How do I integrate my B2B platform with existing systems?

Your internal integration walkthrough, API reference, or onboarding checklist can become a real-time support asset with Chatref’s knowledge base. Upload your integration guide, technical diagrams, and system compatibility notes - the agent pulls answers only from that material, never from the open web. When a user asks “how do I connect my ERP” or “which order fields sync”, the response is grounded, step‑by‑step, and matches your exact platform integration logic. This reduces repetitive support tickets and keeps your team focused on complex issues.

Knowledge base answers are powerful, but many integration steps need more than text - a user may need to test a connection, pull a status, or trigger a data sync. Chatref’s custom actions let you build tool‑calling flows directly into the chat widget. With a no‑code setup, you can:

• Call your own API to check the health of a platform integration in real time.
• Initiate a credential validation or resync without leaving the conversation.
• Collect required fields (store URL, API key) and POST them to your backend.

Because custom actions execute inside the same thread, the user stays in the flow and your support load drops.

Before any integration moves to production, there’s a simple but critical step: make sure the systems are compatible. Chatref helps here too. Your knowledge base can include a living compatibility matrix, pre‑built checklists, and known constraints. The AI agent then answers channel‑specific questions like “does our wholesale portal support QuickBooks Desktop?” or “what webhook formats are accepted?” - all from your curated documentation, not a search engine. This pre‑qualifies integration requests and prevents mis‑configured setups before they happen.

What systems can I connect to my B2B platform?

With Chatref, you’re not limited to a predefined list. You can configure custom actions to talk to any tool that exposes an API - ERPs, CRMs, payment gateways, shipping providers, or inventory management systems. The knowledge base holds your documentation, so the AI agent can answer integration questions for any system your business supports, as long as you’ve added the relevant guides.

How do I ensure system compatibility?

Feed your compatibility rules, field mappings, and configuration requirements into Chatref’s knowledge base. The agent will cross‑check questions against that material, alert users when a required field is missing, or flag known limitations. You can also build a custom action that runs a pre‑flight check against the target system’s API before the connection is finalised, catching mismatches early.

What is the integration process for a B2B platform?

The exact process depends on your systems, but a typical flow works like this: you train a Chatref agent on your integration documentation (knowledge base), then add custom actions for the touchpoints that need automation - things like testing an API key, pulling order data, or verifying webhook endpoints. The agent shares the grounded steps in chat while also doing the hands‑on pieces for the user, all from a single widget. No separate tools, no copy‑pasting between windows.