# Swan

## Docs

- [Secrets and credentials](https://docs.getswan.com/administration/api-keys-and-secrets.md): The secrets involved in connecting Swan to other systems — integration keys, secrets the agent can use in its own API calls, and webhook trigger URLs.
- [Credits](https://docs.getswan.com/administration/credits.md): How Swan's org-wide credit pool works — what costs what, batching, rollover, and running out.
- [Members, seats, and sign-up](https://docs.getswan.com/administration/members-seats-and-signup.md): How people join your org, domain auto-join, invites, and seat limits.
- [Roles and permissions](https://docs.getswan.com/administration/roles-and-permissions.md): What Admin, Member, and Viewer can each do, and how to customize per-resource permissions.
- [Companies and contacts](https://docs.getswan.com/data/companies-and-contacts.md): How Swan stores accounts and people, and how it avoids creating duplicates.
- [Enrichment](https://docs.getswan.com/data/enrichment.md): What enrichment returns, what it costs, and how Swan sources the data.
- [ICP, personas, and the funnel](https://docs.getswan.com/data/icp-personas-and-funnel.md): How target-market segments, buying-committee personas, and pipeline stages are configured.
- [Prospecting](https://docs.getswan.com/data/prospecting.md): Finding net-new companies and people before you spend credits enriching them.
- [Swan vs. your CRM](https://docs.getswan.com/data/swan-vs-your-crm.md): Why Swan keeps its own records, what it logs to your CRM, and what you can configure.
- [Tags, lists, and exclusions](https://docs.getswan.com/data/tags-lists-and-exclusions.md): Labeling companies, grouping them into lists, and permanently blocking domains Swan should never touch.
- [Core concepts](https://docs.getswan.com/getting-started/core-concepts.md): The canonical glossary of terms used across Swan.
- [How Swan runs your work](https://docs.getswan.com/getting-started/how-swan-runs-your-work.md): The three ways Swan does work, and how approvals differ between chat and background runs.
- [Quickstart](https://docs.getswan.com/getting-started/quickstart.md): Your first hour with Swan — sign up, teach it your business, connect a sender and your CRM, and launch a first sequence.
- [What Swan is](https://docs.getswan.com/getting-started/what-swan-is.md): A plain overview of what Swan does and what it deliberately doesn't do.
- [Integrations catalog](https://docs.getswan.com/integrations/built-in-integrations.md): Every app Swan integrates with — CRMs, outreach platforms, call intelligence, scheduling, Google Workspace, support, analytics, and more — and what to do when an app isn't listed.
- [Connect your agent to Swan](https://docs.getswan.com/integrations/connect-your-agent-to-swan.md): Swan is also an MCP server — point any MCP-capable agent at it and that agent can talk to Swan like a teammate.
- [Custom MCP servers](https://docs.getswan.com/integrations/custom-mcp-servers.md): Bring your own tools into Swan by connecting any MCP-compatible server.
- [Direct API access](https://docs.getswan.com/integrations/direct-api-access.md): When an app has no integration or MCP server, Swan can call its API directly — you store the key as a secret, Swan writes and runs the code, and saves what works as a reusable skill.
- [HubSpot](https://docs.getswan.com/integrations/hubspot.md): What connecting HubSpot enables — reading and writing CRM records, list management, automatic activity logging, and workflow triggers.
- [Salesforce](https://docs.getswan.com/integrations/salesforce.md): Salesforce is a built-in integration — the agent reads and writes records and runs SOQL queries; automatic activity logging currently works differently than HubSpot.
- [Slack](https://docs.getswan.com/integrations/slack.md): Connect Swan to a Slack channel for notifications, an inbox, approvals, and daily/weekly summaries.
- [Memory](https://docs.getswan.com/knowledge-and-skills/memory.md): Freeform notes Swan keeps at the org, user, and company level, each capped at 2,500 characters.
- [Org knowledge](https://docs.getswan.com/knowledge-and-skills/org-knowledge.md): The structured GTM configuration Swan consults before writing or prospecting.
- [Skills](https://docs.getswan.com/knowledge-and-skills/skills.md): Reusable, named instruction sets the agent follows — personal, org, and system skills.
- [Approvals for outreach](https://docs.getswan.com/outreach/approvals.md): How sequence approval works, and how to approve, edit, or reject outreach.
- [Email tracking and deliverability](https://docs.getswan.com/outreach/email-tracking-and-deliverability.md): What Swan tracks on sequence emails, how open and click rates are calculated, and what deliverability tooling Swan does not provide.
- [How sequences work](https://docs.getswan.com/outreach/how-sequences-work.md): What a sequence is made of, how each contact moves through it, and what the statuses mean.
- [LinkedIn outreach](https://docs.getswan.com/outreach/linkedin-outreach.md): How connection requests, LinkedIn messaging limits, and Sales Navigator affect LinkedIn outreach.
- [Replies and stop conditions](https://docs.getswan.com/outreach/replies-and-stop-conditions.md): What finishes, stops, skips, or errors out a contact's progress through a sequence.
- [Scheduling and cadence](https://docs.getswan.com/outreach/scheduling-and-cadence.md): How Swan paces sends across the day, the sending window, and roughly how many messages go out per sender.
- [Senders and connected accounts](https://docs.getswan.com/outreach/senders-and-connected-accounts.md): How to connect email and LinkedIn accounts as outreach senders, and configure per-sender settings.
- [Sending limits](https://docs.getswan.com/outreach/sending-limits.md): Daily and weekly per-sender caps, what happens when a limit is hit, and how limits work across sequences.
- [Writing and personalization](https://docs.getswan.com/outreach/writing-and-personalization.md): How Swan decides what to write in outreach messages, and how to shape its style over time.
- [App map](https://docs.getswan.com/reference/app-map.md): Every screen in the Swan app, its URL, and what you'll find there.
- [Credit costs](https://docs.getswan.com/reference/credit-costs.md): The canonical price list — what every action and every trigger fire costs in credits.
- [Limits](https://docs.getswan.com/reference/limits.md): Every hard number in Swan — sending windows, polling cadence, per-sender caps, and platform ceilings — in one table.
- [Statuses](https://docs.getswan.com/reference/statuses.md): Plain-language decoder for every status you'll see on sequences, contacts, runs, and approvals.
- [AI behavior and guardrails](https://docs.getswan.com/security-and-privacy/ai-behavior-and-guardrails.md): The three human-in-the-loop systems that keep Swan's autonomy bounded, and the other checks that limit what it can do unsupervised.
- [Data privacy](https://docs.getswan.com/security-and-privacy/data-privacy.md): What data Swan processes, which third parties it passes through, and how deletion and retention work today.
- [Security](https://docs.getswan.com/security-and-privacy/security.md): How Swan authenticates users, isolates organizations, protects secrets, and verifies webhooks.
- [App event triggers](https://docs.getswan.com/triggers/app-events.md): Fire a trigger from an event in a connected third-party app, like a call recording being processed.
- [Bombora intent](https://docs.getswan.com/triggers/bombora-intent.md): Fire a trigger when companies show buyer intent on topics you choose, either among your existing accounts or newly discovered ones.
- [Business events](https://docs.getswan.com/triggers/business-events.md): Fire a trigger when a real-world event happens at a company you're enrolled in, like funding, hiring, or leadership changes.
- [How triggers work](https://docs.getswan.com/triggers/how-triggers-work.md): The anatomy of a trigger, how a fire becomes a run, and how credits and permissions apply.
- [HubSpot workflow](https://docs.getswan.com/triggers/hubspot-workflow.md): Fire a trigger from a HubSpot workflow, with optional filters on which enrolled records qualify.
- [LinkedIn engagement](https://docs.getswan.com/triggers/linkedin-engagement.md): Fire a trigger when someone posts, comments, or reacts on a tracked LinkedIn profile or company page.
- [Message received](https://docs.getswan.com/triggers/message-received.md): Fires when a contact replies to a Swan sequence on email or LinkedIn — the one trigger Swan sets up for you automatically.
- [Monitoring trigger runs](https://docs.getswan.com/triggers/monitoring-runs.md): Where to see what your triggers have done, run statuses, visibility rules, and common failure reasons.
- [Schedule triggers](https://docs.getswan.com/triggers/schedule.md): Fire a trigger on a recurring schedule, useful for digests and reports.
- [Webhook triggers](https://docs.getswan.com/triggers/webhook.md): Fire a trigger from any external system that can send a POST request.
- [Tracking script](https://docs.getswan.com/triggers/website-visitors/tracking-script.md): Installing the Swan tracking script and the settings that control what it captures.
- [Visitor identification](https://docs.getswan.com/triggers/website-visitors/visitor-identification.md): How Swan resolves a website session to a person or company, and the qualification filters that decide what reaches your trigger.
- [Analytics](https://docs.getswan.com/workspace/analytics.md): Usage analytics (credits and runs) and outreach analytics (creation-date cohort performance and send activity).
- [Chat and approvals](https://docs.getswan.com/workspace/chat-and-approvals.md): Which actions Swan pauses on for a confirmation, and how approving or rejecting works.
- [Desk and tasks](https://docs.getswan.com/workspace/desk-and-tasks.md): How Swan's task feed works — priorities, assignment, resolving, and notifications.
- [Executions and history](https://docs.getswan.com/workspace/executions-and-history.md): How Swan records every run, and how to search and review past runs and conversations.

## OpenAPI Specs

- [openapi](https://docs.getswan.com/api-reference/openapi.json)