How do I use Chatref to onboard new beauty store customers?

Start by uploading the documents your new customers need most – product descriptions, ingredient lists, shade guides, sizing charts, return policies, and even your latest beauty blog posts or video transcripts. Chatref ingests PDFs, URLs, and plain text and builds a knowledge base your AI agent will use to answer questions without guessing. When a first-time visitor asks “Does the serum work on sensitive skin?” or “What’s your exchange policy for opened lipsticks?”, the reply comes straight from your own content, not a random internet search. Keeping the knowledge base fresh with new collections or seasonal launches means every new shopper gets accurate, helpful answers right away.

Activate your Chatref agent to greet new visitors with a warm, on-brand message that feels like a personal beauty concierge. Customise the widget’s primary colour to match your store’s palette, and write a short welcome that invites browsing. The agent can proactively ask “Are you looking for skincare, makeup, or hair care today?” and then narrow down recommendations based on the shopper’s reply. Every answer stays grounded in your knowledge base, so a new customer asking about cruelty-free lipsticks or the best moisturiser for winter will get a precise recommendation pulled from your product details – just as a well-trained beauty consultant would deliver.

Move new shoppers closer to their first purchase by turning chat into a lightweight onboarding flow. With custom actions, you can build a guided conversation that asks for the visitor’s skin type, concerns, or product preferences, then automatically serves the most relevant items. You can also create an action that hands out a welcome discount code right inside the chat – for example, a 10% off coupon for new email subscribers. The agent collects the email address and triggers a follow-up (via your own email tool or CRM) without ever leaving the chat window. This keeps the first visit personal, helpful, and ready to convert.

How to welcome new customers with AI chat?
Start the chat with a friendly, brand-aligned greeting that immediately offers help. Use a knowledge base of your beauty products and policies so the AI agent can answer “new shopper” questions accurately. Add a custom action that asks for the visitor’s beauty goal and then recommends products or offers a first-order incentive, turning a casual visitor into a warm lead.

Can I automate the onboarding process?
Yes. With Chatref you combine a knowledge base, an AI agent, and custom actions into a fully automated welcome sequence. The agent can handle common first-time questions (return windows, ingredient safety, shipping timelines), collect preferences, distribute discount codes, and even capture contact details for later marketing – all without a human jumping in.

What are the best practices for customer onboarding through chat?
Keep the welcome message concise and value-first – offer immediate help, not a sales pitch. Stock your knowledge base with the exact information new shoppers look for (size guides for beauty tools, ingredient spotlights, start-here bundles). Use custom actions to personalise the experience: ask for a skin type or hair concern, then suggest matching products and offer a first-purchase coupon. Finally, review conversation logs periodically to see what first-time customers are asking most, and fill any gaps in your content.