How to use Chatref for Brevo to automate customer support

Your team uses Brevo every day. You send email campaigns, manage contacts, and maybe even use Brevo’s chat widget on your site. But your support inbox still fills up with the same ten questions. Your team spends hours typing replies that a machine could handle. Response times creep up. Leads slip away because no one answered a 2 a.m. question.

You need a way to answer instantly, around the clock, without hiring more people. And you need those answers to sound like your brand – not like a robot reading a script. That’s where Chatref fits. It’s an AI customer-support tool that sits on your website, learns your business, and answers questions in your own voice. It works alongside Brevo, not against it. You keep Brevo for email marketing, CRM, and contact management. Chatref handles the front-line chat, so your team only steps in when a human is truly needed.

What Chatref brings to your Brevo setup

Brevo gives you a solid chat widget and a shared inbox. It connects to your CRM and lets you send transactional emails. But its chat still relies on a person typing every reply – or on basic chatbots that follow rigid flows. Those bots break when a customer asks something slightly off-script.

Chatref adds an AI agent that understands natural language. You train it on your own content: your website pages, help docs, PDFs, and past conversations. The agent then answers questions factually, using only what it learned from you. It does not guess. It does not hallucinate. If it is unsure, it stays quiet or hands off to a human.

The result: your Brevo inbox gets fewer repetitive chats. Your team focuses on complex issues and high-value conversations. And your customers get answers in seconds, not hours.

The biggest shift is not the technology – it is the headspace you get back. When routine questions disappear, your team can spend time on relationships, not copy-paste replies.

How the AI agent learns from your business

You do not need to write a single chatbot script. Chatref builds a knowledge base from the content you already have. You point it to your website, upload a PDF, or paste a link to your help centre. The agent reads that material and understands it well enough to answer questions in plain language.

This matters because Brevo users often run e‑commerce stores, SaaS products, or service businesses. Your product details, shipping policies, and pricing live on your site. Chatref pulls from those pages directly. When a customer asks, “What is your return policy for international orders?” the agent finds the right page and gives a clear, concise answer – in your brand’s tone.

You can update the knowledge base anytime. Add a new FAQ page, and the agent learns it within minutes. No retraining, no code, no waiting. That means your chat stays accurate even as your business changes.

Setting up the chat widget on your site

You already have a Brevo chat widget. You might wonder if adding Chatref means ripping that out. It does not. You can run both, or you can replace the Brevo widget with Chatref’s if you want the AI to handle first contact. The choice is yours.

Adding Chatref to any site takes one snippet of code. You copy it, paste it into your site’s header, and the chat bubble appears. It works on WordPress, Shopify, Webflow, custom sites – anywhere you can edit HTML. The widget matches your brand colours and logo. You can tweak the greeting message, the placement, and the behaviour without writing a line of code.

If you keep your Brevo widget for human-only chats, you can route visitors there from Chatref. For example, the AI agent answers first. If the customer asks for a person, Chatref can show a message like, “Let me connect you with our team on Brevo chat,” and hand off seamlessly. You control the flow.

Capturing leads and syncing with Brevo

One of the strongest reasons to pair Chatref with Brevo is lead capture. Chatref can ask for a name and email before or during a chat. It can also detect when a visitor is a potential buyer and proactively offer help. Every lead gets stored in Chatref’s shared inbox.

From there, you can export those contacts and import them into Brevo. Many teams do this weekly or set up an automation through a tool like Zapier. Once the contact is in Brevo, you can add them to a nurture sequence, tag them based on the chat topic, or trigger a follow‑up email. The handover from AI chat to marketing automation becomes smooth.

You are not replacing Brevo’s contact management. You are feeding it with warmer leads – people who already engaged with your brand and got instant answers. That shortens the sales cycle by many accounts, because the lead does not go cold waiting for a reply.

When a human needs to step in

Not every conversation should stay with the AI. Sometimes a customer is frustrated. Sometimes the question is too specific or sensitive. Chatref’s shared inbox lets your team watch live chats and jump in with one click. The customer sees a seamless transition – the chat just continues, now with a real person.

This is where Brevo’s team features still shine. If your support team already uses Brevo’s inbox for email and chat, you can keep that workflow. Chatref acts as the first responder. When a human takes over, they can use Brevo’s tools to look up the contact’s history, see past orders, or send a follow‑up email. The two tools complement each other: Chatref reduces the volume, Brevo gives context when a human steps in.

You can also set conversation tags in Chatref. For example, tag every chat about “refund” or “complaint” so your team can filter and prioritise. Those tags can travel with the contact if you sync them to Brevo, helping you segment your audience later.

Using Brevo for follow-up after an AI chat

A chat often ends with a resolved question. But sometimes it ends with a promise: “I’ll send you that guide,” or “We’ll notify you when the item is back in stock.” Brevo is built for exactly that. After the AI chat wraps up, you can trigger an automated email from Brevo based on the conversation.

For instance, if a lead asked about pricing but did not buy, you can add them to a drip campaign that shares case studies and a discount code. If a customer asked about a specific feature, you can send them a tutorial video. The AI chat captured the intent; Brevo acts on it.

This pairing turns your support chat into a revenue driver. It is not just about deflecting tickets – it is about moving people forward in their journey without any manual work from your team.

Tracking conversations and insights

You cannot improve what you do not measure. Chatref gives you a dashboard that shows common questions, response times, and how often the AI resolved a chat without human help. You can see which pages trigger the most chats, which topics come up again and again, and where the agent struggles.

This data is gold for your Brevo strategy. If you notice 30% of chats ask about shipping times, you might add that information more prominently on your site – or create an automated Brevo email that goes out right after purchase to set expectations. If you see a spike in chats about a new product, you can build a Brevo campaign around it.

Brevo’s own analytics track email opens and clicks. Chatref’s insights track the conversation layer. Together, they give you a full picture of how customers interact with your brand – from first question to final purchase.

Pay only for what you use

Both Brevo and Chatref believe in fair pricing. Brevo offers a free tier and pay‑as‑you‑go options for emails. Chatref works on prepaid credits. You buy a block of credits, and each AI reply costs a small amount. There are no per‑seat fees. Your whole team can use the shared inbox, watch chats, and step in without paying extra.

This model fits businesses that have seasonal spikes or unpredictable chat volumes. You do not commit to a monthly subscription you might not fully use. When chat volume is low, your credits last longer. When it picks up, you top up. It is simple and transparent.

For a Brevo user, this means you can add AI support without blowing up your software budget. You keep Brevo for email and CRM, and you add Chatref for AI chat. The two costs stay separate and predictable.

Onboarding and getting live fast

You might think adding AI to your support stack takes weeks. It does not. Chatref is designed to go live in minutes. After you sign up, you add your website URL and any documents. The agent trains itself while you customise the widget. Most teams launch the same day.

There is no need to involve a developer – unless you want to use the API for deeper custom actions. The widget snippet is copy‑paste. The knowledge base updates are point‑and‑click. The shared inbox works in any browser.

If you already use Brevo’s chat, you can test Chatref on a single page first. See how the AI handles questions. Compare the response times and resolution rates. Once you are comfortable, roll it out across your site. The risk is low because you are not replacing anything permanently – you are adding a layer.

Key takeaways

• Chatref handles repetitive customer questions instantly, so your team can focus on complex issues and high‑value conversations.
• The AI learns directly from your website and documents, giving factual answers in your brand’s voice without any script writing.
• You can capture leads through chat and feed them into Brevo for email follow‑up and contact management.
• A human can take over any live chat from the shared inbox, and you can still use Brevo’s tools for context and follow‑up.
• Prepaid credits and no per‑seat fees mean you pay only for the AI replies you use, keeping costs predictable alongside Brevo.

Frequently asked questions

Does Chatref replace Brevo’s chat widget? Not necessarily. You can use Chatref’s widget as your primary chat, or you can run it alongside Brevo’s widget. Many teams let Chatref handle first contact and route complex chats to Brevo when a human is needed.

Can I automatically send Chatref leads to Brevo? There is no built‑in, one‑click sync, but you can export leads from Chatref and import them into Brevo manually. For automatic sync, many teams use a tool like Zapier to connect the two platforms.

How does the AI stay accurate with my business information? You feed it your own content – website pages, help docs, PDFs. The agent only answers from that material. If it cannot find a confident answer, it does not guess. You can update the knowledge base anytime, and the agent learns the changes in minutes.

What if a customer asks something the AI cannot answer? The agent will either say it does not know or offer to connect the customer with a human. You can set up custom fallback messages and decide when the handoff happens. Your team can then step in through the shared inbox.

Is Chatref suitable for a small team already using Brevo’s free plan? Yes. Chatref’s pay‑as‑you‑go credits mean you can start small. Even a solo founder can use it to answer chats overnight or on weekends. You keep Brevo’s free plan for emails and CRM, and add Chatref for AI chat at a low, variable cost.

Your Brevo setup already handles email marketing and contact management well. Chatref fills the gap that most Brevo users feel: the front‑line chat that never sleeps. It answers questions instantly, captures leads, and hands off to your team only when it matters. The two tools together give you a support and marketing engine that runs smoothly, even when you are not watching.

Start free today and see how Chatref works with your Brevo account – no code, no commitment, just a smarter way to support your customers. Start free