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Setup

How do I set up Chatref for my supplement store?

Chatref Team3 min read / Updated June 17, 2026

Setting up Chatref for your supplement store takes just a few minutes. You’ll quickly upload your product details, shipping policies, and supplement facts, then drop our website widget onto your store. The AI agent answers customer questions instantly, and you can hand off to your team when needed. Start with $50 free credit – no credit card required.

Add Your Business Knowledge

Chatref’s AI support agent learns from the exact content you provide – no generic guessing. Upload your supplement catalog, ingredient lists, dosage guides, return policy, and shipping rules. You can add PDFs, point it at your site’s pages, or paste plain text. This grounding makes the widget’s answers accurate and on‑brand for your supplement store customer service from the first chat.

Embed the Customer Support Widget

Drop the Chatref widget onto your store with one JavaScript snippet. It works on Shopify, WooCommerce, or any custom site. No developer is needed – you’ll get a code block to paste just before the closing </body> tag. Once live, the widget appears as a chat bubble and starts answering questions like “Is this vegan?” or “When will my order arrive?” – right where customers are browsing.

Configure Custom Actions for Supplement Queries

Turn the chat into a self‑service hub with custom actions. Let the AI agent handle common supplement‑store tasks directly inside the conversation: collect shipping addresses, check order status, or start a subscription skip. You define the actions in the Chatref dashboard, and the agent follows them automatically, pulling answers from your docs. No extra coding or add‑ons – custom actions are included with every account.

Monitor and Hand Off via Shared Inbox

When a human touch is needed, your team can step into live chats from the shared inbox. Every conversation thread, along with its full context and AI‑provided responses, appears there in real time. Whether it’s a complex supplement interaction question or a billing issue, you take over seamlessly, keeping the customer’s experience uninterrupted. And you only pay for what you use – no per‑seat fees, no monthly subscriptions.

Your account comes with a built-in onboarding guide that walks you through each step, from adding your first document to going live on your store. If you ever get stuck, the dashboard itself points you to the next action.

FAQ

How to add Chatref to my supplement store website?
Create an account at app.chatref.ai (no card needed), add your supplement store’s content, then grab the embed snippet from your dashboard. Paste it into your site’s HTML just before </body>. Refresh your store page, and the widget appears. Your AI agent is live immediately.

What are the steps to set up AI customer support?

  1. Upload your product info, policies, and FAQ pages. 2. Embed the widget on your site. 3. (Optional) Set up custom actions for order lookups or lead capture. 4. Test in the playground, then go live. Use the shared inbox to monitor conversations and hand off when needed.

Can Chatref integrate with my existing supplement store platform?
Yes. The widget is a standalone JavaScript snippet that works on any website, including Shopify, WooCommerce, BigCommerce, and custom setups. There’s no platform‑specific plugin, but the embed is copy‑paste simple, and custom actions can connect to your backend via webhooks if you need deeper automation.

How do I customize the Chatref widget for my brand?
In your dashboard, you can set the widget’s primary color, greeting text, and agent name to match your supplement brand. Custom branding is included in all accounts – you can even add your own logo. No extra fee to look like your own, unlike some alternatives that charge for white‑labeling.

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.

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