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
What our users say
We deployed AI support in 20 minutes. Our response time dropped by 80%. Customers love it.
Marcus Weber
Head of Support, Notion
Finally, one place for all my AI needs. The ability to switch models mid-conversation is game-changing.
Sarah Chen
Product Designer, Figma
The white-label option let us offer AI services to our clients overnight. Revenue grew 40% in Q1.
Elena Rodriguez
Agency Founder, Digitale Studio
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.
Can I control how the agent behaves?
Yes. Control prompts, model choice, tool access, and agent experience so behavior stays consistent.
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.
Can I use my own domain?
Yes. Custom domains are supported, typically via enterprise options.
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.
What tools and integrations are supported?
Zendesk, HubSpot, Shopify, WooCommerce, calendar booking, web search, Perplexity, and webhooks for your own systems.
Can I control which tools the agent is allowed to use?
Yes. Tool access is controlled per agent so you enable only what you need.
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's the fastest path to a successful deployment?
Start with one agent and a small set of high-value sources. Iterate using real questions from analytics.
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.
Can I control how the agent behaves?
Yes. Control prompts, model choice, tool access, and agent experience so behavior stays consistent.
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.
Can I use my own domain?
Yes. Custom domains are supported, typically via enterprise options.
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.
What tools and integrations are supported?
Zendesk, HubSpot, Shopify, WooCommerce, calendar booking, web search, Perplexity, and webhooks for your own systems.
Can I control which tools the agent is allowed to use?
Yes. Tool access is controlled per agent so you enable only what you need.
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's the fastest path to a successful deployment?
Start with one agent and a small set of high-value sources. Iterate using real questions from analytics.
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.
Ready to enable AI actions?
Start your 7-day free trial today.
7-day free trial · Cancel anytime · No commitment
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