Welcome to SWS Agent Help
Welcome to SWS Agent Help—documentation for tenant users (sales, marketing, operations) using your workspace day to day. This site is searchable, organized module-by-module like enterprise CRM help centers, and written to match the exact labels you see in the product.
Video
Who can do this
All tenant users; Admins additionally rely on Settings topics for configuration.
Before you begin
- You have a workspace login or pending invite
- Your Admin shared your role (Owner, Admin, Manager, Member)
- Bookmark docs.swsagent.com or use in-app Help links
What you'll accomplish
- You know the recommended onboarding path for your role
- You understand what Help covers in v1—and what is intentionally excluded
- You can find topics via sidebar, search, and See also links
Step-by-step procedure
Recommended first path
- Log in — secure access to your tenant URL.
- Set up your workspace — Owners and Admins only; billing, integrations, first contact.
- Navigate the app — sidebar, search, Settings entry.
- All Settings overview — map every Settings card to a Help topic.
Members typically skip step 2 and begin at Log in → Navigate the app → role-specific modules (Contacts, Inbox, Tasks).
What Help covers (v1)
| Area | Examples |
|---|---|
| CRM | Contacts, import (Upload, Map, Bulk Assign), ponds (Claim), Smart Lists, funnels, reminders, Book of Business tabs |
| Inbox | Unified messaging at /inbox, folders, mentions |
| Marketing | Email, SMS, WhatsApp Business, Calling, Social |
| Automation | Smart Flows and AI Employees (not classic Workflows) |
| Work | Boards, Calendar, Workforce, Files, Action Required |
| Reports & billing | Reports Center, credits, subscriptions |
Intentionally excluded
- Classic Workflows (
/workflows) — use Smart Flows instead. - Hidden Customers/Projects topics when modules are disabled for your tenant.
- Platform admin (
admin-app) and internal developer routes.
Videos
Every topic includes a VideoSlot placeholder beneath the overview. Your team can add video_url to the component when screen recordings are ready—until then, written steps remain authoritative.
Search tips
Use the header search on this site for tasks ("invite member", "import contacts", "Post a Have"). Match product words exactly—Smart List Name, Upcoming, Overdue, Book of Business—for best results.
Verify your work
- Header search returns relevant topics for your role
- Sidebar Get Started section lists Welcome, setup, login, and navigation
- In-app Help links open the matching topic on docs.swsagent.com
Tips
Admins: bookmark All Settings overview during onboarding week—you will return to it often.