How do I set up a shared inbox for my auction site support?

Upload your property listings, bidder FAQs, auction rules, and closing instructions as PDFs or link your site’s help pages. Chatref’s AI agents then ground every response in that exact content, so visitors get accurate answers about lot numbers, reserve prices, or registration steps, without your team needing to type the same reply over and over.

Once your agent is live, turn on the shared-inbox feature in your Chatref workspace. Anyone you add can now view, assign, and reply to conversations in real time. Because Chatref uses prepaid credits with no per-seat fees, you can include every agent, admin, and auction coordinator who might need to jump into a chat, all from the same unified inbox.

Configure your ai-agents to handle high-volume auction-site questions automatically: bidder registration status, viewing appointment times, document requirements, payment links. The agent resolves those chats instantly, and you’ll only see conversations in the shared inbox when a visitor explicitly asks for a human or the AI flags a case it can’t handle. Each handoff shows the full chat history, so you never lose context.

Use conversation-tags to label chats by auction event, property type, or issue category, like “spring auction,” “distressed sale,” or “payment issue.” You can apply tags manually as you review chats or set rules so the AI tags incoming conversations automatically. Tags let you filter your shared inbox later and quickly measure which auction topics generate the most inbound questions.

How do I add team members to my shared inbox?
In your Chatref workspace, open your agent’s settings and navigate to the “Team” or “Inbox” section. Enter the email address of each person you want to invite, choose their role (e.g., agent, admin), and they’ll receive an invitation to access the same shared inbox. There are no per-seat charges; you can add as many teammates as your operation requires.

Can I set up escalation rules for my auction site?
Yes. Chatref’s shared inbox lets you define when a conversation should be handed from the AI agent to a human. For example, you can set rules so that messages containing phrases like “speak to a person,” “cancel my bid,” or “urgent” immediately appear in the shared inbox with all prior conversation history. Your team can then pick up those priority chats without any back and forth.

How do I track shared inbox performance with Chatref?
Inside your agent’s dashboard, the “Insights” area (powered by conversation tagging data) shows you how many chats were resolved by the AI agent vs. handled by your team, average response times, and top conversation tags. You can see at a glance whether your auction-site shared inbox is deflecting repeat work and where your team is spending time, all from the same workspace.