Assistant Management
- Create branded website assistants
- Configure brand tone and behavior
- Deploy to website widgets, embeds, and pages
- Manage assistant permissions
Create assistants, connect approved website content, and manage visitor conversations from your own product or site without rebuilding ingestion, grounding, storage, or analytics.
3-day free trial · No charge during trial
Create branded website assistants, ground replies in approved content, and turn visitor questions into useful site experiences.
These are the main objects for building assistant creation, source management, visitor conversations, feedback, and reporting into your own interface.
Sign in once, set the right access, and keep requests inside your account rules.
Use JWT bearer tokens for sign-in, refresh them automatically, and keep each request tied to the right user and account.
curl -X POST https://api.insertchat.com/v2/auth/login \
-H "Content-Type: application/json" \
-d '{"email": "you@company.com", "password": "your-password"}'
# Response:
# {
# "token": "eyJhbGciOiJIUzI1NiIs...",
# "type": "bearer",
# "expires_in": 3600
# }Include the token in all subsequent requests as a Bearer token in the Authorization header.
Create a website assistant, connect a source, and send a visitor question.
curl -X POST https://api.insertchat.com/v2/agents \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{"name": "Website Assistant", "model": "gpt-5.2", "prompt": "Answer visitor questions from approved website content."}'curl -X POST https://api.insertchat.com/v2/chat \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{"agent_id": "agent_abc", "message": "Which guide explains your return policy?"}'curl -X POST https://api.insertchat.com/v2/sources \
-H "Authorization: Bearer YOUR_API_KEY" \
-F "file=@website-guide.pdf" \
-F "agent_id=agent_abc" \
-F "type=document"Use the controls that matter when the assistant becomes part of a public website experience.
Custom domains, assistant names, brand copyright settings, and UI theming for website experiences.
Manage approved sources, assistant behavior, answer feedback, and visitor-facing source coverage from your own interface.
Send qualified leads, support requests, conversation context, and answer feedback into the tools your website team already uses.
Build your own assistant UI while InsertChat handles content ingestion, grounding, conversations, and visitor insight.
Examples for teams that want InsertChat behind a custom website assistant experience.
Open product, pricing, security, integration, and free-tool questions in the same chat your visitors use.
InsertChat
Interactive FAQ
Hey. Pick a question below and see how InsertChat turns FAQs into clear, source-backed answers.
InsertChat supports CRM, support, ecommerce, calendar, webhook, search, and automation tools. Examples include HubSpot, Zendesk, Shopify, Zapier, and APIs.
Yes. Deploy your agent directly to Slack so approved users can interact in channels or DMs.
Yes. Sync leads, contacts, and conversation data directly into HubSpot.
Yes. Ticket creation, handoffs, and syncing support conversations are all supported.
Yes. Your agent can answer product questions, check order status, and assist with common e-commerce queries.
Yes. WooCommerce works similarly to Shopify with access to product catalogs and order information.
Yes. Connect Google Drive, Docs, and related Google sources as knowledge sources.
Yes. Connect InsertChat with thousands of apps via Zapier to automate workflows and sync data.
Yes. Enable web search so the agent can find current information beyond your knowledge base.
Yes. The agent can schedule meetings directly during conversations.
Yes. Send events to your own systems for custom integrations and real-time notifications.
Yes. Full REST API for creating agents, managing sources, and interacting with conversations programmatically.
Yes. Install via script embed or Google Tag Manager.
Yes. Use in-app embeds for a native feel, or the API to build a custom interface.
Yes. Custom domain and SMTP options are available so outbound messaging aligns with your infrastructure.
Start your trial, go to Settings > Integrations, and connect the tools your assistant needs for the first workflow.
Use request examples, authentication guidance, and endpoint testing to build a branded assistant around approved website content.
3-day free trial · No charge during trial
Need procurement, security review, or implementation support before visitors use the assistant? Bring us into the rollout.