InsertChat is an AI front desk for calls, website chat, email, SMS, and WhatsApp. It uses your business knowledge to answer customers and brings conversations, contacts, appointments, and actions into one workspace.

One place for customer conversations

Customers reach you in different ways. Once you connect those channels, the shared inbox gives your team a place to review messages, call context, and requests that need attention.

Open a conversation to see what has happened and continue the reply. Internal notes, categories, tags, and saved replies help teammates work together. Customer contacts keep the details and history your team needs for follow-up.

Answers from your business knowledge

Your assistant needs service information, policies, opening hours, and common questions. Add website pages, documents, FAQs, product information, or YouTube content to its knowledge base.

Test the answers before connecting customers. If an answer is incomplete, update the relevant source and check its processing status. Configure the assistant’s tone and the situations that need human handoff. Refresh the knowledge when your business changes.

From a question to an appointment

Consider a homeowner asking whether you service their area and when they can book a visit:

  1. The assistant answers the service-area question from your knowledge.
  2. It collects the customer’s address, contact details, and request.
  3. With the relevant calendar actions enabled, it helps arrange an appointment.
  4. Your team reviews any exception or action that requires approval.

This is an example workflow, not a customer result. Its behavior depends on the information, tools, and permissions you configure. Explore scheduling and Google Calendar setup for the next steps.

Your team controls actions and handoff

Connected apps make specific actions available to the assistant. Choose those actions and their permissions before enabling a workflow. Actions and approvals let your team review work that needs a decision.

Today brings tasks and attention items into view. A conversation can need a human reply while a related action separately waits for approval. Test both with the human handoff guide.

Try the InsertChat demo

Explore the demo using Northstar Home Services, a fictional business with sample conversations, appointments, contacts, and knowledge in the InsertChat app.

For your own setup, follow the first-channel guide. Compare plans for assistant limits, team seats, credits, and features; conversation analytics and reports are included with Scale and Enterprise.