Keep support accurate as your product grows
Chatref answers reconciliation questions instantly from your own help docs – no more repeating advice or hunting for guides.
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Why it matters
The problem this solves.
Repeat reconciliation questions
Support wastes time answering the same bank reconciliation questions daily.
Outdated help content
Keeping reconciliation guides updated across regions and languages is tedious.
Manual insights tracking
No easy way to see which reconciliation questions trip customers up most.
The Chatref solution
Keep support accurate as your product grows.
Your product grows. Your help docs grow. Chatref keeps answers accurate – no outdated links or made-up replies. AI pulls the exact next step from your latest guides. Prospects and customers get instant, always-up-to-date help.
Real questions
What Chatref answers here.
AI explains CRM swaps from your existing docs – instantly.
Resolve ‘Where’s my data?’ in chat with one click.
Human agents take over hard cases with full context.
Insights show which CRM steps confuse customers.
Under the hood
The features that power it.
Loved by support teams
Teams cut support costs with their own content
How businesses scale help without adding headcount or losing accuracy.
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.
Chatref answers 90% of our repeat questions from our own guides. Our team now handles only the tricky cases.
Onboarding time dropped because Chatref walks new users through our exact steps – no more generic advice.
of import questions answered before they reach the team
One set of docs now supports every region. We don’t get swamped with the same questions in different languages.
Won’t outdated content cause wrong answers?
You pick what to import. Start with your best guides, then use insights to update what’s outdated. The AI only answers from what you give it.
How quick is setup?
Minutes. Add your content, drop in one widget snippet, and your AI starts answering. No rewrites or coding needed.
Does it work with different formats or languages?
Yes. It handles help docs, guides, site pages, and files – answering across languages from one set of imported content.
Is my content kept 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 changes?
No. Your AI answers in your brand’s voice using your imported content, so help stays consistent – just faster.
Can it answer questions about import formats?
Yes. It pulls answers straight from your import guides, showing users the exact steps you wrote.
What if imports fail?
It lists common issues from your docs and hands off to your team with full context for anything unusual.
Does it help with field mapping?
Yes. It guides users through matching columns to fields using the rules in your documentation.
Keep support accurate as your product grows – free start
Add your help docs and let AI answer questions instantly in your brand’s voice.
Part of Chatref for Accounting Software Support · Financial Services hub · pricing.