Scale support without adding headcount
Chatref answers setup questions instantly from your guides – so humans handle only the cases that need a person.
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Why it matters
The problem this solves.
Repeat setup questions
Your team keeps answering the same basic installation and configuration questions over and over.
Slow onboarding
New users can’t find the exact next step in your help docs and give up.
Global consistency
Keeping setup guides updated across regions is a hassle.
No visibility
Your team has no data on which setup steps confuse customers most.
The Chatref solution
Keep answers alive during growth.
A customer hits a snag with a new feature and pauses their trial. They ask Chatref. AI pulls the exact next step from your help docs. The issue resolves. They upgrade – no queue, no wait, no trial lost to friction
Real questions
What Chatref answers here.
AI answers ‘How do I switch CRMs?’ from your docs – no new training.
Resolves ‘Where’s my data?’ in chat with one click – no email loops.
Captures leads from customers asking about CRM moves.
Insights show which migration steps confuse users most.
Under the hood
The features that power it.
Loved by support teams
Teams cut support tickets in half
How Chatref deflects repeat questions with instant, accurate answers
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 resolved 70% of our setup questions instantly – no more repeating the same steps. Our team now focuses on complex cases.
Users get exact answers from our own guides, not generic advice. Trust in our product improved overnight.
of import questions answered before they reach the team
One set of docs now handles every region and time zone. No more overnight ticket pile-ups.
Won’t outdated content cause wrong answers?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 Start with your best guides, then use insights to update what’s outdated.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. Upload your content, add one widget snippet, and your AI starts answering. No rewrites or coding needed.
Does it work with different content formats?
Yes – help docs, guides, site pages, and files. It answers across languages from one set of imported content.
Can I keep my content private?
Yes. Your content stays yours. Chatref only answers from what you import – never searches the web or shares your 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 answer questions about imports?
Yes. It pulls answers straight from your import guides, showing 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 walks users through matching columns to fields using your documentation rules.
Scale support without adding headcount
Start free – AI agents answer questions instantly from your guides.
Part of Chatref for Tax Software Support · Financial Services hub · pricing.