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Speed up Shopify setup with instant answers

Guide users instantly through setup. Chatref answers from your help docs – no repeat questions, faster onboarding.

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Take a tour of the product

Why it matters

The problem this solves.

Onboarding drop-offs

Customers abandon setup when they can’t find quick answers in your help docs.

Repetitive tickets

Support teams waste time answering the same basic setup questions over and over.

Slow time-to-value

New users get stuck during onboarding and delay getting value from your product.

Hidden friction

You don’t know which setup steps confuse customers most – until they ask.

Faster onboardingFewer repeat ticketsHappier customersScale supportSpot frictionFix docs fast

The Chatref solution

Keep answers alive during a switch.

Fig. 1 · Keep answers alive during a switchAI answers CRM-switch questions from your old docs – no dead ends or guesswork

A prospect hits a snag during CRM migration and pauses their trial. They ask Chatref. AI pulls the exact next step from your old migration guide. The switch finishes. They upgrade – no queue, no wait, no trial lost to friction.

Real questions

What Chatref answers here.

Answer ‘How do I switch CRMs?’ from your own help docs – no new training.

Resolve ‘Where’s my data?’ in the chat with one click – no email loops.

Capture warm leads from customers asking about CRM moves.

Turn chat insights into fixes for your migration gaps.

Loved by support teams

Teams that cut support costs in half

How SaaS teams scale help without adding headcount – with their own content

Imports used to stall halfway and land in our queue. Now Chatref walks users through field mapping from our own guide, and most finish without us. Our admins handle the real migrations again.

Northwind Analytics

Our setup guide used to get lost in search. Now Chatref pulls the exact steps users need – no more 'how do I start' tickets.

Pinehook

Users get the exact field mapping from our docs – not generic advice. Trust in our product went up.

Cardinal CRM
68%

of import questions answered before they reach the team

One set of guides now handles every region and time zone. Support tickets no longer pile up overnight.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t importing old content just bring in outdated answers?

You pick what to import. Start with your best guides, then use insights to spot updates. Your AI agent only answers from what you give it – so you control what’s current.

How long does setup take during a migration?

Minutes. Upload your content, drop in one widget snippet, and your AI starts answering. No rewrites, no coding, no waiting.

What if my old content is in different formats or languages?

Chatref works with help docs, guides, site pages, and files. It answers across languages from one set of imported content – so your whole team stays covered.

Can I keep my old content private?

Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web or shares your data.

Will customers notice the migration?

No. Your AI agent answers in your brand’s voice using your imported content. Customers get the same consistent help they always did – just faster.

Can it handle questions about our import format?

Yes – it pulls answers straight from your import guides, so users see the exact steps your team wrote.

What about failed imports?

It lists common reasons from your docs and hands off to your team with full context for anything unusual.

Will it help with field mapping?

Yes. It walks users through matching columns to fields using the rules in your documentation.

Speed up Shopify setup with instant answers – free start

Paste your help docs and let AI guide customers instantly in your brand’s voice.

Part of Chatref for Chatref for Shopify Platforms · E-commerce hub · pricing.