Setup
How do I add a CRM support chat widget to my website?
Adding a CRM support chat widget to your website is straightforward with Chatref. You’ll create an agent trained on your own CRM docs, embed a single line of code, and customize it to match your brand – the widget answers questions and captures lead details automatically. Here’s how to set it up.
Set up your CRM chat agent
Sign up at app.chatref.ai (you’ll get $50 in free credit, no credit card needed). In the dashboard, create a new agent and upload the documentation your customers rely on – help articles, feature guides, pricing pages, PDFs, or sitemaps. Chatref reads everything and the agent becomes grounded in your own content, so it can answer questions about your CRM without guessing.
Embed the chat widget on your CRM site
From your agent’s settings, copy the single JavaScript snippet. Paste it into the HTML of your CRM website, right before the closing </body> tag. That’s all it takes – a lightweight website widget appears on every page where the snippet is present, ready to offer support.
Customize the look and feel
Open the customization panel to style the widget so it feels like part of your CRM product. Change the primary color to match your brand palette, upload an avatar, and edit the greeting message – all without touching code. This level of customization ensures the chat experience is consistent with the rest of your site.
Turn chats into leads
Enable lead capture from the widget settings. When a visitor asks a question, the chat can politely ask for their name and email before they connect. Those details are saved in your Chatref conversation inbox, turning everyday support interactions into warm leads for your sales team.
FAQ
How to add support chat to CRM app?
Adding support chat to a CRM web app works exactly like a website – paste the Chatref snippet into your app’s HTML shell. The widget functions inside web apps without any extra configuration. If your CRM has a mobile app, you can embed the widget in a WebView using the same snippet.
How to connect CRM docs to chat widget?
Your CRM docs become the source of truth for the widget when you upload them to your Chatref agent. Add PDFs, support articles, or sitemaps in the agent’s content area; the agent learns from them in minutes. Once connected, every chat answer is grounded in that specific documentation, so the widget stays accurate as you update your docs.
How to set up help chat on CRM site?
Setting up help chat on a CRM site follows the steps above: create an agent, train it on your CRM content, embed the snippet, customize the widget’s appearance, and optionally enable lead capture. The process takes less than ten minutes, and you can test everything live before going public.
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.