White Swan

Integrate White Swan with 2800+ apps and services

Supercharge your White Swan support workflows with Ayudo's AI-powered agents. Connect seamlessly with Zendesk, Salesforce, and Slack to resolve tickets faster and automate customer conversations, delivering instant responses.

Explore Triggers and Actions

New Earnings Event
Trigger new event when a new earnings event is created for your account, such as credits from client referrals or partner payouts.
New Personal Plan
Trigger new event when a customer creates a personal plan.
Create Pre-fill Info
Imports client data for pre-filling applications to enrich the user experience. [See the documentation](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls/create-pre-fill-information)
Submit Complete Plan Request
Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements. [See the documentation](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls/submit-complete-plan-request)
Get Referred Clients Info
Retrieves information about clients referred from the user's White Swan account. [See the documentation](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/information-calls/referred-client-s)

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

We’re adding more usecases, triggers and actions - check back soon!

About White Swan

White Swan offers life insurance solutions that enhance customer support operations by streamlining communication and service delivery.

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We’re adding more usecases, triggers and actions - check back soon!

Frequently asked questions

How can I set up White Swan integration in Ayudo?

To use White Swan integration in Ayudo, add the White Swan node to your workflow and authenticate using an API key. You can create support tickets from White Swan events, sync customer data, send automated responses, and trigger AI agent conversations. Once connected, your AI agents can automatically handle White Swan data in support conversations.

Do I need any special permissions or API keys to integrate White Swan with Ayudo?

You'll need an API key from White Swan, which can be found in your White Swan account settings. Ensure you have permissions to access customer data and events. Admin access may be required for full integration. Ensure your credentials have access to customer interactions for full support automation capabilities.

Can I combine White Swan with other apps in Ayudo workflows?

Yes! White Swan works seamlessly with Zendesk, Intercom, Slack, Gmail, and Freshdesk. For example, when a high-value White Swan event occurs, create a Zendesk ticket, notify your team via Slack, and have an AI agent reach out proactively. These workflows are crafted to enhance support efficiency.

What are some common use cases for White Swan integrations with Ayudo?

Common use cases include auto-creating support tickets from White Swan events, syncing customer data between White Swan and support tools, triggering AI agent responses based on White Swan activities, sending proactive support messages via voice/text agents, and updating White Swan records after support conversations.

How does Ayudo's pricing model benefit me when integrating White Swan?

Ayudo uses per-seat pricing ($119-$179/seat/month), which is ideal for support teams. You pay per support agent seat, not per automation or ticket volume. Unlike per-ticket or per-conversation pricing, you get unlimited AI agent interactions. Your support team can handle more conversations with AI agents without additional costs, making White Swan automation cost-effective as your support volume scales.

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