Every capability InsiteChat.ai ships with today, organized by area. Use this as a single source of truth — every item below maps to a real feature in the product.Documentation Index
Fetch the complete documentation index at: https://docs.insitechat.ai/llms.txt
Use this file to discover all available pages before exploring further.
Training & knowledge base
Advanced website crawler
Crawl any URL with CSS selectors (include / exclude), URL path filters, custom HTTP headers, recursion depth (0–5), and
sitemap.xml support.Auto-sync scheduling
Per-source daily / weekly / monthly auto-refresh, with frequency caps enforced by plan.
Document upload
Drag-and-drop PDF, DOCX, PPTX, TXT, MD, and CSV files.
Plain text source
Paste FAQs, policies, or any free-form text with custom titles.
YouTube transcripts
Train on video content — paste a YouTube URL and the transcript is imported automatically.
Cloud storage connectors
Google Drive, Notion, Dropbox, OneDrive, and SharePoint pickers with OAuth.
Custom q&a — override AI answers
Pre-written question/answer pairs that always override auto-extracted content. Top 2 matches injected first into the AI’s context — guaranteed.
Automatic paraphrase matching
Each Q&A question is embedded as a 768-dim vector — one pair matches every way a visitor could ask it (“refund policy?”, “money back?”, “how do refunds work?”).
Bulk source management
Search, status filtering, multi-select, bulk re-sync, bulk delete, hover error details, and retry on failure.
Conversation intelligence
Three chat modes
AI (knowledge-base answers), Agent (tool use), and Hybrid (auto-route between the two).
Hybrid search
Semantic (vector) + keyword search combined via Reciprocal Rank Fusion for accurate retrieval.
Source citations
Every answer can show the underlying sources it pulled from.
Smart follow-ups
Auto-generate 1–5 contextual follow-up questions after each response (configurable count).
Custom instructions
System-prompt-level rules, tone guidelines, safety constraints, and temperature control (0.0–2.0).
Multiple instruction sets
Save and switch between named instruction profiles without retraining.
13 built-in personas
Default, Professional, Informative, Engaging, Inspirational, Playful, Sales Expert, Consultant, Problem Solver, Urgent, Empathetic, Neutral, Default Classic.
Custom personas
Create unlimited personas with title, description, and prompt. Switch the active persona in one click.
Multi-language support
Auto-detect and respond in 95+ languages. Explicit picker for English, Hindi, and Hinglish with auto-translated fallbacks.
Custom fallback message
Configure exactly what the bot says when it can’t find an answer.
Reply length control
Set a max words-per-reply for every channel. Default 200, no upper bound — go terse for mobile widgets or long-form for technical docs.
Widget customization & branding
Brand color & text color
Pick from a preset palette or use any custom hex.
Custom display name & logo
Name, avatar upload, and greeting message — all per chatbot.
Font size & icon sizing
Adjustable message font size and chat-bubble icon size.
Position & spacing
Left or right anchor, configurable bottom and side padding from the viewport.
Auto-open (desktop & mobile)
Trigger the widget to open after a configurable delay — separate settings for desktop and mobile.
RTL mode
Right-to-left layout for Arabic, Hebrew, Persian, and other RTL languages.
Quick prompts (questions & links)
Up to 5 starter chips shown before the first message — choose Question to send a message or Link to open any URL in a new tab.
Persistent follow-up buttons
Up to 3 operator-controlled buttons that show after every bot reply — Question (sends a custom message), Link (opens a URL), or Escalate (hands off to a human with a custom confirmation).
AI initial suggestions
When the widget opens, the AI auto-generates 3 short, on-domain questions a visitor would likely ask first — based on your knowledge base.
On-domain smart follow-ups
After every reply, the bot suggests 1–5 follow-up questions drawn from your QA pairs and starter prompts — guaranteed to be answerable, never invented.
Conversation history
Toggle persistence across sessions and configure how many past messages stay in context.
Session timeout
Clear chat after N seconds of inactivity.
Localization (14 strings)
Translate every UI string in the widget — placeholder, errors, buttons, and more.
White-label watermark
Custom watermark text and link, or remove entirely (Growth+ plans).
Hide feedback buttons
Toggle thumbs up / down off if you don’t want to collect feedback.
Human support & escalation
Inline escalation ctas
After every bot reply, show a positive feedback button and a connect to an agent button — both labels and the post-escalation confirmation are fully customizable.
Multi-recipient email alerts
Send escalation emails to up to 10 addresses on top of the chatbot owner. Aliases, team buckets, on-call rotations all work.
Human support dashboard
Dedicated triage view — filter by Open / Resolved, read full transcripts, mark resolved with one click, deep-link from email.
Escalation analytics
Total escalations, escalation rate, resolution rate, unresolved count, and average hours to resolve over the last 30 days.
Replace suggestions mode
Optionally hide smart follow-ups when the escalation CTA is shown — keeps the post-reply surface focused on a single decision.
Conversation-escalated webhook
Subscribe to
conversation.escalated to fan-out into Slack, ticketing, or your CRM with the full conversation context.Lead management
Custom lead forms
Built-in name / email / phone plus unlimited custom text and select fields.
Configurable trigger timing
Show the form at conversation start, after N messages, or before escalation.
Lead status tracking
Open, New, Contacted, Qualified, Converted, Archived.
Star important leads
One-click star with a dedicated filter view.
Color-coded tags
8 colors, unlimited tag names, assign to one or many leads.
Bulk actions
Star, archive / unarchive, or delete multiple leads in a single operation.
Search & filter
Search by name, email, custom field; filter by status or tag.
CSV export
Download all leads (with active filters applied) as CSV.
Conversation transcripts
View the full chat history attached to each lead.
Analytics & insights
Overview dashboard
Training status, content metrics, and conversation stats on the chatbot home tab.
Content metrics
Indexed links, files, Q&A pairs, and total pages.
Conversation metrics
Total conversations, total messages, and message-per-conversation averages.
Feedback percentage
Positive / negative thumbs ratios with visual indicators.
Training status badges
Ready, Training, Issues, No Knowledge — at-a-glance health for each chatbot.
Conversation history
Browse, search, and review every past conversation.
Team & collaboration
Team invites
Invite teammates by email; manage pending invitations.
Role-based access
Admin, Editor, and Viewer permission levels.
Member management
View, change roles, revoke access, or remove members.
Integrations
Data sources
WordPress plugin
Pre-built plugin — install and connect with your chatbot ID, no code edits.
Deployment
One-line embed code
Single
<script> tag works on any site — WordPress, Shopify, Wix, Webflow, custom HTML.Hosted chat page
Public direct-link URL for standalone chatbot access (no embedding required).
Chatbot ID & key
One-click copy of the IDs you need for installation or API use.
Developer tools
Webhook events
lead.captured, message.received, conversation.started, conversation.escalated.Webhook management
Create, edit, delete, and select event subscriptions per webhook.
HMAC signing
Per-webhook secret for signature verification on incoming payloads.
Delivery logs
Inspect every delivery attempt — status, response code, response body.
Auto-retry
Failed deliveries retry up to 3 times automatically.
Account, billing & plans
Google OAuth sign-in
One-click signup and login with a Google account.
7-day free trial
Full access, no credit card required.
Tiered plans
Starter, Growth, Scale, Enterprise — with per-tier chatbot, message, and page limits.
Monthly or annual billing
Annual plans get a 40% discount.
Usage tracking
Real-time message and page-quota usage against the active plan.
Plan switching
Upgrade or downgrade at any time from the dashboard.
Invoice history
Download every past invoice and receipt.
Onboarding
6 chatbot templates
Start from a pre-built template (support, sales, docs, ecommerce, education, healthcare).
Inline URL crawl
Paste a URL during signup and the first crawl kicks off automatically.
Guided checklist
Step-by-step onboarding to get from signup to live widget in under 5 minutes.
Email notifications
Source-failure alerts, monthly usage reports, and plan-limit warnings — rate-limited.