AI Agent Actions: Book Meetings, Create Tickets, Capture Leads
Go beyond answering questions — let your AI agent take action. Book calendar meetings, create Zendesk tickets, capture lead information, track shipping, search the web, and generate images. Enable tools per agent with controlled access, so each agent does exactly what it should — nothing more.
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Why chat-only bots
fall short
The problems teams face when their agent can only answer questions.
Answering questions isn't enough
A customer asks about pricing and wants to book a demo. A chat-only bot says 'visit our website.' A tool-enabled agent books the meeting right there.
Manual follow-up creates delays
After every chat conversation, someone has to manually create a ticket, log the lead, or send a calendar invite. Steps that should happen automatically.
All-or-nothing tool access is risky
If every agent can do everything, your FAQ bot could accidentally create support tickets or your support bot could book sales calls. You need per-agent control.
Building custom actions is expensive
Every new tool integration means custom development, testing, and maintenance. Pre-built tools let you enable capabilities in one click.
Flexible tools
without chaos
Enable what you need, keep everything else off.
Enable tools per agent
Your sales agent gets lead capture and calendar booking. Your support agent gets ticket creation and human handoff. Your FAQ bot gets web search only. Each agent is scoped to exactly the tools it needs.
Integrations
Connect to Zendesk for tickets, HubSpot for leads, Shopify for orders — the agent takes action inside the conversation without customers leaving the chat.
Search tools
When your knowledge base doesn't cover a question, the agent can search the web or use Perplexity for up-to-date answers. Useful for current events, pricing comparisons, and general knowledge.
Conversion tools
Capture names, emails, and phone numbers when visitor intent is high. Book calendar meetings with available time slots. Turn conversations into pipeline opportunities automatically.
All available tools
Enable any combination per agent.
Lead capture
Collect name, email, phone during conversation
Calendar booking
Book meetings with Google Calendar or Outlook
Zendesk tickets
Create support tickets with full context
HubSpot CRM
Log leads and deal activity automatically
Shopify orders
Look up order status and product info
WooCommerce
Connect your WooCommerce store data
Web search
Search the internet for current information
Perplexity search
AI-powered web research for complex queries
Image generation
Create images from text descriptions
YouTube transcripts
Extract and search video content
Flashcards
Generate study cards from knowledge base
Quizzes
Create interactive quizzes from your content
Request human
Hand off to live chat when needed
Mark resolved
Close conversations from within chat
Shipping tracking
Track packages across carriers
Beyond answers:
actions that close the loop
What changes when your agent can book, create, capture, and escalate.
- Support agents resolve issues end-to-end without switching tools — the agent creates tickets, tracks orders, and escalates to humans automatically
- Sales conversations convert inside the chat — lead captured, meeting booked, deal logged in HubSpot — before the visitor navigates away
- Each agent gets exactly the tools it needs. Your FAQ bot searches the web; your sales bot captures leads. No over-permissioning, no accidental actions
- Pre-built tools mean zero development time. Enable calendar booking or Shopify integration in one click — no API work, no testing, no maintenance
Frequently asked questions
Tap any question to see how InsertChat would respond.
Contact supportInsertChat
AI Support
Hey! 👋 Browsing Product questions. Tap any to get instant answers.
What is InsertChat?
An AI agent workspace that lets you build agents grounded in your knowledge and deploy them to web, app, or API. Connect tools and integrations to complete workflows.
What's the difference between an agent and an InsertChat agent?
A basic agent is prompt-only. InsertChat agents are grounded in your sources, configurable per use case, and able to use tools and integrations.
How do agents stay accurate and avoid hallucinations?
Ground your agent in a knowledge base your team controls and keep it fresh. Use analytics to find gaps and improve coverage over time.
What can I connect as knowledge?
URLs, sitemaps, documents (PDF and office files), media like YouTube and audio, and structured data. The goal is a clear source of truth for answers.
Do sources stay up to date?
Yes. Refresh sources on demand or set up scheduled refresh depending on the source type.
Which AI models can I use?
GPT-5.2, Claude Sonnet 4.5, Gemini 3.0, Llama 4, Grok 4.1, DeepSeek V3.2, and more. Choose the model per chat, or use BYOK to manage provider access yourself.
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.
Where can I deploy an agent?
Website widget, in-app embed, or API. Keep one agent setup and reuse it across channels.
Do I need coding skills?
No. Build and deploy AI agents using our visual builder. The embed code is one line of JavaScript.
Can I customize the branding and UI?
Yes. Customize the widget to match your brand. White-label options are available for a fully branded experience.
Does InsertChat support voice?
Yes. Voice dictation and text-to-speech let users speak instead of type.
Does InsertChat support vision?
Yes. Enable vision for agents when images help clarify a request or context.
Can the agent hand off to a human?
Yes. Configure human handoff so the agent escalates when needed. Full conversation history is passed along.
Do you provide analytics?
Yes. Track chats, leads, feedback, and credits used. Find gaps in coverage and prioritize fixes.
Is it mobile friendly?
Yes. The widget and embeds work well on desktop and mobile with no separate experience needed.
What is the fastest way to get started?
Create an account, upload one document, and ask your first question. Most teams go live in under 5 minutes.
Product FAQ
What is InsertChat?
An AI agent workspace that lets you build agents grounded in your knowledge and deploy them to web, app, or API. Connect tools and integrations to complete workflows.
What's the difference between an agent and an InsertChat agent?
A basic agent is prompt-only. InsertChat agents are grounded in your sources, configurable per use case, and able to use tools and integrations.
How do agents stay accurate and avoid hallucinations?
Ground your agent in a knowledge base your team controls and keep it fresh. Use analytics to find gaps and improve coverage over time.
What can I connect as knowledge?
URLs, sitemaps, documents (PDF and office files), media like YouTube and audio, and structured data. The goal is a clear source of truth for answers.
Do sources stay up to date?
Yes. Refresh sources on demand or set up scheduled refresh depending on the source type.
Which AI models can I use?
GPT-5.2, Claude Sonnet 4.5, Gemini 3.0, Llama 4, Grok 4.1, DeepSeek V3.2, and more. Choose the model per chat, or use BYOK to manage provider access yourself.
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.
Where can I deploy an agent?
Website widget, in-app embed, or API. Keep one agent setup and reuse it across channels.
Do I need coding skills?
No. Build and deploy AI agents using our visual builder. The embed code is one line of JavaScript.
Can I customize the branding and UI?
Yes. Customize the widget to match your brand. White-label options are available for a fully branded experience.
Does InsertChat support voice?
Yes. Voice dictation and text-to-speech let users speak instead of type.
Does InsertChat support vision?
Yes. Enable vision for agents when images help clarify a request or context.
Can the agent hand off to a human?
Yes. Configure human handoff so the agent escalates when needed. Full conversation history is passed along.
Do you provide analytics?
Yes. Track chats, leads, feedback, and credits used. Find gaps in coverage and prioritize fixes.
Is it mobile friendly?
Yes. The widget and embeds work well on desktop and mobile with no separate experience needed.
What is the fastest way to get started?
Create an account, upload one document, and ask your first question. Most teams go live in under 5 minutes.
Pricing FAQ
What do I pay for with InsertChat?
Pricing is based on how many agents you run, what knowledge sources you connect, and how much conversation usage you drive. Check the pricing page for current tiers.
How much does InsertChat cost?
Plans start at $29/month. Verify the latest pricing and included limits on the pricing page.
Is pricing per seat or per teammate?
Pricing is oriented around agents, sources, and usage rather than seats. Enterprise plans are available for larger teams.
Can I start small and upgrade later?
Yes. Start with self-serve, validate your use case, then scale up as needed.
Can I cancel anytime?
Yes. Cancel anytime with no long-term contract. Your data remains available for 30 days after cancellation.
Do you offer enterprise pricing?
Yes. Enterprise plans cover larger orgs, advanced requirements, and custom deployment needs.
Do you support annual billing?
Yes. Toggle to annual billing on the pricing page and save 20%. For invoicing or procurement workflows, contact us.
What happens if we hit limits?
You will get a notification before you hit a limit. Upgrade your plan anytime with one click, or reduce usage. Nothing stops working without warning.
What counts as a source?
A source is any connected item your agent learns from: a URL, document, YouTube link, or other knowledge input. Your plan determines how many you can connect.
What are credits?
Credits budget your usage across conversations, sources, and tools. They keep costs predictable as you scale.
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.
What is BYOK?
Bring Your Own Key. Use your own provider API key for model access to consolidate billing or apply your own setup.
Can I use my own logo and domain on the $29 plan?
Yes. The $29 plan includes your own logo and custom domain.
Can I test before I commit?
Start self-serve to validate your workflow. For guided proof-of-concept or enterprise requirements, contact us.
Do you have discounts for startups or nonprofits?
If pricing is a blocker, contact us with your context.
How do I start?
Sign up for a 7-day free trial with full access. Pick your plan after you see it working with your own content.
Security FAQ
Where is my data stored?
European servers. GDPR compliant, never used for training, and deletable at any time.
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.
Do you use our data to train models?
No. InsertChat never uses your data to train models.
Is my data isolated from other customers?
Yes. Data is scoped to your workspace and agents. Sources and conversations remain isolated.
Can I delete data?
Yes. Delete sources, conversation history, leads, and feedback at any time.
What data does InsertChat store?
Agent configuration, connected knowledge sources, and conversation data needed for the experience and analytics.
Can I keep an agent private?
Yes. Choose public or private agents depending on whether anyone or only authenticated users can access the embed.
Do you have role-based access controls?
Yes. Control who can manage agents and data with role-based access.
Can I restrict what the agent can do?
Yes. Control tool enablement per agent to limit actions to only what is necessary.
Do you support GDPR?
Yes. Full GDPR compliance with Data Processing Addendum (DPA) available on request.
Can you provide a DPA?
Yes. Our DPA covers processing obligations, subprocessors, and deletion/return terms. Contact us to request it.
Do you list subprocessors?
Yes. Subprocessors are documented in the DPA. Request it or contact us for details.
How do you handle security questionnaires?
Contact us and we provide the right documentation for your team's review process.
Is InsertChat safe to embed on a public website?
Yes, when configured correctly. Ground answers in approved sources and keep tool access controlled.
Do you support self-hosting?
Yes. Enterprise plans include self-hosting and bring-your-own-LLM options.
How do I evaluate InsertChat?
Start a free trial with non-sensitive data. When ready, request our security questionnaire and DPA.
Integrations FAQ
What integrations are available?
600+ integrations including Slack, Notion, Google Workspace, Salesforce, HubSpot, Zendesk, Shopify, WooCommerce, and Zapier. Our REST API allows custom integrations with any system.
Can I connect to Slack?
Yes. Deploy your agent directly to Slack so your team can interact in channels or DMs.
Do you integrate with HubSpot?
Yes. Sync leads, contacts, and conversation data directly into HubSpot.
Can I use InsertChat with Zendesk?
Yes. Ticket creation, handoffs, and syncing support conversations are all supported.
Do you support Shopify?
Yes. Your agent can answer product questions, check order status, and assist with common e-commerce queries.
What about WooCommerce?
Yes. WooCommerce works similarly to Shopify with access to product catalogs and order information.
Can I connect Google Workspace?
Yes. Connect Google Drive, Docs, and other Workspace tools as knowledge sources.
Do you have a Zapier integration?
Yes. Connect InsertChat with thousands of apps via Zapier to automate workflows and sync data.
Can the agent search the web?
Yes. Enable web search so the agent can find current information beyond your knowledge base.
Do you support calendar booking?
Yes. The agent can schedule meetings directly during conversations.
Can I use webhooks?
Yes. Send events to your own systems for custom integrations and real-time notifications.
Do you have an API?
Yes. Full REST API for creating agents, managing sources, and interacting with conversations programmatically.
Can I install it with Google Tag Manager?
Yes. Install via script embed or Google Tag Manager.
Can I embed it in my product?
Yes. Use in-app embeds for a native feel, or the API to build a custom interface.
Do you support custom SMTP?
Yes. Custom domain and SMTP options are available so outbound messaging aligns with your infrastructure.
How do I connect my first integration?
Start your trial, go to Settings > Integrations, and connect in one click. 600+ apps available.
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