InsertChat vs Salesforce Service Cloud

Service platforms manage tickets and workflows. InsertChat focuses on deploying AI agents grounded in your knowledge base, with controlled tools and multi-model access.

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InsertChat strengths

Website embedsKnowledge baseTool enablementIntegrations

Salesforce Service Cloud is known for

Customer serviceCRM workflowsCase managementSalesforce ecosystem

Grounded answers
from your sources

Answer from your docs and pages, then hand off when needed.

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Knowledge base

Connect docs and pages as a source of truth.

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Embeds

Deploy a branded widget on key pages and portals.

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Request a human

Escalate when a human needs to take over.

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Visibility

Track what people ask and fill gaps.

Tools and models
in one place

Enable tools per agent and choose models per chat without switching platforms.

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Tool enablement

Enable workflows per agent when needed.

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Multi-model

Choose models per chat in one workspace.

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Scope control

Keep data scoped per workspace and agent.

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Agent controls

Tune prompts and tools per agent.

Quick comparison
at a glance

A simple view of what each product is primarily built for. Availability can vary by plan and setup.

FeatureInsertChatSalesforce Service Cloud
Knowledge sourcesbadge 13Web, docs, YouTube, structured dataHelp center and internal docs
Deployment channelsbadge 13Bubble or window embedVaries by product
Integrationsbadge 13Zendesk, HubSpot, commerce toolsVaries by plan
Model accessbadge 13Multiple models in one workspaceNot core
Brandingbadge 13Custom branding and themesVaries
Securitybadge 13Roles, scoped workspaces, deletable historyVaries by vendor

What teams choose
when they switch

Outcome-focused reasons teams move to a workspace approach.

  • badge 13A faster decision on what to use for your workflow
  • badge 13A clear setup path for your team and your website
  • badge 13More control over knowledge, tools, and deployments
  • badge 13A workspace approach instead of one‑off chat tools