Swivel Assistant
Swivel Assistant Settings for Owners and Managers
What account Owners and Managers set up for the Swivel Assistant and connected AI apps: nothing to turn on, roles and access codes, and AI credits under Settings > Billing.
Nothing to Turn On
Section titled “Nothing to Turn On”The Swivel Assistant is on for every Swivel account. Every user in your account can open it from the sparkles button in the bottom-right corner. There is no setting to turn it on or off.
The same is true for connecting an AI app: any user can connect one with their own Swivel sign-in. See Connect Your Own AI to Swivel (MCP).
What you control is what each person may do and how many AI credits your account has.
Control What Each Person Can Do
Section titled “Control What Each Person Can Do”Who can do this: Account Owners. Only Owners create and edit access codes.
The assistant and connected AI apps follow each person’s role and access code. They never allow more than the person’s screens allow.
- Roles: set a user’s role (Owner, Manager or Staff) to control which screens and changes they have. See Swivel User Roles and Permissions.
- Access codes: give users access codes to narrow the products, transactions, workflows and tasks they see. The assistant and connected apps are narrowed the same way. See Access Codes.
- Removing a user: a user who no longer has access to your account cannot use the assistant in it. See Managing User Access.
Manage AI Credits
Section titled “Manage AI Credits”Who can do this: Account Owners.
The Swivel Assistant uses your account’s AI credits for work in your Swivel data. Help questions are free. See AI Credits and the Swivel Assistant.
Buy AI Credits
Section titled “Buy AI Credits”- Navigate to Settings.
- Under Account Settings, select Billing.
- In the AI Credits panel, click Add Credits.
Turn On Automatic Reload
Section titled “Turn On Automatic Reload”- Navigate to Settings.
- Under Account Settings, select Billing.
- In the AI Credits panel, turn on automatic reload.
- Enter the balance to reload at, the number of packs to buy each time, and the monthly maximum, then save.
See Who Used AI Credits
Section titled “See Who Used AI Credits”- Navigate to Settings.
- Under Account Settings, select Billing.
- In the AI Credits panel, click View AI credit usage.
- To see only the assistant, set the Activity filter to Swivel Assistant.
For pack prices and the full rules, see AI and Transcription Credits.
Owners get an email when the account runs out of AI credits, and when an automatic reload completes, fails or is skipped.
Can I see which AI apps my users have connected?
Section titled “Can I see which AI apps my users have connected?”No. Swivel does not have a screen that lists connected AI apps. Changes a connected app makes are saved under the name of the user who connected it.
Can I limit a connected AI app to fewer actions than the user has?
Section titled “Can I limit a connected AI app to fewer actions than the user has?”No. A connection gets all of the user’s permissions. To limit it, change the user’s role or access code.
Do reseller users have the assistant?
Section titled “Do reseller users have the assistant?”Yes, on reseller pages, for help questions, tickets and reaching the team. It does not make changes there.