Setup
What steps are needed to set up travel agent software?
Getting your travel agent software live is simple. First, create your Chatref account, then embed a code snippet to install the chat widget on your site. Train the AI on your travel docs and booking policies, customize the look, and invite your team. You'll be ready to answer customer queries, with human handoff available from the shared inbox, in minutes.
Create Your Account and Get Free Credits
Account creation takes less than two minutes and comes with $50 in free credit - no credit card required. Sign up at the Chatref app, verify your email, and you land directly in the workspace. Pay-as-you-go billing means you top up only when needed; there are no subscriptions, per-seat fees, or feature gates. Your free credits never expire, and you can build unlimited AI agents from day one.
Install the Chat Widget on Your Travel Agency Website
Software installation is a single copy-paste. From your dashboard, grab the embed code snippet and place it inside the <head> or <body> of your travel website. No plugins, downloads, or developer help needed. The widget appears instantly on every page where the snippet lives, giving potential travelers immediate access to your agency's knowledge. It works on any modern website builder or custom site.
Configure the AI with Your Travel Content
Initial configuration focuses on training the AI to speak your travel agency's language. Upload your brochures, destination guides, cancellation policies, visa FAQs, and booking terms as PDFs or point Chatref to your existing web pages and sitemaps. You can paste plain text directly too. The agent learns only from your content, so answers stay grounded and accurate, not generic. Revisit the configuration anytime to add seasonal packages or updated policies.
Customize the Widget to Match Your Brand
Customization ensures the chat widget feels like a natural part of your agency's online presence. Set your primary color, add a logo, edit the greeting message, and adjust the widget position. All branding options are included in every account at no extra cost. A consistent brand experience builds traveler trust, and the changes take effect immediately across all pages.
Onboard Your Team and Start Using the Shared Inbox
User onboarding means bringing your agents into the loop. Invite team members to your workspace and show them the shared inbox, where they can view every AI conversation in real time. When a traveler's request needs a human touch - a complex itinerary or a special request - an agent can jump directly into the same chat thread with full context. The shared inbox keeps everyone aligned without handing off between tools, speeding up response times and improving the traveler experience.
FAQ
How do I install travel agent software?
Installing Chatref's travel agent software is as easy as pasting a single embed code snippet into your website's HTML. No downloads, plugins, or developer assistance is required. Once the snippet is in place, the chat widget appears on your site immediately.
What are the initial setup steps for travel agency tools?
The initial setup steps are: create your account, install the widget on your site, upload your travel content (brochures, policies, FAQs), customize the widget's appearance, and invite your team to the shared inbox. The entire process is designed to be completed in under an hour.
How can I configure my new travel agent software?
Configuration means training the AI on your specific travel documents. You can upload PDFs, point to website pages, or paste plain text. The system learns from that content alone, so the agent gives accurate, agency-specific answers. Add or update documents anytime to keep responses current.
Who should I contact for help with setup?
Chatref's in-app onboarding guides walk you through every step, and a live support chat is available from your dashboard. For additional questions, you can reach out through the support chat or the help center at docs.chatref.ai. No dedicated account manager is required; the built-in resources cover the entire setup.
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.