How do I integrate my IoT platform with Chatref?

Copy one snippet from Chatref and place it where your users already manage devices, review data, or file support tickets. The widget loads inline and matches your brand, so questions about sensor readings, firmware updates, or provisioning are answered right there. No separate help tab needed – everything stays inside your platform’s own interface.

Custom actions let the agent do more than talk. Configure an action that calls your platform’s API when a user asks to restart a device, pull a status report, or reset a gateway. You define the endpoint, payload, and any required authentication in Chatref’s no-code builder. The AI agent then executes that request and returns the result directly in the chat conversation, giving your users live, accurate outcomes without leaving the thread.

Upload your technical manuals, quick‑start guides, and troubleshooting docs into Chatref’s knowledge base. The agent instantly learns from your content and answers questions grounded in those documents – not generic guesses. Add API reference PDFs, known‑issue pages, and even changelogs to keep responses sharp. When a customer writes “my sensor is offline,” the agent retrieves the exact diagnostic steps from your material.

Once the widget is live and actions are wired, every customer chat flows through one unified inbox. AI resolves routine questions (device pairing, error codes, battery status) while your human team monitors and steps in only when a case really needs them. Chatref stores the entire conversation thread, so handoffs stay context‑rich, and insights from chat tell you which devices generate the most questions – helping you prioritize fixes and new features.

Connect your IoT platform
Yes, you connect by embedding Chatref’s widget into your IoT portal or mobile app, then using custom actions to reach your platform’s API for device‑specific tasks like rebooting or fetching telemetry.

Set up API integration
From the Chatref agent builder, add a custom action, paste your IoT platform’s endpoint URL, and define the HTTP method and parameters. No coding – just map what the AI should send when a user requests an action.

Link systems seamlessly
The widget and actions work together automatically. Once configured, any user inside your IoT dashboard can ask questions or trigger commands, and Chatref’s AI agent pulls answers from your docs while executing real API calls to your platform, all within a single chat window.