Task

AI assistant that answers FAQs across every customer

Automate the repeat path and keep human handoff clear.

  • Ready in five minutes
  • Built for small businesses
  • Human handoff

What it handles

  • FAQ Handling
  • Repeat Questions
  • 10 supported channels

Works with

  • Help desk sync
  • Knowledge base
  • Escalation rules
  • 10 execution modes

Context

Why it matters

The practical reason to use it.

Manually handling FAQ handling is slow, inconsistent, and hard to scale. Support teams get buried in repeat questions and manual routing long before they can focus on the cases that need judgment.

InsertChat automates answer FAQs across one shared workflow. Supported channels are website chat, in-app chat, WhatsApp, SMS, email assistant, help center chat, checkout flow, customer portal, booking pages, and API-triggered workflows. The assistant answers FAQs, follows your approval logic, and hands off edge cases with full conversation context regardless of where the request started.

Every channel is covered explicitly: website chat where visitors already ask buying and support questions; in-app chat next to the workflow the user is trying to complete; WhatsApp for customers who prefer messaging over forms and portals; SMS when response speed matters more than a full portal experience; email assistant without forcing people into a separate support queue; help center chat where self-serve intent is already high; checkout flow while the customer is deciding whether to complete the transaction; customer portal when the workflow depends on account data and prior activity; booking pages where availability, intake, and routing happen together; API-triggered workflows when the workflow starts from product events, CRM changes, or backend jobs. Teams can start with one surface, then add others without rebuilding the task logic or sending users into a different process.

Execution can be configured for 24/7 (after-hours automation), Instantly (immediate execution), with Verification (identity checks), with Handoff (human handoff), with Guardrails (business rules), at Scale (spike handling), Proactively (event-based automation), with Audit Trails (audit logging), Self-Serve (deflection-ready), and Across Languages (language coverage). These modes cover availability, response speed, identity checks, human review, policy enforcement, volume spikes, event triggers, audit records, self-service, and multilingual delivery while keeping one canonical workflow definition.

Before the assistant can answer FAQs, require repeat questions, policy clarifications, and quick self-serve answers and verify the request against Help desk sync, Knowledge base, Escalation rules. Record which source supported the decision, which execution rules applied, and whether resolve common requests without opening unnecessary tickets completed successfully so an operator can audit the exact path later.

Stop the workflow when required context is missing, two rules conflict, or the next action exceeds the assistant's approved scope. Escalate with the collected fields and attempted action attached. Track completion rate, time to the approved next step, missing-context rate, and human correction rate; those signals show whether FAQ handling is removing work instead of hiding it in a new queue.

How it works

How it works

A step-by-step look at the workflow.

  1. Step 1

    A request arrives through website chat, in-app chat, WhatsApp, SMS, email assistant, help center chat, checkout flow, customer portal, booking pages, and API-triggered workflows — the assistant identifies the intent and begins collecting repeat questions, policy clarifications, and quick self-serve answers.

  2. Step 2

    The assistant checks your approved sources and Help desk sync, Knowledge base, Escalation rules to determine the right next step.

  3. Step 3

    Once enough context is gathered, the assistant answers FAQs using the configured execution mode: 24/7 (after-hours automation), Instantly (immediate execution), with Verification (identity checks), with Handoff (human handoff), with Guardrails (business rules), at Scale (spike handling), Proactively (event-based automation), with Audit Trails (audit logging), Self-Serve (deflection-ready), and Across Languages (language coverage).

  4. Step 4

    If the request falls outside the assistant's scope, InsertChat escalates to a human with the full conversation summary and originating channel attached.

  5. Step 5

    You review which FAQ handling conversations resolved end-to-end, where escalation happened, and what rules to tighten for better throughput.

Coverage

Task flow

The workflow listens across 10 supported channels, understands what the user needs, and moves the task into the next approved step.

FAQ Handling

The assistant answers FAQs by collecting repeat questions, policy clarifications, and quick self-serve answers before it decides what should happen next.

10 connected channels

Deploy one workflow across website conversations, in-product conversations, WhatsApp threads, SMS conversations, email threads, self-serve help flows, checkout conversations, authenticated customer sessions, booking flows, and API-driven task execution. Users get the same grounded process wherever the request starts.

10 execution modes

Configure 24/7 (after-hours automation), Instantly (immediate execution), with Verification (identity checks), with Handoff (human handoff), with Guardrails (business rules), at Scale (spike handling), Proactively (event-based automation), with Audit Trails (audit logging), Self-Serve (deflection-ready), and Across Languages (language coverage) without splitting the workflow across duplicate pages or disconnected setups.

System actions and handoff

Once the conversation is ready, InsertChat can resolve common requests without opening unnecessary tickets, and it can escalate to a human with the summary already attached.

Coverage

Accuracy controls

Task automation only holds up in production when answers stay grounded, policies stay visible, and humans can step in at the right point.

Grounded in your sources

Responses stay tied to the docs, policies, and structured data your team already trusts for FAQ handling.

Rules before replies

Use approval logic, routing thresholds, and business rules before the workflow changes status or triggers downstream actions.

Human review when needed

InsertChat hands off the edge cases, exceptions, and judgment calls instead of pretending every conversation should be fully automated.

Visible automation performance

Track which conversations resolved end-to-end, where escalation happened, and what to tighten next for better throughput.

Coverage

Add next

Automations for FAQs, ticket triage, troubleshooting, and escalation handling.

Deflect repeat questions

Ground the workflow in your latest docs and policies so repeat support demand gets resolved without generating a ticket every time. That makes it easier to extend FAQ handling into a wider automation system over time.

Escalate complex cases cleanly

Attach summaries, evidence, and next-step recommendations before the conversation reaches a human queue. That makes it easier to extend FAQ handling into a wider automation system over time.

Keep troubleshooting structured

Use the same flow to ask diagnostic questions, confirm next steps, and avoid repetitive loops that frustrate customers. That makes it easier to extend FAQ handling into a wider automation system over time.

Update status automatically

Sync the outcome into your help desk, order system, or CRM so reporting reflects what actually happened in chat. That makes it easier to extend FAQ handling into a wider automation system over time.

Outcomes

What you get

The first improvements you should notice.

  • Less manual work on repetitive conversations
  • Faster resolution without human bottlenecks
  • Consistent execution every time, at any scale
  • Clear visibility into what gets automated and what doesn't

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.

The white-label wedge

Platform fact

Training runs on your sitemap, PDFs, docs, and YouTube transcripts. Answers cite the source pages they came from.

Trained on your content

Platform fact

Five clients at $300/mo on a $198/mo Agency plan is $1,300+ of monthly margin before usage.

A 5-client agency on one flat plan

Worked example

Questions and answers

Common questions

Practical answers about ai assistant that answers faqs across every customer.

Can an AI assistant answer FAQs without human approval?

Yes — you configure exactly which FAQ handling actions the assistant takes autonomously and which require human review. Available modes include 24/7 (after-hours automation), Instantly (immediate execution), with Verification (identity checks), with Handoff (human handoff), with Guardrails (business rules), at Scale (spike handling), Proactively (event-based automation), with Audit Trails (audit logging), Self-Serve (deflection-ready), and Across Languages (language coverage). Routine cases can resolve end-to-end while exceptions get flagged.

How does the assistant know how to answer FAQs correctly?

The assistant is grounded in your approved sources and Help desk sync, Knowledge base, Escalation rules. It collects repeat questions, policy clarifications, and quick self-serve answers before deciding the next step, and it can resolve common requests without opening unnecessary tickets once enough context is gathered. It never improvises — it follows the sources and logic you configure.

What happens when the assistant can't handle a FAQ handling request?

InsertChat hands the conversation to a human with the originating channel and full context already attached — the user doesn't repeat themselves. You configure when handoff triggers based on confidence thresholds, request complexity, or repeat questions, policy clarifications, and quick self-serve answers that falls outside the assistant's scope.

Which channels support FAQ handling automation?

The assistant answers FAQs across website chat, in-app chat, WhatsApp, SMS, email assistant, help center chat, checkout flow, customer portal, booking pages, and API-triggered workflows. The same workflow, approved sources, and escalation rules apply regardless of where the conversation starts.

Which execution modes support FAQ handling?

You can configure 24/7 (after-hours automation), Instantly (immediate execution), with Verification (identity checks), with Handoff (human handoff), with Guardrails (business rules), at Scale (spike handling), Proactively (event-based automation), with Audit Trails (audit logging), Self-Serve (deflection-ready), and Across Languages (language coverage). Each mode changes coverage or controls without creating a separate workflow or losing the shared audit trail.

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