What are the steps to set up Chatref for travel agency support?

The first step in your travel agency setup is training Chatref on the information your customers ask about most. In the Chatref dashboard, go to the agent you created and upload PDFs of your booking terms, tour descriptions, cancellation policies, or destination guides. You can also point it at your website or help center URL to automatically pull in content. The onboarding wizard walks you through testing a few questions right away, so you know the answers are grounded in your own material, not the general web.

Once the knowledge base is ready, head to the agent’s settings to make the widget look and feel like an extension of your travel agency. Change the primary color to match your logo and site palette, upload your agency’s icon as the avatar, and tweak the welcome message to match your brand voice. This customization takes less than a minute and ensures every visitor gets a consistent, on-brand experience when they start a conversation.

With the agent trained and styled, grab the widget snippet from the “Embed” tab in Chatref. Paste that single line of JavaScript into your travel website’s HTML (works on WordPress, Shopify, custom builds, and most booking platforms). The widget then appears as a chat bubble on every page where you placed the snippet, giving travelers immediate help whether they’re on your homepage, a tour listing, or the checkout page. No extra plugins or complex integrations required.

Even the best AI agent will occasionally need a human touch – that’s where the shared inbox comes in. Your team can log into Chatref, see live conversations, and take over any thread with full context right where the AI left off. Multiple agents can work in the same inbox, so you can route complex booking requests or VIP inquiries without duplicating effort. This keeps your customer service setup lean while ensuring every traveler gets a human answer when it matters.

How do I add my travel agency’s content to Chatref?

After you create an agent, the onboarding flow lets you upload documents (PDFs, Word files, plain text) or feed in URLs. Add your booking policies, FAQ pages, tour descriptions, and destination cheat sheets. Chatref ingests that content instantly, and you can test answers in the live playground to verify accuracy.

What is the best way to customize Chatref for my brand?

Use the agent’s customization panel to set your primary brand color, upload your agency logo as the chat avatar, and write a welcome heading and message that use your own tone of voice. The changes update in real time, so you can preview exactly how travelers will see it.

How can I integrate Chatref with my existing systems?

The website widget is a lightweight embed that works with any travel website builder or custom stack – simply paste the snippet before the closing </body> tag. For team workflows, the shared inbox runs inside Chatref itself; your agents can monitor and take over chats from any browser, so you don’t need extra integrations to handle handoffs.

What are the key features of Chatref for travel agencies?

For a travel agency setup, the core features are:

• Onboarding that quickly trains the agent on your own travel documents and web pages.
• Customization to match your brand colors, logo, and messaging.
• Website widget for one-click installation that puts help on every page of your site.
• Shared inbox where your team can jump into conversations and resolve complex booking questions without switching tools.