Resources
SwiftXEO Documentation
SwiftXEO helps teams turn approved business context into decisions, coordinated work, reviewed outcomes, and reusable knowledge. These guides show you how to set up a workspace, work with AI teammates, create objectives, review proposals, and carry what you learn into the next cycle.
Start Here
Getting Started
What SwiftXEO Is
SwiftXEO is organized around four working areas. Signals and Advisor help you sense what's changing and decide what to do next. Objectives turn a decision into structured, trackable work. Content Studio is where that work gets created, reviewed, and published. Approvals and Memory keep a record of what was decided, why, and what happened afterward — so the next cycle starts with that context instead of from scratch.
Agent Room sits alongside all of it. It is the shared workspace where your team works with AI teammates: Claude, OpenAI, Gemini, and SwiftXEO's own Advisor and Verifier.
Create a Workspace
A workspace keeps one brand's context, signals, and objectives separate from any other. Everything else — Business DNA, Agent Room, Objectives, Content Studio — operates inside the workspace you create.
Approve Your Business DNA
Run a Strategic DNA Scan by entering your website. SwiftXEO drafts your positioning, audience, and voice. You review and edit it, and your approval is what makes it the reference the rest of the workspace uses. This is the natural starting point, but it is not a hard gate — you can explore the workspace before it is finished.
Your First Cycle
SwiftXEO runs the same loop everywhere: Sense, Reason, Execute, Remember. Spot the opportunity, plan the response, publish reviewed work, keep what worked.
Sense
Review signals and context
Reason
Ask Advisor, or create an objective
Execute
Review, then authorize the work
Remember
Approve the outcomes and lessons
Sense — Check Signals for what's changed, or open a workspace you already have context on.
Reason — Ask Advisor a question, bring in an AI teammate in Agent Room, or create an Objective directly.
Execute — Review the proposal, evidence, and any flagged risks, then authorize the work you want to move forward.
Remember — Once outcomes are available, review them. A lesson only starts influencing future work after you approve it.
Frequently Asked Questions
Why can't I see content yet?
A draft has to clear review before it can be authorized. This prevents unfinished or flagged drafts from moving forward before your team decides they're ready.
Why do I need to authorize things?
Human authorization keeps control with your team before work moves into a destination workflow or publication step.
What's the difference between review and authorization?
Review checks a draft for claims, evidence, and brand-alignment issues so you can see what needs attention. Authorization is the separate, explicit step where you approve it to move forward.
When are credits used?
Most actions — advisor questions, research, content generation, and Agent Room teammate tasks — use workspace credits. See Credits for details.
What's the difference between Advisor and Objectives?
Advisor answers a specific question and can recommend a next step. An Objective is the structured record of a decision you've made — its goal, targeting, evidence, and outcomes — once you act on it.
01
Work With AI
Agent Room & AI Teammates
Agent Room is the shared workspace where your team works with AI teammates. Claude, OpenAI, Gemini, and SwiftXEO's own Advisor and Verifier all work from the same approved business context.
Teammates can answer questions, review drafts, propose revisions, propose evidence, debate a question together, summarize that debate, suggest bringing in a specialist, and propose an objective.
Every one of those still needs a human decision before it moves. Teammates cannot approve, publish, or authorize their own work, act outside the workspace, or widen their own access.
Run Locally
Supported Ask and Review tasks can run locally on your Mac instead of in the cloud. SwiftXEO downloads and configures a local model automatically the first time you use it — no manual setup required. Local tasks cost less than the equivalent cloud action.
Advisor
Advisor helps answer strategic questions — what to prioritize, how to respond to a market change, whether something is ready, and what to do next. It draws on your approved Business DNA, objectives, decision history, and relevant workspace evidence.
Advisor is the strategy specialist; Agent Room is the shared workspace where you can bring Advisor into a broader conversation alongside other AI teammates.
02
Plan & Decide
Signals
Signals bring together what's changing in your market across six streams — market, competitor, social, authority, emerging, and intent — each with its own sources and update behavior. Findings surface in a prioritized feed so your team can act on the most relevant shifts first.
Objectives
An Objective is the structured record of a decision: its goal, the platforms, languages, and audiences it targets, the evidence behind it, and the results it should produce.
Approving an objective can create work across more than one channel, and its report rolls up results from all of them. So one objective's report can span several channels rather than a single piece.
Objectives move through real stages — authorized, running, completed — and both review and approval are required before work starts.
Initiatives
Initiatives group related objectives under a broader strategic effort, so you can track progress across a larger goal rather than one objective at a time.
03
Create & Publish
Content Studio
Content Studio is where drafts are written, reviewed, and prepared for publishing. A draft moves from draft to authorized to published. If an AI teammate proposes a revision to an already-reviewed draft, the draft drops back to draft and its earlier review clears. It has to pass review again before it can be authorized.
Publishing
Once a draft is authorized, it can be published to its destination channel. Its review and authorization history travels with it, so you can see how a published piece got there.
04
Review
Approvals
Approvals is where your team reviews and approves pending work. Three views: a queue of what is waiting, health metrics for the automation, and an audit trail of what was decided and why.
Trust & Automation
SwiftXEO tracks a trust score for your workspace based on how often AI proposals match what your reviewers actually approve. As that record builds, more routine work can qualify for lighter review.
| Level | What it means |
|---|---|
| Restricted | New workspaces start here. Most actions need a person to review and approve. |
| Guided | Proposals are still reviewed closely while a track record builds. |
| Assisted | Reviewers approve most actions; agreement with AI proposals is tracked. |
| Trusted | A strong review record unlocks lighter oversight on eligible, narrow tasks. |
| Adaptive | The highest tier. Certain task-level fixes can apply automatically once trust, evidence, and an explicit opt-in are all in place. Strategic decisions — what becomes an objective, and what gets published — always require a person's recorded authorization, at every tier. |
Decision History
Every decision is recorded: what was proposed, what was approved or rejected, and by whom. Records cannot be edited or deleted once written, so published work traces back to the decision that approved it.
05
Memory & Learning
Strategic Memory
Strategic Memory keeps your approved business context, recorded decisions, results, and approved lessons available to future work. The next cycle draws on that history instead of starting from scratch. A lesson only shapes future work once a reviewer approves it.
06
Team & Account
Roles & Permissions
Workspace members hold one of three roles — Admin, Editor, or Member — which determine what someone can view, propose, and approve inside the workspace.
Credits & Capacity
Most actions in SwiftXEO use workspace credits — advisor questions, research and analysis, content and visual generation, and Agent Room teammate tasks each have their own cost. Running supported Agent Room tasks locally on your Mac costs less than the same action in the cloud. See your workspace's billing settings for current credit costs and usage.