Insert & Start
Quickly insert content or launch automations during conversations using keyboard shortcuts or the dropdown menus.
Insert Button
The Insert button allows you to quickly add pre-written content or links to your messages.
Available Options
Templates /
Insert pre-written message templates into your current message. Templates help maintain consistent responses across your team.
Articles ?
Link to knowledgebase articles from your connected knowledge base. The articles will be displayed as clickable links that open in a new tab for visitors.
Documentation #
Link to documentation pages from your connected documentation system. Like articles, these appear as clickable links in your messages.
How to Use
- Click the Insert button or use the keyboard shortcuts
- Search through available items in the modal
- Select an item to insert it into your message
- Continue typing or send the message
Start Button
The Start button launches automated processes that run independently of your conversation.
Available Options
Forms !
Launch a form that prompts the visitor to fill out information. The form runs automatically once selected.
Workflows +
Start an automated chatbot workflow. Unlike regular conversations, workflows cannot be interrupted by your messages and follow their programmed sequence.
How to Use
- Click the Start button or use the keyboard shortcuts
- Select the form or workflow from the modal
- The automation begins immediately for the visitor
- Continue your conversation normally (workflows run in parallel)