How do I set up an AI agent for my real estate auction site?

Head to app.chatref.ai and create your free account. You'll start with $50 in credit that never expires. Once inside, click "New Agent", give it a name like "Auction Help", and choose your primary brand color. This is your real-estate-auction-ai - it will live on your site and answer questions about listings, bidding, and process.

Your agent learns from what you feed it. Gather all the content your visitors ask about and upload it in the Chatref dashboard:

• PDFs of auction terms and conditions, property disclosures, buyer guides
• URLs from your auction site's FAQ page, contact page, and auction calendar
• Sitemaps or plain text about how timed auctions, reserve pricing, and registration work

This step is the quick set-up-chatref process - the agent builds its knowledge base from your docs, so it never invents answers.

Once your content is uploaded, go to the "Widget" tab in Chatref and copy the snippet. Paste it right before the closing </body> tag on your auction site. The auction-site-chatbot widget appears instantly - a small chat icon in the corner. It's origin-allowlisted, so it only works on your domain. Visitors can ask questions, and the agent pulls precise answers from your own docs without any generic web search.

You can fine-tune how your agent communicates. In the agent settings you can:

• Edit the welcome message to greet auction visitors with your brand voice
• Adjust the primary color to match your site's design
• Set a default fallback handoff - if a question can't be answered, a human can take over in the shared inbox
• Choose which model powers responses; Chatref uses RAG-grounded answering, so the agent stays within your content

All these features are included on every account, including custom branding and lead capture that collects bidder contact details inside the chat.

After launch, the conversation inbox shows every chat thread. You can see which questions come up most, step in live for complex bidder questions, and adjust your documentation based on what visitors ask. Chatref's insights loop helps you refine the agent over time.

What content do I need to add for my AI agent?

Add any document or URL that contains answers your auction visitors commonly ask. This typically includes auction rules and terms, property listing PDFs, registration instructions, payment and settlement guides, and your site's existing FAQ page. The agent only answers from what you upload, so the more thorough your docs, the better the experience.

How does the chat widget work on my auction site?

After you paste the snippet into your site, the widget loads immediately. A visitor clicks the chat bubble, types a question, and the agent replies in seconds using your uploaded content. The widget is origin-allowlisted, meaning it only runs on the domain you specified. It also supports lead capture - you can ask for name and email before the chat, turning anonymous visitors into contacts.

Can I customize the AI agent's responses?

Yes. You control the welcome message, the agent's tone (friendly, professional, etc.), and how it handles situations it can't answer. Within the Chatref settings, you can add custom instructions that guide the agent's voice and behavior. You can also set up a human handoff so that when a question goes beyond your docs, a team member jumps into the same chat thread with full context.