How do I set up custom actions in my real estate auction software?

Real estate auctions run on time-sensitive workflows. Custom actions let your Chatref AI agent complete routine jobs – like verifying a bidder’s pre-qualification or recording a bidder’s intent – without leaving the conversation. Instead of just answering questions, the agent executes auction software custom tasks and moves deals forward. That means your team spends less time on manual data entry and more time on high-value interactions.

Which auction software custom tasks matter most? Every brokerage is different, but these custom actions save the most time:

• Bidder qualification – collect trading name, ID, and proof of funds, then validate against your auction software.
• Deposit handling – trigger a payment link or receipt once a winning bid is accepted.
• Viewing scheduling – book a property inspection into your calendar from the chat.
• Post-auction handoff – route the conversation to a human agent in the shared inbox with full context, using shared-inbox.

Each custom action pulls from your own auction documents, so the agent never makes up policies or pricing.

1. Define the trigger – decide what user input starts the action (e.g., “I want to place a bid”).
2. Set input fields – tell the agent what data to collect (bidder name, lot number, offer amount).
3. Map to a backend tool – connect Chatref to your auction software’s API or external service.
4. Test in the playground – verify the action runs correctly before going live.
5. Activate and monitor – watch the shared inbox to see when custom actions fire and take over if needed.

You can set up unlimited custom actions on any Chatref account; every agent you build can include as many as your workflows require.

Even with powerful automation, some situations need a personal reply. Chatref’s shared-inbox and ai-agents work together. When a custom action can’t complete a task – for example, missing documents or a compliance flag – the AI agent tags the conversation and hands it to a human team member in real time. That person sees the full chat history and takes over instantly, avoiding delays that could cost a bid.

What custom actions can I set up in auction software?

You can set up real estate auction custom actions for bidder registration, deposit collection, viewing booking, bid confirmation, payment follow-ups, and more. Each action is built from your own auction docs and triggers your real-world tools.

How do custom actions improve auction workflows?

Custom actions reduce manual steps by letting the AI agent execute auction software custom tasks inside the chat. Bidders get instant action (like a receipt or booking) without waiting for a human, while your team focuses on the most important deals.

Can I automate specific tasks in my auctions?

Yes. You can automate tasks in real estate auctions like sending a winning bid confirmation, collecting pre-auction documents, or triggering a CRM update. Chatref’s custom-actions feature calls your external software via API, so the agent completes work while the conversation stays in one place.

What are the steps to create custom actions in auction software?

To set up custom actions in Chatref: define what triggers the action, add input fields, connect your auction software’s API, test the tool call, and activate it. All steps happen inside the Chatref dashboard – no coding required.