Quick interface tour

Get familiar with Swiftask in minutes. This quick tour walks you through the main navigation and key areas of the interface so you can find what you need and start working efficiently.

Overview

Swiftask's interface is designed for quick access to all features. Everything is organized in the left sidebar, with a powerful search function and dedicated workspaces for Chat, Agents, Knowledge, Artifacts, Meetings, and Projects.

This guide gives you a brief overview of each section so you know where to go for specific tasks.

Prerequisites

To follow this tour, you need:

• A Swiftask account (sign up at swiftask.ai)

Once logged in, you're ready to explore the interface.

Interface tour

1. Left sidebar

The left sidebar is your main navigation hub. It gives you one-click access to all Swiftask features.

What you'll find here:

• Search – Quick access to the search function

• Chat – Start conversations with AI models

• Agents – Browse, create, and manage AI agents

• Knowledge – Store and organize documents and data sources

• Artifacts – Create presentations, web pages, and documents

• Meetings – Record, transcribe, and manage meetings

• Projects – Collaborate with teams and AI agents on shared work

At the bottom of the sidebar:

• Credit usage indicator (e.g., "7.5M" credits remaining)

• Help icon – Access support and documentation

• Settings icon – Manage workspace and account settings

2. Search

The search function lets you quickly find data sources, agents, projects, and tasks across your workspace.

How it works:

• Click the search icon or "Search" in the sidebar

• Type your query in the search field

• Filter results by category: Data sources, Agents, Projects, or Tasks

• Click any result to open it directly

3. Chat

Chat is your gateway to AI. It's where you interact with multiple AI models, attach files, invoke agents, and generate content.

When you log in to Swiftask, you're automatically taken to the Chat screen. You're ready to start your first conversation immediately.

Key elements:

• AI model selector – Choose which AI model to use (Swiftask, GPT-4, Claude, etc.)

• Prompts dropdown – Access saved prompts and templates

• Input field – Type your message or question

• Mode buttons – Switch between Chat, Image, Web, and Audio modes

• Toolbar icons – Attach files, use voice input, add knowledge sources, and more

4. Agents

The Agents section is where you create, browse, and manage custom AI agents for specific tasks.

What you'll see:

• All agents – View all available agents in your workspace

• Personal – Agents you've created or customized

• Shared with me – Agents shared by other team members

• Collections – Organize agents by category (e.g., Commercial, Marketing)

• Toolbox – Access automations and skills

• Create an agent button – Build a new agent from scratch or template

Each agent card shows:

• Agent name and description

• Avatar or icon

• Discuss button – Start a conversation with the agent

5. Knowledge

Knowledge is your centralized repository for documents, files, web content, and data sources that your AI agents and team can access.

What you'll find:

• Files – Documents uploaded directly to Swiftask

• Web content – Imported web pages and sites

• Shared with me – Knowledge sources shared by teammates

• Discuss with knowledge – Chat with AI about your documents

• Create a document button – Write notes and documents directly in Swiftask

• Importer button – Import files from your computer or cloud connectors (Google Drive, SharePoint, Dropbox)

Knowledge is organized in:

• Folders (e.g., "MARKETING")

• Individual documents (e.g., "PARTNERS", "SWIFTASK_PRODUCT_FEATURE")

6. Artifacts

Artifacts is where you create and manage AI-generated content like presentations, web pages, and documents.

Key features:

• Create a new presentation – Generate professional slides with AI

• Create a new web page – Build interactive web pages and applications

• All the artifacts – View all your created content

• Personnel – Your personal artifacts

• Collections – Organize artifacts by project or category

Each artifact shows:

• Preview thumbnail

• Title and creation date

• Filter by type: All, Slides, or Page web

7. Meetings

Meetings is where you record, transcribe, and manage all your meeting recordings with AI assistance.

What you'll see:

• All meetings – Complete list of recorded meetings

• Personal meetings – Your individual recordings

• Shared meetings – Meetings shared with your team

• Collections – Organize meetings by project or category (e.g., "USE CASE", "SWIFTASK PRESENTATION", "WEBINAR 2025")

• Download button – Export meeting transcripts and recordings

Each meeting entry shows:

• Meeting title

• Date and time

• Initiator name

• Duration (e.g., "00:20:47")

Filter options:

• All, Today, This week, This month

8. Projects

Projects brings together humans, AI agents, and tasks in a shared collaborative workspace.

Key concepts:

• Projects – Organize work around specific goals

• Memory – Projects maintain context and history

• Agent IA – Assign AI agents to projects

• Tasks – Break down work and delegate to team members or AI

• Team – Collaborate with human teammates

What you can do:

• Organizing AI chats – Structure conversations with AI agents around specific tasks

• Assigning tasks to AI – Delegate work to AI agents and track progress

Tips for Navigation

• Use the sidebar to quickly jump between features without losing your place

• Use search when you know what you're looking for but not where it is

• Start in chat for quick questions and one-off tasks

• Use agents for specialized, repeatable workflows

• Store documents in knowledge so agents and teammates can access them easily

• Use Projects to organize complex work involving multiple people and agents

Next Steps

Now that you know your way around Swiftask, explore specific features:

• Chat quick start – Start your first AI conversation

• Record meeting – Capture and transcribe a meeting

• Creating slides – Generate a presentation with AI

• Creating dashboard or webpage – Build interactive content

You're ready to navigate Swiftask! Use the sidebar to explore each section and discover how AI can transform your workflow.