How do I set up property management software for my business?

Start your property management software setup by creating a free Chatref account. Every new account includes $50 in credit with no credit card required, and credit never expires. Once inside, upload the documents your AI agent should learn from: PDFs of lease agreements, maintenance request forms, property listing pages (URLs or sitemaps), or plain-text FAQs. This onboarding step grounds your agent in exactly what your tenants and owners ask about, so responses stay accurate and on-brand.

After your content is uploaded, take the lightweight embed snippet from your dashboard and paste it into your property management site’s HTML. The widget appears as a small chat bubble on any page you choose. There’s no complex software installation — just one snippet, and the agent is live. The dashboard automatically checks your installation, so you can confirm everything is working before you promote it.

Chatref’s custom actions let you turn common tenant tasks into automated workflows right inside the chat. Configure your agent to collect maintenance request details (unit number, issue description, urgency) or send lease renewal confirmations. Each action triggers a structured hand-off to your existing tools or alerts your team, so the agent doesn’t just answer questions — it resolves them. This keeps your property management software setup tightly integrated with your daily operations.

When a conversation needs a human touch, the shared inbox brings your whole property management team into the same thread with full context. Agents can watch live chats and take over seamlessly, so tenants never repeat themselves. Since Chatref is pay-as-you-go, you only pay for the interactions that happen — no per-seat fees, even when the whole team is logged in. This makes coordinating tenant support effortless while keeping costs predictable.

The dashboard becomes your command center after setup. From one view, monitor every conversation, review agent performance, and see which topics tenants ask about most. The insights panel highlights common questions, so you can update your docs or spot areas to improve. You’ll also find branding controls to match the chat widget to your property management brand, and the lead capture tab turns visitor chats into warm sales leads — all without feature gates or extra charges.

What are the steps to install property management software?
Installing Chatref as your property management AI agent is simple: (1) Create a free account, (2) Upload your business documents (leases, policies, property lists), (3) Copy the embed snippet from your dashboard, (4) Paste it into your website’s code, and (5) Customize your agent’s branding and automate tasks with custom actions. There’s no software installation beyond that snippet, and you can go live in minutes.

How do I create an account in my new property management tool?
Go to app.chatref.ai and click "Start free". You’ll enter your email and a password — no credit card required. Once you verify your email, you’ll land in your dashboard with $50 in free credit ready to use. From there, you can immediately start uploading content or installing the chat widget.

What should I expect on the dashboard after setup?
After your property management software setup, the dashboard shows your active conversations in the shared inbox, analytics on how users interact with your AI agent, and a configuration panel for custom actions and branding. You’ll also see any captured leads and can review conversation tags to understand what tenants ask about most. Everything is accessible from one screen, and you can add or retrain agents anytime.