Why actions beat a basic chatbot

AI Agent for Website without Another Passive Chatbot

Give your agent tools, grounded knowledge, and handoff rules so it can answer questions and take the next approved action.

3-day free trial · No charge during trial

Social proof

Do more than answer with a chatbot

Owned
Content sources supported
Workflow
App integrations
Source-backed
Avg automation rate
4.9/5
Customer satisfaction
The Problem

AI Agent for Website disappoints when it can answer a question but still cannot take the next approved action or hand off cleanly.

The Solution

Build it with tools, rules, grounded knowledge, and model choice in one place so the conversation can keep moving instead of ending at “contact us.”

Features

Website-ready visitor engagement

Ground the assistant in approved content, publish it under your brand, route the next step, and improve from real questions.

Train on your content library

Use website URLs, documents, videos, Q&A, and raw source text to create an assistant that understands your owned knowledge.

app.insertchat.com
Knowledge
Approved content sources

506 URL sources connected

Documents, videos, Q&A, and raw source text ready

Sources
🌐

Resource center URLs

506 pages

📄

buyer-guides.pdf

34 guides

Approved Q&A

128 answers

Whole product

Everything in one place

Chat, files, tools, and deployment live together here.

Knowledge
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Website URLs
Pages and sitemaps
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Documents
PDF, Word, Excel
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Videos
YouTube and transcripts
Guardrails
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Approved sources
Bounded answers
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Brand voice
Tone and prompts
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Visitor interface
Logo and colors
Publish
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Website widget
Floating bubble
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In-page window
Embedded assistant
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Direct link
Shareable assistant
Actions & insights
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Lead capture
Quality scoring
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Human handoff
Route with context
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Tickets
Follow-up requests
InsertChat
InsertChat
Branded website assistant
What you get
Publish
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Floating bubble
Website launcher
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In-page window
Embedded assistant
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Direct link
Shareable page
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Custom domain
Under your brand
Visitor actions
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Capture leads
High-intent visitors
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Human handoff
Escalate with context
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Create tickets
Support follow-up
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Send transcripts
Visitor copy
Insights
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Top questions
Visitor intent
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Content gaps
Missing answers
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Feedback
Weak answers
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Lead quality
Follow-up signals
Integrations
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HubSpot
CRM context
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Zendesk
Ticket context
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Shopify
Catalog questions
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Webhooks
Custom routing
Product scope

The product behind the free trial

Start with the builder flow, then keep model access, knowledge, deployment, and multimodal work connected as usage grows.

Knowledge

Train on owned knowledge

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Import website URLs, documents, videos, approved Q&A, and raw source text so visitors can ask across the content your team already maintains.

  • badge 13506 URL sources
  • badge 13Documents and PDFs
  • badge 13Videos and Q&A

Start here when the content library keeps growing but discovery is not getting easier.

Guardrails

Control the answer experience

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Set the assistant name, instructions, interface, smart suggestions, sharing behavior, and source boundaries before visitors use it.

  • badge 13White-label controls
  • badge 13Answer rules
  • badge 13Suggested prompts

Use this when the assistant must feel client-ready, brand-safe, and publishable.

Publish

Publish where visitors need help

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Add the assistant as a floating bubble, in-page window, direct assistant link, or branded destination without rebuilding your CMS.

  • badge 13Floating bubble
  • badge 13In-page window
  • badge 13Custom domain

Use this when the assistant needs to launch as part of the existing website experience.

Actions

Capture the next step

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Capture leads, create support tickets, send transcripts, hand off to people, and sync conversation context to the tools your team uses.

  • badge 13Lead quality score
  • badge 13Human handoff
  • badge 13Support tickets

Use this when the assistant should convert high-intent questions into follow-up.

Insights

Improve from every conversation

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Review chats, lead quality, tickets, feedback, and insights to understand what visitors ask and what your content is missing.

  • badge 13Top questions
  • badge 13Content gaps
  • badge 13High-intent chats

Use this when marketing, digital, and content leaders need better visitor intent data.

Capabilities

What you get

The main things you can do.

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Multi-Model Intelligence

Pick the right model per agent — GPT-4o for reasoning, Claude for long docs, fast models for simple FAQs.

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Tool Use

Web search, calendar booking, lead capture, CRM updates, webhook triggers — agents take action, not just answer.

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Behavior Rules

Set tone, restrict topics, define fallback responses, configure escalation triggers. Your agent, your rules.

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Human Handoff

Smart routing by topic or department. 16 live chat integrations with full conversation context.

Process

How it works

The path from setup to launch.

1

Set the job, rules, and tools

Choose the prompts, actions, thresholds, and handoff points before the agent goes live.

2

Ground it in the right context

Connect the content, data, and model choice the workflow needs to stay useful.

3

Launch and tune from outcomes

Watch real results, tighten the workflow, and keep improving the agent where it matters most.

Try the version that takes actions

Set the rules, tools, and handoff points so you can test the workflow before you publish it into the live conversation path.

3-day free trial · No charge during trial

Comparison

Key differences

The main differences side by side.

Criteria
InsertChat
Others
Takes action
Yes — books, creates, updates via Workflow apps
No — says "contact us"
Knowledge base
PDFs, URLs, YouTube, audio, catalogs
Text only or none
Model choice
content-trained assistants, switch per agent
1 model, locked in
Setup time
Minutes — visual builder
Weeks — custom code required
Human handoff
16 live chat integrations
Basic or none
Pricing
Flat monthly fee, all tools included
Per-API-call or per-resolution
Customer proof

AI Agent For Website proof from real customers

Teams use InsertChat to turn owned content into branded assistants that answer from approved sources, capture demand, and reveal the questions visitors cannot resolve on their own.

Visitor experience

"Readers were asking for guides we already had. InsertChat gave them a branded way to ask in plain language and reach the right article without digging through the archive."

Whitney S.
Audience Development Lead, Digital publisher
Website team

"The useful signal is not just the answer. We can see which questions visitors repeat, which sources they use, and where our resource center needs clearer content."

Patrick B.
Director of Digital Experience, Member association
Website team

"Campaign visitors ask specific questions before they convert. The assistant answers from our guides, then captures the hand-raisers with the conversation context included."

Rebecca L.
Marketing Director, Education resource brand
Website team

"We connected articles, PDFs, and FAQs without turning the content library into a perfect database first. The assistant started giving source-backed answers the same week."

Priya M.
Content Director, Professional education site
Website team

"We white-labeled an assistant for a content-heavy client without building crawling, chat UI, hosting, and reporting from scratch. It looked like part of their site."

Julien P.
Agency Founder, Web agency
Visitor experience

"Readers were asking for guides we already had. InsertChat gave them a branded way to ask in plain language and reach the right article without digging through the archive."

Whitney S.
Audience Development Lead, Digital publisher
Website team

"The useful signal is not just the answer. We can see which questions visitors repeat, which sources they use, and where our resource center needs clearer content."

Patrick B.
Director of Digital Experience, Member association
Website team

"Campaign visitors ask specific questions before they convert. The assistant answers from our guides, then captures the hand-raisers with the conversation context included."

Rebecca L.
Marketing Director, Education resource brand
Website team

"We connected articles, PDFs, and FAQs without turning the content library into a perfect database first. The assistant started giving source-backed answers the same week."

Priya M.
Content Director, Professional education site
Website team

"We white-labeled an assistant for a content-heavy client without building crawling, chat UI, hosting, and reporting from scratch. It looked like part of their site."

Julien P.
Agency Founder, Web agency
Visitor experience

"Shoppers ask from use case, room size, and return-policy details, not just product names. InsertChat helps them compare guides and products before they contact us."

Maya R.
Ecommerce Director, Home goods brand
Visitor experience

"Visitors can ask about events, access, amenities, and planning from one place. When the answer needs follow-up, the transcript gives staff the context."

Elliot C.
Visitor Experience Manager, Regional venue
Website team

"The assistant deflects repeat policy and program questions from approved pages, but it still routes people to us when they need a person."

Nina A.
Communications Director, Nonprofit resource center
Visitor experience

"Our recipe archive is valuable, but search was not enough. Visitors can now ask by ingredient, diet, or occasion and get a useful path through the content."

Grant M.
Head of Content, Food media brand
Visitor experience

"We connected product guides, policies, and support content, then published the assistant on the store. Visitors get cleaner answers and better next steps."

Leah T.
Founder, Specialty ecommerce brand
Visitor experience

"Shoppers ask from use case, room size, and return-policy details, not just product names. InsertChat helps them compare guides and products before they contact us."

Maya R.
Ecommerce Director, Home goods brand
Visitor experience

"Visitors can ask about events, access, amenities, and planning from one place. When the answer needs follow-up, the transcript gives staff the context."

Elliot C.
Visitor Experience Manager, Regional venue
Website team

"The assistant deflects repeat policy and program questions from approved pages, but it still routes people to us when they need a person."

Nina A.
Communications Director, Nonprofit resource center
Visitor experience

"Our recipe archive is valuable, but search was not enough. Visitors can now ask by ingredient, diet, or occasion and get a useful path through the content."

Grant M.
Head of Content, Food media brand
Visitor experience

"We connected product guides, policies, and support content, then published the assistant on the store. Visitors get cleaner answers and better next steps."

Leah T.
Founder, Specialty ecommerce brand
Outcomes

What you get

What changes after launch.

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    The agent can answer questions and take the next approved action in the same conversation.
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    Tool access, handoff rules, and analytics stay visible in one place.
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    You can tune behavior from live outcomes instead of isolated prompt tests.
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    Model choice stays flexible as the workflow changes.
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    Complex cases still reach a person with context attached.
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    Each action is easier to review because the rules and conversation stay together.
Document Classification

Data Protection
Security Briefing

Declassified
Public Release Authorized
REF: IC-SEC-2026-001DATE: 19 MAY 2026
Executive Summary

Your data is stored on European servers. Never used for AI training. Deletable at any time. GDPR compliant with DPA available on request.

SEC-001DECLASSIFIED

Data Residency

Primary infrastructure in Frankfurt and Amsterdam. Your data never leaves the EU unless you explicitly choose a non-EU region.

Status: ACTIVE
SEC-002DECLASSIFIED

GDPR Compliance Status

Full compliance with General Data Protection Regulation (EU) 2016/679. Annual audits conducted by independent authorities.

Status: VERIFIED
SEC-003DECLASSIFIED

Zero Data Training Policy

InsertChat maintains a strict policy of never using customer data for AI model training. All data remains property of the customer.

Status: ENFORCED
SEC-004DECLASSIFIED

Enterprise-Grade Security

AES-256 encryption at rest. TLS 1.3 in transit. 24/7 monitoring. Regular penetration testing by independent auditors.

Status: ACTIVE
Authorized By
InsertChat Security
Request Full Briefing
This document has been approved for public release

Start with Starter for your first branded assistant, move to Pro when you need more assistants and sources, or choose Business for team access, white-label controls, and deeper reporting.

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FAQ

Common questions

Answers about setup, pricing, handoff, and what happens after the live version starts handling real traffic. This FAQ is framed for ai agent for website searches.

Contact support
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Product FAQ

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Product FAQ

What is InsertChat?

InsertChat is a white-label AI assistant platform for content-rich websites. Train an assistant on owned content, publish it under your brand, add visitor actions, and learn from the questions people ask.

What content can InsertChat learn from?

InsertChat can learn from website URLs, sitemaps, documents, PDFs, office files, YouTube videos, approved Q&A, and raw source text. The goal is to make the content you already own easier for visitors to use.

How does InsertChat keep answers accurate?

Answers are grounded in the sources you connect. You can refresh sources, review conversations, and use unanswered questions or weak answers to improve coverage over time.

Can it answer only from approved sources?

Yes. You can keep answers bounded to approved content so visitors get a source-backed experience instead of generic AI responses.

Where can I publish the assistant?

Publish it as a website bubble, in-page window, full-page assistant, direct link, or custom-domain page. Use the format that fits the visitor journey.

Can it capture leads and route follow-up?

Yes. InsertChat can collect contact details, request human handoff, create tickets, send transcripts, and sync conversation context to CRM, ecommerce, support, or webhook workflows.

What visitor insights do we get?

Track top questions, unanswered questions, content gaps, most-used sources, weak answers, high-intent conversations, collected leads, tickets, and feedback patterns.

Can I customize the branding and UI?

Yes. Customize the assistant name, logo, colors, welcome message, suggested prompts, tone, domain, and white-label presentation.

Do I need to rebuild search, navigation, or my CMS?

No. InsertChat adds a conversational discovery layer to the website you already have, so visitors can ask in their own words while your existing content stays in place.

Do I need coding skills?

No. You can connect sources, customize the assistant, and publish with a small install snippet. Web or agency partners can help when the site needs a more controlled rollout.

Can I use my own domain?

Yes. Custom domains are supported, typically via enterprise options.

What tools and integrations are supported?

HubSpot, Zendesk, Shopify, WooCommerce, Stripe, Zapier, webhooks, and visitor-action tools such as lead capture, tickets, human handoff, transcripts, and feedback.

What's the fastest path to a successful deployment?

Start with one assistant and a focused set of high-value sources. Test real visitor questions, brand the experience, publish on a controlled page, then expand from analytics.

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 $98/month. Verify the latest pricing and included limits on the pricing page.

Is pricing per seat?

Pricing is oriented around assistants, content sources, usage, white-label needs, seats, and client-site complexity.

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.

Is there a max file size for uploads?

Yes. Plans enforce a max file size per upload. Check your plan details on the pricing page.

What are credits?

Credits budget your usage across conversations, sources, and tools. They keep costs predictable as you scale.

Do you charge for all messages, even unresolved ones?

Ground answers in your knowledge and enable tools only when needed to control cost. Check the pricing page for how usage is measured.

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.

Do I need to buy separate subscriptions for each model?

No. Keep assistant setup in one place and choose supported models behind the branded experience without separate visitor-facing tools.

What is BYOK?

Bring Your Own Key. Use your own provider API key for model access to consolidate billing or apply your own setup.

If I use BYOK, do I still pay InsertChat?

Yes. InsertChat still provides the agent product: knowledge, deployments, tools, analytics, and governance. Model provider usage is billed separately.

Can I use my own logo and domain?

Yes. Public plans include white-label access. Check the pricing page for current logo, domain, and assistant limits.

Does InsertChat replace support staff?

No. Deploy agents for common questions and use handoff to humans for edge cases and high-stakes requests.

What's the ROI case for pricing?

Buyers see value when assistants improve content discovery, handle repeat questions, capture leads, and reveal content gaps. Best ROI comes from grounding on your sources and iterating with analytics.

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.

What's included in enterprise that self-serve might not cover?

Higher source volume, more assistants, custom domains, BYOK, S3-compatible source sync, role-based access controls, advanced integrations, and security review support.

Can I use InsertChat on multiple websites or products?

Yes. Deploy agents across website, in-app embed, and API. See pricing details for how that maps to your plan.

If I stop paying, do I lose my data?

Retention depends on your plan terms. Contact us for specific export or retention guarantees before purchase.

What if InsertChat isn't a fit after we try it?

Share what didn't work and we'll help you decide whether to tune the setup or move on.

How do I start?

Start a 3-day free trial with full access. A credit card is required to begin, but you are not charged during the trial.

Security FAQ

Where is my data stored?

European servers. GDPR compliant, never used for training, and deletable at any time.

What is InsertChat, from a privacy standpoint?

A branded AI assistant platform that connects to your approved sources and uses model providers to generate responses. Privacy depends on what you ingest, what tools you enable, and who can access the assistant.

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 account 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.

What is BYOK from a privacy standpoint?

You provide your own API key for model access. Prompts and context are still sent to the provider, so review their policies for your compliance needs.

Can I restrict what the agent can do?

Yes. Control tool enablement per agent to limit actions to only what is necessary.

Can we limit exposure of sensitive data in the agent?

Yes. Scope sources to what should be answerable and limit tool enablement to only what is required.

Can I export or audit what users asked?

Yes. Analytics show what people ask. Contact us for exports for audits or internal reporting.

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 security 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.

What if we need a private deployment or special requirements?

Enterprise plans cover custom deployment, advanced controls, and procurement constraints. Contact us to discuss.

How do privacy requests work (access, deletion)?

Submit privacy requests through the contact page. We route them to the right process.

Where can I request security documentation?

Submit security inquiries through the contact page.

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.

Launch the action-ready version today

Build the agent with tools, rules, grounded knowledge, and clean handoff so the conversation can keep moving after the first answer.

3-day free trial · No charge during trial

InsertChat

GDPR compliant · Zero data sharing · No charge during trial

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