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Getting Started

Account setup, onboarding walkthrough, and your first project.

Context Binder

Brand profile, audiences, messaging, channels, and visual identity.

Projects & Tasks

Creating campaigns, effort levels, approvals, and the RPIE workflow.

Content & Deliverables

Reviewing outputs, downloading assets, and channel formats.

Billing & Plans

Subscriptions, upgrades, invoices, and payment methods.

Account Settings

Profile, team seats, security, and workspace configuration.

Your first steps with Swiftly
How do I create my Swiftly account?
Visit the sign-up page and choose your plan (Starter or Pro). You can sign up with Google, Microsoft, or email. No credit card is required — your 14-day free trial starts immediately. During onboarding, you’ll accept the Terms & Conditions, enter your company URL (optional), and begin building your Context Binder.
What happens after I sign up?
After creating your account, Swiftly walks you through a 7-step onboarding flow: Terms acceptance, company URL entry (we’ll auto-fill your brand info), brand identity confirmation, brand voice selection, audience setup, content channel selection, and a welcome to Quinn — your A.I. project partner. Once onboarding is complete, you can start your first project immediately.
How do I start my first project?
From the Project Studio, click "New Project." Quinn will ask you to describe your campaign goal and target audience in plain language. Swiftly then cross-references your Context Binder, runs research, and produces a project brief for your review. Approve the brief, and Swiftly builds a strategic plan followed by campaign-ready content across your selected channels.
How does the 14-day free trial work?
Every plan starts with a 14-day free trial with full access to all features in your chosen tier. No credit card is required. You can run projects, complete your Context Binder, and evaluate the output quality before making any commitment. At the end of the trial, you’ll be prompted to subscribe or your account will be paused.
Your brand’s single source of truth
What is the Context Binder?
The Context Binder is the central repository of your brand’s key information — company profile, products & services, audience segments, key messages, visual identity, industry overview, and content channels. Every A.I. agent references it when producing research, strategy, and content, ensuring outputs are always on-brand and strategically aligned.
How do I complete my Context Binder?
Navigate to Context Binder from the left sidebar. Complete each section: Company Profile, Products & Services, Audience Segments, Key Messages, Visual Identity, Industry Overview, and Content Channels. Each section has guided fields with examples. If you entered your company URL during onboarding, many fields will be pre-filled. The more detail you provide, the more strategic and differentiated your outputs will be.
Can I update my Context Binder later?
Yes — your Context Binder is a living document. You can update any section at any time. Changes take effect on the next project you start. Existing projects retain the context they were created with, so completed deliverables won’t retroactively change.
Why does my output sound generic?
This almost always means your Context Binder is incomplete. Swiftly’s agents rely on your brand voice, audience segments, key messages, and competitive context to produce differentiated content. Go back to your Context Binder and fill in as much detail as possible — especially Key Messages, Audience Segments, and the Industry Overview. The results improve dramatically with richer context.
How do audience segments work?
Audience segments define who your marketing targets. Each segment includes demographics, pain points, motivations, and preferred channels. Starter plans support up to 3 segments; Pro and Agency plans have unlimited segments. When you start a project, you can select which segments to target, and Swiftly tailors the research, strategy, and content accordingly.
Campaigns, effort levels & approvals
What’s the difference between a Project and a Task?
A Project is a full strategic campaign — Swiftly runs research, builds a marketing plan, and produces multi-channel content. It follows the RPIE framework (Research → Plan → Implement) and stays active in your workspace until archived. A Task is a quick, one-off execution like drafting a blog post or generating social captions. Tasks complete instantly and don’t count against your Project limit.
What are effort levels?
"Quick" produces a streamlined plan and content set. "Standard" includes fuller competitive context and audience analysis. "Deep Research" (Pro and Agency only) activates extended competitive analysis, secondary source review, and audience behavior modeling for significantly richer outputs.
How does the approval workflow work?
Swiftly uses a human-in-the-loop approval process. After the research report is generated, you can approve it or request changes with specific feedback. The same applies to the strategic plan. Only after you approve the plan does Swiftly produce campaign content. This ensures you stay in control at every stage.
Can I re-run a project with different settings?
Yes. From your Project Studio, you can duplicate any existing project, adjust the brief, audience targeting, or effort level, and run it again. The original project and its deliverables are preserved in your archive.
What happens when I hit my Project limit?
Starter plans allow 5 active projects. Once you hit the limit, you’ll need to archive a completed project to start a new one. Archiving moves the project and its deliverables to your archive (accessible for 90 days on Starter, 1 year on Pro, unlimited on Agency). Pro and Agency plans have unlimited active projects.
Outputs, channels & formats
What channels and formats does Swiftly produce?
Swiftly produces content across 6 channel categories: Social Media (Facebook, LinkedIn, Instagram, X, TikTok), Email Marketing (single sends, drip sequences, newsletters, cart abandonment), SEO/GEO (keyword lists, meta descriptions, schema markup, header outlines), Paid Search (search ads, display banners, social ads, retargeting), Content Marketing (blog posts, whitepapers, lead magnets, pillar pages), and PR & Communications (press releases, op-eds, thought leadership articles). Each channel includes multiple format types.
How do I review and approve deliverables?
Once content production is complete, deliverables appear in your Content Hub organized by channel. You can review each piece, request revisions with specific feedback, or approve. Approved content can be downloaded or copied for use in your marketing tools.
How do I download my content?
From the Content Hub, each deliverable has a download button. Text-based content exports as formatted documents. You can download individual pieces or bulk-export all deliverables from a project. From there, upload the content into your scheduling tools, email platforms, CMS, or ad managers.
Does Swiftly create videos or images?
For social content requiring video, Swiftly produces video direction briefs — concept, shot list, script, and platform-specific guidance — rather than finished video files. Visual content capabilities (AI-generated images, design templates) are on the product roadmap. Currently, all deliverables are text-based strategic and content assets.
Subscriptions, payments & upgrades
What plans are available?
Swiftly offers three tiers: Starter ($199/mo) for solopreneurs and small businesses, Pro ($399/mo) for growing teams needing unlimited projects and channels, and Agency (custom pricing) for agencies managing multiple clients. All plans include a 14-day free trial. Annual billing saves 10%.
How do I upgrade or downgrade my plan?
Go to Account Settings → Billing. You can upgrade at any time and the cost difference will be prorated. Downgrades take effect at the start of your next billing cycle. If you need to switch to an Agency plan, contact our sales team for a custom quote.
How do I cancel my subscription?
You can cancel anytime from Account Settings → Billing. Your access continues through the end of your current billing period. After cancellation, your projects and Context Binder data are retained according to your plan’s archive policy (90 days for Starter, 1 year for Pro).
Do you offer refunds?
Every plan starts with a 14-day free trial — no credit card required. If you subscribe and it’s not the right fit, contact us within 48 hours of your first payment for a full refund. After that window, cancellation stops future charges but no prorated refunds are issued for mid-cycle cancellations.
What payment methods do you accept?
Swiftly uses Stripe for payment processing. We accept all major credit and debit cards. Invoices are available from your Billing settings. Agency plans may also be invoiced directly — contact sales for details.
Profile, security & workspace
How do I update my profile information?
Go to Account Settings → Profile. You can update your name, email address, company name, and profile photo. Changes to your email address will require verification via a confirmation link sent to the new address.
How do I reset my password?
From the Sign In page, click "Forgot password?" and enter your email. You’ll receive a password reset link. If you signed up with Google or Microsoft, your password is managed by that provider — use their account recovery process instead.
How do team seats work?
Team seats are available on Agency plans (4 included, with the option to add more). Each seat gives a team member their own login with access to shared client workspaces, the Context Binder, and project history. Starter and Pro plans are single-seat. Team seat management is found in Account Settings → Team.
How is my data protected?
Swiftly uses 256-bit SSL encryption for all data in transit, and data at rest is encrypted in our Supabase-hosted database. We do not use your data to train A.I. models. Your Context Binder and project data are private to your account. You can request full data export or account deletion at any time by contacting support.
Get in touch

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We typically respond within 1 business day. Priority support available for Pro and Agency plans.