How can I customize Chatref for my conveyancing needs?

The knowledge‑base feature turns your own documents into the sole source for every answer. Upload your conveyancing‑specific resources:

• Standard client questionnaires
• Step‑by‑step transaction checklists (sale, purchase, remortgage)
• Fee schedules and disbursement estimates
• ID‑verification and AML procedure guides

Chatref’s AI agent then answers client questions grounded in that content alone. It will never guess or pull from the web, so every reply reflects your process and your practice’s specific wording. Update documents anytime, and the agent adapts immediately.

Customization options let you change the widget’s appearance to match your firm identity. In the Chatref dashboard, you can:

• Upload your logo (shown in every chat header)
• Set a primary color that mirrors your website and letterhead
• Remove all Chatref branding, so the widget looks like your own in‑house tool

When a client lands on your site, the chat window feels like a native part of your practice, not an external add‑on. This consistency reinforces trust and professionalism for conveyancing clients who already value diligence and attention to detail.

Combine the knowledge base with AI‑agent settings to personalise how the bot interacts. The agent can:

• Open a conversation with a tailored greeting that mentions your firm name and key services (e.g., “Welcome to Smith & Associates conveyancing. How can I help with your property transaction today?”)
• Ask qualifying questions to route the chat, such as whether the client is buying, selling, or remortgaging
• Provide precise, step‑by‑step answers drawn from your own transaction checklists

Because the agent learns only from your uploaded docs, it will use your firm’s preferred terminology (e.g., “completion” vs. “closing”) and follow your internal processes without needing manual scripting.

The website‑widget feature works with a single snippet of code. Add it to your conveyancing pages, your contact section, or even a dedicated client portal. No complex configuration is required, and you can enable the widget on multiple domains. Once embedded, the branded, knowledge‑grounded agent is available right where clients have questions about their transactions, helping you deflect repeat enquiries while keeping every interaction on‑brand.

How to brand my Chatref widget?
Open your agent settings in the Chatref dashboard. You can upload your firm logo, pick a primary color that matches your website palette, and remove all Chatref branding. Every change appears instantly in the widget, so the chat window looks like part of your own site.

Can I tailor Chatref responses for conveyancing?
Yes. Upload your conveyancing‑specific documents (checklists, fee sheets, ID‑verification steps, FAQ drafts) to the knowledge base, and the AI agent will answer only from that material. The agent adopts your firm’s language, terminology, and process descriptions, giving clients responses that are accurate and uniquely yours.

What customization options does Chatref offer?
Chatref provides per‑agent custom branding (logo upload, primary color, branding removal), widget placement settings, and the ability to personalise the greeting and conversation flow through your knowledge‑base content and agent setup. All customization features are included on every account, with no add‑on fees.