Takes only 5 minutes

Welcome to SWIIFT AI

Complete your onboarding in just a few quick steps

All information provided will be kept confidential and only used to set up your SWIIFT AI system.

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Business Information

Business Name *

Website URL

Industry *

Custom Industry If your industry isn't listed above, specify it here

Booking & Availability

Voice Agent Setup

Tone Style *

Offer Summary * 1-2 sentences describing your offer

First Message Script * Opening message the AI will use

Variable Mapping for Prompts Define data fields available for use in your messages (e.g., {{name}}, {{email}})

Usage Example: "Hi {{name}}, I'm calling about your {{lead_type}} inquiry at {{address}}."

Knowledge & CRM

FAQ Script Copy and paste your FAQ content here

Knowledge Base Files Upload scripts or knowledge base files (supports multiple files)

📁

Click to upload or drag and drop

PDF, DOC, DOCX, TXT, CSV files

Note: If files fail to upload or exceed size limits, please email them to admin@swiiftai.com with your onboarding code in the subject line.

CRM Selection *

CRM Account ID/Name

CRM API Key API key for your CRM integration

Call Handling Logic

Pipeline Automation

Inbound + Outbound Behavior

Lead Sources

Offer & Conversion

Main Call-to-Action (CTA) *

Custom CTA

Ideal Outcome of a Conversation * What is the ideal outcome of a conversation?

Objections & Sales Input

Common Objections from Leads What objections do you commonly hear?

Compliance & AI Behavior

Should the AI mention: Select all that apply

It is an AI assistant

Calls are recorded

Skip disclosure entirely

If a lead is upset or says stop:

Voice & Style

Voice Preference

Communication Style

Automation Permissions

What should the AI update automatically? Select all that apply

CRM

Google Sheets

Calendar

Pipeline stages

Notes from conversations

All of the above

Final Safety Control

Anything the AI should NOT say or avoid? List any topics, phrases, or behaviors the AI should avoid

Contact & Twilio

Primary Contact Name *

Primary Contact Email *

Business Legal Name * For Twilio verification

Entity Type *

EIN * Format: 12-3456789

Business Address *

City *

State/Province *

Postal Code *

Country *

Preferred Area Code *

Number Quantity *

Your Resume Code