Turn your help docs into an AI support agent
Chatref deflects repeat questions so your team handles only complex cases. Answers come from your brand’s content – no generic advice.
Featured on
Why it matters
The problem this solves.
Repeat questions
Customers ask the same basic questions over and over, draining your support team.
Slow onboarding
New users get stuck in your help docs and can’t find the exact next step.
Global gaps
Keeping help docs updated across regions is a constant struggle.
Dead-end articles
Competitors’ chatbots send customers to articles that don’t solve their problem.
The Chatref solution
Keep answers alive during product growth.
A user hits a snag in the latest feature and pauses onboarding. They ask Chatref. AI pulls the exact next step from your guides. The user finishes setup and upgrades – no queue, no wait, no trial lost to friction
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your own 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
See how Chatref cuts repetitive questions
Teams share their results – no made-up stats, just real outcomes.
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 walks users through our import steps from the guide, so most finish without us. Admins focus on real migrations again.
Our import guide now surfaces the exact steps users need. No more 'how do I start' emails clogging our inbox.
of import questions answered before they reach the team
One set of guides handles every region and time zone. Imports don’t pile up overnight anymore.
Won’t outdated content create bad answers?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 Start with your best guides, then use insights to update what’s outdated.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 your content.
How quick is setup?
Minutes. Add your content, drop in one widget snippet, and your AI starts answering. No coding or waiting.
Does it work with different formats or languages?
Yes. It handles help docs, guides, site pages, and files – all from one set of imported content.
Is my content kept private?
Yes. 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.
Can it explain our import format?
Yes. It pulls answers straight from your import guides, showing the exact steps you wrote.
What if something goes wrong?
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 walks users through matching columns to fields using your documentation rules.
Turn your help docs into an AI support agent – free
Start now. Paste your guides, and let Chatref answer questions in your brand’s voice.
Part of Chatref for Robo Advisor Support · Financial Services hub · pricing.