How do I set up different chat experiences for each property?

Start by creating a separate agent for every building or community you manage. Inside your Chatref workspace, click New Agent, name it after the property address or nickname, and you are ready to customize it. Each agent will have its own widget snippet, knowledge base, and conversation history, so you keep property-specific chats fully independent while managing them from one place.

Tailor each agent's look and feel to match the property it represents. Open the agent's customization settings and choose a primary color that reflects the building's signage or website. Set a property-specific widget title (e.g., "The Ashton Apartment Help") and a welcome message that greets visitors by the property's name. Then, upload the content that makes each chat experience accurate: the lease agreement, community rules, amenity lists, maintenance contacts, and move-in instructions. The AI will pull answers directly from those documents, so a tenant asking about late fees gets the exact policy for their building, not a generic reply.

Your Chatref workspace gives you a unified view across every property agent. Switch between agents to review conversations, step in with a human reply when needed, and see which properties are generating the most questions. There is no separate login for each building - your team works from one screen, and a shared inbox makes it easy to distribute and track messages across properties without losing context.

Each agent's Insights tab reveals what tenants and prospects are really asking about. You can see top category trends, most frequent questions, and resolution rates broken down by property. Spot recurring issues - like "recycling schedule" or "package room code" - and address them proactively by updating the property's welcome guide or adding a new document to the agent. Compare patterns across properties to identify which buildings need more attention and where your communication is already working well.

How do I set up different chat experiences for each property?
Create a separate AI agent for every property, upload that property's documents, and customize the widget's branding and welcome message. Each agent then answers questions based solely on that property's content.

What content should I customize for each property?
At a minimum, upload the lease or house rules, an amenities list, maintenance contacts, move-in instructions, and any building-specific FAQs. The more property-unique content you provide, the more precise the AI's answers will be.

How do I train the AI on property-specific information?
Add your property's content as PDFs, URLs, or pasted text inside the agent's knowledge base. Chatref grounds every response in those uploaded documents, so the AI learns each property's exact details without guessing.

Can I have different chat widgets for different properties?
Yes. Each agent generates its own embed snippet. Place the snippet on the property's listing site, resident portal, or microsite, and that widget will only reference that agent's knowledge and branding.

How do I manage multiple property chats in one place?
All agents live in your single Chatref workspace. Use the workspace view to see all property agents, access their inboxes, and switch between conversations - no separate logins needed.

What insights can I get from property-specific chats?
Insights show top categories, frequent questions, and resolution rates for each agent. Use those property-level trends to find common tenant concerns, improve your documentation, and spot which properties may need extra support.