Build, launch, and improve AI agents
Use your content, connect real tools, keep control, and put the same agent anywhere you need it.
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What makes the agent useful
These are the core parts that keep answers helpful, actions controlled, and rollout simple.
Knowledge base
Ground every AI answer in your actual documents, website, and data — so customers get accurate responses, not hallucinated guesses.
Agent controls
Set behavior rules, prompts, and guardrails that stay consistent across every channel and team member — no rogue responses.
Multi-model
Use a premium model for complex questions and a cheaper model for simple FAQs — same knowledge base, same tools, different cost per message.
Channels
Deploy one agent to your website, app, and API — customers and teammates get the same quality answers wherever they ask.
Integrations
Create Zendesk tickets, log HubSpot leads, and check Shopify orders from within the conversation — no copy-paste, no tool switching.
Stats and analytics
See exactly what customers ask, where your knowledge gaps are, and which conversations needed a human — then fix it.
Prompt templates
Start with a proven support, sales, or FAQ template and customize from there — so you're deployed in minutes, not hours.
Branding
Match the chat widget to your exact brand colors, logo, and domain — so it looks native, not bolted on from a third-party tool.
How InsertChat works in the real world
A simple flow you can ship, measure, and improve.
Connect sources
Add URLs, sitemaps, docs, and media so answers are grounded in your reality.
Configure the agent
Set prompts, choose models, and define what the agent is allowed to do.
Enable tools
Turn on only the integrations you need: CRM, helpdesk, commerce, and workflows.
Deploy anywhere
Use the same agent on web, in-app embeds, and via API without rebuilding setup.
Improve with analytics
See what users ask, find gaps, and iterate so coverage improves over time.
Test answers
Run real questions against your sources before launch and tighten weak answers while the stakes are still low.
Set permissions
Control who can edit prompts, sources, deployment settings, and access across the workspace.
Invite the team
Bring support, sales, or ops into the same workspace once the first rollout is ready.
Search feature pages
17 feature pages match the current directory state.
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See every feature
Go straight to the part of the product you are evaluating: knowledge, workflows, conversations, teams, security, API, branding, channels, or white-label delivery.
Custom AI Agent Branding
Custom AI Agent Branding matters most when teams need custom colors to hold up in daily production instead of only in a demo environment.
AI Agent Customization
AI Agent Customization matters most when teams need custom domain to hold up in daily production instead of only in a demo environment.
White-Label AI Agent
White-Label AI Agent matters most when teams need custom branding to hold up in daily production instead of only in a demo environment.
Voice AI Agent
Voice AI Agent matters most when teams need speech-to-text to hold up in daily production instead of only in a demo environment.
Vision AI Agent
Vision AI Agent matters most when teams need image analysis to hold up in daily production instead of only in a demo environment.
Page 2 of 2. Showing 5 of 17 matching feature pages.
Bring in your content
Connect the sources that matter most and keep them fresh.
Use the same agent anywhere
Use web chat, embeds, or API.
Keep control as you grow
Keep control of access, privacy, and brand while scaling agents.
Roles and access
Admins manage billing, managers configure agents, clients view their own conversations — each person gets exactly the access they need, nothing more.
Data privacy
Each workspace is a sealed environment with encrypted data. Client A's conversations never touch Client B's. Compliant by default, auditable by design.
Custom branding
Every widget, every channel, every client gets its own visual identity. Scale from one agent to fifty without losing brand consistency.
Bring your own key
Control costs and compliance by using your own API keys from OpenAI, Anthropic, or Google. Track spending per model, per agent, per use case.
Made for real work
Launch around one workflow first, then add tools and channels as the agent proves itself.
Customer support
Answer questions, collect feedback, and hand off to a human.
Sales and lead capture
Capture leads and connect to tools like HubSpot.
Docs and onboarding
Turn docs into clear answers, flashcards, and quizzes.
Ecommerce
Answer product questions and track shipping.
What you get
The gains show up in launch speed, answer quality, and the amount of manual work your team stops doing.
- Resolve 40-60% of support questions automatically — the AI answers from your knowledge base, customers get instant help, your team handles the complex stuff
- Deploy a new agent in under 5 minutes — upload docs, set the prompt, choose a model, embed on your site. No sprint planning, no developer handoff
- One source of truth across every channel — website, app, API all answer from the same knowledge base with the same behavior rules
- See exactly where your agent succeeds and fails — analytics surface content gaps and unanswered questions so you improve weekly, not quarterly
How to roll it out
The fastest path is a narrow first deployment, a grounded knowledge base, and weekly iteration based on real questions.
- Start with one agent and one audience — support, sales, or internal docs. Get that working before expanding to multiple use cases.
- Upload 10-20 high-quality documents first, not your entire knowledge base. Verify answer quality with real questions before adding more sources.
- Pick the cheapest model that meets your quality bar. A fast model handles most FAQ questions. Save premium models for complex reasoning that justifies the cost.
- Enable tools only when the agent should take action. A FAQ bot doesn't need lead capture. Add tools as you identify specific workflows.
- Deploy to your lowest-traffic page first. Validate the experience with real users before rolling out to your homepage or checkout flow.
- Review analytics weekly. Find the top 5 unanswered questions, add the missing content, and watch resolution rates improve the following week.
Commonquestions
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InsertChat
Product FAQ
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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.