Instant payroll help from your own guides
Stop repeating steps for common questions. Chatref answers instantly using your existing payroll docs – no rebuilds, no downtime.
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Why it matters
The problem this solves.
Repeat payroll questions
Customers keep asking the same basic processing steps over and over.
Slow support during busy seasons
Finding the right guide takes too long when tickets spike.
Global coverage gaps
Your team can’t handle every region and hour with one set of content.
No insight from chats
You miss turning questions into data to improve your product.
The Chatref solution
Payroll help that scales with your docs.
Your team grows. Payroll questions repeat. Chatref AI answers from your exact guides – no made-up responses. Human agents step in when needed, with full context. Scale support without adding headcount.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your old 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.
Under the hood
The features that power it.
Loved by support teams
Payroll teams cut repeat questions by half
How Chatref turns your guides into instant payroll help – no more made-up answers
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 payroll guides now answer processing questions instantly. Chatref pulls the exact steps from our docs – no more 'how do I submit timesheets?' emails.
Users get the exact payroll steps from our own guides. Trust in our product went up.
of import questions answered before they reach the team
One set of payroll docs handles every region and time zone. Questions no longer pile up overnight.
Won’t customers still need to call for help?
Chatref resolves most questions instantly from your content. Humans only handle cases that truly need a person – with full context.
What if the AI gives wrong payroll processing advice?
Chatref only answers from your own approved content. It never makes up responses like generic chatbots.
Isn't this just another search tool?
Chatref provides complete answers – not dead-end article links. It handles the entire conversation until a human takes over.
We already use HelpSpot for support. Why add Chatref?
Chatref works alongside your existing tools. It deflects repeat questions before they reach your queue.
Won’t importing old content bring in outdated answers?
You choose what to import. Start with your best guides, then use insights to spot updates. Your AI only answers from what you give it.
How long does setup take?
Minutes. Upload your content, drop in one widget snippet, and your AI starts answering. No rewrites or coding.
What if my content is in different formats or languages?
Chatref works with help docs, guides, and files. It answers across languages from one set of content – keeping your team 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.
Resolve payroll questions instantly from your guides
Start for free – paste your docs and let AI handle the rest.
Part of Chatref for Accounting Software Support · Financial Services hub · pricing.