SwifIQ Policy Bot is an AI assistant built into the Swif.ai web app that helps you search, understand, and configure device policies using natural language—without leaving the page you’re on.

This guide walks you through how to open the bot, what you can do with it, and a few example prompts to get you started.

What SwifIQ Policy Bot Can Do

SwifIQ Policy Bot is designed to act like “AI with hands” for policy management. It can:

Answer questions about Swif policies and settings.
Search for and explain policies across multiple OS platforms:
- macOS, Windows, Linux, Android, iOS.
Help you create and configure policies using natural language.
Pull in context from Swif’s Help Center: Help Center | Swif.ai
Guide you through configuration flows for:
- Apple Tracking policy
- App Store policy
- Screensaver policy
- Safari policy and many more
Support future expansion into device and group management contexts.

Where to Find SwifIQ Policy Bot

SwifIQ Policy Bot appears as a side panel inside the Swif web app:

It is not a floating window.
It lives on the right side of the page.
It is opened via the AI Policy Bot button.

Initial availability:

Fully supported in the Policies section.
Designed so it can be extended to Devices, Groups, and other contexts later.

The main page content automatically adjusts its padding when the side panel opens so the bot never overlaps the content.

How to Open the Bot

Sign in to the Swif.ai web app.
Navigate to the Policies area.
Click the AI Policy Bot button in the UI.
The SwifIQ Policy Bot side panel opens on the right.

From here, you can:

Type a question or request in natural language.
Use any context-aware suggested prompts shown at the top of the chat.
Switch between chat and history views in the side panel.

Basic Usage: Ask Questions About Policies

You can talk to the bot as you would to a colleague. Examples:

“What does the Apple Tracking policy do?”
“How do I disable Hot Corners on macOS?”
“Explain User Account Auto-Provisioning versus User Account Permission Sync.”
“Which policies apply to BYOD Mac devices vs corporate-owned devices?”
“How do I enable Location Services via policy?”

The bot will typically:

Understand your question in natural language.
Look up relevant policy metadata via the policy APIs.
Search Swif documentation via the Help Center integration when needed.
Reply with:
- A concise explanation.
- Optional links to relevant help articles.
- Next-step guidance (for example, “Would you like me to configure this policy for you?”).

Creating and Configuring Policies in Conversation

SwifIQ Policy Bot is optimized for conversational configuration, not just static Q&A.

Step 1 – Ask to Configure a Policy

You can start with a high-level request, such as:

“Configure Apple Tracking policy.”
“Help me configure App Store policy for macOS.”
“Set up a screensaver policy with a 5-minute timeout.”

The bot will not immediately dump a full configuration form. Instead, it follows a guided flow:

You: “Configure Apple Tracking policy.”
Bot: “I found Apple Tracking Policy. What would you like to configure?”

At this point, the bot has already:

Queried the policy definition APIs:
- POST /api/v2/policy/type
- POST /api/v1/policy/information
Loaded the policy metadata in the background as a pending configuration.
Waited for your instructions before showing anything.

Step 2 – Tell the Bot What You Want

From there, you can respond with intent such as:

“Set all to default.”
“Disable USB tracking.”
“Show me all settings.”
“Set the screensaver timeout to 5 minutes.”

The bot uses intent detection to understand when you’re ready to see or change values, based on patterns like:

“set to default”, “use defaults”, “keep defaults”
“set [field] to [value]”
“show me all settings”, “show the form”
“configure [specific setting]”

Step 3 – Review the Configuration Form

Once your intent is clear, the bot:

Attaches the prepared policyConfiguration to its next response.
Renders the policy configuration form inside the side panel with:
- Defaults or specific values pre-filled based on your request.
Adds guidance text such as:
- “Defaults are set. Click Deploy.”
- “USB tracking is disabled. Review and click Deploy.”

You can then:

Adjust fields manually if needed.
Save or deploy the policy through the standard policy workflow.
Use the provided link to open the full policy page if you want to review/assign it in the main UI (no forced redirection from the bot itself).

Example Conversation Flows

Scenario 1 – Quick Configuration With Defaults

You: “Configure Apple Tracking.”
Bot: “I found Apple Tracking Policy. What would you like to configure?”
You: “Set all to default.”
Bot:
- Loads default values.
- Shows the form with defaults pre-filled.
- Says something like:
  “Defaults are set. Review the settings and click Deploy when you’re ready.”

Scenario 2 – Configure a Specific Setting

You: “Configure Apple Tracking.”
Bot: “I found Apple Tracking Policy. What would you like to configure?”
You: “Disable USB tracking.”
Bot:
- Sets USBTracking = false in the configuration.
- Shows the form with that change highlighted.
- Adds guidance such as:
  “USB tracking has been disabled. Review the configuration and click Deploy.”

Scenario 3 – Review All Settings First

You: “Configure Apple Tracking.”
Bot: “I found Apple Tracking Policy. What would you like to configure?”
You: “Show me all settings.”
Bot:
- Displays the full configuration form.
- Says, for example:
  “Here’s the configuration form. Review all settings and let me know what you’d like to change.”

You can then either:

Manually change values, or
Continue the conversation:
- “Set screen sharing to off.”
- “Enable location services.”

Using Policy Bot With Help Center Content

SwifIQ Policy Bot is integrated with the Help Center at: Help Center | Swif.ai

When you ask “how-to” style questions, for example:

“How do I disable Apple Account System Preferences?”
“How do I configure Login Items for 1Password?”
“What’s the best way to set up a test group for new policies?”

The bot can:

Search relevant articles in the Help Center.
Summarize the key steps.
Provide links to open the full article in a separate tab if you want deeper detail.

This gives you an in-product help experience that combines:

Policy configuration powered by schema and APIs.
Human-readable guides and best practices from the Help Center.

Viewing and Managing Conversation History

SwifIQ Policy Bot supports chat history so you can revisit previous policy sessions.

Inside the side panel you can:

Switch to the History view.
See a list of past conversations, each representing a prior chat session.
Hover to reveal actions such as delete (based on current UI design).

Under the hood, the bot stores each conversation using user-level keys (for example, sequence-numbered entries like policybot-1, policybot-2, etc.), so:

Your history is scoped to your account.
The system can easily retrieve and manage prior sessions.

Typical uses:

Re-open the conversation where you configured Apple Tracking last week.
Reuse previous prompts for new devices or groups.
Clean up old or test chats by deleting them.

Tips and Best Practices

Be specific about your goal
Instead of “help me with policies,” try:
- “Configure screensaver policy with a 5-minute timeout for macOS.”
- “Show all policies that affect Safari on macOS.”
Leverage step-by-step flows
If you’re unsure where to start:
- “Walk me through setting up Apple Tracking policy.”
- “Help me configure App Store policy for BYOD devices.”
Ask for explanations before changing values
Example:
- “Explain what User Account Auto-Provisioning does.”
- “What happens if I disable USB tracking?”
Use history for repeat tasks
If you frequently set up similar policies:
- Reopen a previous conversation.
- Use the same prompts and tweak just a few values.