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AI front desk setup guides

Follow InsertChat setup guides to connect customer channels, prepare your AI knowledge base, and configure human handoff before your front desk goes live.

Website chat, phone, email, and messages connected to one AI front desk
guides· Updated

How to Connect Your First AI Front Desk Channel

Set up your first InsertChat customer channel. Prepare business knowledge, connect website chat, phone, or messaging, and test answers and human handoff.

·2 min read
A business document with a Ready status in the assistant’s knowledge base
guides· Updated

How to Build Your AI Assistant’s Knowledge Base

Prepare website pages, documents, FAQs, and product details for your InsertChat AI knowledge base. Check source status, test answers, and keep content current.

·3 min read
An action review card with Approve and Decline controls
guides· Updated

How to Set Up AI Chatbot Human Handoff

Plan human handoff for your InsertChat AI assistant. Configure escalation topics, preserve conversation context, and test team review before going live.

·3 min read