How do I add a website widget for IT support?

1. Go to app.chatref.ai and create an account. You will receive $50 in free credit – no credit card required.
2. From the dashboard, create a new AI agent. Name it “IT Help Desk” and select a primary color to match your branding.
3. The agent will be ready to learn from your content in the next step.

• Navigate to the agent’s Knowledge section and add your support docs. You can upload PDFs, provide URLs to your help center or documentation, or paste plain text.
• Chatref processes everything in minutes, building a knowledge base that stays strictly grounded in your content – no guesswork, no invented answers.
• For IT services, typical content includes troubleshooting guides, setup instructions, service catalogs, and FAQ pages.

1. In the agent settings, open the “Widget” tab and copy the embed code snippet.
2. Paste the snippet into the HTML of every page where you want the chat icon to appear – your support portal, product dashboard, or main website footer.
3. The widget is origin-allowlisted; only domains you specify can load it. Visitors immediately see the chat bubble and can start asking IT questions.
4. Customise the widget’s position, greeting text, and branding to feel native to your site.

• When the AI agent encounters a complex issue or a user asks for a human, the conversation is flagged in the shared inbox automatically.
• Your team can open the Chatref app, read the full chat history, and take over the thread in real time. No ticket is lost, and handoffs stay seamless.
• The shared inbox complements your existing customer service tools list – you can keep your ticketing system while Chatref manages triage and first-line responses.

Customer service tools list

A typical customer service tools list for IT services includes a website chat widget, a shared inbox for email and chat, a ticketing system, and a knowledge base. Chatref consolidates several of these: an AI‑powered widget that answers from your own docs, an omnichannel inbox that unifies chat and email, and conversation tracking – reducing the need for multiple separate tools.

It services software customer support chat

Chatref provides customer support chat by embedding directly into your SaaS product or IT services website. Once you train the AI agent on your help articles and documentation, it instantly answers user questions – from “How do I reset my password?” to “What is the SLA for server backups?” – all from your approved content. If the agent cannot resolve a query, it escalates the conversation to your human team through the shared inbox, complete with the full chat history.

It services software customer support email

Yes, Chatref supports email as a support channel. The omnichannel agent can connect to your email address alongside the website widget. Incoming emails appear in the same shared inbox used for live chats, so your IT support team can manage all conversations – chat and email – from one interface. This ensures consistent, context‑rich responses whether customers reach out via your site or email.