripts (Google Analytics, Facebook Pixel)
5. Tests the page and form flow end-to-end Result: Landing page with intelligent lead qualification and automated follow-up

Troubleshooting

Campaign not generating results

Symptom: AI campaign is running but not producing leads or conversions Cause: Goal may be too vague, target audience not well-defined, or insufficient optimization time Solution: Refine the goal with more specific language (include target audience, desired action, and timeline). Check that landing pages and chat widget are receiving traffic. Allow at least 1-2 weeks for AI optimization to take effect.

Landing page forms not capturing leads

Symptom: Page gets traffic but form submissions are low Cause: Form is too long, AI agent questions are unclear, or page design doesn't drive action Solution: Reduce form fields to essentials (name, email, key qualifier). Review AI agent conversation flow for clarity. Ensure the page has a clear value proposition above the fold.

Chat widget not appearing on website

Symptom: Widget installed but doesn't show on the site Cause: Script not properly embedded, caching issue, or content security policy blocking Solution: Verify the embed script is in the page's <head> or <body>. Clear site cache and CDN cache. Check browser console for CSP errors — add SWAI's domain to your CSP allow list. Test in incognito mode to rule out ad blockers.