Feature

Collaborate Without Losing Control

Use owned content to answer visitor questions with less friction.

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What this feature covers

Roles & SeatsAgent AccessClient Scoped
Context

Why it matters

The practical reason to use it.

Teams is the operational layer that lets more than one person own an AI deployment without chaos.

How it works

How it works

A step-by-step look at the workflow.

1

Step 1

Start by deciding where ai team workspaces should remove friction in the conversation and which requests still need a human owner.

2

Step 2

Configure Owner and admin control and Manager workflows so the feature is grounded in the same workflow context as the rest of.

3

Step 3

Add Client scoping so the feature can move the conversation forward without losing approval boundaries or operational clarity.

4

Step 4

Review Private access in production, then refine the configuration until the feature is improving both response quality and the next-step handoff.

Coverage

Core job

The main job this feature handles.

Owner and admin control

Keep billing, configuration, and higher-risk actions in the hands of the people who should actually control the workspace.

Manager workflows

Managers can operate agents, review performance, and coordinate rollout without needing full unrestricted access to every billing or infrastructure setting.

Client scoping

Client users can be limited to assigned agents and relevant conversations, which is essential for agency delivery and shared-account environments.

Private access

Protect private agents and keep sensitive workstreams isolated when not every teammate should see every assistant or transcript.

Coverage

Daily use

How teams use it after launch.

Shared conversation review

Multiple teammates can inspect the same inbox, compare difficult threads, and turn real conversations into operational decisions.

Team analytics

Use leaderboard and usage views to understand how agents and teammates are performing instead of guessing who is handling what.

Lead and feedback handling

Share captured leads and user feedback across the workspace so follow-up lives where the conversation already happened.

Assigned agent libraries

Map the right people to the right agents instead of forcing every operator into every deployment regardless of expertise or responsibility.

Coverage

Control points

What to keep controlled.

Support teams
Sales teams
Customer success
Agencies
Consultancies
Internal knowledge ops
Client delivery
Multiple branded assistants
Outcomes

What you get

The changes teams should notice first.

  • Better collaboration across support, sales, and AI operations
  • Safer access control as more teammates and clients are invited in
  • Cleaner ownership of agents, inboxes, and follow-up workflows
  • Less operational friction when AI becomes a team capability instead of a solo project
Trusted by businesses

What our users say

Businesses use InsertChat to launch branded assistants faster and keep their knowledge in one branded AI assistant.

Finally, one place for all my AI needs. The ability to switch models mid-conversation is game-changing.

SC

Sarah Chen

Product Designer, Figma

We deployed AI support in 20 minutes. Our response time dropped by 80%. Customers love it.

MW

Marcus Weber

Head of Support, Notion

The white-label option let us offer AI services to our clients overnight. Revenue grew 40% in Q1.

ER

Elena Rodriguez

Agency Founder, Digitale Studio

Interactive FAQ

Try the FAQ like a visitor.

Open product, pricing, security, integration, and free-tool questions in the same chat your visitors use.

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AI Team Workspaces FAQ

How do teams usually adopt ai team workspaces first?

AI Team Workspaces usually starts with one workflow where the team can measure the effect quickly, such as a support queue, sales handoff, or onboarding flow. That keeps the rollout concrete instead of trying to change every conversation at once. Once the first deployment is stable, teams can expand the same pattern to more agents and channels with much less rework.

What should ai team workspaces connect to in InsertChat?

It should connect to the parts of the workspace that keep the feature grounded in real operating context, especially conversations and the knowledge or workflow systems that shape the response. That is what turns ai team workspaces from a feature flag into something the team can trust in production. The goal is to keep the next step visible, not just make the interface look more complete.

Why does roles & seats matter when using ai team workspaces?

Roles & Seats matters because ai team workspaces only becomes useful when the surrounding rules are clear. Teams need to know what the feature should do, what it should not do, and how it should hand work off when the workflow becomes more complex. That clarity is what keeps the feature reliable after launch instead of becoming another source of manual cleanup.

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Start your 3-day free trial. No charge during trial.

Start for Free

3-day free trial · No charge during trial

Knowledge
Website pages
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Documents
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Videos
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FAQs & policies
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Website pages
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Documents
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Videos
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FAQs & policies
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Website pages
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Documents
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Videos
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FAQs & policies
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Website pages
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Documents
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Videos
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FAQs & policies
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Website pages
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Documents
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Videos
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FAQs & policies
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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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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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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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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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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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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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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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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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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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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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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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Top questions
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Content gaps
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Source usage
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Lead signals
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Top questions
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Content gaps
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Source usage
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Lead signals
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Top questions
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Content gaps
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Source usage
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Lead signals
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Top questions
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Content gaps
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Source usage
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Lead signals
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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

Branded assistants that answer visitor questions from approved website content.

SOC 2 Type IIGDPR compliantCCPA compliantHIPAA compliant enterprise deploymentsZero data retention AI

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