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Setup

What is the best way to set up Chatref for DevOps tools?

Chatref Team2 min read / Updated June 16, 2026

The best way to set up Chatref for your DevOps tools is to connect your existing documentation as a knowledge base, drop the chat widget into your tool's interface, and use custom actions to automate common setup questions. This gives your users instant, accurate answers while keeping your support team free for complex issues.

Add your DevOps documentation as a knowledge base

Upload your help docs, setup guides, changelogs, and API references to Chatref. The platform reads everything in minutes and builds a knowledge base that answers questions exactly from your own content. There is no need to clean up or restructure files. The result is a single source of truth for your users that never serves a guess or generic answer.

Embed the chat widget in your DevOps tool

Add one snippet to your SaaS tool’s UI to embed the Chatref widget. The widget runs right where your users work, providing instant answers without leaving your app. You can style it to match your product's look with custom branding and primary color, so it feels native. It works on any website or app and requires no coding beyond the initial snippet.

Automate setup questions with custom actions

Beyond answering questions, you can set up custom actions inside the chat. When a user asks about configuring a pipeline or connecting a repository, the agent can collect necessary details (like repository name or credentials) and trigger your own tools automatically. This resolves setup questions end-to-end without involving a human. The action runs in the same conversation thread, so the user never needs to switch contexts.

Use onboarding to get your agent live fast

Chatref’s guided onboarding walks you through connecting your documentation, installing the widget, and setting up your first custom actions. This process is designed for teams that want a production-ready support agent quickly, without deep technical knowledge. You can go from zero to a live, answering agent in minutes, with all features available from the start.

FAQ

How to integrate Chatref with DevOps tools? Point Chatref at your help docs, API references, and setup guides to build its knowledge base. Then drop the embeddable widget into your tool's UI with one snippet. The agent will answer questions right inside your product, grounded purely in your own content, without any code changes after the initial setup.

What are the steps to set up Chatref for support?

  1. Add your content (docs, guides, changelog) to Chatref. 2. Install the chat widget on your site or app. 3. Optionally create custom actions to handle routine tasks like account lookups or automated setup. 4. Review and refine answers in the conversation inbox. The entire setup is no-code, and every new account gets $50 in free credit to test with.

How to automate DevOps tool setup questions? Use Chatref's custom actions feature. When a user asks how to set up a specific integration or configuration, the agent can guide them through a form, collect the inputs, and call your API or internal tool to finish the task. This automates multi-step setup processes directly in the chat, resolving issues without human intervention.

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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