Connect your stack
27 native integrations. 3,200+ tools via managed connectors. Most are one-click OAuth, some use API keys - Viktor handles auth and starts working. No webhooks, no Zapier zaps.
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Viktor is an AI employee that connects to White Swan with a scoped API key and helps you track deals and customer relationships through a sales pipeline, running 4 White Swan actions for you like Create Pre-fill Info, List Client Email Options, and Get Referred Clients Info. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in White Swan and reports back. Setup takes about two minutes.
Free to start · No credit card · SOC 2 Type 1 · Works in Slack & Microsoft Teams
Messages you'd actually send. Paste one into Slack or Microsoft Teams, swap in your specifics, and Viktor takes it from there.
“Update the White Swan deal I closed today and move it to won.”
— you, in Slack or Teams
“Pull this week's pipeline from White Swan and post a summary to #sales every Friday.”
— you, in Slack or Teams
“Find contacts in White Swan we haven't touched in 30 days and draft follow-ups.”
— you, in Slack or Teams
“Cross-check White Swan against our billing records and flag deals that don't match.”
— you, in Slack or Teams
Ask in plain English in Slack or Microsoft Teams. Viktor picks the right White Swan actions, runs the work, and reports back. No workflows to build.
Retrieves available options for the Client Email field.
Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements.
Retrieves information about clients referred from the user's White Swan account.
Imports client data for pre-filling applications to enrich the user experience.
27 native integrations. 3,200+ tools via managed connectors. Most are one-click OAuth, some use API keys - Viktor handles auth and starts working. No webhooks, no Zapier zaps.
Message Viktor in Slack like you'd message a teammate. "Update the White Swan deal I closed today and move it to won." "Pull this week's pipeline from White Swan and post a summary to #sales every Friday." Plain English, any tool.
Viktor opens White Swan, runs the work, and posts back what changed. Sensitive actions wait for your approval. Everything is logged. You stop doing the work and start reviewing it.
A White Swan AI agent is an AI that connects to your White Swan account and completes work in it - it doesn't just answer questions about White Swan, it takes the actions. Viktor is that agent: an AI employee that works in White Swan on your behalf and delivers the finished result in Slack or Microsoft Teams.
Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right White Swan actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs.
White Swan’s digital platform and expert advisors makes it easy to get your clients any type of life insurance solution with the highest best-interest standards and most convenient experience.
Scoped API keys - Viktor stores your key securely, uses only the scopes you grant, and you can revoke it at any time.
Review-first approvals: sensitive White Swan actions wait for your sign-off before they run.
Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models.
SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress.
Yes. White Swan is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in White Swan from Slack or Microsoft Teams - no workflow builder, no code.
Ask for outcomes that span tools — Viktor pulls from White Swan, cross-references the rest of your stack, and delivers one finished result.
Viktor connects to 3,200+ tools and works across them in a single run.
