FAQ

Quick answers to real questions

Everything people ask before creating an AI assistant for their website or an AI receptionist for their phone — setup, pricing, privacy, and what happens when a customer needs a person.

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94 answers shown

Product

What is InsertChat?

InsertChat is an AI front desk for website and phone. Businesses use an AI website assistant, an AI receptionist, or both to answer customer questions, book appointments, capture leads, and hand conversations to their team.

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How does InsertChat use my website content?

Connect approved pages, docs, videos, FAQs, policies, and other sources. InsertChat turns them into source-backed answers and next steps.

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Can I control the assistant's tone and sources?

Yes. Choose its sources, tone, welcome message, and prompts so it stays on brand.

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How does InsertChat stay accurate?

Answers use approved content and source links. Analytics show unclear or missing answers so you can improve coverage.

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Can it collect leads or route support questions?

Yes. InsertChat can collect details, qualify intent, add context, and send chats to the right inbox, CRM, workflow, or person.

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Can I control how the assistant behaves?

Yes. Control prompts, model choice, tool access, and the branded assistant experience so behavior stays consistent.

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Which AI models can I use?

InsertChat supports multiple model providers. Choose each assistant's model for quality, speed, and cost, or use BYOK.

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Can I pick different models for different workflows?

Yes. Use a faster model for common questions and a stronger model for complex reasoning. InsertChat supports that balance per conversation.

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Where can I deploy an assistant?

Use a widget, embed, full-page assistant, custom domain, in-app embed, or API. Reuse one setup across surfaces.

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Do I need coding skills?

No. Build and deploy AI assistants using our visual builder. The embed code is one line of JavaScript.

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Can I customize the branding and UI?

Yes. Customize the assistant name, logo, colors, welcome message, suggested prompts, tone, domain, and white-label presentation.

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Can I use my own domain?

Custom domains are available on eligible plans. Check the current pricing page for domain, branding, and assistant limits.

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Does InsertChat support voice?

Yes. The AI receptionist answers incoming phone calls, handles approved support questions, books appointments through connected calendars, and hands calls to a person when needed. Website visitors can also use voice dictation and text-to-speech.

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Does InsertChat support vision?

Yes. Enable vision for assistants when images help clarify a request or context.

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What tools and integrations are supported?

Zendesk, HubSpot, Shopify, WooCommerce, calendar booking, web search, Perplexity, and webhooks for your own systems.

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Can I control which tools the assistant is allowed to use?

Yes. Tool access is controlled per assistant so you enable only what you need.

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Can the agent hand off to a human?

Yes. Configure human handoff so the agent escalates when needed. Full conversation history is passed along.

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Do you provide analytics?

Yes. Track chats, leads, feedback, top questions, unanswered questions, most-used sources, and content gaps.

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Is it mobile friendly?

Yes. The widget and embeds work well on desktop and mobile with no separate experience needed.

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What's the fastest path to a successful deployment?

Start with one assistant and a small set of high-value sources. Iterate using real questions from analytics.

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What is the fastest way to get started?

Create an account. Connect one key source. Ask a test question, brand the assistant, then publish it on one page.

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Pricing

What do I pay for with InsertChat?

Plans are flat and sized by assistants, sources, usage, and seats — never by brand permission. Check the pricing page for current tiers.

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How much does InsertChat cost?

Monthly plans are Pro at $98, Growth at $198, and Scale at $498. Enterprise capacity and support are custom.

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What does white-label cost?

Branding and white-label capabilities depend on the selected plan. Check the current pricing table for logo, domain, portal, and email entitlements.

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What's the catch with add-ons?

Plans scale by usage, assistants, locations, seats, controls, API access, analytics, and white-label capabilities. Review current included limits before purchase.

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Is pricing per seat?

Each plan includes a seat allowance. Additional capacity depends on the current plan limits shown on the pricing page.

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Can I start small and upgrade later?

Yes. Start with self-serve, validate your use case, then scale up as needed.

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Where can I review cancellation terms?

Review current cancellation and data-retention terms before starting.

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Do you offer enterprise pricing?

Yes. Enterprise plans cover larger orgs, advanced requirements, and custom deployment needs.

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Do you support annual billing?

Yes. Toggle to annual billing on the pricing page and get 2 months free. For invoicing or procurement workflows, contact us.

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What happens if we hit limits?

You get a warning before a limit. Upgrade or reduce usage anytime. Nothing stops without notice.

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What counts as a source?

A source is any connected URL, document, YouTube link, or knowledge input. Your plan sets the source limit.

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Is there a max file size for uploads?

Yes. Plans enforce a max file size per upload. Check your plan details on the pricing page.

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What are credits?

Credits budget your usage across conversations, sources, and tools. They keep costs predictable as you scale.

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Do you charge for all messages, even unresolved ones?

Use approved knowledge and enable tools only when needed. Check the pricing page for how usage is measured.

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Can I control which models we use so costs do not spike?

Yes. Choose the model per chat to balance quality, speed, and budget for different workflows.

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Do I need to buy separate subscriptions for each model?

No. Keep assistant setup in one place and choose supported models behind the branded experience without separate visitor-facing tools.

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What is BYOK?

Bring Your Own Key. Use your own provider API key for model access to consolidate billing or apply your own setup.

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If I use BYOK, do I still pay InsertChat?

Yes. InsertChat still provides the agent product: knowledge, deployments, tools, analytics, and governance. Model provider usage is billed separately.

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Can I use my own logo and domain?

Logo, domain, portal, and email branding depend on the selected plan. Check the current pricing table for exact entitlements.

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Does InsertChat replace support staff?

No. Deploy agents for common questions and use handoff to humans for edge cases and high-stakes requests.

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What's the ROI case for pricing?

ROI comes from better discovery, fewer repeat questions, more leads, and clearer content gaps.

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Can I test before I commit?

Start self-serve to validate your workflow. For guided proof-of-concept or enterprise requirements, contact us.

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Do you have discounts for startups or nonprofits?

If pricing is a blocker, contact us with your context.

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What's included in enterprise that self-serve might not cover?

Higher source, assistant, seat, credit, and history limits; S3-compatible source sync; rollout and security review; white-glove onboarding; and dedicated support.

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Can I use InsertChat on multiple websites or products?

Yes. Deploy agents across website, in-app embed, and API. See pricing details for how that maps to your plan.

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If I stop paying, do I lose my data?

Retention depends on your plan terms. Contact us for specific export or retention guarantees before purchase.

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What if InsertChat isn't a fit after we try it?

Share what didn't work and we'll help you decide whether to tune the setup or move on.

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How do I start?

Start a 7-day free trial. Review current trial terms before starting.

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Security

Where is my data stored?

European servers. GDPR-ready, never used for training, and deletable at any time.

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What is InsertChat, from a privacy standpoint?

InsertChat connects approved sources to AI models. Privacy depends on sources, enabled tools, and who can access the assistant.

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What gets sent to AI model providers?

Your prompt and relevant context excerpts from connected sources are sent to the selected model provider to generate an answer.

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Do you use our data to train models?

No. InsertChat never uses your data to train models.

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Is my data isolated from other customers?

Yes. Data is scoped to your account and agents. Sources and conversations remain isolated.

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Can I delete data?

Yes. Delete sources, conversation history, leads, and feedback at any time.

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What data does InsertChat store?

Agent configuration, connected knowledge sources, and conversation data needed for the experience and analytics.

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Can I keep an agent private?

Yes. Choose public or private agents depending on whether anyone or only authenticated users can access the embed.

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Do you have role-based access controls?

Yes. Control who can manage agents and data with role-based access.

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What is BYOK from a privacy standpoint?

You provide the model API key. Prompts and context still go to that provider, so review its policies.

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Can I restrict what the agent can do?

Yes. Control tool enablement per assistant to limit actions to only what is necessary.

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Can we limit exposure of sensitive data in the agent?

Yes. Scope sources to what should be answerable and limit tool enablement to only what is required.

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Can I export or audit what users asked?

Yes. Analytics show what people ask. Contact us for exports for audits or internal reporting.

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Do you support GDPR?

Yes. Full GDPR compliance with Data Processing Addendum (DPA) available on request.

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Can you provide a DPA?

Yes. Our DPA covers processing obligations, subprocessors, and deletion/return terms. Contact us to request it.

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Do you list subprocessors?

Yes. Subprocessors are documented in the DPA. Request it or contact us for details.

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How do you handle security questionnaires?

Contact us and we provide the right documentation for your security review process.

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Is InsertChat safe to embed on a public website?

Yes, when configured correctly. Ground answers in approved sources and keep tool access controlled.

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What if we need a private deployment or special requirements?

Enterprise plans cover custom deployment, advanced controls, and procurement constraints. Contact us to discuss.

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How do privacy requests work (access, deletion)?

Submit privacy requests through the contact page. We route them to the right process.

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Where can I request security documentation?

Submit security inquiries through the contact page.

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Do you support self-hosting?

Not as a standard plan entitlement. Enterprise buyers can review deployment requirements with sales before purchase.

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How do I evaluate InsertChat?

Start with non-sensitive data during the free trial. When ready, request our security questionnaire and DPA.

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Integrations

What integrations are available?

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

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Can I connect to Slack?

Yes. Deploy your agent directly to Slack so approved users can interact in channels or DMs.

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Do you integrate with HubSpot?

Yes. Sync leads, contacts, and conversation data directly into HubSpot.

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Can I use InsertChat with Zendesk?

Yes. Ticket creation, handoffs, and syncing support conversations are all supported.

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Do you support Shopify?

Yes. Your agent can answer product questions, check order status, and assist with common e-commerce queries.

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What about WooCommerce?

Yes. WooCommerce works similarly to Shopify with access to product catalogs and order information.

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Can I connect Google Drive or Docs?

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

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Do you have a Zapier integration?

Yes. Connect InsertChat with thousands of apps via Zapier to automate workflows and sync data.

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Can the agent search the web?

Yes. Enable web search so the agent can find current information beyond your knowledge base.

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Do you support calendar booking?

Yes. The agent can schedule meetings directly during conversations.

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Can I use webhooks?

Yes. Send events to your own systems for custom integrations and real-time notifications.

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Do you have an API?

Yes. Full REST API for creating agents, managing sources, and interacting with conversations programmatically.

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Can I install it with Google Tag Manager?

Yes. Install via script embed or Google Tag Manager.

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Can I embed it in my product?

Yes. Use in-app embeds for a native feel, or the API to build a custom interface.

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Do you support custom SMTP?

Yes. Custom domain and SMTP options are available so outbound messaging aligns with your infrastructure.

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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.

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Free Tools

What are InsertChat free tools?

They are lightweight AI tools for one job, like content generation, rewriting, planning, or formatting.

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Do I need an account to use the free tools?

No. The free tools are designed for instant use so you can test a workflow before moving into a full InsertChat setup.

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How are the free tools different from full AI assistants?

Free tools solve one narrow job. Full assistants add grounding, branding, integrations, analytics, and workflow control.

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Can I turn a free-tool workflow into an InsertChat agent later?

Yes. Start with one free tool. Move to InsertChat when you need branding, website content, lead capture, or automation.

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Why are there so many categories on the free-tools page?

Categories narrow the catalog quickly. Use search and filters to find the right tool without scrolling.

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What should I do if I need more than one-off generation?

Use the free tool to test the output. Move to InsertChat when you need prompts, branding, integrations, or workflow controls.

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Have a website question we did not cover?

Talk to our team about sources, setup, pricing, privacy, integrations, or visitor workflows.

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Knowledge
Website pages
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Documents
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Videos
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FAQs & policies
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Brand
Logo and colors
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Assistant tone
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Custom domain
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Suggested prompts
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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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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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InsertChat

AI assistants for your website and AI receptionists for your phone — ready in five minutes.

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