Lead capture
Collect email, company, and intent without interrupting the chat flow.
Solution
Qualify Leads, Book Demos 24/7
Help customers find answers from your business information.
- Ready in five minutes
- Built for small businesses
- Human handoff
Common outcomes
- Lead qualification
- Objection handling
- Pricing questions
- Demo booking
Works with
- HubSpot
- Calendar booking
- Web search
- Perplexity search
Context
Why it matters
The practical reason to use it.
InsertChat answers from the pages, documents, policies, and product information your business already uses. It can collect details, help with the next step, and send the full conversation to your staff when a person should take over.
Start with one common customer question. Test the answers, publish under your brand, and expand only when the first job works well.
How it works
How it works
A step-by-step look at the workflow.
- Step 1
Define the workflow and the sources that should stay in scope.
- Step 2
Connect the content and tools the assistant needs to answer with confidence.
- Step 3
Add handoff rules so a human can step in when the conversation needs judgment.
- Step 4
Review the conversations and tighten the setup before rolling it wider.
Coverage
Visitor problem
Keep answers consistent with your product and route high-intent conversations to your team.
Meeting booking
Offer booking when intent is high and keep context from the conversation.
Grounded answers
Answer from your docs, pages, PDFs, and structured sources.
CRM workflows
Connect HubSpot to pass qualified leads and key chat details.
Coverage
Workflow
Switch models per chat and keep the same assistant behavior and knowledge.
Multi-model
Choose GPT, Claude, Gemini, Llama, and Grok per chat.
Bring your own key (BYOK)
Bring your own key when you want extra flexibility.
Assistant controls
Set prompts, tools, and tone per assistant for consistent outcomes.
Performance visibility
Track conversations and outcomes so you can iterate.
Coverage
Controls
A dependable ai sales assistant rollout needs clear ownership, current context, and a review loop that keeps the workflow useful after launch.
Operational ownership
AI Sales Assistant works better when every automated path has a visible owner, a clear escalation boundary, and an explicit definition of the context required before the next step runs.
System-specific context
Connect AI Sales Assistant to hubspot so the assistant uses current state instead of leaving the team to reconstruct missing details after the conversation.
Bounded rollout
Start with lead qualification, prove the workflow under real traffic, and expand into objection handling only after the permissions and handoff rules are dependable.
Review loop
Review conversations that touched calendar booking, inspect where the workflow stopped, and tighten the setup until ai sales assistant stays predictable outside ideal demos.
Outcomes
What you get
The first improvements you should notice.
- More qualified conversations, without more forms
- Faster follow-ups with clean handoff context
- Fewer repetitive product and pricing questions
- A consistent way to route high-intent leads
Product details
See what is included
Review current plan details, product capabilities, and verified customer reviews.
White-label included — never a paid add-on. Copyright removal from $98/mo. Full white-label — custom domain, branded portal, your-domain emails — from $198/mo.
Training runs on your sitemap, PDFs, docs, and YouTube transcripts. Answers cite the source pages they came from.
Five clients at $300/mo on a $198/mo Agency plan is $1,300+ of monthly margin before usage.
Questions and answers
Common questions
Practical answers about qualify leads, book demos 24/7.
How do teams get started with InsertChat?
Start with one bounded workflow and connect the sources that already describe how that workflow should behave. That keeps the rollout measurable from the beginning and makes it easier to spot whether the assistant is reducing manual work or just shifting it somewhere else.
What content should we connect first?
Connect the pages, docs, policies, and structured sources that answer the most repetitive questions first. When the assistant starts from a clear source of truth, it is much easier to keep responses aligned as traffic grows.
Can a human step in when needed?
Yes. The right setup lets the assistant handle the repetitive path and route the harder cases to a human with full context attached. That keeps the workflow fast without pretending every request should stay automated forever.
How do we measure success?
Measure whether the deployment is reducing repetitive work, improving response quality, and making handoffs cleaner. If the team still needs to re-explain the same context by hand, the workflow needs another round of tightening before it expands.
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Ready to get started?
Paste your website, test the answers, and launch in five minutes. Start with the website assistant or set up a receptionist for your calls.