Answer every customer instantly – with your own words
Chatref resolves repeat questions from your help docs. No more copying answers – just instant, accurate support that scales with you.
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Why it matters
The problem this solves.
Repeat questions
Customers ask the same things about performance comparisons over and over.
Slow onboarding
New users get stuck in your help docs and can’t find the next step.
24/7 demand
Support can’t keep up as your product grows and scales.
Inconsistent support
Keeping answers consistent across regions and time zones is hard.
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.
Resolve ‘Where’s my data?’ instantly in chat – 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 cut repeat questions by half
See how Chatref deflects common issues with your own content
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 pulls the exact steps from our guide – no more 'how do I start' emails. Users help themselves.
Trust went up when users saw our own field mapping steps, not generic advice. Chatref speaks like us.
of import questions answered before they reach the team
One set of docs now handles every region and time zone. No more overnight question piles.
Won’t outdated content cause bad answers?
Your AI only uses what you import. Start with your best guides, then update outdated sections using built-in insights.
How fast is setup?
Minutes. Upload content, add one snippet, and your AI starts answering – no coding or rewrites.
Does it work with different formats?
Yes. It handles docs, guides, pages, and files across languages from one content set.
Is my content private?
Yes. Chatref never searches the web or shares your data – it only uses what you import.
Will customers notice changes?
No. Answers stay in your brand’s voice using your content – just faster and more consistent.
Can it explain our import format?
Yes. It pulls steps directly from your import guides so users see the exact process.
What if imports fail?
It lists common issues from your docs and hands off to your team with full context for unusual cases.
Does it help with field mapping?
Yes. It guides users through matching columns to fields using your documentation rules.
Start for free – let AI handle your repeat questions
Paste your docs and start resolving customer questions instantly in your brand’s voice.
Part of Chatref for Robo Advisor Support · Financial Services hub · pricing.