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Setup

How do I set up auto detailing software for my business?

Chatref Team2 min read / Updated June 18, 2026

Setting up auto detailing software with Chatref takes less than an hour. You add your business docs, configure custom actions for quotes and booking, embed the widget on your site, and invite your team to the shared inbox. Whether you run a detail shop, car wash, or mobile detailing service, the setup is the same straightforward process.

Add Your Business Content and Get Onboarded

Start at app.chatref.ai and walk through the onboarding flow that guides you end to end. Upload your detailing packages, pricing, hours, location, and FAQs as PDFs, URLs, or plain text. Chatref builds an AI agent that answers only from this content - no guessing. The included $50 free credit covers your initial setup and interactions, with no credit card required.

Configure Custom Actions for Detailing Quotes and Bookings

Use custom actions to let the agent handle routine tasks inside the chat. Set up flows that collect vehicle type, desired service (interior detail, wash, ceramic coating), and contact details, then provide a tailored estimate or send the request straight to your team. This turns your detail shop setup into an automated lead qualification and booking machine.

Embed the Widget on Your Detail Shop Website

Once trained, copy the embed snippet and paste it into your website's header. The widget appears on every page and works with any builder - WordPress, Shopify, Wix, and more. It's fully responsive, so customers on phones see the same experience. For mobile detailing businesses, this means a seamless car wash software installation that follows your brand everywhere.

Use the Shared Inbox for Complex Requests

When a question needs a human or a customer asks to speak with someone, the conversation pops into your shared inbox. You and your team can reply or take over immediately, with full chat history. Keep every fleet detailing or custom request from falling through the cracks, and manage a mobile detailing app setup where your field techs respond on the go from any device.

FAQ

What are the steps to install auto detailing software?
The core steps are: sign up for Chatref, upload your detailing content, configure custom actions for quotes/bookings, embed the widget on your website, and invite your team to the shared inbox. The onboarding flow walks you through each one.

How long does it take to set up an auto detailing app?
Most businesses are live in under an hour. Adding your documents takes 15–30 minutes, custom actions take a few minutes to define, and embedding the widget is just a copy-paste. You can test and refine any time.

Can I use the software on multiple devices?
Yes. The widget works on any device your customers use - desktop, tablet, or phone. The Chatref dashboard and shared inbox are accessible from any browser, so your mobile detailing team can manage conversations from their own devices with nothing extra to install.

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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