AI Insite

• Monitoring Your InSite Agent

  InSite gives you visibility into how visitors are engaging with your agent and how your account usage tracks against its limits. This article covers the engagement report and where to find usage information across your account.Quick Reference (Advanced Users) - Click to ExpandThe report tab is accessible from the agent detail page (Web Agents listing > agent name). The report includes a date ra...

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• Configuring Response Rules for InSite Agents

  Response rules let you shape how your agent responds in specific situations — whether that means delivering a particular message, including a link, attaching a form, or directing visitors away from topics you don't want the agent to handle. This article covers how rules work and how to configure them effectively.Quick Reference (Advanced Users) - Click to Expand Each rule has one or more trigge...

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• Creating and Deploying your InSite Agent

  InSite agents are configured in Act-On and deployed to your website through the Act-On beacon. This article walks through creating an agent, publishing it, and making it visible to visitors, as well as how to manage multiple agents across your site.Quick Reference (Advanced Users) - Click to Expand Agents are created from the Web Agents listing page.  All configuration happens in the agent comp...

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• Setting Up and Managing Knowledge Sources

  A knowledge source is a collection of web content that powers your InSite agent's responses. When a visitor asks a question, the agent searches a knowledge source to find a relevant answer. This article walks through creating and configuring a knowledge source, assigning it to your agent, and keeping its content current. Quick Reference (Advanced Users) - Click to ExpandKnowledge sources collec...

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• Forms and Lead Capture in InSite

  Your InSite agent can display an Act-On form directly inside the chat interface. This allows visitors to provide their details without leaving the conversation.Forms are added to response rules. When a rule is triggered, the agent presents the form as part of its response. This lets you collect information at the exact moment a visitor shows interest, such as asking for pricing, requesting a de...

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• Configuring Your Agent's Voice and Tone

  Use the Voice and tone setting to shape how your InSite agent communicates with visitors. This setting does not change the facts your agent uses. It changes how those facts are delivered, including the level of formality, the wording, and the overall feel of each response.A strong voice and tone description helps your agent sound like your brand, not a generic chatbot. You can find this setting...

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• InSite Web Agent Appearance and Branding

  Customize your InSite agent so it feels like part of your website, not a separate tool. This article walks through the three configuration tabs — Settings, Design, and Greeting — so you can control how the agent looks, what it says, and what visitors see when they open it.Changes are saved as a draft while you work. Your live agent does not change until you publish.Quick Reference (Advanced Use...

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