Setup
How do I set up a help chat on my destination management site?
Setting up a help chat on your destination management site is straightforward with Chatref. Sign up for free credit, upload your destination guides and site content to train an AI agent, embed the chat widget, and enable lead capture and custom actions to turn visitor questions into qualified leads – all without coding.
Add your destination content to train your AI agent
Chatref answers are grounded in your own documents, not guesses. Upload PDFs like service brochures, tour itineraries, and FAQ sheets. Point it to your website’s sitemap so the AI learns every detail about your destination management system. The agent then answers in your brand voice, drawing only from your real content.
Embed the help chat widget on your travel agency website
Once your content is uploaded, Chatref gives you a single snippet of code. Paste it into your website builder or CMS and the widget appears immediately on your site. It works right out of the box on any travel agency website, with no developer needed. The widget is origin‑allowlisted, so it only loads where you intend.
Set up custom actions to handle tour and travel inquiries
Use custom actions inside the chat to collect specific details without leaving the conversation. For example, ask for travel dates, number of guests, or preferred activities, then pass that info to your tour operator tools or backend system. This turns a simple question into a structured lead your team can act on immediately.
Capture warm leads and match your brand
Enable lead‑capture so the chat collects contact details when a visitor asks about a destination package. Every lead appears in your Chatref dashboard, ready for follow‑up. Customise the widget’s primary colour, greeting, and position to match your brand – making the chat feel like a natural extension of your destination management site. Because all features are included on every account, there are no surprise add‑on fees.
FAQ
What are the steps to add a help chat widget to my destination management site?
- Create a free Chatref account (you get $50 free credit, no card required).
- Upload your destination content – PDFs, URLs, or a full sitemap – to train your AI agent.
- In the dashboard, copy the widget embed code.
- Paste that snippet into the
<head>of your website or via your CMS integration. - Customise the widget’s colour and greeting to match your brand, then publish. The chat is live immediately.
How can I customise the help chat for my travel agency’s needs?
You can tailor the chat to your workflow in several ways:
- Set the widget’s primary colour to reflect your brand identity.
- Use custom actions to ask travellers for specific details like travel dates, preferred destinations, or group size – and push that data to your booking system or CRM.
- Enable lead‑capture so contact information is automatically collected during conversations, feeding directly into your sales pipeline.
- Write a custom greeting that feels personal, such as “Hi! Ask me anything about our Greece island‑hopping tours.”
What are the benefits of having a help chat on my destination management site?
- Instant, accurate answers – the AI responds in seconds using only your own destination content, so visitors never need to hunt through pages.
- 24/7 availability – the chat handles questions even when your team is offline, across time zones.
- Lead capture without friction – travellers can submit their details while asking about a trip, turning casual interest into warm leads.
- Reduced workload for your team – routine questions about visas, itineraries, or inclusions are deflected, freeing staff for higher‑value conversations.
- No fixed costs – Chatref’s pay‑as‑you‑go model means you pay only for actual responses, not a monthly subscription.
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.