How do I set up Chatref for communication tools?

Chatref works by grounding every answer in your own material. Gather the help articles, product guides, FAQs, and changelogs your support team already uses. Upload them as PDFs, plain text, URLs, or even full sitemaps directly in the Chatref app. The AI chatbot will learn your product language and resolve questions without guessing, making each response feel native to your communication tools.

Once your content is loaded, grab the single snippet from your Chatref dashboard and paste it into the web interface where customers ask for help. This could be your help center, a customer portal, or any internal communication tool with a web view. The widget is origin-allowlisted, so it works only where you intend, and it delivers the same grounded answers whether users are on desktop or mobile.

Take your Chatref agent beyond simple replies. In the app, you can define custom actions that collect details or trigger steps in your existing tools right inside the conversation. For example, an action might gather an account ID and open a ticket in your internal ticketing system, or confirm a subscription tier and route the chat accordingly. This lets you resolve routine customer support tasks without pulling agents away from their work.

Chatref automatically ingests every chat session and pulls out what users are asking most. Use the insights dashboard to spot trending questions, gaps in your documentation, or feature requests hiding in those conversations. A regular digest email summarizes the top themes, so you know exactly where to improve your content or which custom actions to add next. Over time, your communication tools become self-improving.

What are the steps to integrate Chatref with my communication platform?

1. Upload your support content (help docs, guides, FAQs) into your Chatref account.
2. Copy the widget snippet from your dashboard and install it on your platform’s web interface (help center, portal, or any page where users reach out).
3. Set up custom actions if you want the AI chatbot to perform tasks like creating a ticket or checking an account status during a chat.
4. Monitor insights to see what users ask most and where you can improve your content or automate more responses.

How to customize Chatref for my brand’s voice?

Chatref’s answers are grounded in your own documentation, so the AI chatbot naturally adopts the terminology, tone, and style you use in your help articles and guides. To reinforce your brand voice, make sure your uploaded content uses the exact language, phrasing, and level of formality you want the bot to mimic. Because there is no separate voice-tuning feature, the most effective path is feeding the model content that already sounds like your team.

What content do I need to prepare for Chatref?

Prepare any material that your support team currently uses to answer customer questions: help center articles, product documentation, onboarding guides, knowledge base entries, changelogs, and FAQ pages. Chatref accepts PDFs, plain text, URLs, and sitemaps. The more complete and well-structured your content, the more precise and helpful the AI chatbot will be in real customer support conversations.