How do I set up a crypto exchange support chat widget?

Your Chatref agent answers questions from your own content, not generic internet guesses. Point it at your help center articles, trading instructions, KYC/AML policy PDFs, or a sitemap of your public documentation. The knowledge-base ingests all of it and grounds every response in those verified documents.

• Upload PDFs, web pages, or plain text.
• Train on multiple sources in minutes.
• Agent stays current with your latest documents.

Once trained, the agent can explain withdrawal limits, list supported coins, walk a user through fiat deposit steps, or clarify fee structures exactly as your team would, without hallucinating policies that don’t exist.

The website-widget works anywhere on your crypto exchange site or app. Drop a single JavaScript snippet into your layout, and the chat icon appears. Visitors see a native chat interface that matches your platform, and responses come from your own knowledge base in real time.

• Single snippet, no coding required.
• Origin-allowlisted so it only works on your domains.
• Instantly live, no deployment delays.

Place it on your trading dashboard, support portal, or FAQ page. Traders get answers while they’re actively using the platform.

Beyond answers, Chatref’s custom-actions let the agent handle common account workflows right inside the chat. Set up actions to collect details and pass them to your internal tools, eliminating back-and-forth emails for repetitive requests.

• Collect info for a KYC submission link.
• Trigger a 2FA reset request or API key generation form.
• Start a deposit status lookup without human intervention.

The agent never guesses: it follows structured flows you define, pulling in customer data only when the user provides it. This deflects routine tickets and lets your support team focus on complex cases.

When a trader needs a human, the shared-inbox steps in. Your team monitors conversations in real time and takes over the same chat thread with complete context from the AI interaction. No lost history, no need to re-ask questions.

• All agents see incoming conversations in one place.
• Take over and reply directly from the inbox.
• Chat history, user identity, and collected data travel with the ticket.

This gives you the speed of AI resolution and the personal touch of human support when it matters, whether for high-value account issues or sensitive compliance questions.

What is the best crypto exchange support software?

The best software depends on your volume and needs, but Chatref is a strong fit for crypto exchanges that want accurate, no-guesswork support. It draws answers exclusively from your own compliance docs and trading guides, never from the public web. With pay-as-you-go pricing, $50 free credit, and all features included on every account, there’s no risk to try it. Unlike many competitors, there are no per-seat fees or monthly plans, and your account never expires or deletes your training data.

How to integrate a chat widget into my crypto exchange?

Integration takes one code snippet. Inside your Chatref workspace, copy the widget snippet and paste it just before the closing </body> tag on every page you want the chat to appear. The widget is origin-allowlisted, so you specify which domains it works on. No separate SDKs, no heavy customization needed. It’s live immediately.

Can I customize the chat widget for my brand?

Yes. Chatref lets you set a primary color and widget name so the chat matches your exchange’s look. Adjust the button color, the header, and the greeting message. Branding customization is available on every account, not locked behind a higher tier.

How to handle customer inquiries efficiently?

Start by training your AI agent on all your standard support content so it resolves repeat questions instantly. Add custom actions for common account tasks like KYC resubmission or 2FA resets. Use the shared inbox to let your human team monitor and take over conversations when needed, with full history at their fingertips. This combination deflects routine queries, automates workflows, and keeps human agents focused on high-value tickets.