How to use Swydo AI: your Reporting Assistant

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Swydo AI is an intelligent assistant embedded directly within the Swydo report interface that helps marketers analyse data, generate insights, create summaries, and build reports faster. Through natural language conversations, users can not only understand their data but also create and edit widgets, organize report sections, and generate report structures—all without manually configuring reports.
With conversational interaction, section-level scoping, and threaded memory, Swydo AI acts as a smart reporting partner, saving time and improving report quality within the Swydo platform.

Generate instant insights: Get clear, data-driven explanations and summaries right in your reports.
​ Build reports with AI: Create report sections, widgets, and structures using natural-language prompts.
​ Edit reports with AI: Modify widgets, reorganize sections, and refine reports by simply describing the changes you want.
​ Improve reporting quality: Create consistent, contextual analysis aligned with your data.
​ Save time: Reduce manual writing and report building so you can focus on strategy instead.
​ Enhance client communication: Deliver executive-ready summaries for client-facing reports.
​ Chat in your language: Interact with Swydo AI in any language.

You need to select the Swydo AI icon at the top right corner of your report

There are three preset categories you can choose from: Analyze, Build, and Saved, each providing specific insights/prompts. You can use the AI tool to generate insights or answers related to your report, or build widgets in different sections.

Once the information is generated, you can copy it directly into a text widget by selecting the text widget icon on the far right. Alternatively, you can use the copy icon to paste it into any text widget in your report.
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AI Agentic Reporting lets you build and edit reports using natural language instead of manually configuring widgets and layouts. Simply describe what you want, and Swydo AI will create or update your report for you.
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​Example: "Build a Google Ads performance report with an Executive Summary, Campaign Performance, and Conversion Analysis."

Create report widgets by describing what you want in plain language.

Supported widget types include:

Example

"Add a line chart showing CPC trends for the last six months."
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👉 The more information you give it, the better.

Update existing widgets without opening configuration menus. Simply tell the AI what you want to change.

You can:

Example

"Change this chart to show weekly data instead of daily."

Create, rename, move, and organize report sections through conversation, making it easy to restructure reports.

You can:

Example

"Move all KPI widgets into a new Top KPIs Overview section."

After analyzing your report, Swydo AI can recommend improvements to help you better present trends and insights.

Suggestions may include:

Example

"All KPI widgets have been consolidated into the new Top KPIs Overview section, giving you a single view of your key metrics while the remaining sections focus on charts and tables. Let me know if you'd like the KPIs grouped or reordered by category."
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For more inspiration, see our example conversations:

https://support.swy.do/ai-threads/HYD5sLn5yTjRrHa9a

Save frequently used prompts and reuse them whenever you need to build similar reports.

Saved prompts help you:

The following features are not yet supported:

Please also note:

You can also enable AI for your clients/team by activating the option in the Settings option in the left-side menu. Please note that any AI usage will be deducted from your available AI credits. Dashboards will also have limited AI features.
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AI credits are included with your Swydo plan and cover your monthly AI usage.
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You receive 4,000 credits per month, with an average report summary using around 95 credits.
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Credits reset monthly and do not carry over.

You can set your preferred Spending limit. These credits are not charged immediately; they are only billed once they are used. If you do not use them during the month, you will not be billed, and you will only be charged for the amount you actually use.

Please refer to your Billing page for more information.
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When selecting "view usage details" on the billing page, you can see how many credits were used in each thread by each team member.
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​How AI credits work:
AI credits function like a usage allowance. Each time you use an AI feature, such as generating a report summary or insights, credits are deducted based on the complexity of the request. Larger reports require more processing, making the request more complex and therefore using more credits.
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Here’s a quick video that provides a rundown of how it works:
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If you have any other questions, please contact us on the helpdesk.
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