AI Insite Integrations Overview

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Integrations play an important role in extending the capability of Act-On AI Insite. You can integrate with applications directly, such as Slack and Microsoft Teams, as well as others via Zapier.

Direct Integrations

When a visitor enters information into a form presented by the Insite agent using the Answer with Form Skill, your agent can send that information immediately to one or more endpoints. This feature enables your agent to send information, such as a phone number, directly to the sales, service, or support teams.

NOTE: These integrations are currently only available via our Answer with Form Skill.

Direct integrations supported by Insite include:

The information sent to Slack or Teams is fairly rigid or prescriptive and typically includes:

Field Ordering Data Description
Field 1 Skill Name e.g. “Inbound Sales Lead - Call Now” The name you gave your skill
Field 2 Skill Prompt e.g. Phone Number The prompt you configured
Field 3 User Input e.g. Their Phone Number The user input
Field 4 Link to this conversation A clickable link to see the user’s entire conversation with your AI Agent
Field 5 Web Page User is Currently On The webpage the user is currently on
Field 6 Conversation Started The time the conversation began
Field 7 Conversation Duration The duration of the current conversation
Field 8 User Messages in This Conversation All the messages the user sent to the AI Agent
Field 9 Web Pages Viewed Which web pages the user has visited via the AI Agent
If you require more granular control over the information sent to Slack or Microsoft Teams, consider using a Zapier integration.

Zapier Integrations

Insite can be customized to send conversation data to webhook endpoints in Zapier. This allows you to integrate with a wide range of marketing, sales, and office applications via Zapier Zaps, including:

App Type Apps Benefit
Marketing Automation Apps Act-On, HubSpot, Adobe Marketo, Salesforce Pardot, Mautic Add visitor conversation information and signals to customer records to use in lead scoring, lifecycle, etc.
CRM Apps Act-On, Salesforce Add visitor conversation information and signals to customer records.
Real-Time Messaging Apps Slack, Microsoft Teams, Google Messages Send real-time website visitor requests to your sales, support, & service teams.
Office Apps Google Sheets  
Email Microsoft Outlook  

Go to Integrations via Zapier for a detailed guide on integrating Insite with any number of applications via Zapier.

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