Keep your robo-advisor support ahead of user questions
Your clients ask the same things about trading, accounts and fees. Chatref answers instantly from your own content – so support scales without adding headcount.
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Why this matters
Support is drowning in repeat questions
Free your team from busywork. Chatref answers the same setup, import, and permission questions instantly – so your team handles only what needs a human.
Same questions daily
Your team wastes hours answering the same setup, import, and permission questions over and over.
Work stops, queues grow
Admins get pulled away from product work as tickets pile up and users stall before finishing setup.
No warm leads captured
Valuable signals from support chats slip away because no one captures them.
What you get
Four wins for CRM teams
The big picture
CRM teams cut repeat questions – AI answers from your own content, not the web.
How it works
Turn your help docs into instant answers
Feed Chatref your guides and FAQs once. It learns them to answer customer questions 24/7 – so your team only handles cases that need a real person.
Add your help docs and guides Upload setup guides, import walkthroughs, and permission FAQs. Chatref digests them fast and starts answering questions straight from your own content.
Drop in the widget snippet Embed one line of code to your platform. Chatref starts answering questions instantly – no extra setup, no fuss.
AI answers from your content Customers get answers in your brand’s voice – no dead-end links, no digging through docs. AI resolves setup snags and pipeline questions using only what you’ve written.
Human handoff with full context When a question needs a human, Chatref hands it off with the full chat history so your team picks up without missing a beat.
The toolkit
Every job, mapped to a feature.
One AI agent, and a toolkit around it. Each card links to the feature that does the work.
Support that scales
Find your industry
One AI agent that answers the questions your customers actually ask – across every tool and language.
Real questions
CRM support that scales with your growth
Fix 'contact not syncing' errors instantly without tickets.
Set up email tracking in seconds – no human needed.
Guide users through importing leads from LinkedIn fast.
Resolve 'deal stage not updating' issues on the spot.
Onboard new reps with instant answers to setup questions.
Explain CRM features in simple terms during onboarding.
Help users troubleshoot broken sales reports quickly.
Scale support with AI
Robo-advisor support that grows with you
Stop repeating the same answers – let AI handle setup, fees and performance questions. Keep your team focused on what matters. Turn questions into insights.
The math
Turn support chats into growth – not costs
Every chat that Chatref resolves is a ticket saved. It answers questions from your own content – not the web – so you scale support without adding headcount. Results depend on your product and content.
- Deflect repeat questions before they hit the queue
- Cut onboarding time in half with instant answers
- Capture warm leads from support interactions
- Scale globally without night shifts or new hires
- Free your team to focus on high-value work
- Fix docs causing the most questions
Loved by support teams
CRM teams, scaling support without scaling admins.
How CRM platforms use Chatref to answer setup, import, and permission questions before they reach the team.
Chatref took over the import and field-mapping questions that used to fill our queue. Our admins finally spend their time on the migrations that actually need a person.
New customers used to wait a day for setup help. Now they configure pipelines on their own and reach their first deal the same day.
It answers permission and role questions from our own docs, in our own voice. Most admins cannot tell it apart from the team.
of setup and import questions answered before they reach an admin
One agent covers our EU and US accounts in their own language, so we retired the after-hours import desk for good.
Will it invent answers about our robo-advisor?
No. It only uses your own help docs and guides – never guesses or makes things up.
Is it just a search box in a chat window?
No. It gives instant answers and can take action – like resetting passwords or updating permissions – right inside the chat.
Can it handle our robo-advisor’s unique rules?
Yes. Upload your setup docs and permission guides. It answers only from that content and escalates complex cases to a human.
Does it replace our support team?
No. It deflects repeat questions so your team can focus on the cases that need a person.
How long does setup take?
Most teams go live in under an hour. Add your content, drop in one snippet, and you’re done – no training or coding required.
Can it answer questions in other languages?
Yes. It answers in the user’s language using your translated content. One widget covers every region you serve.
What if our robo-advisor docs are outdated?
It only uses what you give it. When you update your docs, it uses the new content immediately – you stay in control.
How do we know what users are asking?
It sends a weekly insights email. It shows the top questions, where your docs are weak, and what to fix next.
Does it charge per agent seat?
No. You pay based on usage – not per seat. Scale support without your bill growing with every new hire.
Will it work for complex robo-advisor questions?
Yes. As long as your content covers those topics, it can answer them – and hands off to a human if needed.
Can it take action inside our robo-advisor?
Yes. It can trigger account tasks like resetting permissions or updating settings – all from your help docs.
What if the AI can’t answer a question?
It hands off to a human with full chat history – so no one repeats themselves or loses context.
Bring Chatref to your robo advisor support.
Add your help docs, drop in one snippet, and let Chatref answer the first questions – free to start.
Part of the Financial Services support hub · see pricing.