Getting Started

Getting Started

Learn the SWAI Dashboard, set up your brand, and work through Settings so AI and campaigns run on-brand.

What is Getting Started?

Getting Started is the guide for using SWAI itself — how your workspace is organized, how to use Gaxu Command Center (your home brand operator), and how Settings fits together.

You use this guide to:

• Understand the main sidebar, Apps, and your account menu
• Open Settings and find Personal, Workspace, Communications, Integrations, and Billing & Apps
• Complete Brand, Users, and Notifications before you rely on AI and alerts
• Start productive chats in Gaxu Command Center with your brand details loaded

Guides for individual apps (Calendar, Contacts, Quizzes, and so on) live in their own Help sections. This category is for the SWAI workspace.

Main screens

Note: Under Settings, open Brand, User, Notifications, and the other pages listed below. Each Settings page has its own Help article in this section.

Before you start

1. Sign in to SWAI for the correct brand.
2. Confirm the right brand is selected if you manage more than one.
3. Know your plan’s seat limit before adding teammates.
4. Prefer completing Settings → Brand (or go to app.swai.ai/setting/brand) before heavy use of Gaxu or AI apps.

Warning: If you are asked to sign in again or select a brand, do that before using Gaxu, Settings, or Integrations.

Tip: Fill Brand description, Market insights, and Ideal customer profile (ICP) early — Gaxu and other AI tools use this as brand context. See Brand.

Quick start

1. Open Settings → Brand (or go to app.swai.ai/setting/brand). Complete identity, contact, and AI training → Save changes. Optionally Retrain GrowthIQ.
2. Open Settings → User → Add user for teammates (within seats) (or go to app.swai.ai/setting/user).
3. Open Settings → Notifications (or go to app.swai.ai/setting/notifications) and set In-App / Email per category.
4. Open Settings → Appearance (or go to app.swai.ai/setting/appearance) if you want Light/Dark theme or an accent color.
5. Open Gaxu Command Center → use Daily Overview, Create Content, or Plan Campaign, or type your own request.
6. Connect channels under Settings → Integration (or go to app.swai.ai/setting/integration) and communications (Email, Phone, WhatsApp) as needed.

Your SWAI workspace

SWAI is organized around a brand. Most of your data, AI context, notifications, and connections belong to the brand you have selected.

Main sidebar

At the bottom of the sidebar:

Account menu

Open your account control in the sidebar to see:

• Your name, brand name, and plan details (when shown)
• Wallet credits
• Brand ID (you can copy it)
• Log out

Team accounts are managed under Settings → User (or go to app.swai.ai/setting/user).

Settings overview

Open Settings from the sidebar (or go to app.swai.ai/setting).

Finding your way

Settings groups

Note: Settings → Domains (open) is for custom domains on funnels, websites, stores, and blogs. Sending domains for email live under Settings → Email System (open). They are different tools.

Tip: Use Search settings... if you remember a keyword (for example theme, qr, or dns) but not the page name.

Gaxu Command Center

Open Gaxu Command Center from the main sidebar. The header shows Gaxu Command Center with a BETA badge.

Gaxu Command Center is your brand operator. Ask in plain language: it drafts content, reads live workspace data (contacts, campaigns, calendar, deals), and can save drafts into SWAI products after you confirm.

Full guide: Gaxu.

First open

1. Open Gaxu Command Center and wait until it is ready.
2. If you have no chats, SWAI creates New Chat.
3. On an empty chat you see:
   • Business Timeline (bookings / posts when available)
   • Quick actions: Daily Overview, Create Content, Plan Campaign
   • Composer: Describe your marketing idea...
   • New Chat

Chat list

• List of your chats (default title New Chat)
• Create another chat with New Chat
• Delete a chat when you no longer need it
• Collapse or expand the chat list as needed

Quick actions

Ready for next move?

• Type a request in the composer, or
• Type / for shortcuts such as /create image, /create a blog, /create a post, /create a page, /create a campaign, /create a contact
• Use Open apps for the toolbox (Writing, Social Media, Email & Letter, Business, Design, Branding, Ads & Marketing, Freelancers)
• Attach from Choose from brand library, Upload file, or Record voice message when needed

If Gaxu detects links, you may see Include linked pages? → Cancel / Skip / Include.

Review replies

• Gray step labels while Gaxu works (expand to see each step)
• Copy response, Regenerate response, thumbs up/down
• Live preview (Text / HTML / Preview) when content is editable
• Create draft cards (campaign, page, webinar, quiz, email, ads, agent) — confirm saves a draft
• Add contact / booking cards — Yes / No
• SWAI Help links when the question is about the product

Chat appearance

Open the gear in Gaxu for accent color, font size, light/night mode, font family, and left-to-right or right-to-left text.

Social accounts in Gaxu

Social accounts → Connect accounts in Social Planner opens Settings → Integration → Social Planner (or go to app.swai.ai/setting/integration/social-planner). Connecting channels there helps publishing. To create social campaigns, open Apps → Social Planner (or go to app.swai.ai/apps/social-planner). See Integration and Social Planner.

Warning: The composer and quick actions stay unavailable until Gaxu is ready. If something looks stuck, sign in again and select your brand.

Tip: Strong Brand description, insights, and ICP produce more on-brand answers. After major Brand updates, start a New Chat.

Recommended order

Then explore Contacts, Apps → Social Planner / Blog Planner, Campaigns, and other apps — see their Help articles.

Settings article index

Common warnings and troubleshooting

Asked to sign in or select a brand

Warning: Sign in again and select the correct brand, then retry Gaxu or Settings.

A Settings page won’t load

On Calendar, Billings, WhatsApp, Integration, Phone System, or Beta Apps:

1. Click Retry.
2. Try Open in new tab if you see that option.
3. Confirm you are signed in on the correct brand.
4. Wait a moment and try again if the page timed out.

Brand won’t save

See Brand — required fields and palette checks.

Can’t add a user

See User — seat limit, phone starting with +, password length.

Gaxu won’t accept messages

Wait until Gaxu is ready. Refresh, reopen Gaxu Command Center, and confirm your brand is selected. If the timeline fails to load, other chat features may still work.

Answers feel generic

Update Settings → Brand AI training fields (or go to app.swai.ai/setting/brand), Save changes, optionally Retrain GrowthIQ, then start a New Chat in Gaxu.

Not getting alerts

Open Notifications and check In-App / Email for the category and brand.

Glossary

Need more help?

If something still fails after the checklist above:

1. Confirm you are on the correct brand.
2. Confirm Brand is saved and seats allow new users if needed.
3. For Gaxu, note whether it was ready and what you asked.
4. For Settings, note the page name and whether Retry / Open in new tab helped.
5. Contact your SWAI admin or support with the page and what you expected to happen.

Related Help: Gaxu, Brand, User, Notifications, Appearance, Integration.