# White Swan AI employee Viktor is an AI employee that connects to White Swan 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 from your workspace; Viktor does the work in White Swan and reports back. Viktor connects with a scoped API key. - Tool: White Swan - Category: Developer Tools - Connection: API key - Actions available: 4 - Currently available in: Slack and Microsoft Teams - Page: https://viktor.com/integrations/white-swan ## What can you ask Viktor to do in White Swan? - "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." - "Find contacts in White Swan we haven't touched in 30 days and draft follow-ups." - "Cross-check White Swan against our billing records and flag deals that don't match." ## What can Viktor do in White Swan? (4 actions) - **List Client Email Options** - Retrieves available options for the Client Email field. - **Submit Complete Plan Request** - Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements. - **Get Referred Clients Info** - Retrieves information about clients referred from the user's White Swan account. - **Create Pre-fill Info** - Imports client data for pre-filling applications to enrich the user experience. ## How does Viktor work with White Swan? 1. Open Viktor in a supported workspace. 2. Connect White Swan with an API key - Viktor handles authentication. 3. Ask in plain English. Viktor runs the White Swan actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a White Swan AI agent? 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 an AI employee that works in White Swan on your behalf and delivers the finished result to your workspace. 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. ### About White Swan 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. ## Security and permissions - 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. ## FAQ ### Does Viktor integrate with White Swan? 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 their workspace - no workflow builder, no code. ### How do I connect White Swan to Viktor? Ask Viktor in your workspace to connect White Swan, then paste an API key from your White Swan account when prompted. Viktor stores the key securely, uses only the scopes you grant, and you can revoke it at any time. Setup takes about two minutes. ### What can Viktor do in White Swan? Viktor can run 4 White Swan actions, including Create Pre-fill Info, List Client Email Options, and Get Referred Clients Info - and chain them with other tools in a single request. In practice that means Viktor helps you track deals and customer relationships through a sales pipeline. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate White Swan? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in your workspace, and Viktor decides which White Swan actions to take, runs them, and reports back. ### Is my White Swan data secure with Viktor? Yes. Viktor connects to White Swan with a scoped API key, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the White Swan integration cost? Nothing extra - every integration, including White Swan, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use White Swan together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from White Swan, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in your workspace. ## Viktor uses White Swan together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [HubSpot](https://viktor.com/integrations/hubspot) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) ## More Developer Tools integrations - [Pipedream Utils](https://viktor.com/integrations/pipedream-utils) - [Databricks (OAuth - Service Principal)](https://viktor.com/integrations/databricks-oauth-service-principal) - [PagerDuty](https://viktor.com/integrations/pagerduty) - [Universal API](https://viktor.com/integrations/universal-api) - [ServiceNow](https://viktor.com/integrations/servicenow) - [Formatting](https://viktor.com/integrations/formatting) - [Helper Functions](https://viktor.com/integrations/helper-functions) - [Snipe-IT](https://viktor.com/integrations/snipe-it) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.