Insightflow in Action

Explore real-world examples of how our AI platform can transform your business operations. These are just a few ways our customers are using Insightflow to drive efficiency and growth.

Sales Agent

Qualify customers using an AI Sales Agent on your website

Configure questions you want the agent to ask so you can pre-qualify leads. Design your own conversation flow and give the Agent access to product and service knowledge that it can share with your customers. Host it on your own website or integrate using the API.

Lead qualification
Custom conversation flows
Product knowledge integration
Website embedding

Sales Chat

Online

Hi there! I'm your AI sales assistant. I'd love to help you find the right solution for your business. Could you tell me a bit about what challenges you're facing?

We're looking to automate our customer support process. We have about 500 support tickets per week.

Thanks for sharing! With 500 tickets weekly, our Enterprise plan would be perfect for you. It includes our AI Support Agent with custom knowledge base integration. Would you like to see a demo of how it works?

Customer Support

Help your customers through advanced customer service

Identify customers and load their customer record using interview questions you can define. Give the agent access to order history and support knowledge bases so it can help the customer. Define tone, language, personality to match your brand.

Customer identification
Order history access
Knowledge base integration
Brand personality customization

Support Assistant

Order #38291

Hello Sarah! I see your order #38291 was shipped yesterday. According to the tracking information, it should arrive by Friday. Is there anything specific about your order you'd like to know?

Can I change the delivery address? I'll be at my office on Friday.

I'd be happy to help with that! I've updated your delivery address to your office. You'll receive a confirmation email shortly with the updated tracking information.

Ask the Expert

If you have expertise you want to monetise, clone yourself with AI

Use our knowledge base building AI's to help you rapidly curate your knowledge in the knowledge base. The AI Expert can use this to deliver accurate answers and even deliver personalised responses based on a profile it can build on the user. Configure templated outputs so the AI can consistently deliver high value paid responses.

Knowledge curation
Personalized responses
Templated outputs
Monetization options

Financial Advisor AI

Premium

I'm planning to invest $10,000. I'm 35 years old and have a moderate risk tolerance. What would you recommend?

Based on your age and risk tolerance, I recommend a diversified portfolio with 60% in index funds, 30% in blue-chip stocks, and 10% in bonds. This balances growth potential with stability. Would you like me to create a detailed investment plan with specific fund recommendations?

Detailed Investment Plan$19.99

Research Analyst

Automate information internal or external data gathering and analysis

Give your research analyst access to specific internal databases, systems, transcripts, web search and more. It can use this raw information to run any type of analysis you define and then build reports or datasets based on templates from the data.

Data access integration
Custom analysis
Automated reporting
Template generation

Market Research AI

Analysis in progress

I need a competitive analysis of the top 5 companies in our industry with focus on their pricing strategies.

I'm analyzing data from our CRM, public financial reports, and recent industry publications. I'll prepare a comprehensive report with pricing comparisons, market positioning, and strategic recommendations.

Competitive Analysis Report
Processing data sources65%

Automate Workflows

Workflows that need some intelligence can now be automated

Train the AI instead of your team so they can intelligently think through steps in a task and deliver the outcome without needing human input. You can choose whether you want human oversight or whether it is fully automated.

Intelligent automation
Step-by-step processing
Human oversight options
Full automation capabilities

Invoice Processing Workflow

1

Invoice Received

PDF extracted and validated
2

Data Verification

Matched with purchase order #29384
3

Approval Decision

AI analyzing payment terms and company policy
4

Payment Processing

Pending approval

Ready to transform your business with AI?

Join the growing number of businesses that are leveraging Insightflow's AI solutions to drive growth and innovation.