Turn your tax docs into 24/7 support
Chatref answers training questions instantly from your docs – so your team handles only the hard cases. No rebuilds, no downtime.
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Why it matters
The problem this solves.
Repeat questions
Your team keeps answering the same basic training questions over and over.
Slow onboarding
New hires struggle to find the exact next step in your outdated docs.
Global support
Customers expect instant help outside business hours and across time zones.
No insights
You lack data on which training steps confuse customers most.
The Chatref solution
Keep answers alive during product growth.
A customer hits a snag with new features and pauses their trial. They ask Chatref. AI pulls the exact next step from your latest guides. The issue resolves. 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 needed.
Resolve ‘Where’s my data?’ in the chat with one click – 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
Real teams cut support volume in half
How Chatref deflects repeat questions 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.
Our training docs used to get buried in search. Now Chatref pulls the exact steps users need – no more 'how do I start' tickets.
Users get answers in our brand voice – not generic chatbot responses. Trust in our product went up.
of import questions answered before they reach the team
One set of guides now handles every region and time zone. Support requests no longer pile up overnight.
Won’t importing old content bring in outdated answers?
You pick what to import. Start with your best guides, then use insights to update what’s needed. Your AI only answers from approved content.
How quick is setup during a migration?
Just minutes. Upload your content, add one widget snippet, and your AI starts answering – no coding or waiting.
Does it handle content in different formats or languages?
Yes. It works with docs, guides, and files. Answers across languages from one set of imported content – keeping your team covered.
Can I keep my old content private?
Absolutely. Your content stays yours. Chatref only answers from what you import – never searches the web or shares data.
Will customers notice the switch?
No. Your AI answers in your brand’s voice using your content. Customers get the same help – just faster.
Can it answer questions about our import format?
Yes. It pulls answers straight from your import guides, showing the exact steps your team wrote.
What if an import fails?
It lists common issues from your docs and hands off to your team with full context for anything unusual.
Will it assist with field mapping?
Yes. It guides users through matching columns to fields using the rules in your documentation.
Turn your tax docs into instant support – free start
Add your guides and let AI answer common questions in your brand’s voice.
Part of Chatref for Tax Software Support · Financial Services hub · pricing.