What is the onboarding process for setting up used car dealer support?

You’ll need the documents your team already uses to answer customer questions. Collect:

• Current vehicle inventory – make, model, year, mileage, price, VIN, photos, and any unique notes.
• Financing and lease policies, credit application forms, and approval requirements.
• Warranty, service contract, and return/exchange terms.
• Trade-in valuation guidelines and inspection checklists.
• Answers to the top 20-30 questions your sales and service staff hear every day (phone, email, walk-in).

Having these ready in PDF, Word, or a structured CSV speeds up setup. Don’t worry about formatting – Chatref reads the content, not perfect layouts.

Once you sign up and get your $50 free credit, you’ll upload that material directly into Chatref. The knowledge base becomes the single source of truth for your AI agent.

• Add PDFs, URLs from your website, or plain text documents.
• Include inventory feeds if you maintain a digital catalog – Chatref can import from sitemaps or bulk upload.
• Organize content into logical groups (sales, service, finance) so the agent retrieves the right answer for each customer.

The platform extracts meaning from your documents and makes every response grounded in your own policies and inventory. No generic guesses, no hallucinations.

With your knowledge base loaded, you’ll configure the AI agent that handles used car support. This is where the ai-agents capability turns your content into a customer service engine.

• Set the agent’s tone to match your dealership’s voice – friendly and direct, or more formal, for example.
• Test real customer questions in the live playground before deploying.
• Refine answers, add quick replies for common intents like “What’s your best price on a 2019 SUV?” or “Do you offer delivery?”

You can iterate in minutes. The agent improves as you review its answers and add more documentation.

Embedding the widget is one snippet on your website – no coding skills needed. Chatref’s onboarding experience walks you through the final steps.

• Place the widget on inventory pages, contact page, and anywhere customers start their research.
• Customize the brand colors to match your dealer’s look.
• Enable lead capture so the agent collects visitor details and hands warm prospects to your sales team.

During the setup steps, you’re never on your own. Chatref’s team provides step-by-step guidance through in-app chat and, when needed, live video walkthroughs. Most dealers go from signup to a live, working widget in under an hour.

What information do I need to provide during onboarding?
You’ll need your dealership’s inventory data (vehicle details, pricing), financing policies, warranty terms, and a list of common customer questions. PDFs, URLs, or plain text files all work. No special formatting is required – Chatref reads the content directly.

How long does the onboarding process take?
With documents ready, the core setup – uploading, training, and embedding the widget – typically takes 45 to 60 minutes. The guided onboarding flow keeps you moving, and you can test and refine before going public.

Can I get help during the onboarding process?
Absolutely. Chatref includes hands-on assistance as part of every new account. You’ll have access to in-app chat support and, if you need it, a live screen-share session with a product specialist who will walk you through each step.