Swiftpilot – AI Agent Platform
AI agents and workflows for existing industry software – multi-tenant, deeply integrated and fully automatable.
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Multi-Tenant AI Agent Platform for Mid-Sized Companies
Unlike simple chatbots, Swiftpilot agents execute complete business actions: they write CRM contacts, book calendar appointments, search uploaded documents and trigger multi-step automation workflows – initiated by conversations, schedules, webhooks or system events. The platform integrates into existing industry software without data migration and provides a GDPR-compliant, multi-tenant foundation for systematic AI automation in mid-sized companies.
- ✔ Configurable AI agents with their own knowledge – RAG-based document search across uploaded PDFs, DOCX files and data sources directly within conversations
- ✔ DAG-based workflow engine with 5 trigger types – conversation, schedule, webhook, system event or manual – with parallel execution, conditional branching and AI agent steps. Learn more about AI automation.
- ✔ Native system integration with Slack, Microsoft Teams, HubSpot, Webex and Calendly – agents create contacts, meetings and messages directly within your systems
- ✔ Secure read access to external databases – PostgreSQL, MySQL and SQL Server via approved schemas, optionally via SSH tunnel, without data migration
- ✔ Multilingual conversation templates for project intake, lead generation, helpdesk and customer support – fully customisable or completely freely configurable
- ✔ Admin AI copilot for workflow creation, plugin configuration and schema approvals – build complex automations without programming knowledge
Swiftpilot in Practice
Real-world examples with a clear structure: initial situation, solution with Swiftpilot, workflow and result.
Efficient Lead Generation in B2B Sales: 3× More Qualified Leads with AI Agents
Summary
A B2B company struggled to qualify and follow up on incoming leads efficiently. With Swiftpilot, AI agents were implemented that automatically capture, qualify and transfer leads into the CRM. Lead quality increased significantly while manual effort decreased.
Initial Situation
- Many unstructured enquiries across various channels
- No systematic lead qualification
- Sales team heavily stretched
- Delayed lead follow-up
Objectives
- Automated lead capture and qualification
- Relief for the sales team
- Higher conversion rate
- Structured data foundation in the CRM
Solution with Swiftpilot
Swiftpilot was deployed to:
- Provide AI agents for lead conversations
- Map qualification logic via workflows
- Generate automatic CRM entries
- Automate follow-ups and appointment bookings
Workflow
- Lead interacts with AI agent (website or messaging)
- Agent asks targeted qualification questions
- Assessment based on defined criteria
- Automatic creation of a lead in the CRM
- Appointment booking or handover to sales
- Automated follow-up processes
Result
- 3× more qualified leads
- 50% less manual effort in sales
- Significantly faster response times
- Improved conversion rate
Benefits
- Automatic lead qualification
- Structured CRM data
- Higher close rate
- Sales team relieved
- Consistent communication
Client Testimonial
"Our lead quality has improved massively. We now only speak with genuinely relevant prospects."
AI-Powered Automation in a Training Company: 60% Less Administrative Effort with Swiftpilot
Summary
A growing training company faced increasing administrative burden from manual processes in CRM, scheduling and communications. Swiftpilot AI agents were implemented to automatically process enquiries, coordinate appointments and synchronise data. The result: significant efficiency gains, faster response times and scalable processes.
Initial Situation
- Managing several hundred course participants per month across multiple systems
- Manual data entry across multiple tools
- Time-consuming scheduling coordination
- Delayed response times to enquiries
- High error rate due to system breaks
Objectives
- Reduction of manual administrative processes
- Automated handling of customer enquiries
- Central integration of existing systems
- Scalability without additional headcount
Solution with Swiftpilot
Swiftpilot was integrated as a central AI automation platform:
- AI agent handles initial contact with prospects
- Automatic processing of enquiries from various channels
- Integration with CRM and calendar (e.g. HubSpot, Calendly)
- Use of document knowledge for precise answers
Workflow
- Incoming enquiry (email or chat) is processed by the AI agent
- Agent analyses the request and accesses the knowledge base
- Automatic creation or update of a contact in the CRM
- Appointment finding and booking directly in the calendar
- Confirmation and follow-up communication automated
- Internal notification for special cases
Result
- 60% less manual administrative effort
- 3× faster response times
- Significantly reduced error rate
- Scaling without additional back-office staff
Benefits
- Fully automated lead and participant management
- Seamless integration of existing systems
- AI-powered communication around the clock
- Fast implementation without programming
- Future-proof scalability
Client Testimonial
"Swiftpilot has completely transformed our processes. What used to take hours now happens automatically in the background."
Automated Customer Support: 24/7 Service with 70% Less Support Effort
Summary
A company with high support volumes could not process enquiries efficiently. With Swiftpilot, AI agents were implemented that understand, resolve and escalate support requests where needed. The result: significant relief for the support team and improved customer satisfaction.
Initial Situation
- High volume of recurring support enquiries
- Long response times
- Overloaded support team
- Unstructured knowledge distribution
Objectives
- Automation of standard enquiries
- Faster resolution of customer issues
- Relief for the support team
- Improved customer satisfaction
Solution with Swiftpilot
Swiftpilot was used for:
- AI agents with access to internal documentation (RAG)
- Automated support workflows
- Integration with messaging tools (e.g. Slack, Teams)
- Escalation logic for complex cases
Workflow
- Customer submits enquiry via chat or support channel
- AI agent analyses the request
- Access to knowledge base for resolution
- Automatic response or execution of an action
- Escalation to a human agent for complex cases
- Documentation in the system
Result
- 70% less support effort
- 24/7 availability
- Faster resolution times
- Higher customer satisfaction
Benefits
- Automated first-level support
- Instant responses for customers
- Team relief
- Utilisation of existing knowledge sources
- Scalable support without additional staff
Client Testimonial
"Our support enquiries are now answered in seconds – that was previously unthinkable."
Frequently Asked Questions about Swiftpilot
What is Swiftpilot?
Swiftpilot is a multi-tenant AI agent platform developed by Web Service Kaupa. It integrates AI agents deeply into existing systems such as CRM, calendars, databases and messaging services, enabling complete automation workflows triggered by conversations, schedules, webhooks or system events.
Which systems can Swiftpilot integrate with?
Swiftpilot offers native integrations with Slack, Microsoft Teams, HubSpot, Webex and Calendly. External databases such as PostgreSQL, MySQL and SQL Server can also be securely connected via approved schemas, optionally via SSH tunnel – without data migration. Find out more on the system integration page.
Is Swiftpilot GDPR-compliant?
Yes. Swiftpilot is operated by Web Service Kaupa in full GDPR compliance. Data access is controlled via clearly defined schemas and approvals, data does not leave any uncontrolled systems, and the entire operation is designed within the European legal framework.
Which companies is Swiftpilot suitable for?
Swiftpilot is suitable for mid-sized companies that want to integrate AI automation and workflows into existing industry software – without changing systems. Typical use cases include B2B sales, customer support, training companies and internal knowledge management.
How does Swiftpilot differ from a simple chatbot?
Unlike simple chatbots, Swiftpilot agents do not hold isolated conversations – they identify required actions, execute tasks and trigger complete process workflows. They write contacts to the CRM, book appointments, read from databases and send messages – triggered by conversations, schedules or external events.
Interested in Swiftpilot for Your Business?
We analyse together which of your processes can be automated with AI agents – concretely, with no obligation and without a standard presentation.