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Setup

How do I set up Chatref for my RV trailer dealership?

Chatref Team3 min read / Updated June 18, 2026

Setting up Chatref for your RV trailer dealership takes three steps: upload your inventory sheets and sales FAQs to build a knowledge base, customize the widget to match your brand colors and logo, and embed a single snippet on your dealership website. From there, your AI agent answers customer questions grounded in your own content, handling common inquiries while you focus on sales.

Build Your Knowledge Base from Dealership Docs

Chatref's agent learns directly from your materials, so it gives accurate answers about your inventory, financing, and policies - never guessing. Head to app.chatref.ai after signing up, then:

  • Upload PDFs: inventory brochures, spec sheets, financing options, warranty details, and maintenance guides.
  • Add your dealership's website or sitemap to pull in model pages and hours.
  • Paste any internal sales FAQs or scripts your team uses daily.

Everything stays in one place and powers every customer conversation.

Customize the Widget to Match Your Dealership Brand

A consistent brand builds trust. Inside your agent's settings, you control:

  • Primary color: Use your dealership's hex code to match your logo.
  • Agent name and avatar: Something friendly like 'Trailer Team'.
  • Greeting message: Prompt visitors with a welcome like "Ask me about our current trailer inventory, financing, or trade-ins."
  • Widget position: Bottom-right corner, just like most dealers use.

These changes take effect instantly with no per-feature upsells - all branding options are included on every account.

Embed the Chatref Widget on Your Website

Go to the "Embed" tab, copy the single snippet, and paste it just before the closing </body> tag on your dealership site. It works on any platform, from WordPress to custom HTML. Once placed, the widget loads on every page, letting customers start a chat while browsing your RV trailers. No extra plugins needed.

Onboarding and Going Live

Chatref guides you from start to launch without complicated steps:

  • In-app walkthrough: Step-by-step setup after your first login.
  • Documentation: Detailed help at docs.chatref.ai if you need specifics.
  • Email check-ins: Tips to improve your agent's responses and spot top customer questions.

Your account comes with $50 in free credit - no credit card required - so you can see real results with your own visitors before adding funds. Credit never expires, and you only pay for responses you use.

FAQ

What are the steps to integrate Chatref with my dealership website?

  1. Sign up at app.chatref.ai and activate your account.
  2. Upload your dealership content (e.g., inventory PDFs, website URLs, FAQs).
  3. Customize the widget's look and greeting from the agent settings.
  4. Copy the embed snippet from the "Embed" tab.
  5. Paste it into your website's HTML right before the </body> tag.

That's all. The widget appears on your live site minutes after pasting.

How can I customize Chatref to match my brand?

Inside each agent's settings, you can set a primary color via a color picker, upload your dealership logo, change the agent name, and write a custom greeting message. These controls are available on every plan and take effect immediately across your site.

What kind of content should I include in the knowledge base?

Focus on the materials your staff already uses to answer customer questions:

  • PDF brochures and spec sheets for each RV trailer model.
  • Financing and warranty documents.
  • Internal cheat sheets with answers to common questions (delivery times, towing requirements, trade-in process).
  • Your dealership's website pages (hours, location, service info).

The more relevant content you add, the more helpful your agent becomes.

How does Chatref handle onboarding for new users?

Every account gets a guided, in-app setup flow that walks through uploading content, customizing the widget, and embedding the snippet. You also have access to full documentation at docs.chatref.ai and periodic email tips with usage insights. The $50 free credit lets you try everything with real visitors immediately - no credit card required, and credit never expires.

Put this into practice

Chatref answers your customers from your own content, day and night. Add it to your site and go live in minutes – free to start.

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