How do I set up Chatref for my real estate business?

The Chatref installation is a single snippet of JavaScript. Grab your embed code from the agent settings page inside app.chatref.ai. Paste it into the footer template of your real estate site – just before the closing </body> tag works on most platforms. The widget appears instantly on every page, letting visitors ask questions about properties, financing, and the buying process without leaving the listing. No developer is required.

The widget is origin-allowlisted, so it only loads on domains you specify. You control where it appears and can style the trigger button to match your brokerage branding. Once embedded, the agent is live in minutes.

After the widget is in place, feed your agent the material it needs to handle real estate chat support. Upload PDFs like your buyer/seller guides, disclosure documents, neighborhood descriptions, and commission breakdowns. You can also point Chatref at URLs – your active listing pages, team bios, or any public-facing content.

The AI retrieves answers exclusively from those sources, so it never guesses or makes up mortgage rates or closing dates. When someone asks “What’s the commission structure on a listing?” or “How do I schedule a walkthrough?,” the reply is pulled straight from the docs you provided. Add as many training documents as you need – every Chatref account includes unlimited documents and unlimited agents.

Chatref’s custom actions turn the chat widget into a lead-qualification tool. For real estate, you can set up actions that collect key details – buyer type, budget range, preferred neighborhoods – then post that data to your CRM, email you a summary, or trigger a callback request. No coding is needed; just define a simple form and map the fields to your backend endpoint or email address.

For example, a “Schedule a Showing” action can ask for name, phone, and preferred time, then send the lead straight to your favorite scheduling tool. Because the action runs inside the chat, the conversation stays fluid and the visitor never leaves your site.

• Start with high-priority content first. Train your agent on listing details, commission policies, and frequently asked buyer questions before uploading every document. You can always add more later.
• Use custom actions to qualify, not just answer. A question like “What’s the price of 123 Main?” is an opportunity – follow up with a gentle “Would you like to schedule a tour? I just need a few details.” This turns chat support into measurable lead capture.
• Review the conversation inbox regularly. Chatref shows you all chats in a shared inbox. Your team can jump into existing threads with full context, so human handoff is seamless when a sensitive question or negotiation needs a person.
• Take advantage of the pay-as-you-go model. Real estate is seasonal; you might get heavy traffic during open-house weekends and none on a Tuesday. Chatref’s credit system never forces a recurring subscription – you pay only for the responses that actually happen, and any unused credit stays in your account for good.

What are the steps to install Chatref on my real estate website?
Create your free Chatref account (no credit card required, $50 free credit included). Inside the app, build your first agent, then upload your real estate documents (PDFs, URLs). Copy the embed snippet from the widget settings, paste it into your site’s footer or page template, and save. The chat widget goes live immediately on every page. You can refine the training content and customize the widget’s color and branding afterward.

How can I customize Chatref for my real estate business needs?
From the app, you adjust the agent’s brand color, welcome message, and suggested conversation starters to reflect your brokerage. For deeper tailoring, use custom actions: build forms that collect contact info for showing requests, trigger email alerts for your team, or even send lead data into your CRM via a webhook. You can also set the agent’s tone and instructions so it consistently uses your brokerage’s voice.

What are the best practices for setting up Chatref in real estate?
Prioritize uploading your listing sheets, FAQ docs, and commission/representation policies first. Activate custom actions for the most common intent – scheduling a showing or requesting a call – to capture leads at the point of interest. Monitor the conversation inbox to step in manually on high-stakes discussions. Finally, use the pay-as-you-go model to your advantage: you never pay for idle time, only for the chats the agent actually handles.