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Unlock your documents with AI using Swiftask and Chatbase

Stop wasting time searching through hundreds of files. Connect Chatbase to Swiftask for instant, accurate document assistance.

Result:

Gain operational efficiency by accessing your company's critical knowledge immediately.

Document overload is slowing down your team

Between technical manuals, internal procedures, and client archives, information is often scattered. Your employees spend valuable time navigating through documents without finding the exact answer.

Main negative impacts:

  • Excessive search time: Manual searching through PDFs or static knowledge bases is inefficient and frustrating.
  • Inconsistent answers: Without a centralized tool, each employee may interpret documents differently, creating a risk of error.
  • Knowledge silos: Critical data remains trapped in inaccessible files, hindering onboarding and decision-making.

Swiftask interfaces with Chatbase to transform your documents into an interactive knowledge base. Ask a question, get a sourced and reliable answer in seconds.

BEFORE / AFTER

What changes with Swiftask

The traditional way

You need to answer a complex client query. You open the shared drive, search for the right PDF, scan 50 pages, and hope the information is up-to-date. This takes 20 minutes.

The Swiftask + Chatbase approach

You ask your question to the Swiftask AI agent. It instantly queries your documents via Chatbase and provides a concise answer with links to the source documents. This takes 5 seconds.

Deploy your document assistant in 4 steps

STEP 1 : Centralize your sources in Chatbase

Upload your PDFs, text files, or URLs into your Chatbase account to build your knowledge base.

STEP 2 : Connect Chatbase to Swiftask

Configure the integration in Swiftask using your Chatbase API key to link your agent to your data.

STEP 3 : Define the assistant's role

Set up your agent's system prompt to adopt the tone and precision expected by your teams.

STEP 4 : Query and collaborate

Deploy the agent in your preferred communication channel and start getting instant answers.

Advanced AI assistance capabilities

The agent analyzes the semantic context of your documents to go beyond keyword search, truly understanding the intent behind the question.

  • Target connector: The agent performs the right actions in chatbase based on event context.
  • Automated actions: Answer based on specific documents, citation of sources, multilingual support, ability to synthesize multiple complex documents into a single clear answer.
  • Native governance: Accuracy is guaranteed by Chatbase's RAG (Retrieval-Augmented Generation) training coupled with Swiftask's business logic.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-chatbase@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.

Why choose this solution?

1. Increased productivity

Drastically reduce time spent searching for information.

2. Data reliability

Get answers based only on your validated documents.

3. Scalability

Add thousands of pages without changing your workflow.

4. 24/7 Accessibility

Your teams have access to company knowledge at any time.

5. Easier onboarding

New hires become operational much faster.

Document data security

Swiftask applies enterprise-grade security standards for your chatbase automations.

  • Data encryption: Your documents are protected during transfer and storage.
  • Access control: You maintain full control over who can query which knowledge base.
  • Privacy: Your data is not used to train public models.
  • Compliance: Solution tailored to B2B privacy requirements.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Impact on your operations

MetricBeforeAfter
Search timeMinutes per queryA few seconds
Answer accuracyVariable / HumanConsistent and sourced
Document volumeLimited managementMassive processing
Employee autonomyNeeds human assistanceTotal via AI agent

Take action with chatbase

Gain operational efficiency by accessing your company's critical knowledge immediately.

Automated onboarding: Guide your users with your AI agents

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