Scale support without adding headcount
Your own content powers AI agents that answer setup questions instantly – keeping up as your product grows.
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Why it matters
The problem this solves.
Setup roadblocks
Customers can’t find the exact next step in your guides and abandon onboarding.
Repeat questions
Support keeps answering the same basic setup questions over and over.
Slow onboarding
New users struggle with software setup steps and can’t finish.
No visibility
Your team has no data on which setup steps confuse customers most.
The Chatref solution
Scale support without adding headcount.
Customers ask Chatref. AI pulls the exact answer from your guides. They solve it themselves – no queue, no wait, no support ticket. Your team handles only the cases that need a person.
Real questions
What Chatref answers here.
AI walks users through connecting bank accounts in chat – no new training needed.
Automatically tags chats about multi-currency setup for quick fixes.
Spots that 'invoice customization' confuses users – update the guide.
Captures leads asking about premium setup features.
Under the hood
The features that power it.
Loved by support teams
How teams cut support costs in half
Real results from AI that answers only from your own guides
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.
Our setup guide used to get lost in search. Now Chatref pulls the exact steps users need – no more 'how do I start' tickets.
AI walks users through setup from our own docs – no made-up steps. Trust in our product went up.
of import questions answered before they reach the team
One set of guides now handles every region and time zone. Setup questions no longer pile up overnight.
Won’t AI give wrong setup instructions?
Chatref only answers from your own setup guides – it won’t make up steps like generic chatbots.
How do we handle complex setup questions?
AI resolves simple cases – humans take over in context for complex ones.
Do we need separate setup help for each region?
One set of content works everywhere – AI handles every language.
What if setup steps change often?
Update your guides once – AI immediately uses the latest steps.
Won’t importing old content bring in outdated answers?
You pick what to import. Start with your best guides, then use insights to update what’s outdated.
How long does setup take?
Minutes. Upload your content, add one widget snippet, and your AI starts answering.
What if my content is in different formats or languages?
Chatref works with docs, guides, and files. It answers across languages from one set of content.
Can I keep my content private?
Yes. Your content stays yours – Chatref never searches the web or shares your data.
Scale support with AI – free start
Add your content and let AI handle setup questions in your brand’s voice.
Part of Chatref for Accounting Software Support · Financial Services hub · pricing.