Most “AI help desk” features summarise a ticket and stop. Insight AI takes the next step — it creates, updates, assigns, approves and publishes across your whole workspace, in plain English, and never outside your own permissions.
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You describe what you want to be true. Insight AI works out which records to touch, does it, and reports back.
“Close every ticket on the Dallas rollout and note the cutover date.” It finds them, closes them and comments — one instruction, not twenty clicks.
Tickets, assets, clients, contracts, properties, projects and the knowledge base are one workspace to it — so “which open tickets involve out-of-warranty laptops?” is a single question.
Hand it a screenshot, PDF or spreadsheet and it pulls the text out — turning a photographed error message into a ticket without you retyping a thing.
195 actions across 15 areas of the product. A sample of each:
An assistant that can change your data has to be governed. Here is exactly how it is.
Insight AI calls the same authenticated endpoints as the public REST API, over a signed internal token, and every normal permission check still runs. If your account cannot close that ticket or see that contract, neither can the assistant.
A server-side signature guard blocks a duplicate create — task, client, asset, contract — inside the same turn, so a retry or an ambiguous instruction cannot leave you with two of everything.
After every update, delete or status change the assistant is required to re-read the record and confirm the change actually landed — and to report the mismatch rather than claim success.
Say “close it” or “extend that by a year” and it resolves the reference from the records already on the table, instead of asking you to repeat an ID.
The same 195 actions work identically on every supported model, so you can trade speed against depth.
Insight AI runs in an embed mode that hides the app chrome and resizes itself to fit its container — so you can drop the same assistant into your intranet, your client portal or an internal wiki page, and it still respects the signed-in user’s permissions.
No. Every action runs through the same authorization path as the public API, so the assistant inherits exactly your permissions — no more. An agent who cannot delete tickets cannot ask the AI to delete one either.
It acts. Of its 195 available actions, 113 write — creating tickets, updating assets, approving contract stakeholders, drafting knowledge-base pages. The remaining 82 are read-only lookups.
Yes. Upload an image, PDF, Word, Excel, PowerPoint or CSV file (up to 10 MB) and it extracts the text — useful for turning a photographed error message or a scanned invoice into a ticket.
Every agent gets 24 Insight requests per day, with the full action set. Paid plans raise the context and history limits; the Insight Pro add-on upgrades adds roughly five times the working context.
Yes — Insight AI has an embed mode that strips the app chrome and auto-resizes inside an iframe, so you can drop the assistant into your own portal or intranet page.