Manual setup of a new product

A guide to setting up your first product in Swallow.

1. Create your first project

Each product you manage in Swallow sits in its own project.

This is where the history of all versions of your pricing model will be stored and kept, whether they're a current draft version, a previously published version, or your live pricing model.

To get started, click the 'Create New Project' button in the top right of the Swallow home screen.

Create new project button

2. Name your product

Give your new product a name and description and click 'Next' (you can change the name or description of your project at any time).

Make you're you give your project a unique title and a detailed description so you can easily tell the difference between your projects.

3. Generate your first project with AI, build from scratch or use a template

Choose whether you want to:

• Start with a blank project

• Kick-start the process by Building with AI

• Use one of Swallow's pre-made project templates

If you generate a model using AI, you'll just need to write a prompt and our AI will do the rest, building each step, creating its own risk and rating tables and even creating tests for you in a matter of seconds. Once it's ready, you can edit the model to get it just the way you want it.

If you generate a model from a template, we'll pre-fill everything you need for a model, so a full end-to-end model will be ready in your project's build section.

Everything from your inputs, calculations, data transformation and mapping through to exclusions and excesses will be filled with example content, ready for you to edit and customise.

Once you've set up your new product, you're ready to create the new team of stakeholders that will work on the model together.