How do I set up Chatref for home builder support?

Start by feeding Chatref the documents your prospects and owners ask about most. In the knowledge‑base section of your dashboard, drag and drop PDFs of floor plans, community descriptions, pricing sheets, HOA policies, and any text‑based FAQ you already use. You can also point Chatref to your website’s URL or upload a sitemap so it ingests every page automatically. The more detailed your content, the more precisely your agent will handle home builder support questions - from standard features to lot availability.

With your content in place, set up an AI agent that speaks in your brand voice. Name the agent (e.g., “Builder Assistant”), choose a primary color that matches your brand, and define a tone - warm and helpful for buyers evaluating a new home. The agent will answer questions exclusively from your uploaded docs, so it never guesses. While configuring, you can test responses in the live playground to verify it handles real customer service scenarios like “What’s included in the standard spec?” or “When does construction start on phase two?” perfectly.

Home builder support goes beyond Q&A. Use custom actions to let the chat become a conversion tool. In the agent builder, add an action that asks for a name, phone number, and preferred tour time when a visitor wants to visit a model home. Another action can trigger an email to your sales team when a prospect requests a brochure. Because the action runs inside the conversation, no separate form is needed - everything stays in one seamless customer service flow that automates lead handoff.

Once your agent is tested and actions are set, grab the embed snippet from the “Widget” tab. Paste it once into your site template, and the chat widget appears on every page. Your home builder support is now live 24/7, answering repeat questions automatically, capturing leads, and freeing your team for in‑depth conversations. With pay‑as‑you‑go credit ($50 free to start, no credit card required), you pay only when the agent actually responds - $0 when it’s idle.

What steps are involved in setting up Chatref?
First, upload your content (PDFs, URLs, text) to the knowledge‑base. Next, create an AI agent, choose a brand color and tone, then test responses. Add any custom actions (e.g., lead capture). Finally, copy the embed snippet into your website to go live. Total setup usually takes under 30 minutes.

How do I configure Chatref for my business?
Inside the agent settings you can customize the widget’s brand color, set the assistant’s greeting message, adjust response length, and map custom actions to your specific workflows. For a home builder, you might focus the agent on sales‑ready answers and schedule‑request actions.

What information do I need to provide?
You’ll need the business name and a brand color, plus the content you want the agent to learn: floor plans, spec lists, community info, FAQs, and any policies. For lead capture actions, you’ll set the fields you want to collect (like name, phone, community of interest). No sensitive data is required beyond what you’d already share with a prospect.