How to Create a Field Configuration Group in Swyft AI
In Swyft AI, you can create a field configuration group to either import a CRM object and configure its fields or set up a custom automation. Follow these steps to create a field configuration:
Navigating to Field Configurations
Go to the "Field Configurations" Tab
Open Swyft AI and navigate to the "Field Configurations" tab from the left side menu bar.
Select the Team
At the top of the page, make sure to select the team you want to apply this field configuration to.
Create a New Group
Click on "Create new group."
Option 1: Sync from CRM
If you choose to import a CRM object and configure its fields, follow these steps:
Select "Sync from CRM"
In the "Create new group" menu, select "Sync from CRM."
Search for the CRM Object
You will need to search for the CRM object you wish to import, such as an Opportunity or Deal.
Select the Primary Name Field for the CRM Object
The primary name field should be the “title” property of the CRM object. Swyft uses this field to query and list objects that can be associated with a meeting. For example, when syncing the Account/Company object, select “Company name” as the primary name field. This allows users to search for companies by their “Company name” when associating an Account/Company with a meeting. The primary name field should be a property that is both descriptive and unique to the CRM object.
Create the Group
Click "Create Group" to import the CRM Object into Swyft AI.
Search for the Field to Configure
After importing the CRM object, search for the specific field you wish to configure.
Configure the Field
Complete the configuration as needed for your requirements.
Need help configuring fields with prompts? Read our help article for Screening Prompts and Field Prompts.
Option 2: Create Custom Automation
If you want to set up a custom automation, follow these steps:
Select "Create Custom Group"
After clicking "Create new group," select "Create Custom Group."
Name the Group
Enter a name for the group, such as "Swyft Automations," "Enablement," or "Follow Up Automations."
Create the Group
Click "Create Group" to finalize the group creation.
Create a Custom Automation
Locate the group you just created, and click the three dots next to the group name.
Select "Create Custom Automation."
Name the Field and Select Field Type
Name the field and select the appropriate field type.
Configure the Field
Complete the configuration for the custom automation as needed.
Conclusion
By following these steps, you can effectively create and configure field settings in Swyft AI, whether you're importing CRM objects or setting up custom automations. This process ensures that your data is accurately captured and managed to meet your business needs. If you need help creating field configurations and groups, reach out to [email protected]