How can I provide invoice support specifically for contractors?

Upload your contractor agreements, invoicing procedures, payment schedules, and FAQ docs. The agent draws answers only from this material, so responses always reflect your actual contract work rules. Use the knowledge-base to add PDFs, help articles, or even your website's sitemap. As you update policies, just re-sync - no retraining needed.

Place the widget on your contractor portal, invoice submission page, or support hub. Contractors see the chat window alongside their invoice form, so they can ask "How long until my invoice is paid?" or "What invoice format do you require?" without leaving the workflow. The AI pulls the exact answer from your knowledge base instantly.

When a contractor's question goes beyond policy - for example, a disputed line item or a payment exception - your team can monitor the conversation live and take over in the same thread. The shared inbox shows the full history, so you never ask them to repeat details. This gives contractors a human ear on tricky situations while the AI handles the routine.

Match the widget's colors to your brand so it feels like a natural part of your invoicing platform. The AI agent can be given a friendly but professional name that contractors recognise, reinforcing trust when they're discussing sensitive contract work and payments.

What specific features do contractors need?
Contractors need an assistant that understands your exact payment terms, invoice submission steps, and contract work policies - not a generic bot. They also need a clear path to a real person for exceptions. Chatref's knowledge-base ensures answers come from your documentation, and the shared inbox provides a one-click human handoff with full conversation context.

How do I set up their accounts?
There are no separate contractor accounts to manage. You simply load your contractor-related documents into a Chatref agent and place the widget on the pages contractors already visit. Contractors interact with the agent as guests; no login required. Your team manages everything from your Chatref workspace.

Can I provide dedicated support for them?
Yes. By creating a dedicated agent trained only on contractor-specific materials, you give them focused invoice support. The shared inbox lets your support team watch conversations in real time and jump in instantly when a question needs personal attention - contractors never feel they're talking to a machine that can't understand nuance.