Features

Everything you need to build, launch, and improve AI agents

Ground answers in your content, trigger real workflows, control rollout with security and team permissions, and deploy the same agent through UI, API, and connected channels.

Knowledge base / RAGMulti-model AIAPI & workflows600+ integrationsSecurity controls

7-day free trial · No charge during trial

Capabilities

Core capabilities that make agents useful in production

These are the building blocks teams rely on when they want accurate answers, controlled actions, and one deployment path.

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Knowledge base

Ground every AI answer in your actual documents, website, and data — so customers get accurate responses, not hallucinated guesses.

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Agent controls

Set behavior rules, prompts, and guardrails that stay consistent across every channel and team member — no rogue responses.

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Multi-model

Use a premium model for complex questions and a cheaper model for simple FAQs — same knowledge base, same tools, different cost per message.

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Channels

Deploy one agent to your website, app, and API — customers and teammates get the same quality answers wherever they ask.

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Integrations

Create Zendesk tickets, log HubSpot leads, and check Shopify orders from within the conversation — no copy-paste, no tool switching.

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Stats and analytics

See exactly what customers ask, where your knowledge gaps are, and which conversations needed a human — then fix it.

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Prompt templates

Start with a proven support, sales, or FAQ template and customize from there — so you're deployed in minutes, not hours.

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Branding

Match the chat widget to your exact brand colors, logo, and domain — so it looks native, not bolted on from a third-party tool.

Workflow

How InsertChat works in the real world

A simple flow you can ship, measure, and improve.

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Connect sources

Add URLs, sitemaps, docs, and media so answers are grounded in your reality.

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Configure the agent

Set prompts, choose models, and define what the agent is allowed to do.

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Enable tools

Turn on only the integrations you need: CRM, helpdesk, commerce, and workflows.

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Deploy anywhere

Use the same agent on web, in-app embeds, and via API without rebuilding setup.

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Improve with analytics

See what users ask, find gaps, and iterate so coverage improves over time.

Feature library

Explore each feature area in depth

Go straight to the part of the product you are evaluating: knowledge, workflows, conversations, teams, security, API, branding, channels, or white-label delivery.

AI Knowledge Base

Upload documents, connect websites, import PDFs - your AI agent learns from your content and answers questions accurately.

AI Agent Builder

Build AI agents in minutes, not months.

AI Agent Workflows

A useful AI agent should do more than answer questions.

AI Conversation Inbox

Once an agent goes live, the quality of the rollout depends on how easily your team can inspect and act on what happened in chat.

AI Team Workspaces

AI agents stop being useful the moment only one person can manage them.

AI Security

Security is usually the difference between a promising AI pilot and an approved rollout.

AI Agent API

Use the InsertChat REST API when the hosted workspace is only one part of the rollout.

AI Agent Channels

Deploy your AI agent wherever your users are.

AI Agent Integrations

Connect your AI agent to the tools you already use.

Multi-Model AI

Access GPT-5.2, Claude Sonnet 4.5, Gemini 3.0 Pro, Llama 4 Maverick, and Grok 4.1 in one workspace.

AI Agent Tools

Enable tools that let your AI agent take actions, not just answer questions.

AI Agent Analytics

Track every conversation, identify content gaps, and improve your AI agent over time.

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Knowledge

Knowledge ingestion built for AI

Connect the sources that matter most and keep them fresh.

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Web and sitemaps

Crawl URLs or sitemaps and refresh on a schedule.

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Documents

PDF, DOCX, PPTX, XLSX, CSV, and more.

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YouTube and audio

Bring in videos and audio files.

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Structured sources

Text, product catalogs, and S3-compatible storage sync.

Coverage

Deploy anywhere with the same agent

Use web chat, embeds, or API.

Website widget

Customize chat UI, file upload, and voice options.

In-app embed

Embed the agent in your app or portal.

API

Manage agents, sources, chats, and analytics via API.

Governance

Governance and branding without the overhead

Keep control of access, privacy, and brand while scaling agents.

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Roles and access

Admins manage billing, managers configure agents, clients view their own conversations — each person gets exactly the access they need, nothing more.

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Data privacy

Each workspace is a sealed environment with encrypted data. Client A's conversations never touch Client B's. Compliant by default, auditable by design.

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Custom branding

Every widget, every channel, every client gets its own visual identity. Scale from one agent to fifty without losing brand consistency.

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Bring your own key

Control costs and compliance by using your own API keys from OpenAI, Anthropic, or Google. Track spending per model, per agent, per use case.

Use cases

Built for real use cases, not demos

Launch around one workflow first, then add tools and channels as the agent proves itself.

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Customer support

Answer questions, collect feedback, and hand off to a human.

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Sales and lead capture

Capture leads and connect to tools like HubSpot.

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Docs and onboarding

Turn docs into clear answers, flashcards, and quizzes.

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Ecommerce

Answer product questions and track shipping.

Outcomes

What teams get once the stack is in one workspace

The gains show up in launch speed, answer quality, and the amount of manual work your team stops doing.

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    Resolve 40-60% of support questions automatically — the AI answers from your knowledge base, customers get instant help, your team handles the complex stuff
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    Deploy a new agent in under 5 minutes — upload docs, set the prompt, choose a model, embed on your site. No sprint planning, no developer handoff
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    One source of truth across every channel — website, app, API all answer from the same knowledge base with the same behavior rules
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    See exactly where your agent succeeds and fails — analytics surface content gaps and unanswered questions so you improve weekly, not quarterly
Rollout

How to roll out without creating another AI side project

The fastest path is a narrow first deployment, a grounded knowledge base, and weekly iteration based on real questions.

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    Start with one agent and one audience — support, sales, or internal docs. Get that working before expanding to multiple use cases.
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    Upload 10-20 high-quality documents first, not your entire knowledge base. Verify answer quality with real questions before adding more sources.
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    Pick the cheapest model that meets your quality bar. A fast model handles most FAQ questions. Save premium models for complex reasoning that justifies the cost.
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    Enable tools only when the agent should take action. A FAQ bot doesn't need lead capture. Add tools as you identify specific workflows.
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    Deploy to your lowest-traffic page first. Validate the experience with real users before rolling out to your homepage or checkout flow.
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    Review analytics weekly. Find the top 5 unanswered questions, add the missing content, and watch resolution rates improve the following week.
Questions & answers

Frequently asked questions

Tap any question to see how InsertChat would respond.

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Product FAQ

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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.

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.

0 of 21 questions explored Instant replies

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.