Guide users through account setup 24/7
Chatref answers questions instantly from your own guides – no waiting, no repetitive work. Scale support without adding headcount.
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Why it matters
The problem this solves.
Setup roadblocks
Users abandon account creation when they hit unclear steps or errors.
Repeat support work
Your team keeps answering the same basic setup questions over and over.
Out-of-date guides
Onboarding docs don’t match the current product, so users get lost.
The Chatref solution
Guide users through account setup 24/7.
A user gets stuck during setup. Chatref pulls the exact next step from your guides. They finish onboarding – no queue, no wait, faster time to value.
Real questions
What Chatref answers here.
Walk users through 2FA setup with your exact steps.
Detect and fix common mistakes in account creation.
Guide traders through KYC document uploads.
Answer tax form questions from your compliance docs.
Under the hood
The features that power it.
Loved by support teams
Teams cut setup questions by 80%
How Chatref keeps users moving with your own guides
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 setup guide used to get buried in search results. Now Chatref pulls the exact steps users need – no more 'how do I start' emails.
Chatref handles multi-step account tasks inside the chat. Users finish setup without us – 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. Setup questions no longer pile up overnight.
Won’t users still need human help for complex issues?
Chatref handles routine setup steps so humans focus only on edge cases. Results depend on your content.
What if the AI gives wrong setup instructions?
Chatref only answers from your own guides – no made-up steps. Keep docs updated and it stays accurate.
Do we need to hire AI specialists to maintain this?
Just add your existing setup guides. Chatref handles the rest – no coding or AI expertise needed.
How do we measure if this actually helps?
Chatref tracks deflected questions and sends weekly reports on what to improve next.
Can it handle questions about our import format?
Yes – it pulls answers straight from your import guides, so users see the exact steps your team wrote.
What about failed imports?
It lists common reasons from your docs and hands off to your team with full context for anything unusual.
Will it help with field mapping?
Yes. It walks users through matching columns to fields using the rules in your documentation.
How long does setup take during a migration?
Minutes. Upload your content, drop in one widget snippet, and your AI starts answering. No rewrites, no coding, no waiting.
Guide users through account setup – free
Start for free and let AI answer questions instantly from your own guides.
Part of Chatref for Trading Platform Support · Financial Services hub · pricing.