Browse AI task workflows
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Start with a workflow group, then narrow by channel or mode.
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 captures leads in email self-serve
Automate lead capture in email without forcing people into a human queue. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in email across languages
Automate lead capture in email for multilingual audiences and global teams. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in your help center 24/7
Automate lead capture in your help center around the clock without queue gaps. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in your help center instantly
Automate lead capture in your help center with immediate replies and next steps. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in your help center with verification
Automate lead capture in your help center with identity and data validation before actions fire. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in your help center with human handoff
Automate lead capture in your help center with a clear human escalation path. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in your help center with policy guardrails
Automate lead capture in your help center while following your policies and approval logic. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in your help center at scale
Automate lead capture in your help center during high-volume periods and repeat requests. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in your help center proactively
Automate lead capture in your help center before the customer has to chase the next update. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in your help center with audit trails
Automate lead capture in your help center with traceable decisions and stored context. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in your help center self-serve
Automate lead capture in your help center without forcing people into a human queue. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in your help center across languages
Automate lead capture in your help center for multilingual audiences and global teams. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads at checkout 24/7
Automate lead capture at checkout around the clock without queue gaps. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads at checkout instantly
Automate lead capture at checkout with immediate replies and next steps. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads at checkout with verification
Automate lead capture at checkout with identity and data validation before actions fire. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads at checkout with human handoff
Automate lead capture at checkout with a clear human escalation path. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads at checkout with policy guardrails
Automate lead capture at checkout while following your policies and approval logic. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads at checkout at scale
Automate lead capture at checkout during high-volume periods and repeat requests. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads at checkout proactively
Automate lead capture at checkout before the customer has to chase the next update. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads at checkout with audit trails
Automate lead capture at checkout with traceable decisions and stored context. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads at checkout self-serve
Automate lead capture at checkout without forcing people into a human queue. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads at checkout across languages
Automate lead capture at checkout for multilingual audiences and global teams. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in your customer portal 24/7
Automate lead capture in your customer portal around the clock without queue gaps. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in your customer portal instantly
Automate lead capture in your customer portal with immediate replies and next steps. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in your customer portal with verification
Automate lead capture in your customer portal with identity and data validation before actions fire. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in your customer portal with human handoff
Automate lead capture in your customer portal with a clear human escalation path. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in your customer portal with policy guardrails
Automate lead capture in your customer portal while following your policies and approval logic. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in your customer portal at scale
Automate lead capture in your customer portal during high-volume periods and repeat requests. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in your customer portal proactively
Automate lead capture in your customer portal before the customer has to chase the next update. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in your customer portal with audit trails
Automate lead capture in your customer portal with traceable decisions and stored context. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in your customer portal self-serve
Automate lead capture in your customer portal without forcing people into a human queue. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads in your customer portal across languages
Automate lead capture in your customer portal for multilingual audiences and global teams. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads on booking pages 24/7
Automate lead capture on booking pages around the clock without queue gaps. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads on booking pages instantly
Automate lead capture on booking pages with immediate replies and next steps. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads on booking pages with verification
Automate lead capture on booking pages with identity and data validation before actions fire. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads on booking pages with human handoff
Automate lead capture on booking pages with a clear human escalation path. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads on booking pages with policy guardrails
Automate lead capture on booking pages while following your policies and approval logic. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads on booking pages at scale
Automate lead capture on booking pages during high-volume periods and repeat requests. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads on booking pages proactively
Automate lead capture on booking pages before the customer has to chase the next update. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads on booking pages with audit trails
Automate lead capture on booking pages with traceable decisions and stored context. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads on booking pages self-serve
Automate lead capture on booking pages without forcing people into a human queue. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads on booking pages across languages
Automate lead capture on booking pages for multilingual audiences and global teams. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads via API triggers 24/7
Automate lead capture via API triggers around the clock without queue gaps. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads via API triggers instantly
Automate lead capture via API triggers with immediate replies and next steps. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads via API triggers with verification
Automate lead capture via API triggers with identity and data validation before actions fire. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads via API triggers with human handoff
Automate lead capture via API triggers with a clear human escalation path. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads via API triggers with policy guardrails
Automate lead capture via API triggers while following your policies and approval logic. InsertChat grounds every step in your content, rules, and handoff paths.
AI agent that captures leads via API triggers at scale
Automate lead capture via API triggers during high-volume periods and repeat requests. InsertChat grounds every step in your content, rules, and handoff paths.
What you get
Task pages help teams pick a focused first workflow.
- Find tasks by workflow, channel, and execution mode
- Start with one visitor job before expanding the assistant
- Keep each task tied to owned content and clear handoff
- Compare related pages without scanning the full catalog
Common questions
Open any question to see a short, plain answer.
InsertChat
Product FAQ
Hey! 👋 Browsing Product questions. Tap any to get instant answers.
Product FAQ
What is InsertChat?
InsertChat is a white-label AI assistant platform for content-rich websites. Train an assistant on owned content, publish it under your brand, add visitor actions, and learn from the questions people ask.
What content can InsertChat learn from?
InsertChat can learn from website URLs, sitemaps, documents, PDFs, office files, YouTube videos, approved Q&A, and raw source text. The goal is to make the content you already own easier for visitors to use.
How does InsertChat keep answers accurate?
Answers are grounded in the sources you connect. You can refresh sources, review conversations, and use unanswered questions or weak answers to improve coverage over time.
Can it answer only from approved sources?
Yes. You can keep answers bounded to approved content so visitors get a source-backed experience instead of generic AI responses.
Where can I publish the assistant?
Publish it as a website bubble, in-page window, full-page assistant, direct link, or custom-domain page. Use the format that fits the visitor journey.
Can it capture leads and route follow-up?
Yes. InsertChat can collect contact details, request human handoff, create tickets, send transcripts, and sync conversation context to CRM, ecommerce, support, or webhook workflows.
What visitor insights do we get?
Track top questions, unanswered questions, content gaps, most-used sources, weak answers, high-intent conversations, collected leads, tickets, and feedback patterns.
Can I customize the branding and UI?
Yes. Customize the assistant name, logo, colors, welcome message, suggested prompts, tone, domain, and white-label presentation.
Do I need to rebuild search, navigation, or my CMS?
No. InsertChat adds a conversational discovery layer to the website you already have, so visitors can ask in their own words while your existing content stays in place.
Do I need coding skills?
No. You can connect sources, customize the assistant, and publish with a small install snippet. Web or agency partners can help when the site needs a more controlled rollout.
Can I use my own domain?
Yes. Custom domains are supported, typically via enterprise options.
What tools and integrations are supported?
HubSpot, Zendesk, Shopify, WooCommerce, Stripe, Zapier, webhooks, and visitor-action tools such as lead capture, tickets, human handoff, transcripts, and feedback.
What's the fastest path to a successful deployment?
Start with one assistant and a focused set of high-value sources. Test real visitor questions, brand the experience, publish on a controlled page, then expand from analytics.
Integrations FAQ
What integrations are available?
InsertChat supports CRM, support, ecommerce, calendar, webhook, search, and automation integrations. Common examples include HubSpot, Zendesk, Shopify, WooCommerce, Zapier, and custom REST APIs.
Can I connect to Slack?
Yes. Deploy your agent directly to Slack so approved users 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 Drive or Docs?
Yes. Connect Google Drive, Docs, and related Google sources 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 the tools your assistant needs for the first workflow.