Stanislas

Automations & Triggers

Introduction to automating with agents

Direct Email Communication with AI Agents

Creating an automation with agents

Triggers from webhook

Triggers from Outlook

Integrate Swiftask webhook with Odoo CRM

Changelog

Get Started

Introduction to Swiftask

Customer onboarding

Quick interface tour

Chat quick start

Record meeting

Creating slides

Creating dashboard & webpage

Chat

Get started in Chat

Basic features

Chat - Prompt

Chat - Dict from microphone

Chat – Attaching files & documents

Chat - Managing history / finding past conversations

Chat - Generate / export files

Chat - Instant convesration call with AI

Using agents from chat

AI recommendation from chat

Agent voices

Agents

Introduction to Agents

Create AI Agent step by step

Seeting objectives and instructions for your agent

Sources (Konwledge Base)

Skills  ( AI tools)

Testing & interacting with the agent

Create agent from template

Sub agents

Share an agent

Share an agent with workspace members (standard sharing)

Share Agent - Require user's own account

Embed and widget

Agent as app

Check & optimize agent prompts

Lock agent

Agents FAQ

Skills / AI tools

Python: Code + Upload + Visualization

Python code interpreter

Python Code Execution

Knowledge Base

Introduction to Knowloadge base

Import documents / files

Import website / webpage

Create Document

Import from Cloud (Google Drive, Dropbox, SharePoint)

Automatic synchronisation

Knowledge table

Artifacts

Introduction to Artifacts

Creating an Artifact

Editing and Iteracting with AI 

Generate branded slides from your visual identity

Nano Banana 2 – User guide

Meetings & Transcription

Introduction - AI-assisted meetings

Installing Swiftask desktop

Meeting transcription features

Audio transcription

Developer

Ways to send requests to Swiftask agents

Create an AI agent via API

Access AI and Agent through API

Access Swiftask agents via OpenAI SDK (recommended)

API: How to Add Datasource Items to Swiftask

Knowledge Table REST API

Create own chat ui (Deprecated)

Authentication & Setup 

Managing chat sessions

Chat operations

Real-time subscriptions

Practical examples

API reference 

Error handling

Workspace administration

Introduction

Dashboard

Roles and authorizations

Managing members

Managing Groups

Advanced settings

Setting up Azure AD SAML SSO for Swiftask



SSO/SAML

Variables

Company

Addons access

Subscription

Governance & oversight

Configure Google Drive credentials for your workspace

This guide explains how a workspace administrator can configure custom OAuth 2.0 credentials for Microsoft SharePoint, allowing your organization to use its own Azure AD application credentials instead of the platform's default credentials.

Configure SharePoint credentials for your Workspace


Branding kit

Usage, credit & Billing

Introduction to credits / consumption

Tracking your consumption

Plans & limits

Invoices & subscription

Best practices for optimizing Swiftask credit usage 

Billing FAQ

Projects & Collaboration

Introduction


Creating a project 

Group chat & collaboration 

Managing project members & permissions

Project automations 

Support & Help Center 

Customer support management

How can we help you?

Help Center

Improved

Fixed

swiftask

In Review

Planned

In Progress

Completed

Rejected

High Priority

Low Priority

Backlog

Next up

Done

Main Roadmap

Hey {name|there}! 👋