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Feature · Onboarding & Deploy

Get live on your site, fast.

A simple, guided setup takes you from sign-up to a live chat. If you get stuck, we nudge you along.

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Take a tour of the product

Why it matters

The problem this solves.

The challenge

New tools often stall at setup, and the chat never goes live.

What goes wrong

Confusing steps and no help mean great tools sit unused.

The Chatref way

Chatref walks you through each step and checks your chat is really live, with friendly reminders.

Guided stepsLive in minutesHelpful nudgesNo guesswork

How it works

Simple, start to finish.

Fig. 1 · Your first day – from sign-up to a live chat

You sign up, create your agent, and add some content. Chatref hands you the snippet and helps you place it. It then checks the chat is live, and nudges you if anything is missing.

What you get

Help at every step.

Fig. 2 · Onboarding & Deploy – what you get at a glance

With Onboarding & Deploy you get: Step by step, Easy install, Safe domains, Friendly nudges.

Step by step

Clear steps from start to live.

Easy install

Guided help to place the snippet.

Learn more

Safe domains

Set which sites can use your agent.

Friendly nudges

A reminder if your chat is not live yet.

FAQ

Questions, answered.

Still not sure? Talk to our team.

How long does setup take?

Minutes. The guided steps take you from sign-up to a live chat.

Do I need a developer?

No. The setup is built for anyone, with help at each step.

What if I get stuck?

Chatref checks your progress and sends a friendly nudge to help you finish.

How do I put the chat on my site?

It hands you a snippet and guides you to place it.

How do I know it is live?

Chatref checks for you and tells you when the chat is working.

Can I set which sites can use it?

Yes. You manage a list of allowed sites during setup.

Can I invite my team?

Yes. Add teammates to help set things up.

What do I do first?

Sign up, create your agent, and add a little content.

Do I need to prepare anything?

Just a little content to start, like a few answers or your website.

Can I change things later?

Yes. Everything you set up can be edited any time.

Explore more

Works better together.

Website Widget

Add the AI chat to any site with one snippet.

Workspaces & Team

One account, many agents, safe for your whole team.

Be live before lunch.

Follow the guided setup and put your agent to work today.

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Curious about cost? See our plans.