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Sales workflows (1,600)
Task automations for lead capture, qualification, pricing, and pipeline handoff.
Booking workflows (1,600)
Automations for scheduling, confirmations, reminders, and intake coordination.
Support workflows (1,600)
Automations for FAQs, ticket triage, troubleshooting, and escalation handling.
Commerce workflows (1,600)
Automations for product discovery, checkout recovery, order status, and returns.
Billing workflows (1,600)
Automations for payments, invoices, subscriptions, and plan changes.
Onboarding and retention workflows (1,600)
Automations for setup, activation, feedback, renewal, and user re-engagement.
Recruiting workflows (1,600)
Automations for applicant intake, scheduling, screening, and hiring coordination.
Document and compliance workflows (1,600)
Automations for document intake, verification, approvals, and policy clarification.
Claims and logistics workflows (1,600)
Automations for claims, shipping, delivery updates, pickups, and return coordination.
Internal operations workflows (1,600)
Automations for knowledge search, request routing, reporting, employee onboarding, and task dispatch.
Marketing workflows (6,000)
Automations for campaign planning, content operations, lead routing, and growth reporting. The workflow should keep the request attached to the next approved step instead of leaving it stranded in a loose conversation.
SEO workflows (6,000)
Automations for keyword operations, technical audits, content refreshes, and search reporting. The workflow should keep the request attached to the next approved step instead of leaving it stranded in a loose conversation.
Accounting workflows (6,000)
Automations for close cycles, reconciliations, invoice follow-up, and finance operations hygiene. The workflow should keep the request attached to the next approved step instead of leaving it stranded in a loose conversation.
Finance workflows (6,000)
Automations for budgeting, approvals, forecasting, and executive finance communication. The workflow should keep the request attached to the next approved step instead of leaving it stranded in a loose conversation.
Legal workflows (6,000)
Automations for contracts, signatures, policy requests, and legal operations follow-through. The workflow should keep the request attached to the next approved step instead of leaving it stranded in a loose conversation.
HR workflows (6,000)
Automations for employee questions, onboarding, policy follow-up, and people operations coordination. The workflow should keep the request attached to the next approved step instead of leaving it stranded in a loose conversation.
IT workflows (6,000)
Automations for access requests, incident routing, device operations, and internal support hygiene. The workflow should keep the request attached to the next approved step instead of leaving it stranded in a loose conversation.
Product workflows (6,000)
Automations for feedback triage, release communication, roadmap intake, and experiment operations. The workflow should keep the request attached to the next approved step instead of leaving it stranded in a loose conversation.
Project management workflows (6,000)
Automations for task assignment, status collection, handoffs, and deadline follow-through. The workflow should keep the request attached to the next approved step instead of leaving it stranded in a loose conversation.
Education workflows (6,000)
Automations for enrollment, student support, advising, and academic follow-up. The workflow should keep the request attached to the next approved step instead of leaving it stranded in a loose conversation.
Healthcare workflows (6,000)
Automations for intake, follow-up, care reminders, and patient support coordination. The workflow should keep the request attached to the next approved step instead of leaving it stranded in a loose conversation.
Real estate workflows (6,000)
Automations for lead qualification, showing coordination, listing support, and deal follow-up. The workflow should keep the request attached to the next approved step instead of leaving it stranded in a loose conversation.
Hospitality workflows (6,000)
Automations for reservations, guest communication, upsells, and service recovery. The workflow should keep the request attached to the next approved step instead of leaving it stranded in a loose conversation.
Lifestyle and leisure workflows (6,000)
Automations for travel, classes, memberships, and personal planning tasks that people do for enjoyment. The workflow should keep the request attached to the next approved step instead of leaving it stranded in a loose conversation.
Procurement workflows (20,000)
Automations for sourcing, approvals, supplier coordination, and purchasing operations. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Customer success workflows (20,000)
Automations for adoption follow-up, renewals, account health, and success operations. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Field service workflows (20,000)
Automations for dispatch, visit prep, technician updates, and service follow-through. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Construction workflows (20,000)
Automations for project coordination, subcontractor updates, safety follow-up, and site operations. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Manufacturing workflows (20,000)
Automations for production coordination, maintenance follow-up, quality reviews, and plant operations. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Restaurant workflows (20,000)
Automations for reservations, catering follow-up, guest requests, and restaurant operations. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Insurance operations workflows (20,000)
Automations for policy follow-up, claims coordination, underwriting support, and service operations. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Banking workflows (20,000)
Automations for account servicing, fraud follow-up, document requests, and banking operations. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Lending workflows (20,000)
Automations for application follow-up, underwriting coordination, funding updates, and loan servicing. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Government service workflows (20,000)
Automations for public inquiries, permit follow-up, case updates, and service administration. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Telecom workflows (20,000)
Automations for service changes, outage follow-up, account support, and telecom operations. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Media workflows (20,000)
Automations for campaign trafficking, sponsor follow-up, content coordination, and media operations. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Publishing workflows (20,000)
Automations for editorial coordination, author follow-up, publishing schedules, and content operations. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Warehouse workflows (20,000)
Automations for receiving, picking, inventory exceptions, and warehouse operations. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Security workflows (20,000)
Automations for incident intake, access issues, patrol updates, and security operations. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Facilities workflows (20,000)
Automations for maintenance intake, space coordination, vendor follow-up, and facilities operations. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Property management workflows (20,000)
Automations for tenant support, leasing follow-up, maintenance coordination, and property operations. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Energy workflows (20,000)
Automations for field updates, outage coordination, service requests, and energy operations. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Agriculture workflows (20,000)
Automations for farm operations, supply coordination, field updates, and agriculture support. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Automotive workflows (20,000)
Automations for service coordination, repair follow-up, parts updates, and automotive operations. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Nonprofit workflows (20,000)
Automations for donor follow-up, program coordination, volunteer operations, and nonprofit administration. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Event workflows (20,000)
Automations for registration, vendor coordination, attendee follow-up, and event operations. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Travel workflows (20,000)
Automations for itinerary changes, booking support, traveler updates, and travel operations. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Veterinary workflows (20,000)
Automations for appointment follow-up, care reminders, owner communication, and veterinary operations. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
Pet care service workflows (20,000)
Automations for boarding, grooming, training, and pet care service coordination. The workflow should keep each request attached to the approved next step instead of letting it drift across inboxes and spreadsheets.
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AI agent that manages permit applications on your website 24/7
Automate manage permit applications on your website around the clock without queue gaps. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications on your website instantly
Automate manage permit applications on your website with immediate replies and next steps. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications on your website with verification
Automate manage permit applications on your website with identity and data validation before actions fire. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications on your website with human handoff
Automate manage permit applications on your website with a clear human escalation path. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications on your website with policy guardrails
Automate manage permit applications on your website while following your policies and approval logic. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications on your website at scale
Automate manage permit applications on your website during high-volume periods and repeat requests. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications on your website proactively
Automate manage permit applications on your website before the customer has to chase the next update. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications on your website with audit trails
Automate manage permit applications on your website with traceable decisions and stored context. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications on your website self-serve
Automate manage permit applications on your website without forcing people into a human queue. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications on your website across languages
Automate manage permit applications on your website for multilingual audiences and global teams. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications inside your product 24/7
Automate manage permit applications inside your product around the clock without queue gaps. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications inside your product instantly
Automate manage permit applications inside your product with immediate replies and next steps. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications inside your product with verification
Automate manage permit applications inside your product with identity and data validation before actions fire. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications inside your product with human handoff
Automate manage permit applications inside your product with a clear human escalation path. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications inside your product with policy guardrails
Automate manage permit applications inside your product while following your policies and approval logic. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications inside your product at scale
Automate manage permit applications inside your product during high-volume periods and repeat requests. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications inside your product proactively
Automate manage permit applications inside your product before the customer has to chase the next update. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications inside your product with audit trails
Automate manage permit applications inside your product with traceable decisions and stored context. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications inside your product self-serve
Automate manage permit applications inside your product without forcing people into a human queue. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications inside your product across languages
Automate manage permit applications inside your product for multilingual audiences and global teams. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications in WhatsApp 24/7
Automate manage permit applications in WhatsApp around the clock without queue gaps. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications in WhatsApp instantly
Automate manage permit applications in WhatsApp with immediate replies and next steps. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications in WhatsApp with verification
Automate manage permit applications in WhatsApp with identity and data validation before actions fire. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications in WhatsApp with human handoff
Automate manage permit applications in WhatsApp with a clear human escalation path. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications in WhatsApp with policy guardrails
Automate manage permit applications in WhatsApp while following your policies and approval logic. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications in WhatsApp at scale
Automate manage permit applications in WhatsApp during high-volume periods and repeat requests. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications in WhatsApp proactively
Automate manage permit applications in WhatsApp before the customer has to chase the next update. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications in WhatsApp with audit trails
Automate manage permit applications in WhatsApp with traceable decisions and stored context. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications in WhatsApp self-serve
Automate manage permit applications in WhatsApp without forcing people into a human queue. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications in WhatsApp across languages
Automate manage permit applications in WhatsApp for multilingual audiences and global teams. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications over SMS 24/7
Automate manage permit applications over SMS around the clock without queue gaps. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications over SMS instantly
Automate manage permit applications over SMS with immediate replies and next steps. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications over SMS with verification
Automate manage permit applications over SMS with identity and data validation before actions fire. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications over SMS with human handoff
Automate manage permit applications over SMS with a clear human escalation path. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications over SMS with policy guardrails
Automate manage permit applications over SMS while following your policies and approval logic. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications over SMS at scale
Automate manage permit applications over SMS during high-volume periods and repeat requests. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications over SMS proactively
Automate manage permit applications over SMS before the customer has to chase the next update. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications over SMS with audit trails
Automate manage permit applications over SMS with traceable decisions and stored context. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications over SMS self-serve
Automate manage permit applications over SMS without forcing people into a human queue. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications over SMS across languages
Automate manage permit applications over SMS for multilingual audiences and global teams. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications in email 24/7
Automate manage permit applications in email around the clock without queue gaps. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications in email instantly
Automate manage permit applications in email with immediate replies and next steps. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications in email with verification
Automate manage permit applications in email with identity and data validation before actions fire. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications in email with human handoff
Automate manage permit applications in email with a clear human escalation path. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications in email with policy guardrails
Automate manage permit applications in email while following your policies and approval logic. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications in email at scale
Automate manage permit applications in email during high-volume periods and repeat requests. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications in email proactively
Automate manage permit applications in email before the customer has to chase the next update. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that manages permit applications in email with audit trails
Automate manage permit applications in email with traceable decisions and stored context. InsertChat grounds every step in your content, rules, and handoff paths.
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- The index endpoint returns only the active page slice for the selected filters
- Build and prerender can expand routes from manifests without dragging the heavy source into dev runtime
Commonquestions
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InsertChat
Product FAQ
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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.
Can I control how the agent behaves?
Yes. Control prompts, model choice, tool access, and agent experience so behavior stays consistent.
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.
Can I use my own domain?
Yes. Custom domains are supported, typically via enterprise options.
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.
What tools and integrations are supported?
Zendesk, HubSpot, Shopify, WooCommerce, calendar booking, web search, Perplexity, and webhooks for your own systems.
Can I control which tools the agent is allowed to use?
Yes. Tool access is controlled per agent so you enable only what you need.
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's the fastest path to a successful deployment?
Start with one agent and a small set of high-value sources. Iterate using real questions from analytics.
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.
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.