How does Chatref integrate with existing real estate software platforms?

Adding Chatref to your site takes one copy-and-paste. The website widget is a single JavaScript snippet that you place in your page code, and it instantly renders a chat bubble that matches your brand. It runs on IDX-powered search sites, WordPress listings, custom brokerage portals, or any hosting stack that lets you edit HTML. No plugin or module installation is required, so your real estate software stack stays unchanged.

When a client starts a chat, the conversation appears in your Chatref shared inbox. Your team sees the full chat history in real time, can jump in to take over, and has the context already built by the AI agent. You can use the inbox alongside your existing CRM - capture lead details from the chat and enter them into your real estate software manually. There is no direct API sync, but the inbox gives you a lightweight, contextual layer that fits into your current workflow without forcing a software swap.

The knowledge base is what grounds Chatref. You upload PDF brochures, point the agent at a URL of your property listings, submit a sitemap of your site, or paste plain text like agent bios and frequently asked questions. The AI uses only that content to answer prospective tenants and buyers - no internet guesses, no made-up answers. Keeping the knowledge base current takes seconds: update a PDF or re-scan a URL, and the agent reflects the change immediately.

Real estate software varies widely, but Chatref fits in because it works as an embed rather than an integrated module. Any platform that supports custom HTML or JavaScript can host the widget - WordPress, Squarespace, Wix, IDX plugins, and bespoke brokerage sites all qualify. Chatref compatibility extends to your team’s daily tools: the shared inbox can sit next to your CRM or property management system, and omnichannel support means client queries from your site, email, or messaging platforms all funnel into the same inbox without disrupting your existing real estate software.

Can Chatref integrate with popular real estate CRM systems?

Chatref does not currently offer plug-and-play API integrations with real estate CRMs like Salesforce, Propertybase, or Follow Up Boss. However, the shared inbox gives your team a central place to capture lead details, notes, and transcript histories from every chat, which you can then log into your CRM manually. Because Chatref works entirely through the website widget and knowledge base, it runs alongside your CRM without requiring technical changes to either system.

How does Chatref's website widget work?

After you sign up, Chatref provides a JavaScript snippet unique to your agent. Paste that snippet before the closing </body> tag of your website, and a branded chat bubble appears on every page where it is installed. Visitors can open it to ask questions, and the AI pulls answers only from the documents and URLs you added to the knowledge base - not from a public search. The widget adapts to your brand colors and supports lead capture forms inside the chat window.

What kind of knowledge base does Chatref support?

Chatref accepts several formats: PDF documents (listing sheets, brochures, agent guides), public URLs (property pages, community information, FAQ sections), XML sitemaps (to ingest an entire site’s content), and pasted plain text (agent bios, policies, office hours). You can mix and match sources freely. The AI extracts the relevant material automatically; there is no model training or coding step.