How to Provide Context on Your Company and Teams in Swyft AI
One of the key ways to tailor Swyft AI to your organization is by providing context about your company and teams. This context helps Swyft AI better understand your business, allowing it to generate more relevant insights and data. In this article, we'll guide you through the steps to input information about your company and teams.
1. Providing Context on Your Company
The first step is to provide details about your company. This information allows Swyft AI to tailor its insights and data generation to your specific business model and industry.
Steps:
Navigate to the Context Settings:
From your dashboard, go to the "Field Configurations" tab from the left side menu bar.
Click on the "Context" tab at the top of the page.
Provide a Company Overview:
Use this section to describe what your company does. Include details about the products you sell, the industry you sell to, and any other information that helps define your company’s identity.
2. Providing Context on Your Teams
After setting up your company profile, the next step is to provide context about your teams. Understanding the structure and focus of your teams enables Swyft AI to generate tailored insights for different parts of your organization.
Steps:
Navigate to the Team Context Settings:
From your dashboard, go to the "Field Configurations" tab from the left side menu bar.
Click on the "Context" tab at the top of the page.
Select your team:
Toggle which team to edit context for from the dropdown select at the top of the page.
Define Team Roles and Responsibilities:
Team Focus: Specify the focus of the team. For example, is this team responsible for acquiring new customers, managing renewals, or upselling to existing customers?
Associated Products: List the specific products or services that this team is responsible for selling. This helps Swyft AI track conversations relevant to those products.
Assign Industry and Vertical Focus:
If certain teams are focused on specific industries or verticals, provide this information. It ensures Swyft AI tailors its data capture and analysis to the correct sectors.
3. Review and Update Regularly
Your business and teams may evolve over time, and it’s important to keep your company and team context up to date.
Tips:
Regular Updates: Set a reminder to review and update your company and team profiles regularly, especially after significant changes in your business strategy or team structure.
Leverage Insights: Use Swyft AI’s insights to identify areas where additional context might improve data accuracy or relevance.