How do I set up Chatref for employment law support?

Use Chatref’s knowledge-base feature to upload your PDFs, website pages, and plain text. Include employee handbooks, workplace policies, employment contracts, leave policies, and anti-discrimination guidelines. The AI then answers visitor questions grounded only in your own content, never making things up or searching the web.

Customize the Chatref widget’s appearance to match your firm’s identity. Set your primary color, add a logo, and adjust the greeting message so visitors know they’re talking to an employment law expert. Everything is configured in the dashboard, no coding needed.

Copy the embed code from your Chatref dashboard and paste it into your site. The widget will appear on every page you choose, ready to answer questions about workplace rights, HR policies, and more. It works with any site builder or CMS.

Invite partners and staff to review conversations in the shared inbox. Use the onboarding prompts to test the agent with realistic scenarios. Your team can step in with full context when a human touch is needed, ensuring no question goes unanswered.

What content do I need for Chatref setup?

For employment law support, provide materials like employee handbooks, workplace policies, employment contracts, leave policies, anti-discrimination guides, and FAQs. The more relevant documents you upload, the more accurate and helpful Chatref’s responses will be.

How to customize Chatref for employment law?

In the Chatref dashboard, set your firm’s primary color, upload a logo, and write a welcome message that positions the agent as your employment law assistant. You can also choose the widget’s placement on your site and tailor the language to sound professional and reassuring.

Can Chatref integrate with my existing CRM?

Chatref does not offer built-in CRM integrations, but you can use custom actions to send lead data collected in chat to your CRM via webhook. Alternatively, export captured leads manually from the conversation inbox. For specific CRM requirements, consult your developer to set up a webhook that works for your system.