What steps are involved in setting up Chatref for my RV trailer dealership?

During onboarding you’ll point Chatref at the files and pages that define your RV trailer business. Upload PDFs of model brochures, spec sheets, option lists, and floorplan diagrams. Add your financing guidelines, warranty terms, and FAQ pages from your existing website. Chatref reads all of this and uses it to answer customer questions without guessing - every reply is pulled from your own documents. The onboarding assistant validates your content and suggests missing topics, so even first-time users get a fully grounded agent.

Once your content is loaded, Chatref generates a single embed snippet. Paste it into your site’s header or footer template and the widget appears on every page - no coding needed. Customers browsing your inventory can open the chat right on the listing. The widget respects your domain, so it only loads where you want it. You can customize the colors and brand name to match your dealership’s look during onboarding.

Custom actions let the AI agent do more than answer questions - it can collect lead details, book appointments, or trigger workflows in your existing tools. For an RV trailer dealership, typical actions include:

• Schedule a viewing by letting customers pick a time slot and automatically create an event in your calendar.
• Send a detailed brochure or spec sheet PDF to the customer’s email.
• Request a trade-in valuation by gathering the customer’s trailer details and routing them to your sales team.
• Qualify financing interest by capturing credit score range and desired terms, then notifying your finance manager.

You build these actions in the Chatref dashboard with a simple no-code interface. Each action defines the information to collect and the webhook or email to trigger. The agent then walks the customer through the steps inside the chat.

Chatref’s onboarding doesn’t stop at setup. After the widget is live, the system monitors conversations and shows you what customers ask most. You’ll see which models, options, or policies generate repeat questions, flag common misspellings, and receive a weekly digest of trending topics. You can then add or refine content to continuously improve answers. The onboarding flow also walks you through setting up human handoff - when a conversation needs a person, your team can jump into the same thread with full context right from the shared inbox.

How do I integrate Chatref with my existing dealership website?

You copy a single embed code from the Chatref dashboard and paste it into your site’s HTML - usually in the header or footer template. The widget then appears on every page of your dealership site. It’s origin-allowlisted, so it only loads on the domain you authorize. No developer is needed, and you can style the widget colors to match your brand from the customization panel.

What custom actions can I set up for my RV trailer dealership?

You can create actions that schedule lot visits, send brochures, start trade-in appraisals, pre-qualify financing, or collect contact details for a callback. Each action uses a simple form inside the chat: it asks the customer a predefined set of questions, then triggers an email or webhook to your CRM, calendar, or sales team. This turns the chat from a Q&A tool into a lead conversion engine.

How does Chatref handle onboarding new customers?

As soon as you create your account, the onboarding assistant guides you through adding content, testing your agent in the playground, embedding the widget, and setting up your first custom action. You’ll receive a $50 free credit (no card required) and can deploy immediately. After launch, Chatref continues onboarding by helping you review conversation themes, tag common questions, and fine-tune the agent so it improves over time - all without per-seat fees or feature gates.