Product FAQ
What is InsertChat?
InsertChat is a white-label AI assistant platform for content-rich websites. Train an assistant on owned content, brand it, publish it on your website, and learn from visitor questions.
What's the difference between an agent and an InsertChat agent?
A basic chatbot is prompt-only. InsertChat assistants are grounded in your approved sources, configurable per use case, brandable for your website, and able to use scoped tools when follow-up is needed.
How do agents stay accurate and avoid hallucinations?
Ground your agent in a knowledge base your team controls and keep it fresh. Use analytics to find gaps and improve coverage over time.
What can I connect as knowledge?
URLs, sitemaps, documents (PDF and office files), media like YouTube and audio, and structured data. The goal is a clear source of truth for answers.
Do sources stay up to date?
Yes. Refresh sources on demand or set up scheduled refresh depending on the source type.
Can I control how the agent behaves?
Yes. Control prompts, model choice, tool access, and the branded assistant experience so behavior stays consistent.
Which AI models can I use?
InsertChat supports multiple model providers. Choose the model behind each assistant for quality, speed, and cost, or use BYOK to manage provider access yourself.
Can I pick different models for different workflows?
Yes. Use a faster model for common questions and a stronger model for complex reasoning. InsertChat supports that balance per conversation.
Where can I deploy an agent?
Website widget, embedded window, full-page assistant, custom domain, in-app embed, or API. Keep one assistant setup and reuse it where visitors need it.
Do I need coding skills?
No. Build and deploy AI agents using our visual builder. The embed code is one line of JavaScript.
Can I customize the branding and UI?
Yes. Customize the assistant name, logo, colors, welcome message, suggested prompts, tone, domain, and white-label presentation.
Can I use my own domain?
Yes. Custom domains are supported, typically via enterprise options.
Does InsertChat support voice?
Yes. Voice dictation and text-to-speech let users speak instead of type.
Does InsertChat support vision?
Yes. Enable vision for agents when images help clarify a request or context.
What tools and integrations are supported?
Zendesk, HubSpot, Shopify, WooCommerce, calendar booking, web search, Perplexity, and webhooks for your own systems.
Can I control which tools the agent is allowed to use?
Yes. Tool access is controlled per agent so you enable only what you need.
Can the agent hand off to a human?
Yes. Configure human handoff so the agent escalates when needed. Full conversation history is passed along.
Do you provide analytics?
Yes. Track chats, leads, feedback, top questions, unanswered questions, most-used sources, and content gaps.
Is it mobile friendly?
Yes. The widget and embeds work well on desktop and mobile with no separate experience needed.
What's the fastest path to a successful deployment?
Start with one agent and a small set of high-value sources. Iterate using real questions from analytics.
What is the fastest way to get started?
Create an account, connect one high-value content source, ask a test question, brand the assistant, then publish it on a controlled website page.
Pricing FAQ
What do I pay for with InsertChat?
Pricing is based on how many agents you run, what knowledge sources you connect, and how much conversation usage you drive. Check the pricing page for current tiers.
How much does InsertChat cost?
Plans start at $98/month. Verify the latest pricing and included limits on the pricing page.
Is pricing per seat or per teammate?
Pricing is oriented around assistants, content sources, usage, white-label needs, seats, and client/workspace complexity.
Can I start small and upgrade later?
Yes. Start with self-serve, validate your use case, then scale up as needed.
Can I cancel anytime?
Yes. Cancel anytime with no long-term contract. Your data remains available for 30 days after cancellation.
Do you offer enterprise pricing?
Yes. Enterprise plans cover larger orgs, advanced requirements, and custom deployment needs.
Do you support annual billing?
Yes. Toggle to annual billing on the pricing page and save 20%. For invoicing or procurement workflows, contact us.
What happens if we hit limits?
You will get a notification before you hit a limit. Upgrade your plan anytime with one click, or reduce usage. Nothing stops working without warning.
What counts as a source?
A source is any connected item your agent learns from: a URL, document, YouTube link, or other knowledge input. Your plan determines how many you can connect.
Is there a max file size for uploads?
Yes. Plans enforce a max file size per upload. Check your plan details on the pricing page.
What are credits?
Credits budget your usage across conversations, sources, and tools. They keep costs predictable as you scale.
Do you charge for all messages, even unresolved ones?
Ground answers in your knowledge and enable tools only when needed to control cost. Check the pricing page for how usage is measured.
Can I control which models we use so costs do not spike?
Yes. Choose the model per chat to balance quality, speed, and budget for different workflows.
Do I need to buy separate subscriptions for each model?
No. Keep assistant setup in one place and choose supported models behind the branded experience without separate visitor-facing tools.
What is BYOK?
Bring Your Own Key. Use your own provider API key for model access to consolidate billing or apply your own setup.
If I use BYOK, do I still pay InsertChat?
Yes. InsertChat still provides the agent product: knowledge, deployments, tools, analytics, and governance. Model provider usage is billed separately.
Can I use my own logo and domain?
Yes. Public plans include white-label access. Check the pricing page for current logo, domain, and workspace limits.
Does InsertChat replace my support team?
No. Deploy agents for common questions and use handoff to humans for edge cases and high-stakes requests.
What's the ROI case for pricing?
Teams see value when assistants improve content discovery, handle repeat questions, capture leads, and reveal content gaps. Best ROI comes from grounding on your sources and iterating with analytics.
Can I test before I commit?
Start self-serve to validate your workflow. For guided proof-of-concept or enterprise requirements, contact us.
Do you have discounts for startups or nonprofits?
If pricing is a blocker, contact us with your context.
What's included in enterprise that self-serve might not cover?
Higher source volume, more assistants, custom domains, BYOK, S3-compatible source sync, role-based access controls, advanced integrations, and security review support.
Can I use InsertChat on multiple websites or products?
Yes. Deploy agents across website, in-app embed, and API. See pricing details for how that maps to your plan.
If I stop paying, do I lose my data?
Retention depends on your plan terms. Contact us for specific export or retention guarantees before purchase.
What if InsertChat isn't a fit after we try it?
Share what didn't work and we'll help you decide whether to tune the setup or move on.
How do I start?
Start a 7-day free trial with full access. A credit card is required to begin, but you are not charged during the trial.
Security FAQ
Where is my data stored?
European servers. GDPR compliant, never used for training, and deletable at any time.
What is InsertChat, from a privacy standpoint?
A branded AI assistant platform that connects to your approved sources and uses model providers to generate responses. Privacy depends on what you ingest, what tools you enable, and who can access the assistant.
What gets sent to AI model providers?
Your prompt and relevant context excerpts from connected sources are sent to the selected model provider to generate an answer.
Do you use our data to train models?
No. InsertChat never uses your data to train models.
Is my data isolated from other customers?
Yes. Data is scoped to your workspace and agents. Sources and conversations remain isolated.
Can I delete data?
Yes. Delete sources, conversation history, leads, and feedback at any time.
What data does InsertChat store?
Agent configuration, connected knowledge sources, and conversation data needed for the experience and analytics.
Can I keep an agent private?
Yes. Choose public or private agents depending on whether anyone or only authenticated users can access the embed.
Do you have role-based access controls?
Yes. Control who can manage agents and data with role-based access.
What is BYOK from a privacy standpoint?
You provide your own API key for model access. Prompts and context are still sent to the provider, so review their policies for your compliance needs.
Can I restrict what the agent can do?
Yes. Control tool enablement per agent to limit actions to only what is necessary.
Can we limit exposure of sensitive data in the agent?
Yes. Scope sources to what should be answerable and limit tool enablement to only what is required.
Can I export or audit what users asked?
Yes. Analytics show what people ask. Contact us for exports for audits or internal reporting.
Do you support GDPR?
Yes. Full GDPR compliance with Data Processing Addendum (DPA) available on request.
Can you provide a DPA?
Yes. Our DPA covers processing obligations, subprocessors, and deletion/return terms. Contact us to request it.
Do you list subprocessors?
Yes. Subprocessors are documented in the DPA. Request it or contact us for details.
How do you handle security questionnaires?
Contact us and we provide the right documentation for your team's review process.
Is InsertChat safe to embed on a public website?
Yes, when configured correctly. Ground answers in approved sources and keep tool access controlled.
What if we need a private deployment or special requirements?
Enterprise plans cover custom deployment, advanced controls, and procurement constraints. Contact us to discuss.
How do privacy requests work (access, deletion)?
Submit privacy requests through the contact page. We route them to the right process.
Where can I request security documentation?
Submit security inquiries through the contact page.
Do you support self-hosting?
Yes. Enterprise plans include self-hosting and bring-your-own-LLM options.
How do I evaluate InsertChat?
Start a free trial with non-sensitive data. When ready, request our security questionnaire and DPA.
Integrations FAQ
What integrations are available?
InsertChat supports CRM, support, ecommerce, calendar, webhook, search, and automation integrations. Common examples include HubSpot, Zendesk, Shopify, WooCommerce, Zapier, and custom REST APIs.
Can I connect to Slack?
Yes. Deploy your agent directly to Slack so your team can interact in channels or DMs.
Do you integrate with HubSpot?
Yes. Sync leads, contacts, and conversation data directly into HubSpot.
Can I use InsertChat with Zendesk?
Yes. Ticket creation, handoffs, and syncing support conversations are all supported.
Do you support Shopify?
Yes. Your agent can answer product questions, check order status, and assist with common e-commerce queries.
What about WooCommerce?
Yes. WooCommerce works similarly to Shopify with access to product catalogs and order information.
Can I connect Google Workspace?
Yes. Connect Google Drive, Docs, and other Workspace tools as knowledge sources.
Do you have a Zapier integration?
Yes. Connect InsertChat with thousands of apps via Zapier to automate workflows and sync data.
Can the agent search the web?
Yes. Enable web search so the agent can find current information beyond your knowledge base.
Do you support calendar booking?
Yes. The agent can schedule meetings directly during conversations.
Can I use webhooks?
Yes. Send events to your own systems for custom integrations and real-time notifications.
Do you have an API?
Yes. Full REST API for creating agents, managing sources, and interacting with conversations programmatically.
Can I install it with Google Tag Manager?
Yes. Install via script embed or Google Tag Manager.
Can I embed it in my product?
Yes. Use in-app embeds for a native feel, or the API to build a custom interface.
Do you support custom SMTP?
Yes. Custom domain and SMTP options are available so outbound messaging aligns with your infrastructure.
How do I connect my first integration?
Start your trial, go to Settings > Integrations, and connect the tools your assistant needs for the first workflow.
Free Tools FAQ
What are InsertChat free tools?
They are lightweight AI utilities you can use without building a full assistant first. Each tool focuses on one output like content generation, rewriting, planning, or formatting.
Do I need an account to use the free tools?
No. The free tools are designed for instant use so you can test a workflow before moving into a full InsertChat setup.
How are the free tools different from full AI agents?
Free tools solve one narrow job in a single screen. Full InsertChat assistants add owned-content grounding, branded deployment, integrations, analytics, and workflow control across real visitor use cases.
Can I turn a free-tool workflow into an InsertChat agent later?
Yes. Teams often start with a single free tool to validate demand, then move the workflow into an InsertChat assistant when they need branding, website content, lead capture, or automation.
Why are there so many categories on the free-tools page?
The categories help narrow a very large catalog quickly. Search plus category filters should get you to the right tool without scrolling through the full list.
What should I do if I need more than one-off generation?
Use the free tool to prove the output you want, then move into InsertChat when you need reusable prompts, branded assistant deployment, integrations, or team workflows.
