Guide users instantly with accurate support
Chatref answers questions in your voice – no more repeating the same navigation help. Import your docs and let AI handle the rest.
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Why it matters
The problem this solves.
Repeat questions
Customers ask the same basic support questions over and over, wasting your team’s time.
Slow onboarding
New users struggle to find the right steps in your help docs and abandon setup.
No visibility
You don’t know which questions trip up most customers during onboarding.
The Chatref solution
Guide users instantly with accurate support.
A user struggles to find a feature. Chatref pulls the exact steps from your guides and walks them through it in chat. They complete their task – no search, no wait, no support ticket.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your old help docs – no new training.
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
Teams cut support tickets in half
How Chatref turns navigation questions into instant answers – 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 users stopped asking 'how do I navigate to X?' Chatref pulls the exact steps from our guides. Support tickets dropped by half.
Chatref resolves navigation issues in chat – users don’t even reach our help articles. Our team handles only the tough cases.
of import questions answered before they reach the team
One set of guides now supports every region. No more translating basic navigation instructions for global teams.
Won’t outdated content cause bad answers?
You pick what to import. Start with your best guides, then use insights to update what’s stale. Your AI only answers from what you give it.
How fast is setup during migration?
Minutes. Upload content, add one widget snippet – your AI starts answering right away.
Does it work with different content formats?
Yes. It handles help docs, guides, site pages, and files in any language from one set of imported content.
Is my content kept private?
Absolutely. Your content stays yours – Chatref never searches the web or shares your data.
Will customers notice a change?
No. Your AI answers in your brand’s voice using your content, so help stays consistent and fast.
Can it explain our import format?
Yes. It pulls answers straight from your import guides, showing users the exact steps you’ve written.
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 walks users through matching columns to fields using your documentation rules.
Guide users instantly with accurate support
Start free – paste your docs and let AI handle the rest.
Part of Chatref for Trading Platform Support · Financial Services hub · pricing.