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Scale support without adding headcount

Chatref answers customer questions instantly from your own content – reducing repetitive work and capturing warm leads.

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Take a tour of the product

Why it matters

The problem this solves.

24/7 support demand

Customers expect instant help across regions and time zones.

Growing support costs

Support expenses rise as your neobank scales.

Repetitive questions

Human agents waste time on the same basic queries.

Scattered docs

Customers can’t find answers in disorganized help content.

Deflect repeat questionsScale support without headcountProvide instant, accurate answersCapture warm leads and insights

The Chatref solution

Keep answers alive during growth.

Fig. 1 · Keep answers alive during growthAI answers product questions from your own docs – no dead ends or guesswork

A customer hits a snag with a new feature and asks Chatref. AI pulls the exact next step from your help docs. They solve it fast. You deflect repeat questions and shorten onboarding – no queue, no wait, no friction.

Real questions

What Chatref answers here.

Answer ‘How do I switch CRMs?’ instantly from your old help docs.

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

Teams cut support volume with their own content

How Chatref deflects repeat questions and scales customer service effortlessly

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 instant answers without hunting.

Pinehook

Trust in our product improved because Chatref shares steps from our own docs, not generic advice. Users get reliable help.

Cardinal CRM
68%

of import questions answered before they reach the team

One set of content now handles every region and time zone. Support requests no longer pile up overnight.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Is there a neo customer service chat?

Yes, Chatref provides a branded neobank chat widget that answers customer questions instantly from your content.

How many customers does neobank have?

Chatref scales with your customer base, handling high volumes of support requests efficiently.

What is the largest neobank in the US?

Chatref supports neobanks of all sizes, helping them scale customer support effectively.

Neobank software

Chatref integrates seamlessly with your existing neobank platform to provide AI-powered customer support.

Won’t importing old content just bring in outdated answers?

You choose what to import. Start with your best guides, then use built-in insights to spot what needs updating.

How long does setup take during a migration?

Minutes. Upload your content, drop in one widget snippet, and your AI starts answering.

What if my old content is in different formats or languages?

Chatref works with help docs, guides, site pages, and files. It answers across languages from one set of imported content.

Can I keep my old content private?

Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web.

Scale support with your own content – free start

Add your help docs and let AI answer questions instantly in your brand’s voice.

Part of Chatref for Neobank Customer Service · Financial Services hub · pricing.