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InsightHub at a glance Getting started Search, chat, customers, leads and back office in one platform — the tour in 90 seconds.
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InsightHub for service businesses: inquiries, appointments and follow-up Getting started A visitor asks a question in the chat in the evening: the assistant answers from your own pages, offers free times from your calendar and books the appointment. The next morning the appointment is in your calendar, the lead is filled in — and whatever needs a person lands in your team's inbox with a reply already suggested.
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Dashboard: the numbers that matter, arranged your way Getting started Today's appointments, waiting conversations, new leads and chats, helpdesk, bookings and lead pipeline at a glance — the period at the top applies to every widget. Every team member arranges the widgets by drag & drop, sets their size and removes what they don't need; layout and period stay saved.
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AI chatbot for your website — engage customers 24/7 AI assistant The assistant answers questions about products and services around the clock — right on your website.
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Teach your AI assistant new answers in minutes AI assistant Add an FAQ to the knowledge base, worded the way customers ask — the assistant uses the answer in the chat right away.
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Give your chat assistant your own look AI assistant Set the widget's title, color, texts, position and language, word the AI notice and allow tickets from the chat — the embed code stays the same.
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See what visitors ask your AI assistant AI assistant Every conversation in Chat Sessions: filter by status and channel, read the whole dialog, turn a question into an FAQ in one click and view the analytics.
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See what visitors search for and close the gaps AI assistant Every search on your website with its results and frequency; searches without results you assign to a product, so they find it from now on.
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Take over a website chat and answer visitors yourself Inbox & helpdesk A visitor asks for an offer in the chat, in German, and the chat sits in the Inbox next to email and WhatsApp. Translate shows the message in English, Take over pauses the AI, the reply reaches the visitor's chat window in their language, and Resume AI hands the chat back to the assistant.
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Helpdesk: work on customer emails as a team Inbox & helpdesk Every email to your shared mailbox becomes a conversation for the whole team — with folders, tags, assignment and a marker as soon as a reply is overdue.
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Helpdesk: reply with AI suggestions & saved replies Inbox & helpdesk Saved replies for standard questions, and for everything else an AI draft from your FAQs, documents and products — you check every reply before it goes out.
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Leads overview: form, chat, WhatsApp & email in one view Leads & CRM Every inquiry in one view — whether it arrives by form, chat, WhatsApp or email. Nothing gets lost.
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Your sales pipeline as a Kanban board Leads & CRM Inquiries from new to won at a glance — boards show where every lead stands.
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Build a form and turn every submission into a lead Leads & CRM Pick a template, map each field to a lead field, publish and put the form on your website with a code snippet, a popup button or the WordPress shortcode. Every submission is listed with its answers and creates the lead right away, with the form as its source; Form analytics shows submissions, completion rate and average time.
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Lead segments: show the right fields for the right leads Leads & CRM A segment saves a rule under a name, such as “tags contain B2B”. Custom fields, email and WhatsApp templates and lead statuses then show only on the leads they fit — change the rule, and all of them follow.
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Customers overview: revenue, attribution & live orders Leads & CRM Who buys, where the customer came from, what is happening right now — revenue and attribution per customer, orders live. The customer is also the contact record: a profile with additional email addresses, phone numbers, company, job title, address and notes — for helpdesk contacts who have not ordered yet, too.
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Let customers book online in a few steps Appointments Switch on booking, connect your calendar, pick the meeting tool and the bookable times — and embed the booking page on your website.
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Create booking types: a page for every kind of appointment Appointments Every kind of appointment is a booking type of its own: name, length, host, visibility and whether the AI assistant may book it. Then location, availability, questions, reminders and approval — save, and the type's booking page is live.
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Booking questions: know what you need before the meeting Appointments Up to ten questions per booking type, as text, a choice or required. Each answer goes to its place on the lead — and into the appointment, the calendar entry and the notice to your team. The AI assistant asks the same questions in the chat and on the phone.
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Booking page design: your link, your colors, your thank-you page Appointments A month calendar or a list of free times, the phone number optional or required, a redirect to your own thank-you page. Light, dark or by device, primary color, fonts and a background image with a live preview — and an overview page with all booking types.
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Your online booking page: pick a time and book it Appointments How your customers book: free times in their time zone, your questions before booking, a confirmation with a calendar entry — and you reschedule, complete or cancel.
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Appointment reminders: fewer no-shows with email and WhatsApp Appointments A confirmation with a calendar file right after booking, a notice to the host and team on every change. Up to five reminders per booking type, by email or with an approved WhatsApp template — WhatsApp only to customers who opted in.
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Customer self-service: reschedule or cancel with one link Appointments You decide whether, and up to how many hours before, customers may cancel or move their appointment. The link in their confirmation opens their booking; the new time arrives by email with a calendar file, and the host is told.
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Manage appointments: list, calendar, filters and bulk actions Appointments Every booking from the booking page, chat, phone, WhatsApp and your team in one list, or as a calendar by month, week or day. Filter by status, booking type or customer, change several at once — and reschedule, cancel or correct any appointment.
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Book for a customer: add an appointment yourself after a call Appointments New appointment books straight from the app, for example after a call: pick the type and a free time from the connected calendar, and InsightHub suggests matching customers and leads as you type the name. The customer gets the confirmation, the lead shows the appointment.
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Turn appointments into leads & customers Appointments · Leads & CRM Create a lead or customer from a booking in one click — the form comes prefilled, the booking answers land in the matching fields, and existing leads are recognized.
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Recover lost sales by email & WhatsApp Sales & marketing Bring abandoned carts back by email and WhatsApp — automatically and with the right timing.
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Campaign analytics: see which campaigns actually convert Sales & marketing See which campaigns really bring revenue — per channel, instead of click counts.
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Manage salespeople, affiliates & automatic payouts Sales & marketing Manage sales reps and affiliates, calculate commissions and pay them out automatically.
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Build automations with drag & drop Sales & marketing Pick a trigger, drag steps onto the canvas and connect them: when a lead becomes a customer, an email goes out automatically and a team member takes over.
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Restore short links: bring old links back from live traffic Sales & marketing Connect your own short domain with one CNAME: every old short link someone still opens shows up as a link without a target, with a count and without IP addresses. Give it a target and it works again, printed QR codes included. Import and export as CSV.