How do I add a chat widget to my property management website?

Your widget is only as helpful as the knowledge you give it. After signing up, upload your key documents: lease agreements, maintenance request procedures, pet policies, rent payment instructions, and any tenant handbooks. You can also point Chatref to your existing website pages or a sitemap. The AI agent learns from these sources alone, so every answer stays grounded in your actual business - no guessing or internet searching.

This step uses Chatref's onboarding and ai-agents capabilities. You'll have a working, trained agent in minutes, with no coding required.

Once your agent is trained, grab the installation snippet from the Chatref dashboard. It's a single block of JavaScript. Paste it into the HTML of every page where you want the widget to appear - typically just before the closing </body> tag. Page-specific placements (like a tenant portal login page or a maintenance request form) take the same snippet.

The widget will load instantly when a visitor lands on the page. Because it's origin-allowlisted, it works only on domains you specify, keeping it secure.

A tenant support widget should feel like an extension of your property management brand, not a third-party add-on. In the Chatref customization panel, you can:

• Set your primary brand color to match your logo.
• Upload a custom logo or agent avatar.
• Edit the greeting message (e.g., "Need help with your lease or maintenance?").
• Change the agent's name.

These changes apply across all widget placements. No separate add-on fees - every account includes full customization via the website-widget and customization features.

Deploy the widget and watch it handle repeat questions: "How do I pay rent?", "What's the pet policy?", "How do I submit a maintenance request?" The AI agent resolves these automatically, while capturing visitor details for lead follow-up if needed. Your team sees only the conversations that truly need a human, through the shared inbox.

If a tenant asks something the AI doesn't know, it can collect contact info and flag the conversation for your team. Meanwhile, Chatref's insights highlight common gaps so you can refine your content over time.

What code do I need to add to my property management website?
A single JavaScript snippet, provided in your Chatref dashboard after you create an agent. Paste it into your site's HTML (typically right before the closing </body> tag) and the widget will appear on all pages where you place it.

How long does it take to set up a property management chat widget?
Most property managers can go from signup to a live, customized widget in about 10-15 minutes. Training the AI on your documents takes a minute or two, and the code installation is a copy-paste step.

Can I customize the chat widget to match my brand?
Yes. You can set your primary brand color, upload a logo, change the greeting message, and rename the agent - all without paying extra. These controls are built into Chatref's customization panel.

What pages should I add the chat widget to?
Add it to high-traffic pages where tenants and prospects have questions: the homepage, tenant portal, maintenance request page, rent payment info, contact page, and listing/leasing pages. Use the same snippet on each page.

How do I train the AI on my property management content?
Upload PDFs of your lease templates, tenant handbooks, maintenance policies, FAQs, and any other guides. You can also submit a sitemap of your property management website to let the agent learn from your public pages. The AI trains automatically on that content.

What happens if a tenant asks something the AI doesn't know?
The agent can ask for the tenant's contact information and flag the conversation for your team in the shared inbox. You can then improve your training documents so the AI handles that question better next time.