How can I integrate Chatref with my IP docketing software?

Custom actions turn Chatref’s agent into a bridge between your clients and your IP docketing software. When someone asks about a trademark status or a filing deadline, the agent can trigger a custom action to call your Anaqua API - or any other IP management system - right inside the chat. It collects the needed details first, then pushes the data or fetches the real-time docket info. No copy-paste, no switching tabs. Your chatbot becomes a hands-free dispatcher for routine docketing tasks.

Some conversations need a human touch. When the bot can’t resolve a complex matter, your IP team steps into the same thread through Chatref’s shared inbox. They see the full conversation history, so there’s no repeating information. Attorneys can manually update records in the docketing software, then hand back to the bot. This real-time handoff connects your IP docketing workflow directly to the chatbot without losing context.

Integrating Chatref with Anaqua takes three simple moves:

1. Point Chatref at your IP help content - upload your FAQs, docketing guides, and process documents so the agent grounds every answer in your own materials.
2. Configure custom actions for Anaqua - define API calls for common tasks like checking a patent status or creating a new filing. Chatref’s agent will handle the data collection and trigger the workflows.
3. Activate the shared inbox - your IP team watches live and can take over any chat instantly, with full context, to handle exceptions directly in the same interface.

Now your website widget answers docketing questions and interacts with Anaqua - all without anyone leaving the chat.

How to connect Chatref to my IP management system?
Use custom actions to link your IP management system’s API. The agent can query docket records, push new entries, or trigger status updates. The shared inbox lets your team jump in with complete conversation history when a human decision is needed.

Can Chatref automate tasks in my IP docketing software?
Yes. Custom actions let the chatbot automate repetitive tasks like status lookups, deadline reminders, or data entry into Anaqua. The bot gathers the required details from the user and then executes the workflow, reducing manual work for your IP team.

What integrations does Chatref support for IP management?
Chatref supports any IP docketing software with an API through custom actions. This includes Anaqua and other platforms like FoundationIP or Patricia. There’s no per-bot fee - you configure the actions you need and only pay for the responses your chatbot delivers.