Customer onboarding

Written By Stanislas

Last updated 21 days ago

Overview

Swiftask onboarding is a personalized, guided process designed to help your organization get started with the platform. Whether you're brand new to Swiftask or already have an account, our expert team will walk you through the essentials, help you set up your workspace, and identify the use cases that matter most to your business.

Onboarding is included with your subscription and consists of two hours of guided sessions with a Swiftask expert. It's not about solving everything in one go—it's about giving you a solid foundation and a clear direction for what comes next.

Prerequisites

Before your onboarding begins, you'll need:

  • A Swiftask subscription (Team Starter, Team Growth, or Team Tailored)

  • At least one team member with Owner or Admin role to represent your organization

  • Basic familiarity with your organization's workflow and goals (optional but helpful)

Note: Swiftask will coordinate with you to schedule your onboarding sessions. A representative from our team will contact you.

Step-by-step guide

Before your onboarding

Before your first session with a Swiftask expert, here's what you should know:

  1. You'll receive a calendar invite – Swiftask will send you meeting details for your onboarding sessions via email.

  2. Prepare your team – If you're brand new, have at least one person from your team ready to participate. If you already have an account, bring someone familiar with your current setup.

  3. Think about your goals – Consider what you want to achieve with Swiftask. What problems are you trying to solve? What workflows do you want to automate? Having some initial ideas helps the expert tailor the sessions to your needs.

  4. Gather your team information – If you're new, have a list of team members ready (names and emails) so you can add them during the setup phase.

During your onboarding

Your onboarding consists of three sessions totaling two hours. Here's what happens in each:

Session 1: Account setup & feature overview (30 minutes)

In this session, a Swiftask expert will:

  • Create your account (if you're brand new) or review your existing setup (if you already have one)

  • Add your team members to your workspace and explain roles and permissions

  • Walk you through the interface – Show you where to find key features and how to navigate the platform

  • Explain core functionality – Introduce the main modules and what they do

What you'll learn:

  • How to access Swiftask and manage your workspace

  • How to invite colleagues and manage team permissions

  • Overview of Swiftask's main features (Chat, Agents, Projects, Knowledge Base, Artifacts, Meetings)

Session 2: Use cases & prioritization (1 hour)

In this session, you'll work with the expert to:

  • Discuss your current challenges – Share what you're trying to accomplish and what pain points you're facing

  • Identify potential use cases – Explore how Swiftask can address your specific needs

  • Prioritize your goals – Together, you'll agree on which use cases to focus on first

  • Formalize your roadmap – Create a clear plan for what you'll build and in what order

  • Hands-on session – Learn the best practices for your first use case on Swiftask

What you'll achieve:

  • A shared understanding of how Swiftask fits into your workflow

  • A prioritized list of use cases to implement

  • A roadmap for the next steps

  • Best approach for your specific use case

Session 3: Iteration & best practices (1 hour)

In this final session, you'll:

  • Review what you've learned – Recap the key takeaways from the previous sessions

  • Discuss early results – Share any questions or challenges that came up as you explored the platform

  • Get best practices – Learn tips and strategies for using Swiftask effectively

  • Plan your next steps – Agree on how you'll move forward and what support you'll need

What happens after:

  • You'll have a clear understanding of how to use Swiftask

  • You'll know where to find help if you get stuck

  • You'll be ready to start building your first workflows and agents

After your onboarding

After your three sessions, you're not on your own. Continue iterating on what you learned and explore the Swiftask documentation for deeper dives into specific features.

Tips & best practices

Make the most of your onboarding sessions:

  • Come prepared – Have your team's goals and challenges in mind. The more specific you are, the more tailored the expert can make the sessions.

  • Ask questions – Don't hesitate to ask for clarification or examples. The expert is there to help you understand how Swiftask works for YOUR use case.

  • Take notes – Write down the key takeaways and action items from each session so you can refer back to them later.

  • Start small – Don't try to implement everything at once. Focus on your top priority use case first, then expand from there.

  • Iterate and learn – After onboarding, spend time exploring the platform. Try creating a simple agent or workflow to reinforce what you learned.

Additional resources