How do I set up Chatref for my marketing automation platform?

Chatref learns from your own materials to provide accurate customer support. Upload your knowledge base articles, campaign setup guides, deliverability FAQs, and any other documentation your users rely on. The platform ingests PDFs, URLs, sitemaps, and plain text. Once your content is added, the AI agent builds a grounded understanding of your product, so it answers questions about list management, workflow automation, and reporting from your own docs, not generic guesses.

Tailor the AI agent to match your brand and support workflow. In the Chatref dashboard, you can set the agent's name, primary color, and greeting message. You can also define custom actions that let the agent collect lead details or trigger your own tools directly within the chat. This turns the widget into an active part of your marketing automation stack, not just a passive FAQ bot.

Once your agent is configured, Chatref provides a single JavaScript snippet. Paste this snippet into your marketing automation platform's website, help center, or in-app dashboard. The widget appears as a chat bubble that visitors can open to get instant answers. You can allowlist specific domains to control where the widget loads, ensuring it only appears on your authorized properties.

After the widget is live, use the Chatref conversation inbox to monitor chats. You can see what users are asking, step in to take over a conversation when a human touch is needed, and tag conversations for later analysis. The insights you gather help you identify gaps in your documentation or common points of confusion, so you can continuously improve both your content and your marketing automation platform's user experience.

What content do I need for Chatref setup?

You need the documentation your customers already use: help center articles, setup guides, FAQs, changelogs, and any other text that explains how your marketing automation platform works. Chatref accepts PDFs, URLs, sitemaps, and plain text. The more relevant content you provide, the more accurately the AI agent can answer customer questions.

How to embed Chatref on my website?

Chatref provides a single JavaScript snippet in your dashboard. Copy the snippet and paste it into the HTML of your website, help center, or web app, just before the closing </body> tag. You can restrict the widget to specific domains using the allowlist setting. The widget appears as a chat bubble that visitors click to start a conversation.

Can Chatref handle multiple languages?

Yes. Chatref can answer in up to 11 languages from a single set of content. When a customer asks a question in a supported language, the AI agent responds in that same language, drawing from your original documentation. This helps you serve a global user base without creating separate content for each region.