InsertChat solutions
Browse solutions for customer support, sales, e-commerce, education, and internal operations. Each one combines InsertChat's knowledge base, agent builder, and integrations into a pattern you can deploy and customize for your workflow.
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by team or industry
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AI Sales Agent: Qualify Leads, Book Demos 24/7
AI agent for sales teams: qualify leads 24/7, answer pricing questions, book demos automatically. HubSpot integration, Secure infrastructure, zero data sharing. Replace sales chat software.
AI Marketing Agent: Content Discovery & Lead Capture
AI agent for marketing: help visitors discover content, capture leads, keep messaging consistent. Train on your website and docs. Secure infrastructure, zero data sharing.
Ecommerce AI Agent: Product Q&A & Order Tracking
AI agent for ecommerce: answer product questions, track orders, handle returns. Shopify & WooCommerce integration. Reduce support tickets 50%+. Secure infrastructure, zero data sharing.
AI Agent for Merchants: Product Q&A & Order Support
AI agent for merchants: answer product questions, track orders, capture leads. Integrates with Shopify, WooCommerce, Zendesk. Secure infrastructure, zero data sharing.
AI Agent for Finance: Policy Q&A & Compliance
AI agent for finance teams: answer policy questions, search internal docs, maintain audit trails. GDPR compliant with secure infrastructure. Secure, role-based access.
AI Customer Support Agent: Deflect Tickets, Keep Customers Happy
AI agent for customer support: deflect tickets, answer FAQs from your knowledge base, seamless human handoff. Integrates with Zendesk, Freshdesk, Intercom. GDPR compliant.
AI workspace for teams
Use InsertChat as an AI workspace for your team: multi-model chat, knowledge grounding, and controlled tools in one place.
AI Agent for Education: Course Q&A & Study Support
AI agent for education: turn course materials into instant answers, flashcards, quizzes. Support students 24/7. Train on PDFs, videos, docs. GDPR compliant for schools.
AI Tutoring Agent: Personalized Learning at Scale
AI tutoring agent: personalized explanations from your curriculum, instant Q&A, study aids. Train on your materials. For tutoring centers, coaches, educators. GDPR compliant.
AI Learning Assistant: Training & Onboarding Made Easy
AI learning assistant for corporate training: onboard employees, deliver training content, answer policy questions. Train on your materials. Secure infrastructure, zero data sharing.
AI agents for SaaS
Deploy AI agents for your SaaS product to answer onboarding questions, deflect support tickets, and capture leads with InsertChat.
AI agents for B2B teams
Deploy AI agents for B2B support, sales qualification, and internal knowledge search with InsertChat.
AI agents for agencies
Deploy AI agents for multiple clients with InsertChat: branded embeds, controlled knowledge bases, and workflow integrations.
AI agents for startups
Move fast with InsertChat AI agents: deploy on your site, ground answers in docs, and connect tools for support and growth.
AI Agent for Healthcare: Patient & Staff Support
AI agent for healthcare: answer patient FAQs, support staff with policy Q&A, reduce call volume. GDPR compliant, secure infrastructure, role-based access. Train on approved materials only.
AI Agent for Real Estate: Property Q&A & Lead Qualification
AI agent for real estate: answer property questions 24/7, qualify leads, book viewings. Train on your listings. Integrates with HubSpot. Secure infrastructure, zero data sharing.
AI Agent for Legal: Contract Q&A & Policy Search
AI agent for legal teams: answer contract questions, search policies, support internal Q&A. Role-based access, audit trails. Secure infrastructure, zero data sharing. Train on your docs.
AI Agent for Hotels & Hospitality: Guest Support 24/7
AI agent for hotels and hospitality: answer guest questions 24/7, handle booking inquiries, reduce front desk calls. Train on your policies. Secure infrastructure, zero data sharing.
AI Agent for Recruiting: Candidate FAQ & Screening
AI agent for recruiting: answer candidate FAQs, screen applicants, schedule interviews. Train on job postings. Integrates with ATS. Secure infrastructure, zero data sharing.
AI Agent for Insurance: Policy Q&A & Claims Support
AI agent for insurance: answer policy questions, support claims inquiries, reduce call volume. Train on approved materials. Secure infrastructure, zero data sharing, role-based access.
AI Agent for Retail: Product Q&A & Guided Shopping
AI agent for retail: answer product questions, guide shoppers, reduce support tickets. Train on your catalog. Integrates with Shopify, Zendesk. Secure infrastructure, zero data sharing.
AI Agent for Logistics: Shipping Q&A & Order Tracking
AI agent for logistics: answer shipping questions, track orders, reduce WISMO tickets. Integrates with shipping APIs. Secure infrastructure, zero data sharing. Train on your policies.
AI Agent for Manufacturing: SOP Search & Training Support
AI agent for manufacturing: search SOPs, answer policy questions, speed up onboarding. Train on your manuals and procedures. Secure infrastructure, zero data sharing, role-based access.
AI Agent for Nonprofits: Donor FAQ & Volunteer Support
AI agent for nonprofits: answer donor questions, support volunteers, share program info. Affordable pricing for nonprofits. Secure infrastructure, zero data sharing. Train on your content.
AI Agent for IT Helpdesk: Ticket Deflection & KB Search
AI agent for IT helpdesk: deflect tickets, search knowledge base, route escalations. Integrates with Zendesk, ServiceNow. Secure infrastructure, zero data sharing. Train on your KB.
AI Agent for Customer Success: Onboarding & Self-Serve
AI agent for customer success: speed up onboarding, answer how-to questions, enable self-serve. Train on your docs. Integrates with HubSpot. Secure infrastructure, zero data sharing.
AI Agent for Product Teams: Docs Q&A & User Insights
AI agent for product teams: answer docs questions, support onboarding, capture user feedback. See what users ask most. Secure infrastructure, zero data sharing. Train on your docs.
AI Agent for HR: Employee FAQ & Policy Q&A
AI agent for HR: answer employee questions about policies, benefits, PTO. Speed up onboarding. Train on your handbook. Secure infrastructure, zero data sharing, role-based access.
AI Agent for Construction: Safety, SOPs & Training
AI agent for construction: search SOPs, answer safety questions, support training. Train on your manuals and procedures. Secure infrastructure, zero data sharing, role-based access.
AI Agent for Automotive: Lead Capture & Service Booking
AI agent for automotive: capture leads, book service appointments, answer inventory questions. Train on your catalog. Secure infrastructure, zero data sharing. 24/7 availability.
AI Agent for Consulting: Lead Qualification & Booking
AI agent for consulting firms: qualify leads, book discovery calls, answer service questions. Integrates with HubSpot, Calendly. Secure infrastructure, zero data sharing.
AI Agent for Call Centers: Call Deflection & Handoff
AI agent for call centers: deflect repetitive calls, search knowledge base, seamless human handoff. Integrates with Zendesk. Secure infrastructure, zero data sharing. Reduce AHT.
AI Agent for Restaurants: Menu Q&A & Reservations
AI agent for restaurants: answer menu questions, handle reservation inquiries, reduce phone calls. Train on your website. Secure infrastructure, zero data sharing. 24/7 availability.
AI Agent for Travel: Booking FAQ & Policy Support
AI agent for travel: answer booking questions, explain policies, reduce support tickets. Train on your content. Secure infrastructure, zero data sharing. 24/7 customer support.
AI Agent for Gyms & Fitness: Lead Capture & Booking
AI agent for gyms and fitness studios: capture leads, answer class questions, book trials. Train on your schedule and policies. Secure infrastructure, zero data sharing.
AI Agent for Local Services: Lead Capture & Booking
AI agent for local service businesses: capture leads, answer FAQs, book appointments. Train on your services. Secure infrastructure, zero data sharing. 24/7 lead capture.
AI Agent for Coaches: Lead Capture & Program Q&A
AI agent for coaches: capture leads, answer program questions, book discovery calls. Train on your content. Secure infrastructure, zero data sharing. 24/7 availability.
AI Agent for Property Management: Tenant FAQ & Maintenance
AI agent for property management: answer tenant questions, handle maintenance requests, reduce call volume. Train on your policies. Secure infrastructure, zero data sharing.
AI Agent for Events: Attendee FAQ & Sponsor Support
AI agent for events: answer attendee FAQs, handle sponsor inquiries, capture registrations. Train on your event details. Secure infrastructure, zero data sharing. 24/7 support.
AI Agent for Accounting: Policy Q&A & Doc Search
AI agent for accounting teams: answer policy questions, search procedures, support onboarding. Train on your docs. Secure infrastructure, zero data sharing, role-based access.
AI Agent for Cybersecurity: Runbook Search & Policy Q&A
AI agent for cybersecurity teams: search runbooks, answer policy questions, support onboarding. Role-based access, audit trails. Secure infrastructure, zero data sharing.
AI Agent for Communities: Member FAQ & Onboarding
AI agent for communities: answer member questions, support onboarding, guide to resources. Train on your content. Secure infrastructure, zero data sharing. Custom branding.
AI Agent for Fintech: Product FAQ & Compliance Support
AI agent for fintech: answer product questions, support compliance, reduce tickets. Role-based access, audit trails. Secure infrastructure, zero data sharing. Train on approved content.
AI Agent for Telecom: Customer FAQ & Support Deflection
AI agent for telecom: answer billing questions, explain plans, reduce support tickets. Seamless human handoff. Integrates with Zendesk. Secure infrastructure, zero data sharing.
AI Agent for Government: Citizen FAQ & Internal Knowledge
AI agent for government and public sector: answer citizen FAQs, support internal teams, reduce call volume. Secure infrastructure, zero data sharing, role-based access.
AI Agent for Banking: Customer FAQ & Internal Knowledge
AI agent for banking: answer customer questions, support internal teams, reduce call volume. Role-based access, audit trails. Secure infrastructure, zero data sharing.
AI Agent for Marketplaces: Buyer & Seller Support
AI agent for marketplaces: answer buyer and seller questions, reduce support tickets, explain policies. Train on your content. Secure infrastructure, zero data sharing.
AI Agent for Gaming: Player Support & FAQ Deflection
AI agent for gaming: answer player questions, support help center, reduce tickets. Train on your knowledge base. Secure infrastructure, zero data sharing. 24/7 player support.
AI Agent for Utilities: Customer FAQ & Billing Support
AI agent for utilities: answer billing questions, explain service policies, reduce call volume. Seamless human handoff. Secure infrastructure, zero data sharing.
AI Agent for Media: Content Discovery & Subscriber Support
AI agent for media and publishing: help audiences discover content, support subscribers, reduce support tickets. Train on your content. Secure infrastructure, zero data sharing.
AI Agent for Hardware: Product Support & Troubleshooting
AI agent for hardware companies: answer product questions, troubleshoot issues, search manuals. Reduce support tickets. Secure infrastructure, zero data sharing. Train on your docs.
AI Agent for EdTech: Student Support & Learning Q&A
AI agent for EdTech: support students, answer course questions, improve learning outcomes. Train on your content. Secure infrastructure, zero data sharing for schools.
AI Agent for Developer Docs: API Q&A & Onboarding
AI agent for developer tools: answer docs questions, improve API discovery, reduce support tickets. Embed in docs site. Secure infrastructure. Train on your documentation.
AI Knowledge Management: Make Your Docs Searchable
AI-powered knowledge management: make docs searchable, answer internal questions, support onboarding. Role-based access. Secure infrastructure, zero data sharing.
AI tutor for course creators
Create an AI agent trained on your course content. Students get instant answers 24/7. Built-in flashcards & quizzes. YouTube training. White-label. Perfect for course creators.
Data sovereignty & GDPR compliance for AI
AI workspace with GDPR compliance, zero data sharing, and EU AI Act readiness. Replace ChatGPT, Claude & NotebookLM with privacy-first AI.
GDPR compliance for AI agents
Build GDPR-compliant AI agents with secure infrastructure and zero data sharing. DPA available. EU AI Act ready.
AI agent for healthcare
Build AI agents for healthcare organizations. Automate patient intake, answer insurance and scheduling questions, and route urgent cases to staff—secure infrastructure, zero data sharing, full audit trails.
AI agent for e-commerce
Add an AI agent to your online store. Recommend products, handle returns and order tracking, recover abandoned carts, and answer sizing questions—all grounded in your catalog and policies.
AI agent for education
Build AI agents for schools, universities, and ed-tech. Automate enrollment questions, provide tutoring support, guide course selection, and reduce administrative staff workload with grounded AI.
AI agent for real estate
Deploy AI agents for real estate agencies. Match buyers to properties, schedule virtual tours, qualify mortgage readiness, and capture leads 24/7—grounded in your listings and neighborhood data.
AI agent for legal firms
Build AI agents for law firms and legal departments. Automate client intake, collect case documents, schedule consultations, and answer practice area FAQs—with data isolation, audit trails, and compliance guardrails.
AI agent for SaaS companies
Add AI agents to your SaaS product. Automate onboarding, drive feature adoption, reduce churn with proactive support, and surface usage-based upgrade opportunities—grounded in your docs and help center.
AI agent for restaurants
Build AI agents for restaurants. Answer menu and allergen questions, handle reservation booking, customize orders, and track delivery—reducing phone volume so staff can focus on service.
AI agent for financial services
Deploy AI agents for financial services. Automate KYC workflows, answer account inquiries, surface fraud alerts, and handle investment FAQs—secure architecture, audit trails, and regulatory compliance built in.
AI agent for insurance
Build AI agents for insurance companies. Generate quotes, walk through claims filing, compare policies, answer coverage questions, and handle renewal reminders—secure AI grounded in your policy documents.
AI agent for travel
Deploy AI agents for travel companies. Help with trip planning, handle booking modifications, manage loyalty program questions, provide local recommendations, and build itineraries—24/7 multilingual support.
What teams get
with InsertChat
How AI agents change the daily workflow.
- Customers get accurate answers from your knowledge base instead of waiting for a human to respond
- Repetitive questions are handled automatically, so your team focuses on issues that need judgment
- When the AI can't answer, it hands off to a human with the full conversation history — no one starts from scratch
- The same agent works on your website, in your app, and via API — customers get consistent answers everywhere
Related Pages
Frequently asked questions
Tap any question to see how InsertChat would respond.
Contact supportInsertChat
AI Support
Hey! 👋 Browsing Product questions. Tap any to get instant answers.
What is InsertChat?
An AI agent workspace that lets you build agents grounded in your knowledge and deploy them to web, app, or API. Connect tools and integrations to complete workflows.
What's the difference between an agent and an InsertChat agent?
A basic agent is prompt-only. InsertChat agents are grounded in your sources, configurable per use case, and able to use tools and integrations.
How do agents stay accurate and avoid hallucinations?
Ground your agent in a knowledge base your team controls and keep it fresh. Use analytics to find gaps and improve coverage over time.
What can I connect as knowledge?
URLs, sitemaps, documents (PDF and office files), media like YouTube and audio, and structured data. The goal is a clear source of truth for answers.
Do sources stay up to date?
Yes. Refresh sources on demand or set up scheduled refresh depending on the source type.
Which AI models can I use?
GPT-5.2, Claude Sonnet 4.5, Gemini 3.0, Llama 4, Grok 4.1, DeepSeek V3.2, and more. Choose the model per chat, or use BYOK to manage provider access yourself.
Can I pick different models for different workflows?
Yes. Use a faster model for common questions and a stronger model for complex reasoning. InsertChat supports that balance per conversation.
Where can I deploy an agent?
Website widget, in-app embed, or API. Keep one agent setup and reuse it across channels.
Do I need coding skills?
No. Build and deploy AI agents using our visual builder. The embed code is one line of JavaScript.
Can I customize the branding and UI?
Yes. Customize the widget to match your brand. White-label options are available for a fully branded experience.
Does InsertChat support voice?
Yes. Voice dictation and text-to-speech let users speak instead of type.
Does InsertChat support vision?
Yes. Enable vision for agents when images help clarify a request or context.
Can the agent hand off to a human?
Yes. Configure human handoff so the agent escalates when needed. Full conversation history is passed along.
Do you provide analytics?
Yes. Track chats, leads, feedback, and credits used. Find gaps in coverage and prioritize fixes.
Is it mobile friendly?
Yes. The widget and embeds work well on desktop and mobile with no separate experience needed.
What is the fastest way to get started?
Create an account, upload one document, and ask your first question. Most teams go live in under 5 minutes.
Product FAQ
What is InsertChat?
An AI agent workspace that lets you build agents grounded in your knowledge and deploy them to web, app, or API. Connect tools and integrations to complete workflows.
What's the difference between an agent and an InsertChat agent?
A basic agent is prompt-only. InsertChat agents are grounded in your sources, configurable per use case, and able to use tools and integrations.
How do agents stay accurate and avoid hallucinations?
Ground your agent in a knowledge base your team controls and keep it fresh. Use analytics to find gaps and improve coverage over time.
What can I connect as knowledge?
URLs, sitemaps, documents (PDF and office files), media like YouTube and audio, and structured data. The goal is a clear source of truth for answers.
Do sources stay up to date?
Yes. Refresh sources on demand or set up scheduled refresh depending on the source type.
Which AI models can I use?
GPT-5.2, Claude Sonnet 4.5, Gemini 3.0, Llama 4, Grok 4.1, DeepSeek V3.2, and more. Choose the model per chat, or use BYOK to manage provider access yourself.
Can I pick different models for different workflows?
Yes. Use a faster model for common questions and a stronger model for complex reasoning. InsertChat supports that balance per conversation.
Where can I deploy an agent?
Website widget, in-app embed, or API. Keep one agent setup and reuse it across channels.
Do I need coding skills?
No. Build and deploy AI agents using our visual builder. The embed code is one line of JavaScript.
Can I customize the branding and UI?
Yes. Customize the widget to match your brand. White-label options are available for a fully branded experience.
Does InsertChat support voice?
Yes. Voice dictation and text-to-speech let users speak instead of type.
Does InsertChat support vision?
Yes. Enable vision for agents when images help clarify a request or context.
Can the agent hand off to a human?
Yes. Configure human handoff so the agent escalates when needed. Full conversation history is passed along.
Do you provide analytics?
Yes. Track chats, leads, feedback, and credits used. Find gaps in coverage and prioritize fixes.
Is it mobile friendly?
Yes. The widget and embeds work well on desktop and mobile with no separate experience needed.
What is the fastest way to get started?
Create an account, upload one document, and ask your first question. Most teams go live in under 5 minutes.
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 $29/month. Verify the latest pricing and included limits on the pricing page.
Is pricing per seat or per teammate?
Pricing is oriented around agents, sources, and usage rather than seats. Enterprise plans are available for larger teams.
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.
What are credits?
Credits budget your usage across conversations, sources, and tools. They keep costs predictable as you scale.
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.
What is BYOK?
Bring Your Own Key. Use your own provider API key for model access to consolidate billing or apply your own setup.
Can I use my own logo and domain on the $29 plan?
Yes. The $29 plan includes your own logo and custom domain.
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.
How do I start?
Sign up for a 7-day free trial with full access. Pick your plan after you see it working with your own content.
Security FAQ
Where is my data stored?
European servers. GDPR compliant, never used for training, and deletable at any time.
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 workspace 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.
Can I restrict what the agent can do?
Yes. Control tool enablement per agent to limit actions to only what is necessary.
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 team's 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.
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.
Integrations FAQ
What integrations are available?
600+ integrations including Slack, Notion, Google Workspace, Salesforce, HubSpot, Zendesk, Shopify, WooCommerce, and Zapier. Our REST API allows custom integrations with any system.
Can I connect to Slack?
Yes. Deploy your agent directly to Slack so your team can interact in channels or DMs.
Do you integrate with HubSpot?
Yes. Sync leads, contacts, and conversation data directly into HubSpot.
Can I use InsertChat with Zendesk?
Yes. Ticket creation, handoffs, and syncing support conversations are all supported.
Do you support Shopify?
Yes. Your agent can answer product questions, check order status, and assist with common e-commerce queries.
What about WooCommerce?
Yes. WooCommerce works similarly to Shopify with access to product catalogs and order information.
Can I connect Google Workspace?
Yes. Connect Google Drive, Docs, and other Workspace tools as knowledge sources.
Do you have a Zapier integration?
Yes. Connect InsertChat with thousands of apps via Zapier to automate workflows and sync data.
Can the agent search the web?
Yes. Enable web search so the agent can find current information beyond your knowledge base.
Do you support calendar booking?
Yes. The agent can schedule meetings directly during conversations.
Can I use webhooks?
Yes. Send events to your own systems for custom integrations and real-time notifications.
Do you have an API?
Yes. Full REST API for creating agents, managing sources, and interacting with conversations programmatically.
Can I install it with Google Tag Manager?
Yes. Install via script embed or Google Tag Manager.
Can I embed it in my product?
Yes. Use in-app embeds for a native feel, or the API to build a custom interface.
Do you support custom SMTP?
Yes. Custom domain and SMTP options are available so outbound messaging aligns with your infrastructure.
How do I connect my first integration?
Start your trial, go to Settings > Integrations, and connect in one click. 600+ apps available.