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Integration

How do I connect WooCommerce chat to my team’s shared inbox?

Chatref Team3 min read / Updated June 16, 2026

To connect WooCommerce chat to your team’s shared inbox, add Chatref’s website widget to your store, then upload your product docs, FAQs, and policies so the AI agent can answer from your own content. Conversations appear in the shared inbox, where your team can monitor, tag, and take over any chat. Your customers stay right on your WooCommerce site the whole time.

Install the Chatref widget on your WooCommerce site

Your WooCommerce store only needs a single snippet to get started. In your Chatref dashboard, grab the widget embed code and paste it into your theme’s footer or a custom HTML block. The widget sits on every page, so customers can ask questions without leaving your store. It’s origin‑allowlisted, so it only appears where you want it and starts delivering grounded answers immediately.

Train your AI agent on your store’s own content

Without training data, a chatbot guesses. Chatref’s AI agents learn from your WooCommerce product descriptions, shipping policy, returns page, and FAQ docs. Upload PDFs, point it at your site, or paste text — the agent pulls answers straight from your material, not the open web. When a customer asks about sizing or delivery times, they get a direct, accurate response based on your own policies, reducing the need for AI to human support on routine questions.

Monitor and manage chats in the shared inbox

Every chat thread appears in the shared inbox in real time, giving your support team full visibility. When the AI agent handles a question, the conversation is logged; when it can’t resolve an issue, the thread stays open for a human agent to step in. This is your WooCommerce chat escalation layer — no forms, no lost context. A team member simply opens the conversation, sees the entire history, and replies directly. It’s a seamless customer support handoff that keeps the customer on your store and your team in the loop.

Use conversation tags to streamline team collaboration

Tagging conversations helps your team stay organized without extra tools. In the shared inbox, you can apply tags like “urgent,” “refund,” “shipping,” or any custom label that fits your workflow. Tags make it easy to filter, assign, and spot trends. Combined with the shared inbox, this turns every chat into a manageable task, keeping team collaboration friction‑free even when your online store gets busy.

FAQ

What happens when AI can’t answer a question?
When the AI agent can’t provide a confident, grounded response, the chat remains open in your shared inbox. Your support team can review the thread, see what the customer asked, and reply with a human answer — no dead ends for the shopper.

How do I pass chats to my support team?
All chats automatically appear in the shared inbox. Team members can open any active or past conversation and reply directly, or add internal notes to collaborate. There’s nothing to forward or export; the handoff is built in.

Can my team see the full chat history?
Yes. The entire conversation — from the customer’s first message through every AI response and any human reply — is visible in the shared inbox. Your team always has the full context before typing a single word.

What if a customer needs a human?
The AI agent escalates the chat to your shared inbox. A person on your team takes over the same thread, picks up exactly where the AI left off, and replies using the same widget. The customer stays on your WooCommerce site and never has to repeat themselves.

Put this into practice

Chatref answers your customers from your own content, day and night. Add it to your site and go live in minutes – free to start.

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