Query your Axonaut data in natural language with Swiftask
Stop wasting time navigating Axonaut menus. Ask our AI agent your questions and get precise answers about your prospects, sales, and invoices.
Result:
Gain decision-making agility by accessing your strategic information in seconds.
AI Agents
axonaut
Connector axonaut · Secure OAuth 2.0
The complexity of extracting insights from your CRM
Extracting specific data in Axonaut often requires juggling multiple dashboards and manual filters. This time-wasting slows down your commercial decision-making.
Main negative impacts:
Slow menu navigation
Manually searching for a client history or invoice status is counter-productive.
Siloed data
Information is scattered, making a quick overview difficult to obtain.
Dependency on static reports
You often have to wait for a report to be generated to answer a simple question.
Swiftask connects an AI layer to your Axonaut instance, turning your CRM into an interactive knowledge base.
BEFORE / AFTER
What changes with Swiftask
Classical search in Axonaut
You must manually filter your quotes by date, status, and client, then export data to find specific information.
AI search with Swiftask
You simply ask Swiftask: 'Which quotes are pending signature for client X this month?' and get the answer instantly.
Setting up your Axonaut search assistant
1
STEP 1 : API Connection
Connect your Axonaut account to Swiftask via a secure API key.
2
STEP 2 : Intelligent indexing
Swiftask indexes key entities in your CRM to enable semantic search.
3
STEP 3 : Access configuration
Define agent permissions to ensure data privacy.
4
STEP 4 : Natural language query
Start asking questions about your clients and sales data.
Advanced search capabilities
The agent understands business context: it links your opportunities, clients, and financial documents.
- Target connector: The agent performs the right actions in axonaut based on event context.
- Automated actions: Multi-criteria search, KPI extraction, client file synthesis, alerts on specific events.
- Native governance: Search is secure and strictly respects access rights defined in your Axonaut instance.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-axonaut@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Operational benefits
Instant access
Immediate answers without manual searching.
Natural language
No need to know SQL queries or complex filters.
Increased productivity
Frees up time for your sales teams.
Data accuracy
Reduction of errors linked to manual data handling.
Proactive management
Tracking opportunities in real time.
Privacy and security
Swiftask applies enterprise-grade security standards for your axonaut automations.
- Exchange encryption: All requests between Swiftask and Axonaut are encrypted.
- Access enforcement: The agent only sees what the user is authorized to see.
- Full audit: Search history kept for compliance.
- Data isolation: Your data is not used to train public models.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| Search time | 5-10 minutes | Less than 5 seconds |
| CRM adoption rate | Moderate | High (conversational interface) |
| Extraction errors | Frequent | Nearly zero |
Take action with axonaut
Gain decision-making agility by accessing your strategic information in seconds.