Let scheduled jobs run in the background
Use owned content to answer visitor questions with less friction.
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What this feature covers
Why it matters
The practical reason to use it.
Automations are different from workflows.
How it works
A step-by-step look at the workflow.
Step 1
Pick a recurring job you want off your plate: re-crawling a source, running a prompt, generating a report, or escalating a stale.
Step 2
Set the schedule, daily, weekly, monthly, or an hourly-minimum cron, that fits how often the job actually needs to run.
Step 3
Let InsertChat run the job in the background and deliver the result: an emailed report, an updated knowledge source, an escalated conversation.
Step 4
Review results and adjust the schedule, or turn on AI autopilot only once you trust the automation is working the way you.
Core job
The main job this feature handles.
Scheduled re-crawl
Automatically re-crawl connected sources daily, weekly, or monthly so answers don't go stale.
Cron-based tasks
Run a saved prompt on a schedule, as often as hourly, and get the result emailed to you.
Automatic monthly reports
Send a monthly performance report automatically without anyone needing to generate it by hand.
Scheduled article writing
Have a blog article written and published on a recurring cadence without a manual kickoff each time.
Daily use
How teams use it after launch.
Escalation timers
Wake up a human when a chat goes quiet instead of leaving a visitor waiting on a stalled conversation.
AI autopilot replies
Let the assistant send replies on its own in conversations where you trust it to run unattended.
Runs without a trigger
Jobs execute on their own schedule, not only in response to a visitor asking a question.
Minimum hourly cadence
Scheduled tasks run as frequently as once an hour, so cadence matches how time-sensitive the job is.
Control points
What to keep controlled.
Background, not reactive
Automations don't wait for a visitor to ask something, they run on their own timetable.
Pairs with workflows
Use workflows to route live visitor questions and automations to handle the recurring jobs behind the scenes.
Set once
Configure the schedule once, then let it run without someone remembering to trigger the job manually.
Human still in the loop
Escalation timers and report emails are designed to bring a person in exactly when they're needed.
What you get
The changes teams should notice first.
- Fresher answers from sources that re-crawl on their own
- Reports and task results delivered without manual work
- Quiet conversations get escalated instead of going stale
- Less operational overhead running the same jobs by hand
The facts do the selling
Plan facts, platform capabilities, and worked examples — every claim here is checkable, not a pitch.
White-label included — never a paid add-on. Copyright removal from $98/mo. Full white-label — custom domain, branded portal, your-domain emails — from $198/mo.
The white-label wedge
Platform fact
Training runs on your sitemap, PDFs, docs, and YouTube transcripts. Answers cite the source pages they came from.
Trained on your content
Platform fact
Five clients at $300/mo on a $198/mo Agency plan is $1,300+ of monthly margin before usage.
A 5-client agency on one flat plan
Worked example
Your questions, answered.
Tap any question about the product, pricing, security, or setup to see a straight answer.
InsertChat
Answers about InsertChat
Hi! Tap any question below and I'll answer it for you.
Automations questions
What can I automate?
Re-crawl schedules for your knowledge sources, cron-based prompt tasks (as often as hourly) emailed to you, automatic monthly report delivery, inbox escalation timers, AI autopilot replies, and scheduled blog-article writing. The operational question is whether automations makes the workflow clearer once real conversations, real ownership, and real edge cases show up. That is the bar teams should use before they expand the rollout across more assistants, more channels, or more teams.
Is AI autopilot the same thing as automations in general?
No. Autopilot is one automation that lets the assistant send replies without a person approving each one first. Turn it on only once you trust the assistant's answers in that conversation; the other automations, like re-crawl and reports, run in the background regardless. The operational question is whether automations makes the workflow clearer once real conversations, real ownership, and real edge cases show up. That is the bar teams should use before they expand the rollout across more assistants, more channels, or more teams.
How is this different from workflows?
Workflows react to what a visitor asks in the moment, like capturing a lead or opening a ticket. Automations run on their own schedule whether or not anyone is chatting, like a re-crawl job or a monthly report. Most teams use both together. The operational question is whether automations makes the workflow clearer once real conversations, real ownership, and real edge cases show up. That is the bar teams should use before they expand the rollout across more assistants, more channels, or more teams.
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