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Turn support chats into new subscribers

Capture warm leads and grow your business with insights from every chat. No more lost opportunities – just seamless conversions.

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Take a tour of the product

Why it matters

The problem this solves.

Repeat questions

Your team spends too much time answering the same subscription questions over and over.

Lost leads

Potential subscribers slip away when support can’t answer them fast enough.

No lead capture

You miss out on leads who ask questions in support chats.

No insights

You don’t know what confuses subscribers most about your product.

Cut repetitive subscription questionsTurn chats into warm leadsSpeed up time-to-valueImprove support with insights

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

Real teams cut support costs in half

How SaaS companies scale their help desk without adding headcount

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

Chatref captures leads from support chats – no more lost opportunities. Our sales team loves it.

Pinehook

Subscription questions dropped by 40%. Chatref pulls the exact steps from our docs – no more repeating ourselves.

Cardinal CRM
68%

of import questions answered before they reach the team

Customer satisfaction jumped. Chatref answers instantly from our content, so users trust the help they get.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t outdated content make my AI agent give bad answers?

You pick what to import. Start with your best guides, then use insights to spot gaps. Your AI only answers from what you give it – so outdated content stays out.

How fast can I get Chatref working?

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

Does Chatref work with content in different formats or languages?

Yes. It pulls answers from help docs, guides, site pages, and files across languages – all from one set of imported content.

Is my old content safe with Chatref?

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

Will customers notice we switched to Chatref?

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

Can Chatref 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 if Chatref can’t resolve an issue?

It hands off to your team with full context. Your agents get the background they need to step in smoothly.

Will Chatref help with field mapping?

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

Turn support chats into new subscribers – free start

Capture warm leads and resolve questions instantly with AI that learns from your content.

Part of Chatref for AI Support for Subscription Boxes · E-commerce hub · pricing.