API

Build with the InsertChat API

Create assistants, connect approved website content, and manage visitor conversations from your own product or site without rebuilding ingestion, grounding, storage, or analytics.

REST APIWebsite contentSource-backed answers

3-day free trial · No charge during trial

Capabilities

What developers can extend

Create branded website assistants, ground replies in approved content, and turn visitor questions into useful site experiences.

Assistant Management

  • Create branded website assistants
  • Configure brand tone and behavior
  • Deploy to website widgets, embeds, and pages
  • Manage assistant permissions

Visitor Conversations

  • Create & manage conversations
  • Send & receive messages
  • Track visitor question history
  • Store answer feedback

Knowledge Management

  • Upload documents & files
  • Scrape websites & sitemaps
  • Import YouTube videos
  • Organize owned content libraries

Workspace Controls

  • Workspace assistant management
  • Role-based access control
  • Client and brand assistant libraries
  • Source access rules

Analytics & Feedback

  • Visitor questions
  • Lead capture signals
  • Source usage reports
  • Content gap analytics

Website Deployment

  • Embeddable chat widgets
  • Full-page assistant experiences
  • Webhook support
  • Custom-domain assistant pages
Resources

Core objects behind the assistant

These are the main objects for building assistant creation, source management, visitor conversations, feedback, and reporting into your own interface.

AssistantsSourcesChatsMessagesToolsModelsStatsFeedback
Authentication

Authentication and access

Sign in once, set the right access, and keep requests inside your account rules.

Authenticated requests

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.

Quick start

Create the first assistant flow

Create a website assistant, connect a source, and send a visitor question.

Create an assistant

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."}'

Send a visitor question

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?"}'

Upload approved website knowledge

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"
Advanced

More control around the assistant

Use the controls that matter when the assistant becomes part of a public website experience.

White-label brand controls

Custom domains, assistant names, brand copyright settings, and UI theming for website experiences.

Source and answer control

Manage approved sources, assistant behavior, answer feedback, and visitor-facing source coverage from your own interface.

Webhooks and handoff

Send qualified leads, support requests, conversation context, and answer feedback into the tools your website team already uses.

Custom website surfaces

Build your own assistant UI while InsertChat handles content ingestion, grounding, conversations, and visitor insight.

Use cases

Where teams use the API

Examples for teams that want InsertChat behind a custom website assistant experience.

  • Embed a branded assistant on your website so visitors can ask questions against approved pages, docs, and resources
  • Power a custom website assistant while InsertChat handles sources, grounding, conversations, and analytics
  • Route high-intent website questions into lead capture, support handoff, CRM, or ecommerce workflows
  • Use your own interface while keeping owned-content ingestion and content gap reporting in InsertChat
Interactive FAQ

Try the FAQ like a visitor.

Open product, pricing, security, integration, and free-tool questions in the same chat your visitors use.

Contact us
InsertChat

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Interactive FAQ

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Hey. Pick a question below and see how InsertChat turns FAQs into clear, source-backed answers.

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Integrations FAQ

What integrations are available?

InsertChat supports CRM, support, ecommerce, calendar, webhook, search, and automation tools. Examples include HubSpot, Zendesk, Shopify, Zapier, and APIs.

Can I connect to Slack?

Yes. Deploy your agent directly to Slack so approved users 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 Drive or Docs?

Yes. Connect Google Drive, Docs, and related Google sources 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.

Documentation

API docs for website assistant builds

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.

Knowledge
Website pages
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Documents
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Videos
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FAQs & policies
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Website pages
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Documents
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Videos
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FAQs & policies
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Website pages
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Documents
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Videos
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FAQs & policies
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Website pages
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Documents
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Videos
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FAQs & policies
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Website pages
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Documents
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Videos
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FAQs & policies
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Website pages
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Documents
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Videos
·
FAQs & policies
·
Brand
Logo and colors
·
Assistant tone
·
Custom domain
·
Suggested prompts
·
Logo and colors
·
Assistant tone
·
Custom domain
·
Suggested prompts
·
Logo and colors
·
Assistant tone
·
Custom domain
·
Suggested prompts
·
Logo and colors
·
Assistant tone
·
Custom domain
·
Suggested prompts
·
Logo and colors
·
Assistant tone
·
Custom domain
·
Suggested prompts
·
Logo and colors
·
Assistant tone
·
Custom domain
·
Suggested prompts
·
Launch
Website widget
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Full-page assistant
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Lead capture
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Support handoff
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Website widget
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Full-page assistant
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Lead capture
·
Support handoff
·
Website widget
·
Full-page assistant
·
Lead capture
·
Support handoff
·
Website widget
·
Full-page assistant
·
Lead capture
·
Support handoff
·
Website widget
·
Full-page assistant
·
Lead capture
·
Support handoff
·
Website widget
·
Full-page assistant
·
Lead capture
·
Support handoff
·
Learn
Top questions
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Content gaps
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Source usage
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Lead signals
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Top questions
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Content gaps
·
Source usage
·
Lead signals
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Top questions
·
Content gaps
·
Source usage
·
Lead signals
·
Top questions
·
Content gaps
·
Source usage
·
Lead signals
·
Top questions
·
Content gaps
·
Source usage
·
Lead signals
·
Top questions
·
Content gaps
·
Source usage
·
Lead signals
·
InsertChat

Branded assistants that answer visitor questions from approved website content.

SOC 2 Type IIGDPR compliantCCPA compliantHIPAA compliant enterprise deploymentsZero data retention AI

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