InsertChat is an AI front desk (AI receptionist) product for small businesses. Its core goal is to provide businesses with round-the-clock customer reception capabilities, covering five channels—phone, website chat, SMS, email, and WhatsApp—and to consolidate all conversations into the same shared inbox and a single customer record.
Main Uses
InsertChat is used to replace or supplement a human front desk and answering service, helping businesses continue to receive customers, answer inquiries, book services, and capture leads even when unattended or when the team is busy. It is officially positioned as an "AI front desk," and can serve both as an AI phone receptionist answering incoming calls and as a website chatbot replying to online visitors.
Main Capabilities
- 24/7 phone answering: It can be set to always answer, answer only outside business hours, or step in only when the team does not answer within 5 to 60 seconds. After a call ends, a transcript and summary are generated and sent to the inbox.
- Five-channel unified inbox: It centralizes conversations from phone, website chat, SMS, email, and WhatsApp in one workspace, where the team can view conversation history, add internal notes, and take over for human service when needed.
- Answers based on business knowledge: Website pages, documents, FAQs, audio and video files, product information, and more can be added as knowledge sources, and the AI uses them to answer questions about services, pricing, business hours, and policies.
- Appointment scheduling: It supports a built-in calendar as well as five calendars—Google Calendar, Outlook, Calendly, and Cal.com—and can view availability, book, reschedule, and cancel, and supports sending reminders via SMS or email 72 hours and 24 hours before an appointment.
- Natural voices and multilingual support: It offers 10 natural voices and supports 58 business languages, and can reply in the language the customer uses.
- Lead capture and CRM integration: It automatically saves customer information from phone calls, chat, SMS, and email, and the team can view history, to-dos, and the next appointment in a single record. It supports connections with tools such as Google Calendar, Outlook, Calendly, Cal.com, WhatsApp Business, Zoho CRM, Zendesk, Square, and Microsoft Dynamics 365.
- AI email replies: It can connect to Gmail or Outlook, and the assistant can draft or send replies, while sensitive content goes to the shared inbox.Awaiting manual processing.
- Brand customization: Assistant identity, logo, colors, and tone can be customized; paid plans include brand control options.
How to use
Users first add company knowledge (website, documents, FAQs, etc.), choose a voice and tone, and set booking rules and when to transfer to a human; then forward the phone number, add the chat widget to the website, and connect email, SMS, or WhatsApp; after testing, they can go live. The website chat widget can be installed on an existing website without rebuilding the site. In the United States and Canada, the existing number can be kept and forwarded to InsertChat; in other regions, a local or free InsertChat number can be used (where available), and the official service does not provide number porting. Before routing customer calls, it is recommended to make a test call first. Teams can manage conversations in a shared inbox and take over.
Use cases
The officially listed industry use cases include: home improvement and repair (capture service requests while the team is working off-site), real estate (keep listing inquiries and viewing requests moving), beauty and wellness, healthcare (answer calls while the team receives patients), professional services, retail (answer product questions using the product catalog), agencies and teams, automotive services, education and childcare, courier delivery, hospitality and events, pet services, and more.
Limitations and notes
- Pricing: Paid plans start at $98 per month for Pro (including one phone number and 5,000 credits), Growth is $198 per month, Scale is $498 per month, and Enterprise starts at $998 per month. Usage of models, phone, and connected services may consume credits or incur additional charges.
- Free trial: New customers can try Pro free for 7 days, including 500 credits; a credit card is required at checkout, and the Pro plan will start automatically after the trial ends unless canceled.
- Action permissions: The actions and permissions the assistant can perform are configured by the user; supported actions can run automatically or wait for review, depending on the settings.
- Numbers: The United States and Canada support keeping the original number for forwarding; other regions use InsertChat numbers subject to availability; number porting is not provided.
(All of the above information comes from the official product page.)
