Quick Start Guide
Introduction
SwanDigitals is an AI-powered customer service platform that helps businesses automate support conversations across multiple channels including WhatsApp, web chat, and email. This guide will walk you through setting up your account and connecting your first channel in under 5 minutes.
Prerequisites: A valid email address and access to a WhatsApp Business account (optional, for WhatsApp integration).
1. Account Setup
Follow these steps to create your SwanDigitals account:
- Visit chat.swandigitals.com and click Get Started Free
- Enter your business email and create a secure password
- Verify your email address via the link sent to your inbox
- Complete your profile by adding your company name and logo
- Your workspace will be automatically created and ready to use
2. Testing the AI
Once your channel is connected, test your AI chatbot to ensure it's responding correctly.
- Navigate to Inbox → Demo Inbox or your connected channel
- Send a test message through your website widget or WhatsApp
- The AI should respond within seconds with an automated reply
- Check the conversation panel on the left to see the message flow
- If responses seem off, visit AI → Training to review your knowledge base
Success: Your chatbot is ready when it responds accurately to basic queries. Train it further by adding documents to your knowledge base.
Next Steps
Now that your chatbot is live, explore these resources to get the most out of SwanDigitals:
- Platform Guide — Learn about dashboard features, routing rules, and labels
- Integrations — Connect your CRM, email, WhatsApp, and other business tools
- AI Training — Upload documents to improve chatbot accuracy