How do I streamline the onboarding process for new customers of handmade goods?

New customers often have detailed questions about materials, sizing, care instructions, or turnaround times. Chatref lets you upload your product guides, FAQs, and store policies as training documents. The AI agent then answers questions from those documents, giving buyers grounded, accurate responses 24/7. That means no more copying the same answers from a binder - your agent handles the volume while you focus on making.

A warm welcome email and a clear product guide go a long way in a handmade store onboarding. With Chatref’s custom actions, you can trigger an email the moment a new customer completes a specific action in chat, like asking about a product line or signing up for updates. Attach your guide automatically or point them to a tutorial page so they know exactly what to expect after purchase.

Personalization builds loyalty. Use custom actions to ask a few friendly questions inside the chat - for example, preferred scent, color palette, or occasion. Chatref captures those details and can hand them off to your order notes or email tool. You get a richer customer profile without breaking the conversational flow, and your buyers feel heard from the very first interaction.

When your store takes off, manual onboarding becomes a bottleneck. Chatref’s AI agents and custom actions scale instantly - one agent can welcome dozens of new customers simultaneously, answer the same question hundreds of times, and route complex requests to you only when a human touch is needed. Your new customer process stays personal but never overwhelms your day.

What’s the best way to welcome new customers?

Combine an automated welcome email with an instant, helpful response when they engage your site or chat. Use Chatref to train an AI agent on your product guides, then set a custom action that sends a branded welcome email with a direct link to the guide. This gives buyers immediate value and starts the relationship on a helpful note.

How can I provide product guides automatically?

Upload your product guides, sizing charts, care instructions, and return policies to Chatref. The AI agent pulls answers from that content every time a customer asks. You can also program a custom action to display a clickable guide link or download right in the chat window, making self-service onboarding seamless.

Can I set up welcome emails for new sign-ups?

Yes. With Chatref’s custom actions, you can trigger an email whenever a customer provides their address in the chat or completes an interaction. Configure the action during your agent’s setup, and the welcome email fires automatically - no manual follow-up needed. You retain complete control over the email content so it matches your brand’s voice and includes exactly the next steps a new customer needs.