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AI customer service agent

An AI customer service agent that answers, resolves, and hands off on every channel.

One AI agent answers customers by phone, website chat, SMS, email, and WhatsApp, resolves routine requests in the apps you connect, and passes the rest to your team with the full conversation.

Plans from $98 per month · 7-day free trial

An AI customer service agent is software that answers customers and resolves routine requests without waiting for a person. InsertChat’s agent answers phone calls, website chat, SMS, email, and WhatsApp from your knowledge, takes the actions you allow in apps like Zendesk, HubSpot, and your calendar, and hands the rest to your team in a shared inbox.

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One agent on every channel

Phone, website chat, SMS, email, and WhatsApp, answered from the same knowledge and instructions.

One knowledge base, five channels

Your website, documents, and written answers. Questions to improve shows which answers need work.

Resolves in your apps

Opens Zendesk tickets, updates HubSpot or Zoho records, looks up Square orders, and books on your calendar.

Approval per action

Each action runs on its own or waits for approval, and sensitive emails wait for a person.

Hands off by your rules

Conversations that need a person are marked needs-you, with the history and a summary attached.

Reports on every plan

Volume by channel, bookings, conversations handled without a person, and the human-help rate.

What the AI customer service agent resolves, and what it hands to your team

The agent finishes the routine requests you allow. Everything else goes to a person with the conversation and a summary attached.

Resolved by the agent, when you allow it

  • Questions about services, prices, hours, products, and policies
  • Booking appointments on your calendar, and moving or canceling the ones it booked
  • Opening, updating, or replying to a Zendesk ticket
  • Creating or updating HubSpot, Zoho, or Dynamics 365 records
  • Looking up a Square order or a Stripe customer or subscription
  • Saving the customer as a contact with their request and lead source

Handed to your team

  • A customer who asks for a person
  • A question the agent isn’t sure of, or can’t resolve after repeated tries
  • An upset customer or a complaint
  • Refunds, charges, and payment changes, which the connected actions don’t make
  • Emails about payments or legal matters
  • Actions you set to wait for approval
  • Picture messages sent by text

Set up an AI customer service agent

01

Start from your website

Enter your website address and review the services, hours, and FAQs the app finds. Add documents and written answers for anything it misses.

02

Connect channels and apps

Add website chat, a phone number, Gmail or Outlook, SMS, and WhatsApp. Then connect Zendesk, HubSpot, or your calendar and switch on only the actions you need.

03

Set handoff, then test

Keep the handoff rules on, choose who gets notified, and play the customer on each channel before going live.

How does an AI customer service agent work?

A customer calls, chats, texts, emails, or messages you on WhatsApp. The agent works out what they need and answers from your knowledge base and instructions. When the request needs one of your systems, it uses the actions you switched on, such as looking up an order or opening a ticket, and reports the result only after the app confirms it.

What’s the difference between an AI agent, a chatbot, and help desk macros?

A rule-based chatbot follows the flows someone scripted and stalls when a question falls outside them. Help desk macros are canned replies that a person still picks and sends. An AI customer service agent understands the question in the customer’s own words, answers from your content, and takes the next step in your apps without waiting for a teammate. Your team keeps saved replies for the conversations it takes over.

Which channels does the AI agent answer?

Phone calls, website chat, SMS, email through Gmail or Outlook, and WhatsApp Business. One assistant answers all five from the same knowledge, and every conversation lands in one shared inbox next to the customer’s contact record. Each channel has its own setup, and the table below shows where your team takes over on each one.

What can it resolve, and what goes to a person?

It resolves the questions your knowledge answers, bookings on a connected calendar, ticket and CRM updates, and order or subscription lookups, within the actions you allow. Handoff rules route the conversation to your team when a customer asks for a person, the assistant is unsure of an answer, it cannot resolve the request after repeated attempts, the customer is upset, or the request involves a sensitive action. Your team continues with the full conversation in the shared inbox.

How accurate is an AI customer service agent?

Its answers are only as good as your knowledge, and every channel draws on the same approved answers, so a caller and an emailer hear the same price. When the knowledge is silent or contradicts itself, the agent says so and brings in your team. Questions to improve collects the questions that got weak answers on any channel, so one fix to the source corrects all five.

Can it work with Zendesk and HubSpot?

Yes. With Zendesk connected, the agent can create, update, and reply to tickets and requests, and search users and organizations. With HubSpot, it can search, create, and update contacts, deals, and tickets, and add notes, tasks, and meetings. Zoho CRM, Microsoft Dynamics 365, Square, Stripe, and your calendar connect the same way. Actions run with each account’s own permissions, and nothing syncs in the background.

Which languages can it answer in?

The language each customer writes or speaks in, on every channel. A Spanish-speaking caller and a French-speaking emailer both get answers from your one knowledge base, and your team reads every conversation in the shared inbox. Upload translated documents where the exact wording of a policy or price matters.

How long does it take to set up?

Setup takes no code. Enter your website address and onboarding reads your services, hours, and FAQs to build a first version of your assistant. Correct what it found, connect your first channel, switch on the app actions you need, and test each one as a customer before you go live.

How much does an AI customer service agent cost?

Paid plans start at $98 per month for Pro, with 5,000 monthly credits, 3 team seats, and one phone number. Every channel, the shared inbox, connected apps, and 30-day reports are included, and there is no per-resolution fee. Calls round up to whole minutes, and SMS and WhatsApp can carry their own charges. At the estimator’s example rate of 10 credits per conversation, Pro covers about 500 chats a month. New customers can try Pro free for 7 days with 500 credits.

Will an AI customer service agent replace my team?

No. It takes the routine questions, bookings, and lookups, so your team works a needs-you list instead of watching every channel. People still handle complaints, judgment calls, approvals, and anything your rules hold back, and they start with the full conversation and a summary in the shared inbox.

What the AI customer service agent does on each channel

One assistant and one knowledge base cover every channel. Each channel has its own setup and its own point where your team takes over.

Swipe horizontally to compare →

ChannelHow customers reach itWhat the agent doesWhen your team takes over
PhoneYour InsertChat number, or your US or Canadian number forwarded to itAnswers in a natural voice, books appointments, and uses connected apps during the callThe call is marked needs-you with a transcript and summary, and your team calls back; calls aren’t transferred live
Website chatA chat widget on WordPress, Shopify, Wix, Webflow, or any other siteAnswers from your pages, accepts files and voice messages, saves leads, and booksYour team takes over the chat in the shared inbox
SMSTexts to your InsertChat number, where its country and carrier support SMSSends short replies from your knowledge, books by text, and honors STOPPicture messages, and texts that match your handoff rules
EmailYour Gmail or Outlook mailboxDrafts replies for review, or sends them after a delay of up to 10 minutesEmails where it’s unsure, the customer is upset, or the topic is a complaint, payment, or legal matter
WhatsAppA WhatsApp Business AccountReplies with text, media, locations, reply buttons, lists, and templatesMessages that match your handoff rules

SMS and WhatsApp can carry their own charges. Facebook Messenger, Instagram, and Telegram are not supported channels.

AI customer service agent vs rule-based chatbot vs human-only support

Swipe horizontally to compare →

ComparedInsertChat AI customer service agentRule-based chatbotHuman-only support
How customers askIn their own words, on any channel, in their languageBy tapping buttons or matching scripted keywordsIn their own words, during staffed hours
Answers fromYour website, documents, and written answersFlows someone wrote in advanceWhat each teammate knows
ChannelsPhone, website chat, SMS, email, and WhatsAppUsually one chat widgetWhichever channels someone is free to watch
Completes requestsBooks, updates tickets and CRM records, and looks up orders, within your permissionsCollects form-style answersYes, one conversation at a time per person
HoursAny hour, several conversations at onceAny hour, inside its scriptWhen your team is working
When it can’t helpHands off by your rules with the conversation and a summaryA dead end or a contact formVoicemail, a queue, or a reply later
RecordTranscript or thread, summary, and contact record in one inboxChat logs in the bot toolSpread across phone, email, and chat tools

Rule-based chatbot and human-only columns describe typical setups; tools and teams vary.

AI customer service by industry

All industries ↗

Connect the rest of your front desk

AI receptionist

InsertChat answers your business calls from your own services, hours, and prices. It books appointments on your calendar and brings in your team, full transcript attached, when a person should follow up.

Explore AI receptionist

AI voice agent

InsertChat’s AI phone agent understands what callers ask, answers from your knowledge, and uses your calendar and connected apps during the call, within the permissions you set. You set it up in the app; InsertChat runs the line, the voice, and the AI.

Explore AI voice agent

Website chat

Add an AI assistant to the site you already have. It answers visitors from your pages and documents, saves leads, books appointments, and hands the chat to a person when it needs one.

Explore Website chat

Shared inbox

Bring website chat, calls, email, SMS, and WhatsApp into one workspace. Your AI answers first, and your team sees exactly what needs a person.

Explore Shared inbox

Knowledge & answers

Bring your website, documents, FAQs, and product details into one knowledge base. Your assistant answers every channel from it and shows you which questions need a better answer.

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 & approvals

AI customer service agent: common questions

Setup, capabilities, and team control

Not if your team runs on tickets. InsertChat has no public help center or SLA tracking, so teams that live in Zendesk keep it and connect it: the agent opens and updates tickets from calls, chats, and email. Smaller teams can work every conversation in InsertChat’s shared inbox instead.

It doesn’t transfer live calls, take voicemail, record calls, or place outbound calls, and it doesn’t answer Facebook Messenger, Instagram, or Telegram. Refunds and charges stay with your team, and so does anything outside the actions you switch on.

Yes. Reports on every paid plan cover the last 30 days, broken down by channel, so you can see how many conversations the agent finished on its own and how many needed your team. Scale and Enterprise add AI analysis of what customers ask about and how they felt, with written monthly reports.

You set it for each connected action: automatic, or held for a teammate in Today. Follow-ups the agent suggests by text or email are always held for an owner, admin, or manager, and go out only with the customer’s consent.

Facts last reviewed .

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.