How do I set up real estate auction software?

Start by gathering all the content that defines how your auctions run. This becomes the training material that your AI agent will reference when answering buyer questions, so it never guesses or fabricates information.

Upload property descriptions, auction calendars, bid-increment rules, registration policies, payment terms, and any FAQ documents you already use. The more complete your source material, the more helpful your assistant will be during the actual auction software setup.

Chatref’s onboarding walks you through the configuration step by step. After you add your documents, the platform automatically builds a real estate auction assistant that understands your specific rules and listings.

During this phase you also set the agent’s brand voice, choose a custom color, and test responses in the live playground. By the end of onboarding, you have a fully grounded assistant ready to handle buyer questions on day one, without any technical heavy lifting.

The real power comes from connecting your assistant to the tools you already use. Chatref’s custom actions let you extend the agent to perform tasks inside the chat, like capturing buyer details and sending them to your CRM, updating an auction platform configuration, or triggering a bid-acknowledgement email.

Set up an action that posts lead information to your CRM’s API endpoint. You can also push property-view requests or registration forms directly into your real estate auction tools. This turns the assistant into an active operator in your workflow, not just a passive FAQ bot.

Once your agent is trained and connected, drop Chatref’s widget into your auction site with a single code snippet. The assistant appears right where bidders browse listings, ready to answer questions about property details, auction timing, or registration steps, all grounded in your own content.

Because Chatref is pay-as-you-go, you only pay for the chats that actually happen. There are no per-agent fees, no limits on how many auctions you run, and your $50 free credit never expires.

What are the steps to configure auction software?
Collect your auction rules, property data, and process documents. Use an onboarding tool like Chatref to train an AI agent on that content, then add custom actions that connect to your CRM or auction platform. Finally, embed the agent on your site and test it against real buyer questions.

How do I connect my CRM to auction software?
Through custom actions. Inside your Chatref agent, define an action that calls your CRM’s API whenever a lead fills in their details during a chat. The agent can send contact info, property interest, and auction registration data straight to your CRM, keeping all records in sync without manual entry.

What integrations are available for real estate auctions?
Chatref’s custom-action framework can integrate with any platform that exposes an API. You can connect CRMs like HubSpot or Salesforce, email marketing tools, SMS services, or auction-specific software by setting up webhook calls that push or pull data from your existing real estate auction tools. There are no pre-built connectors, but the open setup gives you full control over what happens during each chat.