Explore the demo
Connect the tools you use
Install supported apps and select the actions your assistant can access.
Actions & approvals
AI workflow automation, with your team in control.
Give your front desk the tools to act on a conversation. Choose what it can do automatically and what your team needs to review.
Plans from $98 per month · 7-day free trial
AI workflow automation lets your assistant take the next step in a conversation, such as booking a visit, creating a CRM record, or opening a support ticket. In InsertChat you connect apps like Google Calendar, Outlook, HubSpot, Zoho, Zendesk, Stripe, and Square, choose the actions the assistant may use, and decide which run automatically and which wait for approval.
InsertChat / TodayOpen full demo 
Keep control of the next step
Review proposed actions, approve or reject them, and check their outcome.
See the work that remains
Use Today to review tasks, appointments, and items waiting for your attention.
Automate your first workflow
01
Pick one customer request
Start with a request you handle every day, such as booking a visit or logging a new lead in your CRM.
02
Connect the app and choose actions
Authorize the account, turn on only the actions that request needs, and set each one to run automatically or wait for approval.
03
Test it end to end
Play the customer in the app, then check the result in the connected app and in Today before turning it on for customers.
What can the assistant do in connected apps?
It can book, move, and cancel calendar appointments; create and update CRM contacts, deals, and notes; create and reply to Zendesk tickets; send Stripe payment links; and look up Square orders and bookings. Each integration page lists its actions, and you turn on only the ones you need.
Can I approve actions before they run?
Yes. Set each action to run automatically or wait for review in Today. Texts and emails the assistant proposes on its own wait for approval from an owner, admin, or manager. Follow-ups you switch on in Automations, such as an after-visit thank-you or one nudge when a customer still owes you an answer, send by themselves, and you can turn each one off.
Which apps can it connect to?
Google Calendar, Outlook, Calendly, Cal.com, HubSpot, Zoho CRM, Microsoft Dynamics 365, Zendesk, Stripe, Square, Gmail, and WhatsApp, each with the actions listed on its integration page. Connected apps are included on every paid plan.
Which actions can run without a person?
The ones you switch on. Offering times, booking, rescheduling, and canceling appointments, collecting contact details, and moving spam out of the inbox can run on their own. The assistant never completes an action outside the permissions and business rules you set; it asks a person instead.
Who gets notified when something happens?
Choose recipients by role or by person for new contacts, booked appointments, and conversations that need a person. Notifications go out immediately or as a daily summary at the time you pick.
Can developers connect their own systems?
Yes. Growth, Scale, and Enterprise include API keys with read or read-and-write access to your workspace. Scale and Enterprise add signed webhooks, with a delivery log and retries for failed deliveries.
Automated workflows by industry
All industries ↗- PlumbingAnswer emergency and routine plumbing calls while your crew is on a job.
- DentalBook cleanings and new-patient exams, and tell callers which insurance plans you accept.
- Law firmsTake new client intake calls and book consultations while your attorneys are in court.
- Salons & spasBook cuts, color, nails, and massages for the right length while every chair is busy.
- Property managementTake maintenance requests from residents and showing requests from renters, day or night.
- InsuranceCollect quote details and answer policy FAQs while your licensed agents are on other calls.
Connect the rest of your front desk
Scheduling
Your front desk offers open times, books the one the customer picks, and moves or cancels it later, on calls, website chat, and texts. Every booking stays linked to the customer and the conversation.
Explore Scheduling
AI email responder
Connect Gmail or Outlook. Your assistant drafts or sends replies, and anything sensitive waits for your team in the shared inbox.
Explore AI email responder
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 inboxInstall a supported connection and choose from the actions it makes available, such as calendar or email actions. Availability depends on the app, account permissions, and your InsertChat plan.
Yes. Configure the tools and permissions your assistant can use. Supported actions can run automatically or wait for review, depending on your setup. Review pending work and action outcomes in the workspace.
Start with the specific customer request you want to handle. Confirm that the assistant has the right knowledge, can access only the intended actions, and requests approval or human handoff when your setup requires it.
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.