AI Agent for SaaS: Better Onboarding, Lower Churn
SaaS customers need instant help to succeed with your product. An AI agent trained on your documentation guides new users through onboarding, answers feature questions, and helps customers get value faster. InsertChat integrates with your help docs and support stack.
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SaaS Challenges
We Help Solve
Common pain points that saas businesses face鈥攁nd how AI agents address them.
Onboarding drop-off
New users get stuck during setup and churn before experiencing value. Support can't scale to hand-hold every user.
Feature discovery is poor
Users don't know what your product can do. They miss features that would solve their problems.
Support tickets pile up
The same questions get asked repeatedly. Your team writes the same answers instead of building product.
Global users need 24/7 support
International customers in different time zones wait hours or days for responses.
What You Get
With InsertChat
Results you can expect when you deploy an AI agent for your business.
- Guided onboarding with contextual help
- Instant answers from your knowledge base
- Proactive feature discovery and tips
- 24/7 support coverage worldwide
Key Features
for SaaS
Capabilities that make InsertChat the right choice for your industry.
Documentation Training
Import help docs, release notes, and guides. The AI provides accurate, sourced answers.
In-app Widget
Embed contextual help directly in your product. Users get answers without leaving their workflow.
Onboarding Flows
Guide new users through setup with step-by-step assistance.
API & Changelog Access
Train on API docs and changelogs. Developers get technical answers instantly.
Ticket Deflection
Resolve common issues automatically. Only escalate what requires human attention.
Usage Analytics
See what customers ask. Identify documentation gaps and product confusion.
Integrations
That Matter
Connect with the tools saas businesses already use.
Compliance
& Security
Meeting saas industry requirements.
InsertChat runs on European servers with GDPR-native architecture. Your data never leaves Europe and is never shared with third parties.
Recommended
Plan
Based on typical needs for your industry.
Professional plan ($99/mo) for early-stage SaaS, Business plan ($499/mo) for growth-stage with dedicated support needs.
Frequently asked questions
Tap any question to see how InsertChat would respond.
Contact supportInsertChat
AI Support
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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.
Ready to deploy AI for SaaS?
Start your 7-day free trial today.
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