Explore the demo01
Explain your process
Use your service descriptions, onboarding checklist, and published FAQs to answer the practical questions.
Professional services
An AI front desk for professional service teams.
Explain your services, collect a useful project brief, and help arrange an introductory conversation. Your specialists keep control of the advice and commitments.
EXAMPLE WORKFLOW · Email inquiry
Turn a client inquiry into a useful project brief
A prospective client sends an inquiry while your team is with clients.
“We need help setting up monthly bookkeeping for our small team. What do you need to get started?”
02
Collect a useful brief
Capture the business, the help they need, and their preferred contact details in the conversation.
03
Prepare the next step
Help arrange an introductory call or prepare a follow-up for review, using the tools and permissions you choose.
Your team sets the boundaries
Your team reviews bespoke quotes, professional advice, and commitments before they go to a client.
Illustrative scenario. Answers depend on your sources; actions depend on your connected tools and permissions.
Explore the shared workspace
Explore the InsertChat demo ↗
InsertChat / TodayOpen full demo Explore InsertChat’s shared workspace with Northstar Home Services, our fictional demo business.
Features for professional services
Email & messaging
Connect email, SMS, and WhatsApp to your front desk. Manage customer messages and review the actions your assistant prepares in one place.
Explore Email & messaging
Contacts
Keep customer details, conversation history, notes, and preferences together. Your team can pick up where the last conversation left off.
Explore Contacts
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 the assistant to ask about the client’s business, the service they need, their preferred contact details, and the questions your team needs for an introductory call. Keep those details with the conversation so the specialist can prepare.
Yes. Set handoff boundaries for advice or commitments that require a specialist, and configure approval for supported tool actions. The assistant can explain your published services and collect a brief while your team reviews the next step.
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.