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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.

InsertChat / TodayOpen full demo

Connect the tools you use

Install supported apps and select the actions your assistant can access.

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.

Connect the rest of your front desk

Scheduling

Connect your calendar so your front desk can help with appointments. Keep bookings linked to the customer and the conversation that started them.

Explore Scheduling

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

Shared inbox

Bring website chat, calls, email, SMS, and WhatsApp into one workspace. See the conversation, the customer, and what needs your attention.

Explore Shared inbox

Actions & approvals: common questions

Setup, capabilities, and team control

Install 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.

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.