How do I set up an AI chat for customer support?

Upload your help center articles, PDFs, guides, or website sitemaps directly into your Chatref dashboard. The AI agent reads everything in minutes and trains itself to answer from that material alone. No data scrubbing or manual tagging is required, and every response stays grounded in your own information - so your customers always get accurate, relevant answers.

Tailor the agent’s greeting, primary color, and response tone to match your brand. You can set a persona - from formal to friendly - and define fallback messages for when a human handoff is needed. This AI agent resolves routine questions automatically, so your support team can focus on more complex conversations.

Copy the single-line widget snippet from Chatref and paste it into your site’s HTML. The website widget appears on every page, offering help right where users need it. It’s origin-allowlisted for security, and you control which URLs display the chat - no per-page configuration needed.

Use custom actions to integrate the AI chat with your existing SaaS stack. Define actions that prompt users for details - like an email or order ID - then trigger API calls to your CRM, billing system, or ticketing tool. For example, an action can verify a subscription tier or create a support ticket, all within the conversation. This turns your AI from a simple Q&A bot into a capable support rep.

What steps are needed to set up AI chat?

1. Add your documentation - help center, PDFs, URLs.
2. Configure your agent’s voice, brand color, and welcome message.
3. Embed the website widget snippet on your site.
4. Optionally set up custom actions to connect backend tools.
5. Test in Chatref’s live playground, then go live.

How to integrate AI chat with existing tools?

Integrating works through custom actions. In your Chatref dashboard, you define an action that calls your tool’s API - for instance, checking order status in your commerce platform. The chat collects the necessary input from the user, sends it to your endpoint, and displays the result inline. No middleware or complex coding is required, and actions can be built in minutes.

Can AI chat handle multiple languages?

Yes. Chatref’s AI agents detect the user’s language automatically and respond in kind, supporting up to 11 languages. You train the agent once on your existing content, and it serves every region from the same setup. There is no need to create separate bots or duplicate documentation for different locales.