Automate support for your robo-advisor app
AI agents answer from your own content so customers get the right info fast, without waiting for a human.
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Why it matters
The problem this solves.
Slow customer support
Customers wait too long for simple answers about fees or performance.
Global support gaps
Support teams can't keep up with questions across regions and time zones.
Inaccurate chatbots
Generic chatbots send customers to the wrong info or make things up.
Wasted agent time
Human agents waste time on repeat questions that AI could handle.
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 help docs – no new training.
Resolve ‘Where’s my data?’ in chat with one click – no email loops.
Capture 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
Real teams cut repeat questions in half
How brands scale support without adding headcount or losing brand voice
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.
Our pricing page updates used to flood the queue. Now Chatref answers from our latest FAQs – no more outdated info or dead-end links.
One set of docs now handles every region and time zone. Questions don’t pile up overnight anymore.
of import questions answered before they reach the team
Chatref pulls the exact troubleshooting steps from our guides. Trust in our product went up.
Won’t outdated content cause bad answers?
You pick what to import. Start with your best guides, then use insights to update what’s outdated. Your AI only answers from what you give it.
How fast can I set this up?
Minutes. Upload your content, add one widget snippet, and your AI starts answering. No coding or rewrites needed.
Does it work with content in different languages?
Yes. It answers across languages from one set of imported content – covering your whole team in every region.
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 any changes?
No. Your AI answers in your brand’s voice using your content. Customers get the same help – just faster and more consistent.
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 issues 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.
Automate support for your robo-advisor app – free start
Paste your help docs and let AI answer fee, performance, and account setup questions instantly.
Part of Chatref for Robo Advisor Support · Financial Services hub · pricing.