SwiftFox AI is the assistant built into SwiftFox. You ask it a question in plain language and it answers — about how SwiftFox works, or about the records in your own account. It can look up people, organisations, events and lists, summarise what it finds, and build a list for you from a description.
This guide covers what SwiftFox AI is, the three places you can reach it, and who in your organisation can use it.
The three ways in
SwiftFox AI is the same assistant wherever you open it, and every conversation is saved to the same history. What differs is where it sits on screen.
The drawer
On most screens in SwiftFox there is an Open SwiftFox AI button in the bottom-right corner. It opens SwiftFox AI beside the work you are already doing, so you do not have to leave the page to ask a question. This is the quickest way in, and the one that knows what you are looking at.
The drawer is available across SwiftFox — on feature landing pages, inside records, and in Settings. It does not appear on the Home page or on the SwiftFox AI page, because both of those already have SwiftFox AI on them.
See Opening SwiftFox AI beside your work.
The SwiftFox AI page
Select SwiftFox AI in the left-hand menu. This is the full-page version, with your chat history in a sidebar down the left: a New chat button, a Search chats field, and every conversation you have had.
Go here when you want to pick up an earlier conversation, or when you want the whole window for a longer piece of work.
See Your SwiftFox AI chat history.
The Home page
Your Home page has an Ask SwiftFox prompt bar under the welcome banner, and a SwiftFox AI tab at the left of the tab bar along the bottom.
See SwiftFox AI on the Home page.
What you can ask it
SwiftFox AI handles two broad kinds of request.
Questions about SwiftFox itself. How a feature works, where a setting lives, why something is not behaving as you expect. It searches SwiftFox's own help material and answers in steps.
Questions about your data. Finding people and organisations, summarising an event, telling you what lists you already have, and building new lists from a description of who you want in them. See Asking SwiftFox AI about your data and building lists.
When you open a new conversation you are offered three starting points — Create an event, Build a list and Draft a campaign — each of which begins a request for you.
Who can use SwiftFox AI
Access is controlled by a user group permission. In Settings → Users & access → User groups, open a group and find the SwiftFox AI section. The permission is SwiftFox AI Agent, described as Chat with an AI Agent and let it interact with SwiftFox on your behalf.
If a colleague cannot see SwiftFox AI in the left-hand menu or the button in the bottom-right corner, that permission is the first thing to check. You need permission to manage user groups to change it.
SwiftFox AI works within your own permissions. It can only see and act on the records you could reach yourself.
Good to know
- The foot of every SwiftFox AI screen reads SwiftFox AI is in active development. It may get things wrong. Treat what it tells you the way you would treat a colleague's summary, and check anything consequential. See SwiftFox AI — limitations and best practices.
- The See what it can do link beside that notice opens the SwiftFox AI masterclass in SwiftFox Academy.
- SwiftFox AI's knowledge of the product improves regularly, so a question that gave a thin answer some weeks ago is worth asking again.
- Where SwiftFox AI sits in the left-hand menu is set for the whole organisation in Settings → Organisation → Feature menu, so its position may differ from the examples here.