How do I set up Chatref for my real estate franchise CRM?

Head to app.chatref.ai, then add your real estate franchise CRM documentation as PDFs, help center URLs, sitemaps, or plain text. Chatref uses this material to ground every agent response in your actual policies, property details, and lease forms – no internet search guessing. The knowledge base stays yours forever; credit never expires and you can update it anytime.

Create an unlimited number of AI agents directly from your dashboard – one for each branch or brand, all on the same pay-as-you-go credit balance. Set the agent name, greeting, and primary color to match your franchise identity. In the agent settings, enable custom actions so your bot can pull account info or schedule showings right from the CRM. Test the agent instantly in the playground before going live.

Grab the one-line snippet from the agent’s embed settings. Paste it into your CRM’s site-wide template, a custom HTML block, or any page where you want the widget to appear. The snippet is origin-allowlisted to keep your CRM secure. Once live, visitors see the chat bubble and get answers grounded in your own documents, deflecting repeat questions while you handle complex transactions.

Use custom actions to let the AI agent collect lead details, trigger appointment bookings, or fetch property availability directly inside the chat. Configure each action in the agent builder – no code required. Every captured lead lands in your inbox with full session context, so your team can follow up without leaving the conversation.

How to embed Chatref widget in my CRM platform?

1. Open your agent’s settings in the Chatref app and copy the embed snippet.
2. Paste it into your CRM’s global footer, a custom HTML module, or the template for your client portal.
3. Save and publish. The widget will appear as a chat bubble on all selected pages.
4. Verify the widget loads by opening your CRM in a browser – no domain allowlisting is needed beyond the snippet’s built-in origin protection.

What are the steps to configure Chatref for CRM support?

1. Upload your CRM guides, property FAQs, lease agreements, and support procedures to the Knowledge Base section.
2. Create a new agent and assign the uploaded content as its training source.
3. Write a brand-consistent welcome message and set the widget’s primary color.
4. Test the agent’s responses in the playground using real customer queries.
5. Turn on the widget embed and paste the snippet into your CRM’s pages.

Can I customize Chatref for my real estate franchise needs?

Yes. Every account gets unlimited agents, so you can have one per office or property type. Customize each agent’s greeting, color, and avatar to match your franchise brand. Use custom actions to collect buyer/seller details, schedule property tours, or link to your MLS. The widget itself can be styled without any code changes, and lead capture fields are fully configurable.

How to train AI agents on CRM documentation?

Training is as simple as uploading the files and URLs you already have. In the agent builder, click Add Content and select PDFs, your help center sitemap, text snippets, or web pages. Chatref processes the material, and the agent will answer questions grounded in that content. You can add or update documents at any time; the agent will instantly reflect the new information. Test accuracy in the playground before publishing.