How do I set up the Chatref widget on my insurtech website?

Before you install the widget, give your agent the knowledge it needs. Inside your Chatref dashboard, upload your PDFs, add your help center URLs, or point it to your sitemap. The agent will answer questions strictly from this material, so it never hallucinates or guesses about coverage details, claims processes, or policy terms.

Once your agent is trained, grab the embed snippet from the agent’s Install tab. Paste this single block of code just before the closing </body> tag on every page where you want the chat to appear. The widget loads asynchronously and won’t slow down your site. If you use a tag manager, you can deploy it there instead.

Make the widget feel native to your insurtech site. Under the agent’s Customization settings, you can set your brand’s primary color, upload a logo, and adjust the widget’s position on the screen. You can also configure the greeting message to welcome visitors with a prompt like “Ask me anything about your policy or claims.”

The widget does more than answer questions. It can collect visitor details when a conversation starts, turning chats into warm leads for your sales team. Every conversation also lands in your shared inbox, where you can review transcripts, see what customers are asking, and step in to take over a chat if a human touch is needed.

How to add Chatref to my insurtech site?

Create a free account at app.chatref.ai, train an agent on your policy documents or website content, then copy the embed code from the Install tab and paste it into your site’s HTML just before the </body> tag. Your $50 free credit is available immediately with no credit card required.

Where do I place the chat widget code?

Place the embed snippet just before the closing </body> tag on every page where you want the widget to appear. If you use Google Tag Manager or a similar tool, you can deploy the code through that instead of editing your theme files directly.

Can Chatref work with my existing website?

Yes, the widget is a standalone JavaScript snippet that works with any website platform, including custom-built insurtech sites, WordPress, Shopify, and Webflow. It loads independently and does not interfere with your existing scripts or styles.