How do I set up Chatref for my conveyancing business?

Start by feeding Chatref everything your clients typically ask. In the Chatref dashboard, add your conveyancing content as PDFs, URLs, or plain text. Common uploads include:

• Stamp duty guides and calculation tables
• Property transfer checklists
• Local authority search explanations
• ID verification requirements
• Frequently asked contract questions

Chatref’s knowledge-base will ground every answer in your own documents, so the agent never guesses or invents information. No setup fees or document limits apply, and all accounts include unlimited training files.

Use custom-actions to turn chats into instructions. In the agent builder, create an action that walks a visitor through key intake steps:

1. Collect name, email, and phone number
2. Ask the property address and transaction type (sale, purchase, remortgage)
3. Offer to book a callback from your team or send a quote

The action can notify you by email or connect to your existing tools. Because all Chatref accounts include custom-actions with no per-action fee, you can design exactly what your conveyancing workflow needs.

Once your knowledge and actions are set, embed the Chatref website-widget on your site. Copy the snippet from the widget tab and paste it into your website’s header or footer. The widget appears as a chat bubble your visitors can open to get immediate, grounded answers about conveyancing topics.

The installation guide walks you through the one-line snippet, origin-allowlisting, and basic styling so the widget matches your brand. You can adjust primary colours and welcome text without touching code.

With the widget live, your team can now watch chats in the shared inbox and step in when a human touch is needed. Use the onboarding checklist inside Chatref to:

• Review sample chats to fine-tune answers
• Turn on lead-capture to log every inquiry as a potential instruction
• Set up forwarding rules so serious enquiries reach you immediately

Pay-as-you-go means costs only accrue when the agent responds. Idle periods cost nothing, and the $50 free credit never expires, so you can test risk-free before topping up.

How to integrate Chatref with my website?

Copy the widget snippet from your Chatref dashboard and paste it into your site’s HTML, typically just before the closing </body> tag. The widget supports all modern website platforms and works via origin-allowlisting, so it appears only on your domain. Once embedded, your conveyancing agent is live immediately.

What are the steps to configure Chatref?

Configuration follows three main steps: (1) Upload your conveyancing knowledge into the knowledge-base (PDFs, URLs, or text). (2) Set up custom-actions to capture client details and trigger your internal processes. (3) Install the website-widget on your site and adjust branding colours to match your practice. The entire configuration takes less than an afternoon and requires no coding.

Can I customize Chatref for my conveyancing needs?

Yes. Every agent is fully customizable through the knowledge-base you provide and the custom-actions you build. You choose exactly what conveyancing topics your agent covers and how it collects lead information. Widget colours, greeting messages, and the agent’s voice all adapt to your firm’s brand. No feature gates block customization, and you can add unlimited agents for different parts of your practice.