Supercharge your sales with AI and Needle
Swiftask indexes your Needle assets to provide your reps with accurate, instant answers during live negotiations.
Result:
Reduce document search time. Increase your team's responsiveness to prospects.
AI Agents
needle
Connector needle · Secure OAuth 2.0
Scattered knowledge slows down your sales
Your sales documents are scattered across Needle. When a prospect asks a complex technical or pricing question, your reps waste precious time searching, risking the loss of the client's attention.
Main negative impacts:
Slow prospect response
The delay between the client's question and the rep's answer reduces conversion chances.
Inconsistent sales pitch
Without centralized access, different reps may provide conflicting information.
Long sales onboarding
New hires take too long to master the full range of technical and sales documentation.
Swiftask turns your Needle base into an intelligent source of truth. Your AI agent answers your reps' questions in real-time, citing official documents.
BEFORE / AFTER
What changes with Swiftask
The traditional process
The rep gets a complex question. They put the call on hold, search Needle, dig through multiple PDFs, try to synthesize, then get back to the client. The momentum is lost.
The Swiftask + Needle experience
The rep asks their question to the Swiftask agent. The AI instantly analyzes Needle, provides a structured answer with the exact source. The rep answers the prospect live.
Deploying your sales assistant
1
STEP 1 : Connect to Needle
Connect your Needle space to Swiftask in a few clicks via our secure interface.
2
STEP 2 : Smart indexing
Swiftask automatically analyzes and indexes your sales documents to make them exploitable by the AI.
3
STEP 3 : Agent configuration
Define the tone and priorities of your dedicated AI sales assistant.
4
STEP 4 : Instant use
Your teams access the agent via web or their favorite messaging tool to get instant answers.
Assistant features
The AI analyzes the relevance of Needle documents based on the sales request context.
- Target connector: The agent performs the right actions in needle based on event context.
- Automated actions: Advanced semantic search in Needle files. Synthesis of complex answers. Citing document sources. Multi-language support for international teams.
- Native governance: All answers are based exclusively on your indexed documents to ensure reliability.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-needle@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.
Benefits for your sales force
Productivity gains
Less time searching, more time selling.
Increased confidence
Your reps answer with precision and professionalism at every stage.
Accelerated onboarding
New reps are productive from day one.
Harmonized messaging
A single source of truth for the entire sales team.
Client responsiveness
Address complex objections in seconds.
Security and privacy
Swiftask applies enterprise-grade security standards for your needle automations.
- Isolated data: Your Needle documents remain private and secure within your instance.
- Granular control: Precise access management for every user or team.
- Compliance: Strict adherence to B2B data protection standards.
- Audit: Full interaction history for quality tracking.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on your operations
| Metric | Before | After |
|---|---|---|
| Search time | 10-20 minutes | Under 5 seconds |
| Onboarding speed | 4 weeks | 1 week |
| Client satisfaction | Standard | Improved through responsiveness |
Take action with needle
Reduce document search time. Increase your team's responsiveness to prospects.