Integration
How do I integrate an estate planning chat widget with my website?
Integrating Chatref’s estate planning chat widget on your website takes a few minutes and no coding beyond one snippet. You train an AI agent on your estate planning content, embed the widget, and start capturing qualified leads while answering visitor questions automatically, all grounded in your own practice materials.
Step 1: Build Your Estate Planning AI Agent
Sign up at chatref.ai and create a new agent for your estate planning practice. Upload your key documents: wills and trusts FAQs, probate guides, service descriptions, and blog posts. You can also point the agent to your website’s sitemap to ingest all public pages. Within minutes, the AI learns your content and can answer visitor questions without guessing or hallucinating.
Step 2: Add the Chat Widget to Your Website
Once your agent is trained, navigate to the Widget section in the Chatref app. Copy the one-line embed script and paste it into the <head> or footer of your estate planning site – just before the closing </body> tag is ideal. The widget appears as a chat bubble on every page, letting potential clients start an estate planning support integration instantly. No plugin or developer help needed.
Step 3: Match Your Estate Planning Brand
Open the agent’s branding settings to customize the widget. Choose a primary color that matches your law firm’s palette, upload your logo, and set a welcome message such as “Ask me anything about trusts, wills, or probate.” These small tweaks make the website chat for estate planning feel native and professional, reinforcing trust with visitors.
Step 4: Automate Lead Capture from Your Chat
Turn the widget into a lead generation engine by enabling lead capture and custom actions. As visitors interact, the agent can ask for a name, email, and phone number before providing detailed answers – or it can trigger a custom action that books a consultation directly in the chat. All captured leads appear in your Chatref inbox alongside the full conversation, and session analytics show you which pages drove the most engagement.
FAQ
What is the code snippet to add a chat widget to my estate planning site?
Below is the standard embeddable widget snippet. Replace YOUR_AGENT_ID with the ID found in your agent’s Widget tab (for example, estate-planning-123):
<script src="https://app.chatref.ai/widget/YOUR_AGENT_ID.js" defer></script>
Paste it just before the closing </body> tag on every page where you want the chat bubble to appear. The snippet loads asynchronously and won't slow down your site.
How can I customize the chat widget to match my website's design?
Inside your agent’s settings, you can change the widget’s primary color, upload a custom logo, and adjust the corner position (bottom-right or bottom-left). You can also customize the greeting message and the placeholder text in the chat input. All branding changes take effect immediately without re-embedding the snippet.
Can I track leads generated from the estate planning chat widget?
Yes. When lead capture is turned on, the widget prompts visitors for contact details during the conversation. Captured leads – including name, email, and the entire chat history – are stored in your Chatref conversation inbox. You can filter by leads and export the list. Visitor session analytics also let you see which marketing channels and pages drive the most leads, helping you refine your estate planning chat integration.
Put this into practice
Chatref answers your customers from your own content, day and night. Add it to your site and go live in minutes – free to start.