Automate support from your content
Chatref deflects repeat questions, captures leads, and gives agents full context – all from your own docs. Keep support smooth as your product grows.
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Why it matters
The problem this solves.
Payment errors jam queues
Failed transactions create repeat tickets that slow down your whole support team.
Customers stuck on errors
Users hit payment issues and can’t find clear answers in your docs or site.
Agents waste time on FAQs
Your team spends hours answering the same payment questions instead of solving real problems.
Docs don’t update fast
Manual help-doc changes don’t reach customers when they need answers most.
The Chatref solution
Keep answers alive during a switch.
A prospect hits a snag during CRM migration and pauses their trial. They ask Chatref. AI pulls the exact next step from your old migration guide. The switch finishes. They upgrade – no queue, no wait, no trial lost to friction.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your old help docs – no new training needed.
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
Teams automate payment support with their own content
How product teams handle payment errors without waiting for a support agent
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.
We used to get 20+ payment questions a day. Chatref answers them in our brand voice from our docs, and hands off only when needed.
Our support team spends less time on payment errors now – Chatref guides users step by step from our own content.
of import questions answered before they reach the team
Chatref handles payment questions in any language from one setup. We support 12 regions with the same content.
Won’t importing old content bring outdated answers?
You choose what to import. Start with your best guides, then use insights to find what needs updating. Your AI agent only answers from what you give it.
How long does setup take during a migration?
Minutes. Upload your content, drop in one widget, and your AI starts answering. No rewrites, no coding, no waiting.
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 or shares your data.
Will customers notice the migration?
No. Your AI agent answers in your brand’s voice using your imported content. Customers get the same help – just faster.
Can it handle questions about our import format?
Yes – it pulls answers straight from your import guides, so users see the exact steps your team wrote.
What about failed imports?
It lists common reasons from your docs and hands off to your team with full context for anything unusual.
Will it help with field mapping?
Yes. It walks users through matching columns to fields using the rules in your documentation.
Automate support from your content – free
Paste your docs. AI answers in your voice. Humans handle what needs a person.
Part of Chatref for Payment Processor Support · Financial Services hub · pricing.