The AI assistant that actually does the work
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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Ask for an outcome, not a search result
You describe what you want to be true. Insight AI works out which records to touch, does it, and reports back.
It executes
“Close every ticket on the Dallas rollout and note the cutover date.” It finds them, closes them and comments — one instruction, not twenty clicks.
It works across modules
Tickets, assets, clients, contracts, properties, projects and the knowledge base are one workspace to it — so “What laptop belongs to Jane Doe, and what were the most recent tickets on it?” is a single question.
Ask it to Improvise
If your documentation is lacking, use Insight to quickly generate documented solutions. “Create a kb entry on how to reset a password inactive directory? ” is a single question.
What you can ask it to do
195 actions across 15 areas of the product. A sample of each:
Tickets & SLAs
- Create, update and close tickets
- Apply one change-set to many tickets at once
- Post and delete comments
- Read SLA state — due, breached or paused
- One-call summary of what needs attention today
Contracts
- Create and update contracts
- Approve or sign as a stakeholder
- Create renewal tasks and check expiry
- Set billing period and budget figures
- Attach documents and run contract reports
Assets
- Create, update and retire assets
- Assign an asset to a client
- Build and manage asset groups
- Tag devices in bulk
- Look up an asset by name, serial or owner
Properties
- Create and update properties
- Read a property health score
- Manage tenants and their roles
- Attach documents and photos
- Link contracts and inspections to a site
Knowledge Base
- Full-text search with relevance scoring
- Draft new sections and pages
- Update existing articles
- Publish to the client portal
- Manage section permissions and tags
Projects, Kanban & more
- Projects, phases and assignments
- Kanban columns and cards
- Workbooks — the full checklist builder
- Clients, client groups and portal invites
- Audiences, SLAs, business hours and tags
Safe enough to give it write access
An assistant that can change your data has to be governed. Here is exactly how it is.
It cannot exceed your permissions
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.
It will not double-create
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.
It verifies its own writes
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.
It remembers what you are working on
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.
Your choice of model
The same 195 actions work identically on every supported model, so you can trade speed against depth.
Free
- All 195 actions
- 24 requests per agent, per day
- Document & image reading
Pro
- Unlimited requests
- Larger working context
- Longer conversation memory
Insight Pro ADD-ON
- Most capable model
- ~5× the working context
- 20-message memory for long jobs
Embed it anywhere
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.
Frequently asked questions
Can Insight AI do anything I could not do myself?
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.
Does it actually change data, or only answer questions?
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.
Can it read screenshots and documents?
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.
What do I get on the free plan?
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.
Can I put it on my own website?
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.