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Hi everyone and welcome to this SwiftFox Masterclass. Today we're introducing SwiftFox AI. This is a major step forward in how SwiftFox works and more importantly, how you work with it.

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For a long time we focus on making SwiftFox as intuitive and streamlined as possible, but CRM, as always, involved manual work, clicking through screens, remembering where things live, repeating the same set up steps again and again. SwiftFox AI is about changing that model completely.

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This masterclass isn't just about showing you a new feature. It's about introducing a different way of interacting with SwiftFox. SwiftFox AI is built on the idea of Agentic AI, that means it can understand intent, plan what needs to happen, and take action on your behalf inside SwiftFox.

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Instead of you operating the platform step by step, you tell SwiftFox what you want to achieve, and SwiftFox AI handles the execution. You move from clicking through workflows to simply directing outcomes. If you're watching this and want something simple to try first, this is a great starting point.

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Asks SwiftFox AI to create an email, a post, or a basic event you already know how to do manually and see how it handles it.

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The same applies to lists. You can ask SwiftFox AI to create a list of people aged 25 to 35 with email addresses on file, or ask how many people currently meet that criteria.

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That kind of task used to take several steps. Now it's a single text prompt or even a voice command. It's also important to be clear about what SwiftFox AI can do right now at launch.

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In version one, SwiftFox AI is focused on removing friction from the most common tasks inside SwiftFox. SwiftFox AI can create an update email campaigns.

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This includes cloning emails, setting recipients, and preparing campaigns ready for review. It can build and manage lists. You can ask it to count people who meet certain criteria, create fixed or live lists, or just existing ones, using the same logic you'd normally apply in lists.

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For events it can assist with events set up, including configuring core details and preparing invite flows. It can create posts, apply tags, and mention people or organisations when needed. It will assist with SMS campaigns, including preparing messages and selecting the correct sender and audience. Tasks become even easier, you can create and manage tasks such as assigning work, updating due dates, or marking tasks as complete.

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For anything that it can't do yet, it will still be there to help you by guiding you through how to do it yourself, as well as suggesting resources such as the Academy for further learning. The idea is that if you're ever hitting a dead end, either SwiftFox AI does the work for you, or it shows you the fastest and clearest way to do it yourself.

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Our goal with SwiftFox AI is not just to speed up your work, but also to open up a more asynchronous way of working. You can give SwiftFox instructions while you're on the move, and by the time you're at your desk, SwiftFox has done the work in the background and it's ready for review, giving you a head start on the day.

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Now, like all AI SwiftFox AI is still learning. While it's already very capable, there will be times where the response might not quite hit the mark or we'd expect it to do something slightly differently. That's exactly why we've got feedback directly into the tool.

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If you get a response that doesn't meet your needs, I strongly encourage you to flag this and let us know where it went wrong.

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That feedback comes directly back to our team and helps train and improve SwiftFox AI over time. This goes for positive feedback too. We'd love to also know when you think it has really nailed it. The more you use it and the more feedback you give, the better it becomes for you and for everyone else using the platform.

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This is very much the start of the journey, and we're building it alongside our users.

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So to wrap things up, what really sets SwiftFox AI apart is that it's built into a true all in one platform. Your emails, events, lists, form subscriptions, finance and communications all live in the same place. That means SwiftFox AI already understands the environment it's working in.

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There's no need to connect external tools or stitch systems together, and that's what allows it to take meaningful action.

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Internally, we've had a simple phrase guiding this work - Manual is over. And this is just the beginning. SwiftFox AI launches with capabilities focused on the tasks that take up the most time today. And from here we'll continue to expand, refine and strengthen it based on how you use it.

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We're incredibly excited to see how SwiftFox AI changes the way you work. Thanks for joining us for this SwiftFox Masterclass, and we'll see you in the next session.