How do I set up a chat widget for my lending platform support?

Every new account receives $50 in free credit with no credit card required. This credit never expires, and you are only charged per AI response (1–5 coins each, depending on complexity). All features—unlimited agents, the embeddable widget, branding, and the conversation inbox—are included on every account without add-on fees.

1. Visit https://app.chatref.ai and create an account.
2. Confirm your email to activate the $50 credit instantly.
3. You land on the Chatref onboarding flow, which guides you through the next steps.

Before installing the widget, you need to teach the agent what your lending platform knows. Chatref’s onboarding walks you through uploading content sources:

• Upload PDFs of your loan policies, rate sheets, and compliance documents.
• Point Chatref at your public FAQ pages, help center, or support articles (URLs or a sitemap).
• Paste plain text excerpts like standard application instructions or common borrower questions.

The agent answers only from these documents—never from a public internet search. That means it won’t hallucinate or guess about lending terms, APR calculations, or application status.

Once your agent is trained, grab the widget embed code from the Chatref dashboard’s widget settings:

1. Navigate to Widget in the left menu.
2. Copy the single <script> line provided.
3. Paste it just before the closing </body> tag on every page where you want the chat to appear—your borrower portal, loan application page, support hub, or any other high-traffic lending page.

The snippet is vanilla JavaScript that loads asynchronously and adds a small chat icon. It works with any lending platform, custom-built site, or content management system that allows custom HTML. For security, you can optionally restrict the widget to load only on your exact origin (e.g., https://portal.yourlendingco.com).

After installation, you can fine-tune how the chat appears to borrowers:

• Match your brand: In the widget settings, choose your lending platform’s primary color so the widget looks native. You can also upload your logo if needed.
• Set a tailored welcome message: For example, “Hi! I can answer questions about loan options, application steps, or required documents.” This primes borrowers to ask the right questions.
• Review conversations: The built‑in conversation inbox allows your team to see all chats and step in when a borrower needs human help. No additional tooling is required—the handoff happens inside Chatref.

No coding is required for these adjustments, and the bot will be resolving repetitive lending support questions immediately after you click save.

What are the steps to add a chat widget to my lending platform?

1. Sign up for Chatref and claim your $50 free credit (no card needed).
2. Upload lending documents—loan policies, FAQs, rate sheets, compliance docs—through the onboarding flow.
3. Copy the one-line widget script from your Chatref dashboard.
4. Paste it before the </body> tag on your lending platform’s key pages.
5. Customize the widget colors and welcome message, then go live.

How do I configure the chat widget for support?

From the Chatref dashboard’s Widget settings, you can adjust the primary color to match your lending brand, set a welcome message that guides borrowers, and manage the conversation inbox where your team can review chats and take over when needed. All configuration is done visually; you don’t need a developer once the initial snippet is placed.

Can I integrate the chat widget with my existing lending software?

Yes. The chat widget is a standalone JavaScript snippet that works on any website, regardless of the backend platform. Whether you run a custom lending portal, a WordPress site, a Shopify-based application process, or a loan origination system, you simply paste the embed code into the page template. For deeper integrations—like pulling real‑time loan status—Chatref’s action framework can connect to your lending software’s webhooks or APIs, but the basic widget functions fully without any API work: it answers questions from your own documentation and provides instant support out of the box.