How do we connect our CRM documentation to the chat widget?

Start by gathering the documentation you want the agent to use. This can include PDFs, help center URLs, plain text, or even full sitemaps. In your Chatref workspace, add these sources to your agent’s training data. The platform processes everything in minutes and grounds all future answers in that material.

Once your docs are trained, the website widget is ready to embed. Copy the single snippet from your agent’s settings and paste it into your CRM platform, customer portal, or marketing site. The widget is origin-allowlisted, so it only loads on domains you approve. You can also customize the primary color, greeting, and position to match your brand.

Every answer the agent gives includes a source citation. When a customer asks about a setup step or billing rule, the response shows a clickable documentation link back to the exact page or section it used. This builds trust and lets users dive deeper into your guides on their own.

The knowledge base chat handles repeat questions automatically, but some cases need a human. Chatref’s shared inbox lets your team watch conversations live and take over with full context. The agent hands off the thread, so your support staff never starts from scratch.

How to train AI on CRM docs?

Add your docs as sources in the agent’s knowledge base. Chatref reads PDFs, URLs, sitemaps, and plain text, then builds a retrieval model that answers only from that content. No manual tagging or Q&A pairing is required.

Can the widget use our guides?

Yes. Once your guides are uploaded and trained, the widget pulls answers directly from them. Every response includes a link to the source material so customers can verify the information.

Where do chat answers come from?

Answers come exclusively from the content you provide. Chatref uses RAG-grounded retrieval, so the agent never searches the open web or invents information. It only responds based on your uploaded docs.