How to add a support chat widget to my neobank site?

The widget's answers come from your own content, not the open web. Upload your neobank's help center articles, terms of service, privacy policy, and any internal support docs. Chatref ingests PDFs, URLs, sitemaps, and plain text, then trains an AI agent that speaks only from those materials. You get accurate, brand-consistent replies to customer questions about account setup, KYC, or transfer limits - no hallucinations.

Copy a single snippet from your Chatref dashboard and paste it just before the closing </body> tag of your neobank website. The widget is origin-allowlisted, so it loads only on your approved domains, keeping your site safe. It appears as a floating chat icon that your customers can open on any page. Working with a custom front-end? The snippet integrates just as easily into React, Vue, or plain HTML.

Switch on the AI agent inside your widget settings. The agent automatically handles repeat questions - think "How do I reset my password?" or "When will my deposit clear?" - by retrieving the exact answer from your knowledge base. You control the greeting, the tone, and the primary colour to match your neobank's brand. When the agent finds an answer, it resolves the chat without involving a support rep; when it can't, it gathers the context and flags the conversation for human review if you connect a shared inbox later.

Beyond answering questions, the widget can collect information through custom actions. Set up a flow to gather a member's account reference, transaction ID, or contact preference directly in the chat window. Those fields are passed to your CS team as a structured ticket, or you can trigger a downstream system via webhook. For a neobank, a common flow is: customer reports an unrecognised transaction → the widget captures the last four digits of their payment method and a description → the case goes straight to your fraud queue without manual re-entry.

Use the live playground inside your Chatref account to send test questions and see how the agent responds. Once you're satisfied, toggle the widget to live mode. Monitor conversations from the conversation inbox to spot any gaps in your knowledge base, and refine the content over time. Since Chatref runs on pay-as-you-go credit, you only pay for the chats you handle - there's no recurring fee and no charge when no one asks a question.