How do I connect my docs to the chat?

Start by gathering your existing help docs, shipping policies, return guides, and other affiliate marketing support articles. In Chatref, go to the knowledge base section and click "Add Content". You can upload PDFs, paste URLs of your help center pages, or even submit a sitemap. The platform parses everything and builds a searchable index - your content is the only source of truth.

Once your docs are added, Chatref automatically builds an AI agent grounded in that material. There is no separate training step. Every answer the agent gives pulls from your uploaded affiliate marketing guides, so it accurately explains commission structures, cookie durations, or order tracking - just like your best support rep would.

Copy the embed snippet from Chatref and paste it into your store’s theme or header. The website widget appears instantly on every page. Visitors can ask questions right where they browse, and the agent responds with info pulled from your linked help docs. The widget respects your brand colors and can capture leads if you enable that option.

Use Chatref’s live playground to test how the AI agent answers real affiliate-marketing queries. Ask things like “How do I track my commissions?” or “What’s your return window?” and verify the responses are accurate. If an answer misses the mark, update the source doc and the agent instantly uses the new information. No retraining required.

How to keep help docs updated?
When you update an affiliate marketing support article, simply re-upload or resync the file or URL in Chatref. The knowledge base refreshes immediately, and the AI agent starts using the new version right away.

Can I add videos to the knowledge base?
Yes. You can include video links in your uploaded docs or URL-based content. Chatref will reference the video link in answers when relevant. For direct video answers, the widget can display the link or embed it, depending on your platform setup.

What’s the best doc structure for support?
Break your content into clear, standalone articles by topic - one per FAQ question, policy item, or how-to guide. Use descriptive titles and headings. This helps the AI agent retrieve the most relevant section quickly and deliver precise answers, reducing back-and-forth for your customers.