Explore the demo01
Set the client’s identity
Configure the assistant’s name, logo, colors, and tone. Choose a plan with the domain options the client needs.
Agencies & teams
AI chatbots built around each agency client.
Build each assistant around the client’s identity, content, and workflow. Give your team a repeatable way to test and support the experience.
EXAMPLE WORKFLOW · Client setup
Build a branded assistant for a client website
A client wants a branded assistant for their existing website.
“Can you add an assistant to our website that sounds like us and knows our services?”
02
Add the client’s knowledge
Use their website, documents, and FAQs. Test common customer questions and fill information gaps before installation.
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Install and support it
Add the website embed, configure team access, and agree on how conversations and handoffs will be managed.
Your team sets the boundaries
Review source quality, team access, and each assistant’s tools before making it available to visitors.
Illustrative scenario. Answers depend on your sources; actions depend on your connected tools and permissions.
Explore the shared workspace
Explore the InsertChat demo ↗
InsertChat / KnowledgeOpen full demo Explore InsertChat’s shared workspace with Northstar Home Services, our fictional demo business.
Features for agencies & teams
Website chat
Add an AI assistant to your existing website. Answer from your content, collect contact details, and hand the conversation to a person when it needs one.
Explore Website chat
Knowledge & answers
Bring your website, documents, FAQs, videos, and product information into one knowledge base. Test answers and fill information gaps before connecting it to customers.
Explore Knowledge & answers
Actions & approvals
Give your front desk the tools to act on a conversation. Choose what it can do automatically and what your team needs to review.
Explore Actions & approvalsConfigure each assistant’s name, logo, colors, tone, and knowledge around the client’s business. Test its answers and handoff before installing it. Your plan determines assistant, team, source, and domain limits.
Compare the number of assistants, team seats, knowledge sources, and credits your client work needs. Growth, Scale, and Enterprise include custom-domain and API options. Scale and Enterprise add analytics and reports. Confirm the limits against your intended rollout.
Build your AI front desk.
Start with the questions you answer every day.
Add your business information, test the answers, and connect your first customer channel.