Smooth onboarding for every investor
Guide customers through account setup instantly with AI answers from your own guides. No confusion – no delays.
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Why it matters
The problem this solves.
Setup roadblocks
Customers hit snags in your setup guides and need human help to move forward.
Repeat questions
Support teams waste time answering the same setup questions daily.
Slow onboarding
New users can’t find the exact next step in your help docs and give up.
Inconsistent guidance
Keeping setup guides updated across regions is hard.
The Chatref solution
Smooth onboarding for every customer.
A customer struggles with account setup. They ask Chatref. AI pulls the exact steps from your guides. Setup completes. They start using your product – no delays, no support ticket.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your docs – no new training.
Resolve ‘Where’s my data?’ in chat with one click – no email loops.
Capture leads asking about CRM moves – instantly follow up.
Fix migration gaps from chat insights – no guesswork.
Under the hood
The features that power it.
Loved by support teams
Teams cut setup ticket volume by half
How AI-powered guides keep users moving through onboarding without support
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.
Account setup used to stall at the same spot every time. Now Chatref walks users through our own guide – most finish without us.
Our setup instructions used to get buried in search results. Now Chatref pulls the exact steps users need – no more 'how do I start' emails.
of import questions answered before they reach the team
One set of guides now handles every region and time zone. Setup questions no longer pile up overnight.
Why didn’t other chatbots work for automated support?
Many use generic info. Chatref answers from your own content – so it gets setup questions right every time.
Will this replace my human support team?
No. Chatref handles simple setup questions. Your team gets only the cases that need their expertise.
Can it handle regional account setup differences?
Yes. Chatref uses your region-specific content to answer questions for each market appropriately.
Won’t importing old content bring in outdated answers?
You choose what to import. Start with your best guides, then update what’s needed. Your AI only answers from what you give it.
How long does setup take during a migration?
Minutes. Upload your content, drop in one widget snippet, and your AI starts answering right away.
What if my 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 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 data.
Will customers notice the migration?
No. Your AI answers in your brand’s voice using your imported content – same help, just faster.
Smooth onboarding for every investor – free start
Paste your guides and let AI handle setup questions instantly in your brand’s voice.
Part of Chatref for Robo Advisor Support · Financial Services hub · pricing.