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Feature Use Case

What custom actions can I set up for my handmade goods store?

Chatref Team2 min read / Updated June 17, 2026

Custom actions in Chatref let you handle account tasks, collect personalized order details, and respond to common customer requests right inside the chat widget. Your AI agent learns your handmade products and processes so it can look up order status, take customization notes, and even trigger shipping alerts - all without leaving the conversation.

Automate Order Status and Tracking Lookups

Connect a custom action to your order management platform. When a customer asks "Where is my items?" the Chatref AI agent fetches the latest tracking info and displays it directly in the chat. No more copying and pasting from admin screens - the answer is instantly grounded in your own store data.

Collect Customization Requests Inside the Chat

Handmade goods often need buyer input before production. Set up a custom action that asks for engraving text, monogram initials, size preferences, or color choices. The AI agent can capture all the details, validate them against your production rules, and even attach the request to the order automatically. This keeps the conversation moving and cuts the manual back-and-forth.

Send Post-Purchase Shipping and Follow-Up Messages

After a purchase, use custom actions to trigger shipment confirmations, delivery estimates, or a polite ask for a product photo. The agent can also detect when a package has been delivered and follow up with care instructions or a thank-you note. Every message stays on-brand because it comes from your setup and is delivered through the same chat thread.

Route Complex Inquiries to Your Team

Not every request can be fully automated. When a customer wants a custom design that needs a human eye, a custom action can tag the conversation and alert the right team member. The Chatref website widget then hands off the thread with full context, so your craftsperson picks up exactly where the AI left off.

FAQ

How can I automate account tasks in chat?
With Chatref custom actions you can connect your backend - order systems, CRMs, or inventory tools - to the AI agent. When a shopper asks for an order update, a refund, or a shipping address change, the agent retrieves the data or performs the action automatically, all inside the website widget. No separate logins, no delays.

What custom responses can I set up?
You can create responses that do more than just answer. The AI agent can show real-time order status, suggest complementary products from your catalog, confirm room dimensions for custom furniture, or ask for missing checkout details. Every response is built from your handmade store's own docs and product info, so it never guesses.

Can I handle customer requests automatically?
Yes. After you set up the custom actions, the AI agent resolves frequent requests - like tracking a package, collecting personalization notes, or applying a repeat-customer discount - without any human work. For situations that need a maker's judgment, the widget can instantly hand over to a live team member right inside the same conversation.

Put this into practice

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