How to set up website widget for after hours study inquir…

• A Chatref account with an active agent. New accounts come with $50 free credit, no card required.
• Your study content in one of these forms: PDF brochures, protocol summaries, IRB-approved eligibility sheets, study-page URLs, or plain text. Chatref uses only the materials you upload – it never guesses.
• Access to your website’s HTML (or your tag manager) to paste a single script tag.
• Domain allowlisting: in your Chatref agent’s settings, add the domain(s) where the widget will appear. Without this step, the widget stays hidden.

For a deeper look at how this fits into the broader workflow at Clinical Trial Sites & CROs, see the dedicated industry guide.

1. Create and train your agent

In the Chatref dashboard, click New Agent. Give it a clear name (like “Evening Study Inquiries”). Next, under Knowledge, upload your study documents. The agent reads everything – trial names, inclusion/exclusion criteria, phase, location, and contact details – and builds the answers from that material, not the open web.

2. Customize the conversation

Switch to the Customization tab. Set a greeting that lets visitors know they can get help right now, even though your office is closed. For example:

“We’re away, but I can answer your questions about our clinical trials instantly. What would you like to know?”

Adjust the widget’s primary color to match your site’s branding. The greeting and color carry through every chat, including after-hours interactions.

3. Copy the embed snippet

Go to the Embed section of your agent. Chatref shows a single JavaScript snippet that loads the widget. It looks similar to this:

<script src="https://app.chatref.ai/widget.js"
        data-agent-id="YOUR_AGENT_ID"
        async></script>

Copy the code – the real snippet will include your agent’s unique ID.

4. Place the snippet on your site

Paste the snippet right before the closing </body> tag on every page where you want the widget to appear. If you use a tag manager (Google Tag Manager, Adobe Launch), inject the snippet through a custom HTML tag set to fire on all pages. Verify that the domain matches the one you allow-listed in step 1.

5. Publish the changes

Push the updated pages live. Once a visitor lands on your site from a permitted domain, the widget icon appears – typically a floating bubble in the corner.

1. Open your website in an incognito or privacy window (to avoid cached states or ad‑blocker interference).
2. Click the widget icon and type a question a real prospect might ask, e.g., “Am I eligible for the type‑2 diabetes trial that starts next month?”
3. Confirm the agent’s reply references criteria from your uploaded documents, not generic web information.
4. Repeat the test on a mobile browser. The widget adjusts to the screen size automatically.
5. (Optional) After the test, open the Inbox in your Chatref dashboard. You’ll see the conversation logged, along with any captured lead details.

The widget works 24/7. You don’t need to schedule anything – the agent is always on, ready to respond.

Widget doesn’t appear

• Check that the domain where you pasted the snippet matches the one in your agent’s allowed‑domain list.
• Verify the script tag is placed before </body> and has the correct data-agent-id. A typo in the agent ID will prevent loading.
• Browser ad‑blockers sometimes hide chat widgets. Test after temporarily disabling all extensions, then adjust your site’s ad‑block handling if needed.

Agent gives a generic or incorrect answer

• The agent can only answer from what you uploaded. Add more specific materials: exact eligibility tables, dosing schedules, and contact‑procedure documents.
• After adding new content, the agent re‑trains automatically. Ask the same question again; the answer should improve within a minute.
• If the agent says it doesn’t have enough information, check that your study documents clearly mention the topic – ambiguous or missing detail leads to fallback responses.

Slow first response

• Uploading very large files can increase the initial processing time. Split oversized PDFs into smaller, topic‑specific files and re‑upload.
• Once training completes, subsequent answers are near‑instant. The delay only affects the first question after a retrain.

No response at all

• Ensure the agent status is Active in the dashboard. An inactive agent won’t answer, even if the widget loads.
• If the agent was recently created, wait a minute for the training pipeline to finish. A red indicator in the Knowledge tab means training hasn’t completed.

What causes after hours study inquiry response problems for Clinical Trial Sites & CROs?

Staff work limited hours – typically 9 to 5 – while study candidates often search for trials in the evening or on weekends. Emails and voicemails accumulate overnight, and responses go out the next business day at the earliest. In clinical research, a slow reply can mean a candidate moves on to another site, misses an enrollment window, or disqualifies because of evolving health criteria. The root issue is a single‑channel, business‑hour‑only intake that can’t match the 24‑hour nature of trial discovery.

How do I improve after hours study inquiry response for Clinical Trial Sites & CROs?

Add an always‑available touchpoint that answers questions directly from your official study materials, without needing a person. A trained AI agent embedded on your website can give immediate, accurate replies about eligibility, protocols, phases, and next steps – at any hour. Pair that with a lead‑capture step so you wake up to a list of warm prospects. The Chatref website widget delivers exactly this: you upload your study documents once, drop one snippet on your site, and the agent handles the rest while your team is offline.