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Feature Use Case

How can I customize the chat widget for my IoT platform?

Chatref Team2 min read / Updated June 16, 2026

Customizing the Chatref widget for your IoT platform is quick and code-free. Set a primary color, upload your logo, and adjust the placement so the chat blends perfectly into your dashboard. The AI agent reads your device docs and can run custom actions - like fetching a device status - all while matching your platform’s brand.

Style the widget for your IoT platform

Chatref’s chat-widget-customization options let you match the look and feel of your IoT platform without writing a line of code. Inside the agent settings, you can set a primary brand color, upload a custom logo, and choose the widget’s position on the page. You can also change the chat launcher icon to any shape or symbol that fits your product. These controls make branding-iot-support effortless - the widget feels like a native part of your dashboard, not a third-party add-on.

Train the AI agent with your device knowledge

The AI agent is the core of the widget experience. Upload your IoT platform’s help docs, device manuals, troubleshooting guides, or API references to Chatref. The AI reads everything and answers questions grounded only in your content - no hallucinations, no generic web results. That means when a user asks about a specific error code or how to connect a sensor, the agent gives a precise answer from your own documentation, in your brand voice. You can adjust the agent’s tone and persona to match your support style, keeping every interaction consistent.

Add custom actions for device management

Beyond answers, you can let users interact with your IoT platform right from the chat. Chatref’s custom actions let you configure tool calls that trigger real tasks - pulling live device status, creating a support ticket, or initiating a remote reboot. When you define an action, the AI agent can request the needed details (like a device ID) and execute the call. This turns the widget from a simple FAQ bot into an active part of your IoT support flow, all while keeping the same branded look.

FAQ

How do I match my IoT platform's branding in the chat widget?

Set the primary brand color and upload your logo in the customization panel. You can also adjust the widget position and launcher icon to match your dashboard’s design. The changes apply instantly, so the chat always looks like a built-in feature of your IoT platform.

What customization options are available for the IoT chat widget?

Chatref offers a full set of no-code customization options: primary color, custom logo, widget placement (corner of your choice), and a configurable chat launcher icon. All are available on every account, with no feature gates. You can tweak these settings at any time, and they take effect immediately on your live widget.

Can I add custom actions to my IoT platform's chat?

Yes. With custom actions, you can set up the widget to trigger backend tasks in your IoT platform. For example, you could create an action that fetches a device’s current status, another that opens a support ticket, or one that reboots a device. The AI agent collects any required input from the user and then calls your defined tool, turning the chat into a hands-on support tool.

Put this into practice

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