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Scale phone support without adding headcount

AI agents handle routine questions in your brand’s voice – humans step in only for high-value cases. Capture leads and turn chats into insights to improve your product.

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Take a tour of the product

Why it matters

The problem this solves.

High call volumes

Customers keep calling about basic questions your docs already answer.

Global support strain

Your team can’t cover every region and time zone with phone support.

Lost leads

You miss capturing high-value users who abandon slow phone support.

No insights

Phone chats don’t tell you what confuses users most.

Deflect repeat questionsShorten onboarding timeCover all regions 24/7Turn calls into insights

The Chatref solution

Keep support consistent during product growth.

Fig. 1 · Keep support consistent during product growthAI answers scaling questions from your docs – no dead ends or guesswork

Your product grows. Support can't keep up. Chatref AI answers routine questions from your docs – in your voice. Humans handle only the cases that need them. Scale support without adding headcount.

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 leads from customers asking about CRM moves.

Turn chat insights into fixes for your migration gaps.

Loved by support teams

Cut support volume with instant answers

See how teams reduce repeat questions – 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 pulls the exact steps from our guides – no more 'how do I start' emails. Users get answers instantly.

Pinehook

Our AI agent answers only from our docs. Trust in our product went up because it never makes things up.

Cardinal CRM
68%

of import questions answered before they reach the team

One set of content handles every region and time zone. Questions don’t pile up overnight anymore.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t outdated content cause bad answers?

You pick what to import. Start with your best guides, then use insights to update what’s stale. Your AI only answers from what you give it.

How fast is setup during migration?

Minutes. Upload your content, add one snippet, and your AI starts answering. No rewrites or coding needed.

Does it work with different file types?

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

Can I keep my content private?

Yes. Your content stays yours. Chatref never searches the web or shares your data.

Will customers notice a change?

No. Your AI answers in your brand’s voice using your content – customers get the same help, just faster.

Can it explain our import format?

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

What if an import fails?

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

Does it help with field mapping?

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

Scale phone support with AI – free start

Add your help docs and let AI handle routine calls in your brand’s voice – humans step in only when needed.

Part of Chatref for Crypto Exchange Support · Financial Services hub · pricing.