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Keep your SaaS users moving with instant, accurate support

Your customers hit snags. When onboarding or feature questions slow them down, they churn. Chatref answers from your own docs – right where they work – so support keeps up as your product grows.

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Take a tour of the product

Why this matters

Support can't keep up as your product grows

Repeat questions slow everything down. Chatref answers them instantly from your own guides – so your team can focus on the work that matters.

01 / Channels

Inbound Shopper Queue

Shopper questions arrive from the website widget, order-tracking lookups, and pre-purchase queries – all feeding a single support pipeline.

Order Tracking (WISMO)
Idle
Pre-purchase Questions
Ready
02 / Grounding Engine

Store Knowledge Base

Chatref indexes your product catalog, return policies, and sizing guides – verifying every response against your own store content.

Product Catalog
Linked
Returns & Exchanges
Linked
Sizing & Fit Guides
Linked
03 / Resolution

Smart Output Routing

Most shoppers get an instant answer. Complex returns or sensitive order issues are routed to your support team with full context.

Answered Instantly

90%+ of order, returns, sizing, and policy questions resolved on the spot.

Warm Agent Handoff

Escalated to your support team with the full shopper conversation transcript.

Setup and import questions arrive from everywhere, at all hours, and converge on Chatref. Chatref answers them from your own CRM guides, and those answers reach every user, on every channel and in every region.

Same questions daily

Your team wastes hours answering the same setup, import, and permission questions over and over.

Work stops, queues grow

Admins get pulled away from product work as tickets pile up and users stall before finishing setup.

No warm leads captured

Valuable signals from support chats slip away because no one captures them.

What you get

Four wins for SaaS support teams

The big picture

SaaS support scales with your product – AI answers from your docs, not the web.

Store Growth vs Support

Inbound Tickets vs. Agent Capacity

As product lines expand, ticket volume grows exponentially. Human agent capacity stays flat – creating a widening gap of unanswered shoppers.

Gap Analysis

Support Diagnostics

Queue StatusCritical
Overloaded(Scale stage)
Unanswered Tickets89% Gap

Nearly 180 shopper tickets go unanswered daily – many before checkout.

With Chatref

Chatref answers the gap instantly from your store's own content – turning abandoned carts into completed orders.

Fig. 1 · The e-commerce support gapwhy tickets pile up as a store scales

As a store adds products and customers, inbound support tickets climb steeply. Without Chatref, the share answered by agents barely moves — shoppers abandon. Chatref answers the growing gap from the store's own catalog and policies, so the support team stays calm at any scale.

How it works

How Chatref works

Turn your help docs into instant answers – no coding required. Feed Chatref your guides and FAQs once, then let it handle the rest.

Add your help docs and guides Upload setup guides, import walkthroughs, and permission FAQs. Chatref digests them fast so it can answer questions straight from your content.

Drop in one widget snippet Embed the Chatref widget on your store or help pages. It’s ready to answer questions in minutes – no complex setup.

AI answers grounded in your content Customers get instant, accurate help without leaving your site. No dead-end links – just the answers they need.

Human handoff with full context When a question needs a human, Chatref hands it off with the full chat history so your team picks up without missing a beat.

SaaS industries

Find your category

One AI agent that answers the questions your customers actually ask – across every tool and language.

Real questions

SaaS support questions answered in seconds

Fix 'API key not working' errors instantly

Set up two-factor auth step-by-step in minutes

Connect Stripe payments without opening a ticket

Repair broken webhook integrations on the spot

Onboard new users faster with instant setup answers

Get instant answers about your product’s free trial limits

Learn how to cancel a subscription in seconds

Fix 'login failed' errors without support help

The math

Turn chat into profit – not another support ticket

Every chat that never lands in your queue is a ticket you don’t have to pay for. Chatref answers setup, import, and permission questions straight from your own docs so your team can focus on high-value work. Results depend on your product and content.

  • Deflect the same questions before they become tickets
  • Cut first-response time from hours to seconds in every region
  • Scale support globally without adding headcount or night shifts
  • Turn routine how-to chats into warm leads for sales
  • Free admins to build features instead of answering docs
  • Use chat insights to fix the docs causing the most questions

Loved by support teams

CRM teams, scaling support without scaling admins.

How CRM platforms use Chatref to answer setup, import, and permission questions before they reach the team.

Chatref took over the import and field-mapping questions that used to fill our queue. Our admins finally spend their time on the migrations that actually need a person.

Northwind Analytics

New customers used to wait a day for setup help. Now they configure pipelines on their own and reach their first deal the same day.

Pinehook

It answers permission and role questions from our own docs, in our own voice. Most admins cannot tell it apart from the team.

Cardinal CRM
71%

of setup and import questions answered before they reach an admin

One agent covers our EU and US accounts in their own language, so we retired the after-hours import desk for good.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Will Chatref give wrong info about our product?

No. It only answers from your own content – no guesswork. If it can’t help, it hands the chat to a human.

Is this just another search box?

No. It gives instant answers and can take action – like resetting passwords or updating permissions – right inside the chat.

Can it handle our product’s unique features?

Yes. Upload your guides and docs. It answers only from that content and escalates complex cases to a human.

Will it replace our support team?

No. It deflects repeat questions so your team can focus on the cases that need a person.

How fast is setup?

Most teams go live in under an hour. Add your content, drop in one snippet, and you’re done – no training or coding required.

Can it answer questions in other languages?

Yes. It answers in the user’s language using your translated content. One widget covers every region you serve.

What if our docs are outdated?

It only uses what you give it. When you update your docs, it uses the new content immediately – you stay in control.

How do we track what users are asking?

It sends a weekly insights email. It shows the top questions, where your docs are weak, and what to fix next.

Is there a per-agent fee?

No. You pay based on usage – not per seat. Scale support without your bill growing with every new hire.

Will it work for complex product questions?

Yes. As long as your content covers those topics, it can answer them – and hands off to a human if needed.

Can it take action inside our product?

Yes. It can trigger account tasks like resetting permissions or updating settings – all from your help docs.

What if Chatref can’t answer a question?

It hands off to a human with full chat history – so no one repeats themselves or loses context.

Bring Chatref to your chatref for digital products stores.

Add your help docs, drop in one snippet, and let Chatref answer the first questions – free to start.

Part of the E-commerce support hub · see pricing.