Documentation Index
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Website
Open Swan
Open Swan

Getting Started

Quickstart
What Swan is
Core concepts
How Swan runs your work

Outreach

How sequences work
Scheduling and cadence
Sending limits
Replies and stop conditions
Approvals for outreach
Inboxes
LinkedIn outreach
Email tracking and deliverability
Writing and personalization

Triggers

How triggers work
Monitoring trigger runs

Data

Companies and contacts
Swan vs. your CRM
ICP, personas, and the funnel
Tags, lists, and exclusions
Enrichment
Prospecting

Integrations

HubSpot
Salesforce
Slack
Integrations catalog
Custom MCP servers
Direct API access
Connect your agent to Swan

Knowledge & Skills

Org knowledge
Memory
Skills

Workspace

Chat and approvals
Desk and tasks
Executions and history
Analytics
Apps

Administration

Roles and permissions
Members, seats, and sign-up
Plans and billing
Credits
Secrets and credentials

Security & Privacy

Security
Data privacy
AI behavior and guardrails

Reference

App map
Limits
Credit costs
Statuses

Workspace

Apps

Apps are coming soon to Swan.

Apps are coming soon. Check back here for details on building and sharing apps with Swan.

Roles and permissions

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