Answer customer questions instantly – no dead-end links
Chatref uses your own guides to resolve queries in your brand’s voice. Keep support smooth as your product grows.
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Why it matters
The problem this solves.
Repeat questions
Your team keeps answering the same basic product questions over and over.
Slow onboarding
New users can’t find the exact next step in your help docs and give up.
Global support
You need to handle every region and hour from one set of content.
No visibility
You lack data on which product steps confuse customers most.
The Chatref solution
Keep support scaling with your product.
A user asks about a new feature. AI pulls the exact steps from your help docs. They finish setup – no queue, no wait, no friction. Your team handles only the cases that need a person.
Real questions
What Chatref answers here.
‘How do I switch CRMs?’ – AI answers from your help docs instantly.
‘Where’s my data?’ – One-click resolution, no email loops.
‘Can I talk to a human?’ – Seamless handoff with full chat history.
Capture leads from customers asking about CRM moves.
Under the hood
The features that power it.
Loved by support teams
Teams cut repeat questions by half
How businesses deflect common questions before they reach your team
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.
Chatref answers import steps from our own guide – no more 'how do I start' emails. Users finish without us.
Users trust our product more since Chatref pulls exact field mapping steps from our docs – not generic advice.
of import questions answered before they reach the team
One set of content now handles every region and time zone. No more overnight import backlogs.
Won’t outdated content cause bad answers?
You pick what to import. Start with your best guides, then use insights to update what’s needed. Your AI only answers from what you give it – so you control accuracy.
How fast is setup?
Minutes. Add your content, drop in one widget snippet, and your AI starts answering. No rewrites or coding required.
Does it work with different formats or languages?
Yes. It handles help docs, guides, site pages, and files – answering across languages from one set of content.
Is my content kept private?
Absolutely. Your content stays yours. Chatref only answers from what you import – never searches the web or shares data.
Will customers notice changes?
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, showing users the exact steps you wrote.
What if imports fail?
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 guides users through matching columns to fields using your documentation rules.
Answer questions instantly – free start
Paste your guides and let AI resolve chats in your brand’s voice.
Part of Chatref for Robo Advisor Support · Financial Services hub · pricing.