How do I set up my supplement store account?

Visit the Chatref sign-up page to begin your account creation. Enter your name, email, and a secure password. You’ll instantly receive $50 in free credit that never expires. No credit card is required, and you can top up your balance whenever you need more responses. Once you verify your email, you land inside the Chatref workspace where you can start building your first agent right away.

Inside the workspace, go to Settings and click Store Registration. Enter your supplement store’s name, domain, and a brief description of your product line. This step helps the AI agent understand your brand voice and industry. You can also upload your logo and brand color so the chat widget matches your site’s identity. Registration takes under two minutes and sets the foundation for a grounded, on-brand experience.

The core of your agent is the knowledge base you build. Upload product catalogs, ingredient lists, dosage guides, return policies, and any FAQs you already answer manually. Chatref accepts PDFs, URLs, or plain text. This content becomes the single source of truth your AI agent uses to answer customer questions—no internet search, no hallucination. For a supplement store, include safety disclaimers and subscription details so the agent can handle everything from “what’s in my protein blend” to “how do I pause my auto-delivery.”

Switch to the Playground tab to test your agent before it goes live. Ask it common customer questions like “Is this pre-workout vegan?” or “How can I return an unopened bottle?” The agent will respond based only on the docs you uploaded. If any answer feels off, you can update your knowledge base or refine the agent’s instructions. This is also where you set the agent’s tone—friendly, clinical, or somewhere in between—so it matches your supplement brand’s voice.

When you’re happy with the answers, move to the Deploy tab. Copy the embed snippet and paste it into your supplement store’s website header. The widget appears immediately. If you get stuck, Chatref’s onboarding walkthrough will guide you through domain verification, whitelisting, and widget customization. Once live, your AI agent deflects repeat questions, captures leads, and hands off complex issues to your team only when needed. You can monitor every conversation from the shared inbox and fine-tune the knowledge base as you grow.

How do I create a supplement wishlist?

After your Chatref agent is live, customers can simply ask the chat to create a wishlist. The agent uses your uploaded product data to help them save favorites, compare formulas, or build a stack. Because every answer is grounded in your own knowledge base, customers get accurate, store-specific instructions without contacting support.

Can I set up auto-delivery for supplements?

Yes. Your AI agent walks customers through the auto-delivery setup using the subscription details you added to your knowledge base. It can explain billing frequency, how to modify orders, and what happens on the next shipment date. No third-party searches—just the policies and flows you trained it on.

How do I manage my supplement subscriptions?

Customers manage subscriptions by telling the agent what they need: skip a delivery, change quantity, or cancel. The agent retrieves the exact steps from your knowledge base, so every interaction is consistent with your store’s actual rules. If the request requires human attention, the agent hands off to your team with full chat history.